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Earnings Data
Report Date
Sep 15, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.09Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: double-digit revenue growth, strong software and recurring-revenue expansion, margin and profitability improvements, healthy billings and RPO, large contract wins (including multi‑million dollar subscription and expansion deals), and a clean balance sheet with active share repurchases. Offsetting these positives are near-term cash generation headwinds driven by subscription timing, FX weakness and hardware/inventory dynamics, a quarter of negative operating/free cash flow, a decline in professional services revenue due to timing, and Q1 EPS pressure from tax and FX timing. On balance the outlook and execution signals (recurring revenue acceleration, margin leverage and sizable RPO) outweigh the short-term cash and FX challenges.Company Guidance
Double-Digit Revenue Growth
Q1 FY'27 revenue was $105.5 million, up $9.9 million or 10.4% year-over-year, reflecting sustained demand and execution.
Strong Software and Recurring Revenue Expansion
Software revenue of $47.3 million increased 26.5% YoY; total software revenue grew $15.3 million or 18.6% YoY. Recurring revenue rose 10% to $51.9 million and represented 49.2% of total revenue, indicating strengthening subscription adoption.
Margin and Profitability Improvement
Q1 non-GAAP gross margin expanded to 72.9% (+100 basis points YoY). Non-GAAP gross profit increased 12% YoY to $76.9 million. Non-GAAP operating income grew 41.5% YoY to $10.7 million, adjusted EBITDA rose 31.5% YoY to $13.6 million, and GAAP operating income doubled to $4.4 million.
Improved Sales Visibility and Strong Bookings
Q1 billings grew 31.2% YoY to $102.7 million. Total RPO was $528.8 million with short-term RPO of $363.4 million, supporting near-term revenue visibility.
Large Contract Wins and U.S. Market Momentum
Closed notable deals including a new 3-year subscription agreement valued at over $20 million and a large expansion deal valued at over $10 million. Management expects approximately $20 million of U.S. deals this year (with further upside potential).
Strong Balance Sheet and Share Repurchases
Ended Q1 with $109.2 million in cash, no debt, generated $6.5 million from sale of a minority investment, and repurchased ~1 million shares for ~$8.2 million in Q1 (≈$35 million repurchased YTD of $60 million authorized).
CGNT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CGNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 03, 2026 | $11.62 | $9.23 | -20.57% |
Mar 25, 2026 | $7.88 | $8.45 | +7.23% |
Dec 09, 2025 | $8.97 | $9.72 | +8.36% |
Sep 09, 2025 | $9.53 | $8.45 | -11.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cognyte Software Ltd. (CGNT) report earnings?
Cognyte Software Ltd. (CGNT) is schdueled to report earning on Sep 15, 2026, Before Open (Confirmed).
What is Cognyte Software Ltd. (CGNT) earnings time?
Cognyte Software Ltd. (CGNT) earnings time is at Sep 15, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CGNT EPS forecast?
CGNT EPS forecast for the fiscal quarter 2027 (Q2) is 0.09.


