The earnings call highlighted significant growth in ARR, revenue, and SaaS adoption, surpassing major milestones ahead of schedule. Strategic partnerships and new customer wins were also emphasized. However, challenges related to contract duration and gross margin were noted.

Company Guidance

During the Commvault Second Quarter Fiscal Year 2026 Earnings Conference Call, the company provided several key metrics indicating strong performance and future expectations. Commvault reported a record addition of $47 million in net new Annual Recurring Revenue (ARR) on a constant currency basis, with subscription ARR rising 30% to $894 million. Total revenue increased by 18% to $276 million, and total ARR grew 22%, achieving $1 billion in total ARR two quarters ahead of the March 2026 target. The company also highlighted a 56% growth in Software-as-a-Service (SaaS) ARR, reaching $330 million, and maintained a robust SaaS net dollar retention rate of 125%. Looking forward, Commvault projects continued strong demand for its Cloud Cyber Resilience platform, driven by hybrid cloud customer adoption and the integration of AI data. The company also raised its full-year free cash flow outlook to between $225 million and $230 million, reflecting both solid market demand and strategic investments.

Record Net New ARR

Commvault added a record $47 million net new ARR in constant currency.

Strong SaaS ARR Growth

SaaS ARR grew 56% to $330 million, achieving the target two quarters earlier than projected.

Total Revenue Growth

Total revenue increased by 18% to $276 million.

Surpassing $1 Billion ARR Milestone

Total ARR grew 22%, reaching $1 billion two quarters ahead of the original March 2026 target.

Continued Cloud Transition

Commvault moved and protected approximately 8 exabytes of customer data into the cloud, representing a greater than 40% CAGR over the past 5 years.

Strategic Partnership with BeyondTrust

New partnership with BeyondTrust to enhance the Commvault Cloud platform by integrating identity security capabilities.

New Major Customer Wins

Commvault secured several large contracts, including with a large bank in Asia Pacific and BBVA, one of the world's largest financial institutions.

Recognition by Industry Analysts

Commvault was named a leader in the Forrester Wave, Gartner Magic Quadrant, and IDC MarketScape on cyber recovery.

CommVault Systems (CVLT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CVLT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 03, 2026	2026 (Q3)	0.98 / -	0.94	―	―	―
Oct 28, 2025	2026 (Q2)	0.94 / 0.91	0.83	9.64% (+0.08)
Jul 29, 2025	2026 (Q1)	0.97 / 1.01	0.85	18.82% (+0.16)
Apr 29, 2025	2025 (Q4)	0.93 / 1.03	0.79	30.38% (+0.24)
Jan 28, 2025	2025 (Q3)	0.87 / 0.94	0.78	20.51% (+0.16)
Oct 29, 2024	2025 (Q2)	0.76 / 0.83	0.7	18.57% (+0.13)
Jul 30, 2024	2025 (Q1)	0.73 / 0.85	0.72	18.06% (+0.13)
Apr 30, 2024	2024 (Q4)	0.73 / 0.79	0.73	8.22% (+0.06)
Jan 30, 2024	2024 (Q3)	0.73 / 0.78	0.62	25.81% (+0.16)
Oct 31, 2023	2024 (Q2)	0.64 / 0.70	0.57	22.81% (+0.13)

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

CVLT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 28, 2025	$174.15	$145.78	-16.29%
Jul 29, 2025	$163.43	$193.27	+18.26%
Apr 29, 2025	$165.96	$168.73	+1.67%
Jan 28, 2025	$158.30	$160.05	+1.11%

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 CommVault Systems (CVLT) report earnings?

CommVault Systems (CVLT) is schdueled to report earning on Feb 03, 2026, Before Open (Confirmed).

What is CommVault Systems (CVLT) earnings time?

CommVault Systems (CVLT) earnings time is at Feb 03, 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 CVLT EPS forecast?

CVLT EPS forecast for the fiscal quarter 2026 (Q3) is 0.98.

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