The earnings call highlighted strong revenue growth, strategic customer wins, and effective expansion of product and partner ecosystems. Despite concerns about the macro environment and flat operating margin guidance, the company's overall performance and outlook appear robust.

Company Guidance -

Q1 2026

In the Q4 fiscal year 2025 earnings call for Commvault Systems, Inc., the company reported a 23% year-over-year increase in total revenue, reaching $275 million. Subscription revenue saw a significant jump of 45% to $173 million, while total Annual Recurring Revenue (ARR) improved by 21% to $930 million. Notably, SaaS ARR surged by 68% to $281 million. The company achieved a Rule of 40 metric of 41 for the full fiscal year, highlighting a balance of growth and profitability. For fiscal year 2026, Commvault anticipates subscription revenue to grow by 24%, with total revenue expected to increase by 14%, reaching between $1.13 billion and $1.14 billion. The guidance reflects a focus on leveraging strong secular tailwinds related to cyber resilience, continuous business operations, and expanding partnerships, projecting confidence in capturing a significant market opportunity estimated at $24 billion.

Record-Breaking Revenue and Growth

Total revenue increased by 23% to $275 million. Subscription revenue grew 45% to $173 million. Total ARR improved 21% to $930 million, and SaaS ARR jumped 68% to $281 million.

Strong Performance Across Regions

Q4 saw strong performance across geographic regions, with EMEA having a particularly strong quarter.

Strategic Customer Wins

Notable customer wins included American Tower, Cinemark Holdings, Janus International, McGraw Hill, and Blue Origin, reflecting strong tailwinds in the industry.

Product and Partner Ecosystem Expansion

Commvault extended its partner ecosystem with integrations with leading security players like Akamai, Google Threat Intelligence, and Splunk. Marketplace transactions grew nearly 50% quarter on quarter and over 250% year on year.

High SaaS Net Dollar Retention Rate

The SaaS net dollar retention rate remained steady at 127%, driven by upsell and cross-sell opportunities.

Profitability and Cash Flow

Fiscal Q4 gross margins were 83.1%, and Q4 free cash flow was $76 million, with full-year free cash flow of $204 million.

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

Daily Earnings Calendar >

CVLT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2025	2026 (Q1)	0.97 / -	0.85	―	―	―
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)
Aug 01, 2023	2024 (Q1)	0.64 / 0.72	0.64	12.50% (+0.08)
May 02, 2023	2023 (Q4)	0.62 / 0.73	0.75	-2.67% (-0.02)

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
Apr 29, 2025	$165.96	$168.73	+1.67%
Jan 28, 2025	$158.30	$160.05	+1.11%
Oct 29, 2024	$136.97	$169.79	+23.96%
Jul 30, 2024	$123.20	$151.35	+22.85%

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 Jul 29, 2025, Before Open (Confirmed).

What is Commvault Systems (CVLT) earnings time?

Commvault Systems (CVLT) earnings time is at Jul 29, 2025, 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 (Q1) is 0.97.

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