The earnings call was overwhelmingly positive with strong revenue growth, significant customer wins, and strategic partnerships and acquisitions. However, there were some concerns about the dilution from the Satori acquisition and flat operating margins.

Company Guidance -

Q2 2026

During the Commvault First Quarter Fiscal Year 2026 Earnings Conference Call, the company reported substantial growth across various metrics, reflecting strong financial performance and strategic execution. Total annual recurring revenue (ARR) increased by 24% to $996 million, with subscription ARR rising by 33% to $844 million. Total revenue grew by 26% to $282 million, driven by a 46% increase in subscription revenue. SaaS ARR experienced a remarkable growth of 63% to $307 million, and subscription revenue constituted 85% of total ARR, compared to 79% a year ago. The company achieved a 47% score on the Rule of 40 basis, demonstrating a healthy balance between revenue growth and profitability. Notably, Commvault surpassed 8,000 customers and exceeded its $330 million ARR target ahead of schedule. The company also highlighted significant wins with major clients like Honeywell and Equifax, and reported triple-digit growth in cloud marketplace transactions. Moving forward, Commvault expects Q2 subscription revenue to be between $174 million and $176 million, and total revenue to range from $272 million to $274 million, with a full-year fiscal 2026 total ARR growth anticipated at 18% year-over-year.

Strong Revenue Growth

Total ARR grew 24% to $996 million, Subscription ARR grew 33% to $844 million, and total revenue increased by 26% to $282 million. SaaS ARR soared 63% to $307 million.

Record Land and Expand Quarter

Commvault achieved its best land and expand quarter ever, surpassing 8,000 customers and being on track to exceed the $330 million ARR target ahead of schedule.

Notable Customer Wins

Significant customer wins include Honeywell, Equifax, U-Haul, NTT DATA Services, and Chaucer Lloyd's.

Geographical and Segment Expansion

Commvault posted healthy growth across geographies, industries, and customer segments, from enterprise to SMB.

Partner Ecosystem Success

Achieved triple-digit growth in marketplace transactions and announced major partnerships with Deloitte, CrowdStrike, HPE, and Kyndryl.

Recognition in Gartner Magic Quadrant

Commvault was named a leader in the Gartner Magic Quadrant for Backup and Data Protection Platforms for the 14th consecutive time and ranked #1 in 5 out of 6 use cases.

Strategic Acquisition of Satori Cyber

Commvault announced its intent to acquire Satori Cyber to enhance its data security offerings, expected to close later this quarter.

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
Nov 04, 2025	2026 (Q2)	0.94 / -	0.83	―	―	―
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)
Aug 01, 2023	2024 (Q1)	0.64 / 0.72	0.64	12.50% (+0.08)

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
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%
Oct 29, 2024	$136.97	$169.79	+23.96%

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 Nov 04, 2025, Before Open (Confirmed).

What is CommVault Systems (CVLT) earnings time?

CommVault Systems (CVLT) earnings time is at Nov 04, 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 (Q2) is 0.94.

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