The earnings call reflected a strong start to the fiscal year with significant growth in ARR and revenue, strategic partnerships enhancing market reach, and industry recognition. Despite the positive momentum, there was a note of expected margin dilution due to an acquisition.

Company Guidance -

Q2 2026

During the Commvault First Quarter Fiscal Year 2026 Earnings Conference Call, the company reported robust growth across several key metrics. Total annual recurring revenue (ARR) increased by 24% to $996 million, with subscription ARR up 33% to $844 million. SaaS ARR saw a significant 63% rise to $307 million, contributing to a total revenue growth of 26% to $282 million. Subscription revenue surged 46% to $182 million, and the company achieved a 47% performance on a Rule of 40 basis. The company also expanded its customer base, surpassing 8,000 and approaching 13,000 subscription customers. Notably, Commvault experienced triple-digit growth in marketplace transactions, underscoring its success in emerging routes to market like cloud marketplaces. Looking ahead, the company raised its fiscal year 2026 guidance, projecting total ARR growth of 18% and subscription ARR growth of 24%, with anticipated total revenue between $1.161 billion to $1.165 billion, reflecting a 17% increase at the midpoint.

Strong ARR Growth

Total ARR increased by 24% to $996 million, with subscription ARR growing by 33% to $844 million. SaaS ARR soared 63% to $307 million.

Revenue Increase

Total revenue grew by 26% to $282 million, driven by a 46% increase in subscription revenue.

Record Land and Expand Quarter

Commvault had its best land and expand quarter ever with notable wins including Honeywell, Equifax, and U-Haul.

Geographical and Segment Growth

Healthy growth was observed across geographies, industries, and customer segments from enterprise to SMB.

Strategic Partnerships and Alliances

Announced partnerships with Deloitte, CrowdStrike, HPE, and Kyndryl to enhance cyber resilience and recovery capabilities.

Recognition in Industry

Commvault was named a leader in the Gartner Magic Quadrant for Backup and Data Protection Platforms for the 14th consecutive time.

Satori Cyber Acquisition

Announcement of the acquisition of Satori Cyber to enhance AI and data security offerings.

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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