The earnings call highlighted strong growth in ARR and AI adoption, with significant deal wins and a robust SaaS pipeline. Despite some market cautiousness and challenges related to workforce transformation, the positive aspects significantly outweigh the negatives.

Company Guidance -

Q2 2026

During the Verint Systems Inc. Q1 2026 earnings call, the company reported strong financial results, with ARR growth accelerating to 6% and revenue reaching $208 million, surpassing guidance. The company highlighted its momentum in AI-driven solutions, which contributed to a 24% year-over-year increase in AI ARR, now representing close to 50% of the subscription ARR. Verint's strategic focus on deploying AI in a hybrid cloud model and its ability to drive tangible AI business outcomes were emphasized as key differentiators. The company remains confident in achieving its fiscal 2026 targets, projecting an 8% year-over-year growth in ARR and a 12% increase in free cash flow, reaching $145 million. Additionally, Verint secured significant deals, including a $13 million TCV order from an insurance company and a $14 million TCV order from a healthcare company, underscoring strong demand for its AI-powered bots and solutions.

Accelerated ARR Growth

ARR growth accelerated to 6% in Q1, reflecting continued AI momentum, with expectations to exit the year with 8% year-over-year growth.

Strong AI Adoption

AI ARR increased 24% year-over-year, reaching $354 million, now representing close to 50% of subscription ARR.

Large Deal Wins

Secured two large deals: a $13 million TCV order from an insurance company and a $14 million TCV order from a healthcare company.

Positive Financial Performance

Revenue came in at $208 million, and non-GAAP diluted EPS at $0.29, both ahead of guidance.

Growing SaaS Pipeline

SaaS pipeline increased more than 30% year-over-year, indicating strong demand for AI solutions.

Verint Systems (VRNT) Earnings, Revenues Date & History

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VRNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 2025	2026 (Q2)	0.26 / -	0.49	―	―	―
Jun 04, 2025	2026 (Q1)	0.13 / 0.29	0.59	-50.85% (-0.30)
Mar 26, 2025	2025 (Q4)	1.27 / 0.99	1.07	-7.48% (-0.08)
Dec 04, 2024	2025 (Q3)	0.43 / 0.54	0.65	-16.92% (-0.11)
Sep 04, 2024	2025 (Q2)	0.53 / 0.49	0.48	2.08% (+0.01)
Jun 04, 2024	2025 (Q1)	0.54 / 0.59	0.53	11.32% (+0.06)
Mar 27, 2024	2024 (Q4)	0.97 / 1.07	0.75	42.67% (+0.32)
Dec 06, 2023	2024 (Q3)	0.57 / 0.65	0.69	-5.80% (-0.04)
Sep 06, 2023	2024 (Q2)	0.57 / 0.48	0.56	-14.29% (-0.08)
Jun 07, 2023	2024 (Q1)	0.47 / 0.53	0.52	1.92% (+0.01)

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

VRNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 04, 2025	$18.34	$18.78	+2.40%
Mar 26, 2025	$21.62	$18.73	-13.37%
Dec 04, 2024	$25.97	$31.96	+23.07%
Sep 04, 2024	$29.87	$26.54	-11.15%

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.