The earnings call highlighted strong growth in ARR and AI ARR, with significant large deals and pipeline growth. However, it also noted revenue volatility and customer caution in the macro environment. Overall, the positive aspects, especially the strong growth metrics and financial performance, outweigh the challenges.
Company Guidance
During the Verint Systems Inc. Q1 2026 earnings call, key guidance metrics highlighted include an ARR growth acceleration to 6% in Q1, with expectations to exit the fiscal year with an 8% year-over-year growth. The company reported revenue of $208 million and a non-GAAP diluted EPS of $0.29, both surpassing guidance. Verint anticipates an ARR increase to approximately $720 million in Q2 and aims for an ARR of around $768 million by year-end. AI ARR saw a 24% year-over-year increase, reaching $354 million, and now represents nearly 50% of Verint's subscription ARR. For the full fiscal year, Verint targets a 12% increase in free cash flow to $145 million, supported by a 30% year-over-year increase in their SaaS pipeline. The company maintains its annual guidance for $960 million in revenue, plus or minus 3%, and a non-GAAP diluted EPS of $2.93 at the midpoint.
Accelerated ARR Growth
ARR growth accelerated to 6% year-over-year, with expectations to exit the year at 8% growth.
AI ARR Growth
AI ARR increased 24% year-over-year, reaching $354 million, representing close to 50% of subscription ARR.
Large Deals Secured
Secured two large deals: a $13 million TCV order from an insurance company and a $14 million TCV order from a healthcare company.
Strong Financial Position
Revenue of $208 million and non-GAAP diluted EPS of $0.29, both exceeding guidance.
Growing SaaS Pipeline
Rolling four-quarter SaaS pipeline increased more than 30% year-over-year, reflecting strong demand for AI.
Verint Systems (VRNT) 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
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.
FAQ
When does Verint Systems Inc (VRNT) report earnings?
Verint Systems Inc (VRNT) is schdueled to report earning on Sep 03, 2025, TBA Not Confirmed.
What is Verint Systems Inc (VRNT) earnings time?
Verint Systems Inc (VRNT) earnings time is at Sep 03, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.