The earnings call reflects a strong financial performance for Cognyte, with significant growth in revenue, profitability, and cash flow. The company successfully expanded its customer base and secured large deals, particularly in the U.S. market. However, challenges such as a modest decline in revenue from the Americas, a decrease in RPO, and extended sales cycles in the U.S. federal market present areas of concern. Overall, the positive aspects outweigh the lowlights.

Company Guidance

In the recent earnings call, Cognyte provided robust guidance for fiscal year 2026, projecting approximately $392 million in revenue, representing a 12% year-over-year growth at the midpoint. The company anticipates that gross profit will grow faster than revenue, with an expected adjusted EBITDA of about $43 million, indicating an approximate 45% increase year-over-year. This guidance is underpinned by strong market demand, especially in the U.S., where the company plans to deepen customer relationships and expand its footprint. Cognyte also highlighted the addition of over 60 new customers in the past year, reinforcing the significant market opportunity ahead. The company remains committed to leveraging its innovative solutions to drive long-term growth and profitability.

Double-Digit Revenue Growth

Cognyte achieved a 13% year-over-year revenue growth in Q4, reaching $94.5 million. For the full fiscal year, revenue grew by approximately 12% to $351 million.

Significant Profitability Increase

Non-GAAP gross profit increased by 17% year-over-year in Q4. Adjusted EBITDA for the quarter was more than $9 million, representing a 114% year-over-year growth.

Strong Cash Flow

Cash flow from operations was $19 million in Q4 and $47 million for the full fiscal year.

Expansion in Customer Base

Cognyte added over 60 new customers across multiple regions over the full year, about twice as many as the previous fiscal year.

Success in Securing Large Deals

In Q4, Cognyte secured multiple significant deals, including a $10 million deal with a law enforcement agency in EMEA and five deals worth $5 million or more.

U.S. Market Growth

Cognyte reported an increase in U.S. revenue and is actively pursuing opportunities in the U.S. federal law enforcement market.

Positive Fiscal 2026 Outlook

For fiscal 2026, Cognyte expects revenue to be approximately $392 million with a 12% year-over-year growth and adjusted EBITDA of about $43 million, representing 45% year-over-year growth.

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Cognyte Software (CGNT) 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

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CGNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 24, 2025	2026 (Q1)	<0.01 / -	-0.033	―	―	―
Apr 02, 2025	2025 (Q4)	0.01 / 0.03	-0.234	112.82% (+0.26)
Dec 11, 2024	2025 (Q3)	0.10 / 0.02	0.34	-94.12% (-0.32)
Sep 10, 2024	2025 (Q2)	-0.02 / 0.05	-0.09	155.56% (+0.14)
Jun 18, 2024	2025 (Q1)	-0.07 / -0.03	-0.23	85.65% (+0.20)
Apr 09, 2024	2024 (Q4)	-0.27 / -0.23	-0.16	-46.25% (-0.07)	―
Dec 13, 2023	2024 (Q3)	0.01 / 0.34	-0.25	236.00% (+0.59)
Sep 12, 2023	2024 (Q2)	-0.21 / -0.09	-0.04	-125.00% (-0.05)
Jun 15, 2023	2024 (Q1)	-0.22 / -0.23	-0.79	70.89% (+0.56)
Apr 11, 2023	2023 (Q4)	-0.13 / -0.16	0.16	-200.00% (-0.32)	―	―

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

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CGNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 02, 2025	$8.22	$9.95	+21.05%
Dec 11, 2024	$8.62	$8.22	-4.64%
Sep 10, 2024	$7.44	$6.47	-13.04%
Jun 18, 2024	$8.01	$7.60	-5.12%

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.

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