Market CompetitionA highly competitive market may impact the ability to take market share, and any decrease in new logo adoption or failure to retain existing customers could negatively impact revenue and profitability.
Stock Price DeclineCommvault’s stock is down 17% following a more modest top-line beat and reiterated fiscal 2026 revenue guidance, attributed to shorter contract duration for term licenses.
Term-based License RevenueTerm-based license revenue was impacted by a shift in term duration, which reduced average deal size and tempered strong double-digit growth in transaction volume.