The earnings call for CyberArk Software Ltd. portrayed a strong performance in Q1 2025 with robust demand for its identity security solutions and successful integration of acquisitions. However, caution was noted due to macroeconomic uncertainties and challenges in customer migration. The highlights significantly outweigh the lowlights, indicating a positive outlook.

Company Guidance -

Q3 2025

During the CyberArk Software Ltd. Q1 2025 earnings call, the company reported exceeding all guided metrics, showcasing a strong start to the fiscal year. The financial highlights included achieving total annual recurring revenue (ARR) of $1.215 billion, quarterly revenue of $318 million, an operating margin of 18%, and generating $96 million in free cash flow. The company emphasized the increasing importance of identity security, noting that more than 90% of organizations are experiencing identity-related breaches. They reported robust demand for their solutions, despite ongoing macroeconomic uncertainties. CyberArk also raised its full-year guidance, projecting total revenue between $1.313 billion and $1.323 billion, with ARR expected to reach between $1.410 billion and $1.420 billion, reflecting a 32% year-over-year growth at the midpoint.

Strong Financial Performance

CyberArk exceeded all guided metrics for Q1 2025, achieving a total ARR of $1.215 billion and revenue of $318 million, with an 18% operating margin and $96 million in free cash flow.

Robust Demand and Market Positioning

Despite macroeconomic uncertainties, CyberArk reported strong demand for its identity security solutions, highlighting its critical role in cybersecurity and its strategic importance for organizations.

Venafi and Zilla Integration Success

The integration of Venafi and Zilla Security is progressing well, contributing significantly to CyberArk's performance with cross-sell synergies and strong pipeline growth.

Innovation and Product Expansion

CyberArk introduced new solutions and capabilities, including the Secure AI Agent solution and strategic partnerships, showcasing its commitment to innovation and addressing emerging security challenges.

CyberArk Software (CYBR) 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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CYBR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.92 / -	0.94	―	―	―
Jul 30, 2025	2025 (Q2)	0.79 / 0.88	0.54	62.96% (+0.34)	―	―
May 13, 2025	2025 (Q1)	0.79 / 0.98	0.75	30.67% (+0.23)
Feb 13, 2025	2024 (Q4)	0.72 / 0.80	0.81	-1.23% (-0.01)
Nov 13, 2024	2024 (Q3)	0.46 / 0.94	0.42	123.81% (+0.52)
Aug 08, 2024	2024 (Q2)	0.40 / 0.54	0.03	1700.00% (+0.51)
May 02, 2024	2024 (Q1)	0.28 / 0.75	-0.17	541.18% (+0.92)
Feb 08, 2024	2023 (Q4)	0.47 / 0.81	0.16	406.25% (+0.65)
Nov 02, 2023	2023 (Q3)	0.23 / 0.42	-0.06	800.00% (+0.48)
Aug 10, 2023	2023 (Q2)	-0.13 / 0.03	-0.27	111.11% (+0.30)

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

CYBR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$434.48	$435.19	+0.16%
May 13, 2025	$367.66	$361.29	-1.73%
Feb 13, 2025	$380.86	$414.31	+8.78%
Nov 13, 2024	$300.76	$291.61	-3.04%

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.