Verint Systems Inc. exhibited strong performance with ARR and record SaaS ACV bookings growth. The company's AI solutions are delivering significant business outcomes, and they are raising their ARR outlook. However, there were challenges in meeting revenue expectations due to unbundled SaaS revenue shortfalls caused by slipped deals. Despite these challenges, the positive aspects significantly outweigh the negatives.

Company Guidance

In the Verint Systems Inc. fourth quarter 2025 earnings call, significant guidance was provided, emphasizing strong AI momentum and ARR growth trends. Verint reported a 5% ARR growth, surpassing their guidance of 4%, with expectations for continued acceleration into fiscal 2026, revising the ARR outlook from $760 million to $768 million, reflecting an 8% growth. The call highlighted their success in AI deployments, with notable customer-reported outcomes like a healthcare insurer achieving a 30-second reduction in average call time and a telecom company experiencing a 5% increase in agent productivity. Additionally, Verint noted a record in SaaS ACV bookings with a 30% year-over-year growth, driven by strong AI outcomes and customer success stories. For fiscal 2026, Verint is targeting $960 million in revenue, a gross margin around 73%, and a non-GAAP diluted EPS of $2.93, with expectations of continued ARR growth due to their differentiated AI solutions and hybrid cloud approach.

ARR Growth Exceeds Expectations

Annual Recurring Revenue (ARR) growth for Q4 was 5%, exceeding the guidance of 4%. The company has raised its ARR outlook for Q4 2026 from $760 million to $768 million, reflecting an 8% growth.

Record SaaS ACV Bookings

The company achieved record SaaS ACV bookings for new deals, with a 30% year-over-year growth. This follows strong year-over-year bookings growth throughout the year, indicating a robust demand for Verint's AI solutions.

AI Momentum and Customer Success

Verint's AI solutions are delivering strong business outcomes, with examples including a healthcare insurer reducing average call time by 30 seconds, equating to $70 million in agent capacity savings, and a telecom company achieving a 5% increase in agent productivity, equating to $45 million in agent capacity.

Strong Cash Generation and Contribution

Cash generation and cash contribution exceeded guidance, with fiscal 2025 cash generation coming in $8 million ahead and cash contribution $16 million ahead of guidance.

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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
Jun 04, 2025	2026 (Q1)	0.34 / -	0.59	―	―	―
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)
Mar 29, 2023	2023 (Q4)	0.72 / 0.75	0.57	31.58% (+0.18)

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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VRNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
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%
Jun 04, 2024	$28.22	$34.72	+23.03%

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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