The earnings call reflected a positive outlook with revenue and EPS exceeding expectations, driven by significant growth in SaaS revenues and successful AI implementations leading to substantial customer savings. While there are some uncertainties regarding conversion deals and newly acquired entities, the overall performance and strategic direction suggest a strong market position.

Company Guidance

During the Verint Systems Q3 2025 earnings call, the company reported a revenue of $224 million, which exceeded their guidance by $14 million and represented a 5% year-over-year growth, adjusted for divestitures. The gross margin expanded to 72%, reflecting a favorable shift towards recurring revenue. Non-GAAP diluted EPS was $0.54, surpassing guidance by $0.11. The company's bundled SaaS revenue grew by 19% year-over-year, driven by strong AI momentum, with expectations for further acceleration in Q4. Unbundled SaaS revenue reached $73 million, exceeding expectations due to timing shifts in renewals. The company maintained its full-year guidance for 5% adjusted revenue growth and a non-GAAP diluted EPS of $2.90. Verint highlighted successful AI-driven customer outcomes, including significant cost savings and efficiency improvements, underscoring their position as a leader in the CX automation market.

Revenue and EPS Exceed Expectations

Q3 revenue was $224 million, $14 million ahead of guidance, with a 5% year-over-year growth. Non-GAAP diluted EPS was $0.54, $0.11 above guidance.

Strong SaaS Growth

Bundle SaaS revenue increased 19% year-over-year, with expectations to accelerate to more than 20% in Q4. Unbundled SaaS revenue also saw significant growth.

Large Contracts Driven by AI Innovation

Secured large contracts including an $11 million order in financial services, $7 million order in insurance, and $6 million in healthcare, focusing on AI and hybrid cloud solutions.

AI Business Outcomes

Customers reported significant savings using Verint's AI solutions, like a telecom company's $10 million annual savings and a financial service company's $9 million savings.

New AI-Powered Offerings

Introduced new CX EX scoring bot, leveraging advanced AI models for real-time insights, enhancing customer and employee experience.

Positive SaaS ACV and ARR Trends

New SaaS ACV bookings from new deals grew 37% year-over-year. SaaS ARR increased 11%, with expectations of double-digit growth in Q4.

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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

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VRNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 05, 2018	2019 (Q2)	- / 0.39	0.311	24.44% (+0.08)	―	―
Dec 06, 2018	2019 (Q3)	- / 0.43	0.336	28.87% (+0.10)	―	―
Mar 27, 2019	2019 (Q4)	- / 0.55	0.535	2.80% (+0.02)	―	―
May 29, 2019	2020 (Q1)	- / 0.37	0.27	37.78% (+0.10)	―	―
Sep 04, 2019	2020 (Q2)	- / 0.42	0.387	8.01% (+0.03)	―	―
Dec 04, 2019	2020 (Q3)	- / 0.48	0.433	10.62% (+0.05)	―	―
Mar 31, 2020	2020 (Q4)	- / 0.56	0.55	2.73% (+0.01)	―	―
Jun 09, 2020	2021 (Q1)	- / 0.27	0.372	-28.76% (-0.11)	―	―
Sep 09, 2020	2021 (Q2)	- / 0.54	0.418	29.19% (+0.12)	―	―
Dec 09, 2020	2021 (Q3)	- / 0.52	0.479	8.35% (+0.04)	―	―

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
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%
Mar 27, 2024	$31.09	$33.15	+6.63%

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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