Commvault Expands Clumio to Google Cloud for Enhanced Cyber Resilience
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2026
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Should l Buy CVLT?
Source: Newsfilter
Commvault Systems Inc. (CVLT) saw its stock price decrease by 5.54% as it crossed below the 5-day SMA, reflecting a challenging market environment.
The company announced the expansion of its Clumio service to Google Cloud Storage, enhancing its cyber resilience capabilities to meet the growing demand for data protection in AI and analytics workloads. This strategic move aims to provide organizations with robust data security solutions, particularly in multi-cloud environments, addressing the urgent need for effective ransomware protection and operational reliability.
This development positions Commvault favorably in the competitive cloud market, although the stock's recent decline may reflect broader market dynamics or investor sentiment ahead of its upcoming earnings report.
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Analyst Views on CVLT
Wall Street analysts forecast CVLT stock price to rise
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 88.410
Low
100.00
Averages
140.33
High
185.00
Current: 88.410
Low
100.00
Averages
140.33
High
185.00
About CVLT
Commvault Systems, Inc. is a provider of cyber resilience and data protection solutions. The Company’s cyber resilience platform combines data security and rapid recovery at enterprise scale across any workload. The Company provides these products and services for their data across many types of environments, including on-premises, hybrid and multi-cloud. Its offerings are delivered via self-managed software, software-as-a-service (SaaS), integrated appliances, or managed by partners. Its Commvault Cloud offerings are organized into three packages, such as Operational Recovery, Autonomous Recovery and Cyber Recovery. Its Operational Recovery provides backup, verifiable recovery, and cost-optimized cloud workload mobility, helping to ensure data availability and granular recovery, even across multiple clouds. In addition, it also provides customers with a range of offerings, including Cleanroom Recovery, HyperScale X, Air Gap Protect, Cloud Rewind, Clumio Backtrack and Compliance.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Commvault Systems Q4 Results Strong, Stock Jumps 12%
- Earnings Beat: Commvault Systems reported Q4 non-GAAP EPS of $1.28, exceeding estimates by $0.19, with revenue of $312 million reflecting a 13.5% YoY increase and surpassing expectations by $5.3 million, indicating robust performance during its transformation.
- Subscription Revenue Surge: Subscription revenue rose 20% to $208 million, with SaaS revenue soaring 43% to $93 million, demonstrating strong market traction for its newer offerings and significantly contributing to overall revenue growth.
- Sustained Growth Momentum: Total annual recurring revenue (ARR) grew by 21%, with $44 million in net new ARR, highlighting steady demand for Commvault's products and reinforcing its competitive position in the industry.
- Optimistic Future Outlook: Commvault anticipates Q1 FY27 subscription revenue between $263 million and $265 million with EBIT margins around 19%, and projects full-year subscription revenue to reach $1.11 billion to $1.12 billion, reflecting strong confidence in future growth.
See More
CommVault Reports Strong Q4 Earnings, Stock Surges
- Earnings Beat: CommVault's Q4 fiscal 2026 report revealed non-GAAP EPS of $1.28 on approximately $312 million in sales, exceeding analyst expectations by $0.19 and $5.3 million respectively, showcasing robust profitability.
- Subscription Growth: The quarter saw subscription service revenue rise about 20% year-over-year, contributing to an annual revenue growth of approximately 13.5% and a 24% increase in EPS compared to the prior year, indicating strong competitive positioning.
- Positive Outlook: The company anticipates annual recurring revenue growth between 18% and 19%, with a midpoint projection of around $1.25 billion, while free cash flow is expected to range from $250 million to $260 million, reflecting solid financial health ahead.
- Share Buyback Plan: CommVault's announcement of a new $250 million share buyback authorization, coupled with a favorable sales and margin outlook, further bolsters market confidence in its stock, contributing to the recent price surge.
See More
Commvault Reports Strong Q4 Growth and Strategic Changes
- Strong Financial Performance: Commvault's Q4 subscription ARR increased by 27% to $989 million, while SaaS ARR grew by 42% to $400 million, demonstrating the company's robust momentum in expanding its market share.
- Accelerated Shareholder Returns: CFO Gary Merrill noted that in Q4, the company repurchased 3 million shares for a total consideration of $259 million, bringing the total buyback for FY2026 to $446 million, reflecting a proactive strategy in capital management and shareholder returns.
- Strategic Leadership Changes: Commvault announced executive changes with Gary Merrill returning as CFO and Geoff Haydon appointed as the new President of Customer and Field Operations, aimed at enhancing the company's leadership in customer service and market responsiveness.
- Optimistic Future Outlook: Merrill guided an 18% to 19% growth in subscription ARR for FY2027, projecting it to reach between $1.20 billion and $1.21 billion, while SaaS ARR is expected to exceed $0.5 billion, indicating strong confidence and clear financial targets for future growth.
See More
CommVault Systems Q4 Earnings Exceed Expectations
- Strong Earnings Performance: CommVault Systems reported a Q4 non-GAAP EPS of $1.28, beating expectations by $0.19, which reflects the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The total reported revenue of $312 million represents a 13.5% year-over-year increase, exceeding market expectations by $5.3 million, indicating the company's sustained competitive strength in the market.
- Robust Subscription Revenue: Subscription revenue reached $208 million, up 20% year-over-year, with term-based license revenue at $114 million (up 6%) and SaaS revenue soaring 43%, showcasing the company's successful transition to cloud services.
- Positive Future Outlook: CommVault anticipates Q1 FY2027 subscription revenue between $263 million and $265 million, with total revenue expected between $1.3 billion and $1.31 billion for the full fiscal year, demonstrating confidence in future growth and clear strategic planning.
See More
Commvault Reports Record Free Cash Flow in FY 2026 Earnings Release
- Strong Financial Performance: Commvault achieved a record $132 million in free cash flow for Q4 FY 2026, significantly increasing from the previous year, reflecting ongoing improvements in cash management and profitability, which bolsters investor confidence.
- Annual Recurring Revenue Growth: The company reported a 21% year-over-year increase in Annual Recurring Revenue (ARR), reaching $1.12 billion, showcasing robust growth in its SaaS business and further solidifying its leadership position in the data protection market.
- Innovation-Driven Growth: CEO Sanjay Mirchandani highlighted that the rise of AI will drive increased data demand, thereby enhancing the need for the company's platform's protection and recovery capabilities, indicating a favorable strategic positioning for future market dynamics.
- Optimistic Future Outlook: The company has a positive outlook for FY 2027, expecting to achieve profitable growth through new customer relationships and expansions with existing clients, demonstrating strong adaptability and growth potential in a rapidly changing market environment.
See More
CommVault Systems Set to Announce Q4 Earnings on April 28
- Earnings Announcement: CommVault Systems is set to release its Q4 earnings on April 28 before market open, with consensus estimates predicting an EPS of $1.09 and revenue of $306.7 million, indicating a stable financial outlook for the company.
- Strong Performance Record: Over the past two years, CommVault has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing the company's robust performance against market analyst expectations.
- Revisions Trend: In the last three months, EPS estimates have seen 13 upward revisions and no downward adjustments, while revenue estimates have experienced 10 upward revisions and 2 downward, reflecting a positive sentiment towards the company's future performance.
- Acquisition Premium Potential: Analysts suggest that CommVault could see a 30% premium in any potential takeover, which not only highlights the market's recognition of its value but also presents additional profit opportunities for investors.
See More
Commvault Systems Q4 Results Strong, Stock Jumps 12%
- Earnings Beat: Commvault Systems reported Q4 non-GAAP EPS of $1.28, exceeding estimates by $0.19, with revenue of $312 million reflecting a 13.5% YoY increase and surpassing expectations by $5.3 million, indicating robust performance during its transformation.
- Subscription Revenue Surge: Subscription revenue rose 20% to $208 million, with SaaS revenue soaring 43% to $93 million, demonstrating strong market traction for its newer offerings and significantly contributing to overall revenue growth.
- Sustained Growth Momentum: Total annual recurring revenue (ARR) grew by 21%, with $44 million in net new ARR, highlighting steady demand for Commvault's products and reinforcing its competitive position in the industry.
- Optimistic Future Outlook: Commvault anticipates Q1 FY27 subscription revenue between $263 million and $265 million with EBIT margins around 19%, and projects full-year subscription revenue to reach $1.11 billion to $1.12 billion, reflecting strong confidence in future growth.
See More
CommVault Reports Strong Q4 Earnings, Stock Surges
- Earnings Beat: CommVault's Q4 fiscal 2026 report revealed non-GAAP EPS of $1.28 on approximately $312 million in sales, exceeding analyst expectations by $0.19 and $5.3 million respectively, showcasing robust profitability.
- Subscription Growth: The quarter saw subscription service revenue rise about 20% year-over-year, contributing to an annual revenue growth of approximately 13.5% and a 24% increase in EPS compared to the prior year, indicating strong competitive positioning.
- Positive Outlook: The company anticipates annual recurring revenue growth between 18% and 19%, with a midpoint projection of around $1.25 billion, while free cash flow is expected to range from $250 million to $260 million, reflecting solid financial health ahead.
- Share Buyback Plan: CommVault's announcement of a new $250 million share buyback authorization, coupled with a favorable sales and margin outlook, further bolsters market confidence in its stock, contributing to the recent price surge.
See More
Commvault Reports Strong Q4 Growth and Strategic Changes
- Strong Financial Performance: Commvault's Q4 subscription ARR increased by 27% to $989 million, while SaaS ARR grew by 42% to $400 million, demonstrating the company's robust momentum in expanding its market share.
- Accelerated Shareholder Returns: CFO Gary Merrill noted that in Q4, the company repurchased 3 million shares for a total consideration of $259 million, bringing the total buyback for FY2026 to $446 million, reflecting a proactive strategy in capital management and shareholder returns.
- Strategic Leadership Changes: Commvault announced executive changes with Gary Merrill returning as CFO and Geoff Haydon appointed as the new President of Customer and Field Operations, aimed at enhancing the company's leadership in customer service and market responsiveness.
- Optimistic Future Outlook: Merrill guided an 18% to 19% growth in subscription ARR for FY2027, projecting it to reach between $1.20 billion and $1.21 billion, while SaaS ARR is expected to exceed $0.5 billion, indicating strong confidence and clear financial targets for future growth.
See More
CommVault Systems Q4 Earnings Exceed Expectations
- Strong Earnings Performance: CommVault Systems reported a Q4 non-GAAP EPS of $1.28, beating expectations by $0.19, which reflects the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The total reported revenue of $312 million represents a 13.5% year-over-year increase, exceeding market expectations by $5.3 million, indicating the company's sustained competitive strength in the market.
- Robust Subscription Revenue: Subscription revenue reached $208 million, up 20% year-over-year, with term-based license revenue at $114 million (up 6%) and SaaS revenue soaring 43%, showcasing the company's successful transition to cloud services.
- Positive Future Outlook: CommVault anticipates Q1 FY2027 subscription revenue between $263 million and $265 million, with total revenue expected between $1.3 billion and $1.31 billion for the full fiscal year, demonstrating confidence in future growth and clear strategic planning.
See More
Commvault Reports Record Free Cash Flow in FY 2026 Earnings Release
- Strong Financial Performance: Commvault achieved a record $132 million in free cash flow for Q4 FY 2026, significantly increasing from the previous year, reflecting ongoing improvements in cash management and profitability, which bolsters investor confidence.
- Annual Recurring Revenue Growth: The company reported a 21% year-over-year increase in Annual Recurring Revenue (ARR), reaching $1.12 billion, showcasing robust growth in its SaaS business and further solidifying its leadership position in the data protection market.
- Innovation-Driven Growth: CEO Sanjay Mirchandani highlighted that the rise of AI will drive increased data demand, thereby enhancing the need for the company's platform's protection and recovery capabilities, indicating a favorable strategic positioning for future market dynamics.
- Optimistic Future Outlook: The company has a positive outlook for FY 2027, expecting to achieve profitable growth through new customer relationships and expansions with existing clients, demonstrating strong adaptability and growth potential in a rapidly changing market environment.
See More
CommVault Systems Set to Announce Q4 Earnings on April 28
- Earnings Announcement: CommVault Systems is set to release its Q4 earnings on April 28 before market open, with consensus estimates predicting an EPS of $1.09 and revenue of $306.7 million, indicating a stable financial outlook for the company.
- Strong Performance Record: Over the past two years, CommVault has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing the company's robust performance against market analyst expectations.
- Revisions Trend: In the last three months, EPS estimates have seen 13 upward revisions and no downward adjustments, while revenue estimates have experienced 10 upward revisions and 2 downward, reflecting a positive sentiment towards the company's future performance.
- Acquisition Premium Potential: Analysts suggest that CommVault could see a 30% premium in any potential takeover, which not only highlights the market's recognition of its value but also presents additional profit opportunities for investors.
See More
