CyberArk Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Source: seekingalpha
- Earnings Beat: CyberArk reported a Q4 non-GAAP EPS of $1.33, surpassing expectations by $0.18, indicating strong profitability growth that could enhance investor confidence and drive stock price appreciation.
- Significant Revenue Growth: The total revenue for Q4 reached $372.7 million, an 18.5% year-over-year increase, exceeding expectations by $9.76 million, which suggests the company is strengthening its competitive position in the market and may attract more customers and investments.
- Strong Subscription Revenue: Subscription revenue for Q4 was $310.5 million, up 28% from $243.0 million in Q4 2024, demonstrating the company's success in its recurring revenue model and further solidifying its market position.
- Annual Recurring Revenue Increase: As of December 31, 2025, CyberArk's Annual Recurring Revenue (ARR) reached $1.440 billion, a 23% increase, with the subscription portion accounting for 88%, indicating a positive outlook for long-term revenue stability.
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.
