Earning Analysis
Welcome to our in-depth analysis of Commvault Systems Inc(CVLT) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Commvault Systems Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q2 | 2025-10-28 | Pre-Market | 0.41 | - | - | 273.31M | 276.19M | +1.05 | -16.29 | -20.06 |
| FY2026Q1 | 2025-07-29 | Pre-Market | 0.97 | 1.01 | +4.12 | 267.98M | 281.98M | +5.22 | +18.26 | +9.97 |
| FY2025Q4 | 2025-04-29 | Pre-Market | 0.42 | 1.03 | +145.24 | 262.38M | 275.04M | +4.83 | +1.67 | +3.97 |
| FY2025Q3 | 2025-01-28 | Pre-Market | 0.87 | 0.94 | +8.05 | 245.64M | 262.63M | +6.92 | +1.11 | +0.64 |
| FY2025Q2 | 2024-10-29 | Pre-Market | 0.76 | 0.83 | +9.21 | 220.88M | 233.28M | +5.61 | +23.96 | +14.84 |
| FY2025Q1 | 2024-07-30 | - | 0.34 | 0.52 | +52.94 | 215.54M | 224.67M | +4.24 | +22.85 | +9.59 |
| FY2024Q4 | 2024-04-30 | - | 0.32 | 0.42 | +31.25 | 212.48M | 223.29M | +5.09 | +3.06 | +9.55 |
| FY2024Q3 | 2024-01-30 | - | 0.32 | 0.40 | +25.00 | 208.27M | 216.81M | +4.10 | +8.05 | +14.70 |
| FY2024Q2 | 2023-10-31 | - | 0.26 | 0.30 | +15.38 | 195.21M | 201.00M | +2.96 | +0.11 | +3.60 |
| FY2024Q1 | 2023-08-01 | - | 0.22 | 0.29 | +31.82 | 197.19M | 198.15M | +0.49 | -5.81 | -8.64 |
CVLT Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Commvault Systems Inc reported performance for FY2026Q2, announced on 2025-10-28. The company achieved an EPS of , compared to analyst estimates of 0.41 by % . Revenue for the quarter reached 276.19M compared to expectations of 273.31M by 1.05% .
The stock price reacted with a -16.29% one-day change and a -20.06% five-day change following the earnings release. These movements reflect market reaction in Commvault Systems Inc growth trajectory and strategic initiatives.
CVLT Earnings Forecast
Looking ahead, Commvault Systems Inc(CVLT) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q3 project quarter revenue of 299.07M and an EPS of 0.98.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 0.48%, while EPS estimates have been Revise Downward by -5.12%. For the upcoming Q3 2026, revenue estimates have been adjusted Revise Upward by 0.23% . These revisions correlate with a -32.20% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Commvault Systems Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between CVLT's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Upward
+0.48%
In Past 3 Month
EPS Estimates for FY2026
Revise Downward
-5.12%
In Past 3 Month
Revenue Estimates for Q3 2026
Revise Upward
+0.23%
In Past 3 Month
Stock Price
Go Down
-32.20%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:1.16B
--
EPS Estimate-Annual FY 2026:3.91
—
Stock Price121.34
CVLT Revenue and EPS Performance: A Historical Perspective
Commvault Systems Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q2 (2025-10-28,Pre-Market):
EPS: (Actual) vs.0.41 (Estimate) (%)
Revenue: 276.19M (Actual) vs. 273.31M (Estimate) (1.05%)
Price Reaction: -16.29%(1-Day), -20.06%(5-Day)
FY2026Q1 (2025-07-29,Pre-Market):
EPS: 1.01 (Actual) vs.0.97 (Estimate) (4.12%)
Revenue: 281.98M (Actual) vs. 267.98M (Estimate) (5.22%)
Price Reaction: 18.26%(1-Day), 9.97%(5-Day)
FY2025Q4 (2025-04-29,Pre-Market):
EPS: 1.03 (Actual) vs.0.42 (Estimate) (145.24%)
Revenue: 275.04M (Actual) vs. 262.38M (Estimate) (4.83%)
Price Reaction: 1.67%(1-Day), 3.97%(5-Day)
Earnings Reaction
The chart below shows how CVLT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CVLT sees a -4.39% change in stock price 10 days leading up to the earnings, and a +2.05% change 10 days following the report. On the earnings day itself, the stock moves by +5.70%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -3.87% on the day following the earnings release and then changed by -11.80% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Commvault Systems Inc (CVLT) Q2 2026 Earnings Call Summary
Positive
2025-10-28
The earnings call reflects strong financial performance, with significant growth in subscription revenue and ARR. Despite some concerns about competition and contract duration shifts, the company's strategic investments in SaaS and market share gains are promising. The Q&A indicates confidence in growth and resilience strategies, with positive insights on TAM growth and competitive positioning. Overall, the sentiment is positive, with potential for stock price increase driven by strong financials and optimistic guidance.
Commvault Systems Inc (CVLT) Q1 2026 Earnings Call Summary
Positive
2025-07-29
The earnings call summary reflects strong financial performance, with a 46% increase in revenue and consistent gross margins. While operating expenses are high, the increase in non-GAAP EBIT and free cash flow is encouraging. The Q&A section highlights successful cross-sell and upsell strategies, and the raised revenue guidance indicates confidence in future performance. Despite some unclear responses from management, the overall sentiment is positive, driven by robust growth metrics and strategic focus on cyber resilience.
Commvault Systems Inc (CVLT) Q4 2025 Earnings Call Summary
Positive
2025-04-30
The earnings call reflects strong financial performance, with a 23% revenue increase and robust subscription growth. Positive guidance and strategic expansion in SaaS and cyber resilience markets support the outlook. Share repurchases exceeding guidance enhance shareholder value. Despite competitive pressures and macroeconomic concerns, management's focus on resilience and innovation is promising. Q&A insights show confidence in market positioning, though some responses lacked specificity. Overall, the positive financial metrics, optimistic guidance, and strategic positioning suggest a positive stock price movement, likely in the 2% to 8% range.
Commvault Systems Inc (CVLT) Q4 2025 Earnings Call Summary
Positive
2025-04-29
Commvault's strong financial performance, with a 23% revenue increase and 45% subscription revenue growth, coupled with a robust SaaS ARR growth of 68%, indicates positive momentum. The share repurchase program and high gross margins further boost sentiment. Despite competitive pressures and macroeconomic concerns, the company's strategic positioning in cyber resilience and strong guidance suggest a positive outlook. The Q&A session revealed management's confidence in their growth strategy and resilience, although some concerns about clarity on Clumio's contribution and growth versus margin trade-offs were noted. Overall, the positive financial metrics outweigh the uncertainties.
Commvault Systems Inc (CVLT) Q3 2024 Earnings Call Summary
Positive
2025-02-01
The earnings call reveals strong financial performance with a 21% YoY revenue increase and robust SaaS ARR growth of 71%. Strategic partnerships with AWS and Google Cloud, alongside a significant share repurchase program, further bolster positive sentiment. Despite some risks like foreign exchange headwinds and Clumio integration challenges, the optimistic guidance and continued investment in growth suggest a favorable outlook. The Q&A indicates strong SaaS momentum and effective go-to-market execution, supporting a positive stock price reaction over the next two weeks.
Commvault Systems, Inc. (CVLT) Q2 2025 Earnings Call Summary
Positive
2024-10-29
The earnings call reveals strong financial performance with a 16% revenue increase, substantial subscription growth, and high gross margins. The optimistic guidance for FY 2025, including revenue and free cash flow, further supports this sentiment. Despite competitive pressures and economic uncertainties, the company's strategic initiatives, strong SaaS demand, and significant share repurchases contribute positively. The Q&A section indicates confidence in gaining market share and strategic partnerships. These factors, combined with a robust cash position and no debt, suggest a positive stock price movement in the near term.
Commvault Systems, Inc. (CVLT) Q1 2025 Earnings Call Summary
Positive
2024-07-30
The earnings call summary indicates strong financial performance with significant growth in subscription revenue and ARR. Positive guidance for Q2 and FY'25 suggests continued growth. New partnerships and FedRAMP High authorization bolster market strategy. The Q&A reveals positive analyst sentiment, with management highlighting resilience and cross-sell opportunities, despite some unclear responses. Share repurchase activity further supports stock price. Overall, the positive aspects outweigh the risks, leading to a predicted stock price increase of 2% to 8% over the next two weeks.
People Also Watch
FAQ
What were the key highlights of CVLT’s latest earnings report for FY2026Q2?
How did CVLT’s stock price react after the FY2026Q2 earnings release?
What are the revenue and EPS estimates for CVLT for 2026/Q3?
How does CVLT’s stock price correlate with earnings forecast revisions?
What should investors expect from CVLT’s next earnings report?