VRNT Earnings Prediction
The chart below shows how VRNT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VRNT sees a +1.52% change in stock price 10 days leading up to the earnings, and a -1.61% change 10 days following the report. On the earnings day itself, the stock moves by +0.67%. This data can give you a slight idea of what to expect for the next quarter's release.
VRNT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
224.19M
2.58%
6.67%
Gross Margin
69.35%
3.32%
2.35%
Operating Margin
9.70%
-38.96%
46.97%
Net Margin
12.94%
119.69%
375.74%
EPS
0.39
225.00%
1850.00%
No Data Available
VRNT Earnings Analysis
Verint Systems Inc Corporation (VRNT.O) Earnings Conference Call
Positive
Q3 Revenue Performance: In Q3, revenue came in at $224 million, around $14 million ahead of our guidance, representing approximately 5% year-over-year growth adjusted for last year's divestiture.
SaaS Revenue Acceleration: Bundled SaaS revenue increased 19% year-over-year, an acceleration from both Q1 and Q2, driven by AI momentum.
Earnings Per Share Beat: Non-GAAP diluted EPS came in at $0.54, approximately $0.11 ahead of our guidance.
Large Contract Wins: We continued to win large contracts, driven by our AI innovation and our unique hybrid cloud model, including an $11 million order for a financial services company.
New Deal Bookings Surge: Bookings from new deals in Q3 increased a strong 37% year-over-year.
Negative
Q3 Revenue Performance: Revenue in Q3 came in at $224 million, around $14 million above our guidance, representing approximately 5% year-over-year growth adjusted for last year's divestiture.
SaaS Revenue Exceeds Expectations: We reported $73 million of unbundled SaaS revenue ahead of our expectations driven by renewal revenue coming in Q3 that we previously expected to come in during Q4.
Earnings Per Share Beat: Non-GAAP diluted EPS came in at $0.54, approximately $0.11 ahead of our guidance.
Fourth Quarter Revenue Expectations: We expect our fourth quarter to be our largest unbundled SaaS revenue quarter of the year with around $100 million due to the large pool of renewals we have in our fourth quarter.
Share Repurchase Program Update: We are executing on our previously announced $200 million share repurchase program and we'll expand on our capital allocation strategy with more detail during our Investor Day.
VRNT FAQs
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VRNT Earning Call Sentiment
Verint Systems Inc. (VRNT) Q3 2025 Earnings Call Transcript
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00:00
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VRNT.O
-3.92%Positive
The earnings call highlights strong financial performance, with revenue exceeding guidance and growth in SaaS ARR and free cash flow. The new partnership with RingCentral and the share repurchase program are positive catalysts. Despite competitive pressures and economic uncertainties, the company maintains its revenue and EPS guidance. The Q&A section supports market share gains and improved sales cycles, enhancing the overall sentiment. Given the small-cap market cap, the stock is likely to react positively, with an expected price increase of 2% to 8%.
