earnings
confidence high
sentiment positive
materiality 0.75
Commvault Q4 revenue $312M (+13% YoY), record FCF $132M; FY2027 guidance issued
COMMVAULT SYSTEMS INC
2026-FY EPS reported
$1.58
revenue$1,183,690,000
- Total revenue $312M (+13% YoY); subscription revenue $208M (+20%) with SaaS $93M (+43%).
- Total ARR $1,122M (+21% YoY); subscription ARR $989M (+27%).
- GAAP operating margin 5.3% ($17M EBIT); non-GAAP margin 21.3% ($66M EBIT).
- Record Q4 operating and free cash flow $132M; full-year free cash flow $237M.
- FY2027 guide: total revenue $1,300-1,310M, subscription revenue $1,115-1,125M, non-GAAP EBIT margin ~20.5%.