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Apr 30, 2025
Cognyte Q1 2026 Earnings Report
Cognyte reported a return to profitability with strong revenue growth and improved margins in Q1 FY2026.
Key Takeaways
Cognyte delivered solid Q1 FY26 results, with revenue increasing to $95.5M and net income turning positive. The company posted gains across software and professional services, doubled its adjusted EBITDA, and strengthened its financial outlook with strategic acquisitions.
Revenue rose to $95.5M, reflecting strong software license sales and deployments.
Adjusted EBITDA more than doubled to $10.3M, indicating improved operating efficiency.
GAAP Net Income reached $0.1M, reversing a $3.6M loss in the same quarter last year.
Cognyte acquired GroupSense, enhancing its U.S. cyber threat intelligence capabilities.
Revenue by Segment
Forward Guidance
Cognyte raised its FY26 outlook, expecting $395M revenue and $44M adjusted EBITDA, driven by momentum from key acquisitions and growing demand.
Positive Outlook
- Raised revenue guidance to $395M (+/-2%) for FY26.
- Adjusted EBITDA expected to grow 50% YoY to $44M.
- Non-GAAP EPS forecasted at $0.19.
- GroupSense acquisition adds strategic value and U.S. market presence.
- Improved profitability outlook supported by operational leverage.
Challenges Ahead
- Net cash provided by operations dropped to $1.7M from $21.5M YoY.
- Cash position declined due to $9M in share repurchases.
- Outlook assumes no further acquisitions or macroeconomic disruptions.
- Short-term cash generation affected by timing of collections.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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