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Oct 31, 2025
Cognyte Q3 2026 Earnings Report
Cognyte reported strong Q3 2026 results with increased revenue and margin expansion, though it posted a net loss due to higher tax and FX expenses.
Key Takeaways
Cognyte delivered strong Q3 results with significant growth in software revenue and profitability. Despite posting a net loss due to tax and FX impacts, the company raised its full-year outlook, driven by robust demand for its investigative analytics solutions.
Revenue reached $100.7M, up from $89.0M a year ago.
Non-GAAP operating income more than doubled YoY to $9.0M.
Adjusted EBITDA rose to $11.9M, outpacing revenue growth.
Company raised full-year outlook on strong execution and demand.
Revenue by Segment
Forward Guidance
Cognyte raised its FY26 outlook, expecting 14% YoY revenue growth and 60% YoY increase in Adjusted EBITDA, reflecting strong demand for AI-driven analytics.
Positive Outlook
- FY26 revenue expected to reach ~$400M, up 14% YoY
- Adjusted EBITDA forecasted at ~$47M, up 60% YoY
- Non-GAAP EPS projected at $0.24
- Software revenue continues to grow at high double digits
- Strong cash position of $106.6M with no debt
Challenges Ahead
- GAAP net loss expected to persist due to tax and FX
- Revenue concentration risk remains high
- Operating margin improvement still constrained under GAAP
- Foreign currency volatility remains a challenge
- Ongoing geopolitical risk may affect demand visibility
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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