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Sep 30, 2024
Commvault Q2 2025 Earnings Report
Commvault reported strong Q2 2025 with double-digit revenue growth and increased full-year outlook.
Key Takeaways
Commvault announced its Q2 2025 financial results, showcasing a 16% year-over-year increase in total revenues, reaching $233.3 million. The company's total ARR grew by 20% to $853 million, and subscription revenue increased by 37% to $134.0 million. Commvault also raised its outlook for the full fiscal year, driven by strong demand for its Commvault Cloud platform.
Total revenues increased by 16% year-over-year, reaching $233.3 million.
Total annualized recurring revenue (ARR) grew by 20% year-over-year to $853 million.
Subscription revenue increased by 37% year-over-year to $134.0 million.
The company raised its outlook for the full fiscal year 2025.
Commvault
Commvault
Commvault Revenue by Segment
Commvault Revenue by Geographic Location
Revenue by Segment
Subscription Revenue
CapyFin.comPerpetual License Revenue
CapyFin.comCustomer Support Revenue
CapyFin.comOther Services Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.com Forward Guidance
Commvault provided guidance for Q3 2025 and updated guidance for the full fiscal year 2025.
Positive Outlook
- Total revenues are expected to be between $243 million and $247 million for Q3 2025.
- Subscription revenue is expected to be between $143 million and $147 million for Q3 2025.
- Non-GAAP operating margin is expected to be between 20% and 21% for Q3 2025.
- Total revenues are expected to be between $952 million and $957 million for the full fiscal year 2025.
- Free cash flow is expected to be at least $200 million for the full fiscal year 2025.
Challenges Ahead
- Total ARR is expected to grow 18% year over year for the full fiscal year 2025.
- Subscription revenue is expected to be between $552 million and $557 million for the full fiscal year 2025.
- Subscription ARR is expected to grow between 26% and 28% year over year for the full fiscal year 2025.
- Non-GAAP operating margin is expected to be between 20% and 21% for the full fiscal year 2025.
- The forward-looking statements are based on current targets and the acquisition of Clumio, Inc., and actual results may differ materially.
Revenue & Expenses
Visualization of income flow from segment revenue to net income