•
Dec 31, 2023

Commvault Q3 2024 Earnings Report

Commvault had one of its strongest quarters with double-digit ARR and revenue growth, and robust free cash flow generation.

Key Takeaways

Commvault announced strong Q3 2024 financial results, with total revenues up 11% year-over-year to $216.8 million and total ARR growing 17% year-over-year to $752 million. The company's new Commvault Cloud platform is expected to drive accelerated growth in fiscal year 2025.

Total revenues were $216.8 million, up 11% year over year.

Total ARR grew to $752 million, up 17% year over year.

Subscription revenue was $114.2 million, up 31% year over year.

Subscription ARR grew to $571 million, up 29% year over year.

Total Revenue
$217M
Previous year: $195M
+11.1%
EPS
$0.78
Previous year: $0.62
+25.8%
Subscription and Utility ACV
$752M
Previous year: $641M
+17.4%
Gross Profit
$178M
Previous year: $161M
+10.7%
Cash and Equivalents
$284M
Previous year: $273M
+4.0%
Free Cash Flow
$42.6M
Previous year: $29.4M
+45.1%
Total Assets
$804M
Previous year: $830M
-3.1%

Commvault

Commvault

Commvault Revenue by Geographic Location

Forward Guidance

Commvault provided guidance for the fourth quarter of fiscal year 2024, expecting total revenues between $210 million and $214 million and subscription revenue between $111 million and $115 million. For the full fiscal year 2024, total revenues are expected to be between $826 million and $830 million, with total ARR growing 15% year over year.

Positive Outlook

  • Total revenues are expected to be between $210 million and $214 million for Q4 2024.
  • Subscription revenue is expected to be between $111 million and $115 million for Q4 2024.
  • Non-GAAP operating margin is expected to be between 20% to 21% for Q4 2024.
  • Total revenues are expected to be between $826 million and $830 million for fiscal year 2024.
  • Total ARR is expected to grow 15% year over year for fiscal year 2024.