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Dec 31, 2025
Commvault Q3 2026 Earnings Report
Commvault reported strong revenue and earnings growth in Q3 FY26, driven by gains in subscription and SaaS segments.
Key Takeaways
Commvault posted $314 million in revenue and a net income of $17.8 million for Q3 FY26, reflecting strong subscription growth and solid profitability.
Total revenue reached $313.8 million, a 19% increase year-over-year
Subscription revenue grew to $206.3 million, with SaaS revenue up 44%
Non-GAAP EPS rose to $1.17 from $0.94 a year ago
Total ARR climbed to $1.085 billion, driven by a 28% increase in Subscription ARR
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Commvault expects Q4 FY26 revenue between $305M–$308M with continued strength in subscription revenue and gross margin stability.
Positive Outlook
- Q4 total revenue expected between $305M and $308M
- Q4 subscription revenue guidance: $203M to $207M
- Non-GAAP gross margin expected at ~81%
- Non-GAAP EBIT margin expected at ~19%
- Full-year Subscription ARR projected to grow ~24% YoY
Challenges Ahead
- Free cash flow impacted by cost optimization program
- Perpetual license revenue continues to decline
- Q4 revenue guide slightly down from Q3 actuals
- Cost restructuring charges weighed on operating cash flow
- Non-GAAP gross margin slightly below prior-year Q3 levels
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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