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Mar 31, 2023

Commvault Q4 2023 Earnings Report

Commvault's Q4 2023 financial results were announced, featuring Metallic surpassing $100 million in ARR, a 15% year-over-year growth in total ARR, and robust cash flow.

Key Takeaways

Commvault reported Q4 2023 revenues of $203.5 million, a 1% decrease year-over-year, but a 2% increase on a constant currency basis. The company's annualized recurring revenue (ARR) reached $668.4 million, up 15% year-over-year. Loss from operations (EBIT) was $37.7 million, which includes a $53.5 million noncash impairment charge related to the pending sale of Commvault's corporate headquarters.

Total revenues decreased by 1% year-over-year to $203.5 million, while constant currency revenue increased by 2%.

Annualized recurring revenue (ARR) grew by 15% year-over-year to $668.4 million.

Software and products revenue decreased by 10% year-over-year to $90.2 million.

Loss from operations (EBIT) was $37.7 million, impacted by a $53.5 million noncash impairment charge.

Total Revenue
$203M
Previous year: $206M
-1.2%
EPS
$0.73
Previous year: $0.75
-2.7%
Subscription and Utility ACV
$668M
Previous year: $583M
+14.6%
Gross Profit
$169M
Previous year: $174M
-3.0%
Cash and Equivalents
$288M
Previous year: $268M
+7.6%
Free Cash Flow
$66.8M
Previous year: $86.5M
-22.8%
Total Assets
$783M
Previous year: $816M
-4.1%

Commvault

Commvault

Commvault Revenue by Geographic Location

Forward Guidance

No specific forward guidance was provided in the press release.