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Jun 30, 2025
CyberArk Q2 2025 Earnings Report
CyberArk reported strong Q2 2025 results with record revenue and ARR growth driven by its subscription business.
Key Takeaways
CyberArk achieved $328 million in revenue for Q2 2025, marking 46% year-over-year growth. Subscription revenue surged by 66%, while recurring revenue climbed 49%. The company posted a GAAP net loss due to a one-time tax payment, but delivered solid non-GAAP profitability.
Total revenue grew to $328 million, up 46% year-over-year.
Subscription revenue rose 66% to $263.8 million.
Recurring revenue reached $309.9 million, a 49% increase from Q2 2024.
Non-GAAP EPS was $0.88, while GAAP EPS reflected a $1.81 loss due to a one-time tax charge.
Revenue by Segment
Forward Guidance
CyberArk did not issue updated forward guidance due to its pending acquisition by Palo Alto Networks.
Positive Outlook
- Strong growth in subscription and recurring revenues
- Record ARR of $1.274 billion driven by platform demand
- Adjusted free cash flow margin reached 13%
- Non-GAAP EPS significantly improved to $0.88
- Cash balance increased to $1.9 billion post financing
Challenges Ahead
- GAAP net loss of $90.8 million due to one-time tax payment
- Operating expenses rose significantly year-over-year
- Free cash flow was negative due to large tax and capex items
- Deferred revenue growth was flat compared to prior quarter
- No updated guidance due to pending merger with Palo Alto Networks
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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