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Dec 31, 2025
CyberArk Q4 2025 Earnings Report
CyberArk delivered record fourth-quarter results driven by strong subscription growth and ARR expansion.
Key Takeaways
CyberArk posted record Q4 2025 revenue and ARR growth, with strong subscription momentum and improved non-GAAP profitability, despite a GAAP net loss.
Record Q4 revenue driven by strong subscription growth
ARR and subscription ARR reached new highs exiting the year
Non-GAAP operating income and margin improved year over year
Strong cash generation supported liquidity and balance sheet strength
Revenue by Segment
Forward Guidance
The company did not provide financial guidance due to the pending acquisition by Palo Alto Networks.
Positive Outlook
- Strong exit ARR position entering 2026
- Continued demand for identity security solutions
- Broad-based subscription momentum
- Improved non-GAAP profitability profile
- Solid cash generation in Q4
Challenges Ahead
- No formal financial guidance provided
- Uncertainty related to pending acquisition
- GAAP profitability remains negative
- Potential integration-related distractions
- Macroeconomic and security market uncertainty
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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