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Apr 30, 2021

Verint Q1 2022 Earnings Report

Announced strong cloud growth driven by open cloud platform, leading to large cloud wins.

Key Takeaways

Verint reported revenue of $201 million on a GAAP basis, representing 8% year-over-year growth, and $202 million on a non-GAAP basis, representing 7% year-over-year growth. The company's cloud revenue increased by more than 35% year-over-year, and perpetual license equivalent bookings grew by 28% year-over-year.

Cloud revenue was up more than 35% year-over-year.

Perpetual license equivalent bookings (PLE) were up 28% year-over-year, with over half derived from SaaS.

Remaining performance obligations (RPO) increased 30% year-over-year to $619 million.

Recent large multi-year cloud wins driven by our cloud platform include orders (total contract value) for $17 million (healthcare), $10 million (financial services), $4 million (business services), $4 million (logistics) and $3 million (insurance).

Total Revenue
$202M
Previous year: $292M
-30.8%
EPS
$0.44
Previous year: $0.52
-15.4%
Gross Profit
$129M
Previous year: $185M
-30.5%
Cash and Equivalents
$359M
Previous year: $557M
-35.4%
Free Cash Flow
$25.3M
Previous year: $71.8M
-64.7%
Total Assets
$2.7B
Previous year: $3.09B
-12.7%

Verint

Verint

Forward Guidance

Verint provided non-GAAP outlook for the year ending January 31, 2022.

Positive Outlook

  • Cloud Revenue Growth: 30% to 35%
  • New PLE Bookings Growth: 10+%
  • Revenue: $860 million with a range of +/- 2%
  • Diluted EPS: $2.23 at the midpoint of our revenue guidance