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Jul 31, 2025
Verint Q2 2026 Earnings Report
Verint reported modest Q2 results with revenue slightly below prior year, continued growth in AI ARR, and a non-GAAP net income of $20M.
Key Takeaways
Verint generated $208M in revenue for Q2 FY26, with AI ARR up 21% YoY. Despite a GAAP net loss of $5.7M, the company posted $0.33 in non-GAAP EPS and $13.5M in free cash flow. The quarter also included confirmation of its $2B acquisition by Thoma Bravo.
AI ARR increased 21% YoY to $372M
Non-GAAP EPS reached $0.33 despite GAAP net loss
Free cash flow improved to $13.5M from negative $3.6M YoY
Pending $2B acquisition by Thoma Bravo expected to close FY26
Revenue by Segment
Forward Guidance
Verint has suspended forward guidance due to the pending acquisition by Thoma Bravo.
Positive Outlook
- AI ARR growth remains strong at 21% YoY
- Positive non-GAAP net income of $20M
- Free cash flow improved from negative YoY
- Recurring revenue base remains stable
- Acquisition provides long-term strategic support
Challenges Ahead
- Reported revenue declined slightly YoY
- GAAP net loss of $5.7M in Q2
- EPS negative under GAAP standards
- Professional services revenue fell YoY
- No forward guidance due to acquisition
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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