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Jul 31
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
Verint
Verint
Verint Revenue by Segment
Revenue by Segment
Recurring Revenue
CapyFin.comNonrecurring Perpetual Revenue
CapyFin.comNonrecurring Professional Revenue
CapyFin.com 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