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Jan 31, 2025
Verint Q4 2025 Earnings Report
Verint posted a year-over-year revenue decline but strong SaaS ACV growth in Q4 2025.
Key Takeaways
Verint reported Q4 2025 revenue of $253.5 million, down 4.4% from the prior year. Net income attributable to common shareholders was $28.8 million, with GAAP EPS at $0.45 and non-GAAP EPS at $0.99. The company saw a 30.3% year-over-year increase in SaaS ACV from new deals, reflecting strong momentum in AI-powered automation solutions.
Q4 revenue decreased 4.4% year-over-year to $253.5 million.
Net income attributable to common shareholders was $28.8 million.
GAAP EPS was $0.45; Non-GAAP EPS reached $0.99.
SaaS ACV from new deals increased 30.3% year-over-year to $32.5 million.
Forward Guidance
Verint expects continued ARR growth into FY26 and provides guidance for both ratable metrics and traditional revenue and EPS.
Positive Outlook
- ARR guidance increased to $768 million, reflecting 8% growth.
- Cash generation guidance raised to $960 million +/-1%.
- Cash contribution expected at $246 million midpoint.
- Non-GAAP diluted EPS expected at $2.93 for FY26.
- Q1 FY26 ARR growth expected around 6% year-over-year.
Challenges Ahead
- Unbundled SaaS revenue came in below expectations in Q4.
- A few new unbundled deals did not materialize during Q4.
- Revenue and non-GAAP EPS came in below expectations due to timing of deals.
- Macroeconomic risks may impact customer renewals and spending.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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