
Commvault Systems, Inc.
NASDAQ•CVLT
CEO: Mr. Sanjay Mirchandani
Sector: Technology
Industry: Software - Application
Listing Date: 2006-09-22
Commvault Systems, Inc. provides a platform that enhances cyber resiliency by protecting the data in the United States and internationally. The company offers Operational Recovery that provides backup, verifiable recovery, and cost-optimized cloud workload mobility to ensure data availability and granular recovery; Autonomous Recovery for automated disaster and cyber recovery use cases to deliver backup, replication, and disaster recovery for all workloads, on-premises, in the cloud, across multiple clouds, and in hybrid environments; and Cyber Recovery for threat scanning to hunt for threats within backup data and cyber deception, and threat detection to provide early warning of attacks. It also provides Commvault Cloud's Cleanroom Recovery for organizations to be ready to recover by providing a clean, isolated, and on-demand recovery location in the cloud, as well as the ability to regularly and proactively test their response plans and recover quickly; and Commvault HyperScale X, an intuitive, easy-to-deploy and scale-out, integrated data protection solution to help enterprises transition from legacy scale-up infrastructures to the hybrid cloud, container, and virtualized environments. In addition, the company offers Commvault Cloud Air Gap Protect, an integrated, air-gapped cloud storage target that enables IT organizations to efficiently adopt cloud storage to ease digital transformation, save costs, and reduce risk and scale; and Commvault's Compliance that provides built-in reporting, auditing, and logging to help ensure data is not modified or deleted for legal and compliance purposes. The company serves banking, insurance and financial services, government, healthcare, pharmaceuticals and medical services, technology, legal, manufacturing, utilities, and energy industries. Commvault Systems, Inc. was incorporated in 1996 and is headquartered in Tinton Falls, New Jersey.
Contact Information
Market Cap
$5.48B
P/E (TTM)
68.7
81.8
Dividend Yield
--
52W High
$200.68
52W Low
$114.47
52W Range
Rank29Top 12.7%
5.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024
Financial Dashboard
Q2 2026 Data
Revenue
$276.19M+18.39%
4-Quarter Trend
EPS
$0.33-8.33%
4-Quarter Trend
FCF
$73.58M+36.92%
4-Quarter Trend
2026 Q2 Earnings Highlights
Key Highlights
Six-Month Revenue Growth Six-month total revenues $558.17M, up 22%, fueled by 63% SaaS revenue surge year over year.
Net Income Improvement Six-month net income $38.23M, up from $34.09M last year; diluted EPS improved to $0.84 versus $0.76.
Strong Cash Position Operating cash flow provided $108.5M for six months; financing provided $639.0M net proceeds from new debt.
Strategic Financing Activity Issued $900.0M convertible notes in September 2025; Satori acquisition added $25.06M in goodwill.
Risk Factors
Convertible Note Repayment Risk Risk exists lacking cash capacity to satisfy required payments on $900M convertible senior notes at maturity or conversion.
Partner Revenue Concentration Revenue concentration risk: Partner A accounted for 32% of six-month revenues; termination poses material adverse effect.
Restructuring Execution Risks Restructuring expenses totaled $1.7M for six months 2025; execution risks include unexpected costs and morale issues.
Foreign Currency Exposure 45% of sales outside US expose results to adverse currency fluctuations impacting reported revenues and expenses.
Outlook
Focus on Recurring Revenue Strategy centers on subscription arrangements, expecting continued growth from term licenses and SaaS offerings renewals.
Capital Allocation Strategy Repurchased $131.0M common stock during quarter; $103.9M remains available under current authorization limit.
Liquidity Sufficiency Confirmed Existing cash and operating cash flows believed sufficient to meet cash requirements for at least next 12 months.
New Tax Law Evaluation Evaluating impact of OBBBA enacted July 2025; provisions effective fiscal 2026, not materially impacting current provision.
Peer Comparison
Revenue (TTM)
LYFT$6.27B
MTCH$3.47B
NICE$2.88B
Gross Margin (Latest Quarter)
CVLT80.1%
78.0%
MTCH73.0%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| PCTY | $8.28B | 36.4 | 19.1% | 3.0% |
| APPF | $8.25B | 40.5 | 42.1% | 5.4% |
| LYFT | $8.19B | 55.2 | 20.7% | 21.4% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.7%
Moderate Growth
4Q Net Income CAGR
10.2%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Jan 27, 2026
EPS:$0.98
|Revenue:$299.07M
Reports
All Years
Form 10-Q - Q2 2026
Period End: Sep 30, 2025|Filed: Oct 29, 2025|Revenue: $276.19M+18.4%|EPS: $0.33-8.3%MissForm 10-Q - Q1 2026
Period End: Jun 30, 2025|Filed: Jul 30, 2025|Revenue: $281.98M+25.5%|EPS: $0.53+26.2%MissForm 10-K - FY 2025
Period End: Mar 31, 2025|Filed: May 5, 2025|Revenue: $995.62M+18.6%|EPS: $1.74-54.8%BeatForm 10-Q - Q3 2025
Period End: Dec 31, 2024|Filed: Jan 29, 2025|Revenue: $262.63M+21.1%|EPS: $0.25-35.9%MissForm 10-Q - Q2 2025
Period End: Sep 30, 2024|Filed: Oct 30, 2024|Revenue: $233.28M+16.1%|EPS: $0.36+20.0%MissForm 10-Q - Q1 2025
Period End: Jun 30, 2024|Filed: Jul 31, 2024|Revenue: $224.67M+13.4%|EPS: $0.42+44.8%MissForm 10-K - FY 2024
Period End: Mar 31, 2024|Filed: May 13, 2024|Revenue: $839.25M+7.0%|EPS: $3.85+581.3%BeatForm 10-Q - Q3 2024
Period End: Dec 31, 2023|Filed: Jan 31, 2024|Revenue: $216.81M+11.1%|EPS: $0.39-5752.2%Miss