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CommVault Systems Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.09 |
| EPS actual | $1.28 |
| EPS Surprise | 17.43% |
| Revenue estimate | 306.711M |
| Revenue actual | 311.692M |
| Revenue Surprise | 1.62% |
| Release date | Jan 27, 2026 |
| EPS estimate | $0.98 |
| EPS actual | $1.17 |
| EPS Surprise | 19.39% |
| Revenue estimate | 299.089M |
| Revenue actual | 313.832M |
| Revenue Surprise | 4.93% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.94 |
| EPS actual | $0.91 |
| EPS Surprise | -3.09% |
| Revenue estimate | 273.31M |
| Revenue actual | 276.188M |
| Revenue Surprise | 1.05% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.97 |
| EPS actual | $1.01 |
| EPS Surprise | 4.12% |
| Revenue estimate | 273.167M |
| Revenue actual | 281.978M |
| Revenue Surprise | 3.23% |
Last 4 Quarters for CommVault Systems
Below you can see how CVLT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $193.27 |
| EPS estimate | $0.97 |
| EPS actual | $1.01 |
| EPS surprise | 4.12% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $167.14 |
| Jul 24, 2025 | $165.97 |
| Jul 25, 2025 | $164.35 |
| Jul 28, 2025 | $163.43 |
| Jul 29, 2025 | $193.27 |
| Jul 30, 2025 | $193.37 |
| Jul 31, 2025 | $189.95 |
| Aug 01, 2025 | $179.73 |
| Aug 04, 2025 | $186.50 |
| 4 days before | 15.63% |
| 4 days after | -3.50% |
| On release day | 0.0517% |
| Change in period | 11.58% |
| Release date | Oct 28, 2025 |
| Price on release | $145.78 |
| EPS estimate | $0.94 |
| EPS actual | $0.91 |
| EPS surprise | -3.09% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $170.06 |
| Oct 23, 2025 | $168.03 |
| Oct 24, 2025 | $169.92 |
| Oct 27, 2025 | $174.15 |
| Oct 28, 2025 | $145.78 |
| Oct 29, 2025 | $140.14 |
| Oct 30, 2025 | $137.62 |
| Oct 31, 2025 | $139.22 |
| Nov 03, 2025 | $140.37 |
| 4 days before | -14.28% |
| 4 days after | -3.71% |
| On release day | -3.87% |
| Change in period | -17.46% |
| Release date | Jan 27, 2026 |
| Price on release | $89.13 |
| EPS estimate | $0.98 |
| EPS actual | $1.17 |
| EPS surprise | 19.39% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $119.54 |
| Jan 22, 2026 | $123.53 |
| Jan 23, 2026 | $123.85 |
| Jan 26, 2026 | $129.36 |
| Jan 27, 2026 | $89.13 |
| Jan 28, 2026 | $89.85 |
| Jan 29, 2026 | $87.50 |
| Jan 30, 2026 | $85.70 |
| Feb 02, 2026 | $87.35 |
| 4 days before | -25.44% |
| 4 days after | -2.00% |
| On release day | 0.81% |
| Change in period | -26.93% |
| Release date | Apr 28, 2026 |
| Price on release | $97.79 |
| EPS estimate | $1.09 |
| EPS actual | $1.28 |
| EPS surprise | 17.43% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $95.58 |
| Apr 23, 2026 | $90.15 |
| Apr 24, 2026 | $93.92 |
| Apr 27, 2026 | $88.41 |
| Apr 28, 2026 | $97.79 |
| Apr 29, 2026 | $101.18 |
| Apr 30, 2026 | $98.88 |
| May 01, 2026 | $99.57 |
| May 04, 2026 | $101.83 |
| 4 days before | 2.31% |
| 4 days after | 4.13% |
| On release day | 3.47% |
| Change in period | 6.54% |
CommVault Systems Earnings Call Transcript Summary of Q1 2026
Commvault reported a very strong start to FY2026 with broad-based execution across SaaS, software and channels. Key financials: total ARR +24% to $996M, subscription ARR +33% to $844M, SaaS ARR +63% to $307M, Q1 revenue +26% to $282M, subscription revenue +46%, non-GAAP EBIT +21% to $58M, gross margin ~82%, free cash flow $30M, cash $363M, no debt, $15M share repurchase. The company achieved a 47% Rule of 40 in Q1 and raised full-year guidance: FY26 constant-currency total ARR growth ~18%, subscription revenue $753M–$757M (≈+28% at midpoint), total revenue $1.161B–$1.165B, non-GAAP EBIT margin ~20.5%, and FCF $210M–$215M. Management highlighted continued land-and-expand success (best quarter ever for land & expand), strong cross-sell traction (SaaS NDR 125%; multi-product adoption up, customers >$100k SaaS ARR up 70%), rapid growth via cloud marketplaces, and major partner alliances (Deloitte, CrowdStrike, HPE, Kyndryl). They announced the intent to acquire Satori Cyber to add data & AI security capabilities; the deal is expected to close this quarter and will be modestly dilutive (~50 bps) to margins near-term. Federal (FedRAMP High) and marketplace channels were called out as competitive advantages. Management emphasized sustainable demand for cyber resilience, continued investments in growth, and disciplined profitability.
