Mirchandani Sanjay sold $3.5M of CVLT

Ataccama appointed Martin Zahumensky as CEO, replacing Mike McKee who stepped down after leading three years of global growth and launch of its agentic data trust platform. Commvault announced a Threat Scan integration with Google Threat Intelligence. DataBahn raised $40m and expanded its agentic data control plane. Netlist and Samsung agreed a five-year alliance worth up to $897m plus $239m upfront and $1.5b supply.

Commvault Systems (CVLT) shares rose about 6% on Monday after the company announced a new collaboration with Google, an Alphabet unit. Commvault said its Threat Scan software will be integrated into Google Threat Intelligence, with availability in coming months. No financial terms were disclosed. Investors also cited broader tech sentiment.

Commvault Systems (CVLT) reported Q1 2027 results, beating analyst estimates. Revenue rose 11% to $314M and adjusted EPS rose 41% to $1.42 vs $1.16 expected. Subscription revenue increased 16% to $267M and free cash flow rose 71% to $51M. Shares fell as much as 20.7% after guidance suggested slightly lower Q2 subscription revenue and steady, not accelerating, full-year growth.

Commvault (CVLT) shares fell about 17.5% after the company reported Q2 results that beat expectations but issued a weak outlook for the next quarter. Sales rose 11.4% year over year to $314.1 million and EPS beat, but billings declined year over year and missed estimates, shifting investor focus to slower growth.

Commvault Systems (NASDAQ: CVLT) reported Q1 adjusted EPS of $1.42, up 40.59% YoY, beating the $1.16 estimate by 22.41%. Quarterly revenue was $314.131 million, up 11.40% YoY, slightly above the $310.417 million estimate. Bernstein Liebhard said it is investigating potential fiduciary-duty breaches by certain directors and officers.

Commvault Systems (CVLT) reported Q1 adjusted EPS of $1.42, above the Zacks Consensus Estimate of $1.18, versus $1.01 a year earlier. Revenue was $314.13 million, slightly above the $311.06 million estimate. The article cites a Zacks Rank #3 (Hold) and notes consensus outlook of $1.20 EPS and $313.2 million revenue for the next quarter, and $5.22 EPS on $1.31 billion revenue for the fiscal year.