Commvault Stock Surges As Cyber Resilience Story Pops

Commvault (CVLT) integrated its cyber recovery actions with CrowdStrike's (CRWD) Charlotte Agentic SOAR workflows, enabling automated data recovery during incidents. The partnership follows Commvault's fiscal Q1 2027 results, showing 16% YoY subscription revenue growth to $267M and 39% YoY SaaS revenue growth to $100M. However, GAAP operating margin was 8.2%, significantly lower than the non-GAAP figure of 22.8%.

Commvault (CVLT) expanded its Cloud Rewind platform, tripling Azure resource protection. Subscription revenue rose 16% YoY to $267M in Q1 2027. Subscription ARR reached $1.054B, up 22% YoY. GAAP operating margin was 8.2%, below non-GAAP 22.8%. Guidance suggests flat subscription revenue for Q2.

Commvault (CVLT) integrated Google's threat intelligence into its recovery workflows, enhancing cyberattack response. The company reported fiscal Q1 subscription revenue of $267M, up 16% YoY, with SaaS revenue at $100M, up 39%. However, GAAP operating income was $26M (8.2% margin), while non-GAAP was $71M (22.8% margin). Guidance suggests flat subscription revenue in Q2 and a slight margin decline for the year.

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.