$CVLT

Commvault Systems Q2 Profit Rises

Commvault Systems (CVLT) reported Q2 2027 net income of $29.11M ($0.69 per share), up from $14.73M ($0.33 per share) in the prior year. Adjusted net income rose to $58.31M ($1.38 per share) from $41.05M ($0.91 per share). Revenue increased to $312.39M from $276.19M. The company expects 2027 ARR of $1.205B. Shares traded 2.36% higher at $171.69.

Original reporting
Published Oct 27, 2026, 7:25 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 27, 2026, 7:26 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Commvault Systems Q2 Profit Rises — source image
Decision brief

The 30-second read

$CVLTBullishHigh
01

Why it matters

The earnings beat and raised ARR guidance suggest operational momentum, supporting a bullish stance.

02

Market read

First‑report earnings release with better‑than‑expected results, driving a modest share price increase.

03

What to watch

Potential headwinds from competitive pressure and macro‑economic slowdown could temper long‑term growth.

Relevance 7/10Novelty 8/10Timing: pre-market today

Background

Commvault Systems, a provider of data protection and information management solutions, released its Q2 2027 earnings.

Company-level read

Ticker impact

$CVLTBullishHigh confidence
Context

Commvault reported Q2 2027 earnings with net income $29.11M, revenue $312.39M and raised ARR outlook, shares up 2.36% at $171.69.

Expected impact

likely modest upside as the market prices in the earnings beat and higher ARR outlook

Evidence & confidence

The company posted stronger-than-expected profit and revenue growth, and the share price already moved up on the news.

Market effects

Positive signal for the data protection and backup software sector, may lift peers.

U.S. tech stocks could see modest gains in the Nasdaq composite.

Limited; primarily impacts U.S. investors focused on enterprise software.

Counterpoint

If the earnings beat was already priced in, the stock may face short-term profit taking.

Key entities

  • Commvault Systems, Inc.

    Data protection and backup software provider.

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Commvault Systems, Inc. Q2 2027 Earnings Call Summary

Commvault Systems, Inc. reported Q2 2027 earnings, highlighting 13% revenue growth and a strategic shift toward cyber resilience. Subscription ARR reached $1.104 billion, with identity resilience revenue nearly doubling year-over-year. The company raised full-year subscription ARR guidance to $1.205 billion to $1.215 billion, driven by cloud-centric and application-based protection offerings.

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Commvault (CVLT) Q2 2027 Earnings Call Transcript

Commvault (CVLT) reported Q2 2027 earnings, highlighting growth in subscription ARR (up 20% to $1.104B) and SaaS ARR (up 35% to $454M). The company cited multiproduct adoption, identity resilience, and cloud-centric protection as key growth drivers. Free cash flow was $71M, and the company raised full-year guidance. Commvault also announced participation in Anthropic's Project Mythos and upcoming innovations at its SHIFT conference.

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What CommVault Systems (CVLT) Said on Its Q2 Earnings Call

CommVault Systems (CVLT) reported Q2 earnings, adding 500+ subscription customers (17% YoY growth). 53% of SaaS customers use 2+ products. Identity, cloud, and AI are key growth areas. Non-GAAP gross margin improved to 81.6%. The company raised its fiscal 2027 outlook, expecting subscription revenue of $1.127B-$1.133B and total revenue of $1.30B-$1.31B.

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Why is CommVault stock sliding today?

CommVault (CVLT) stock fell 10.9% in pre-market trading after reporting fiscal Q2 2027 results. Revenue of $312.4M beat estimates, but operating margin declined sequentially, and guidance lacked confidence. Analysts maintained Hold ratings with targets around $170-$171. Insider selling and weak market sentiment contributed to the decline.