$CVLT

CommVault earnings beat by $0.14, revenue topped estimates

CommVault (CVLT) reported Q2 EPS of $1.38, beating estimates by $0.14, with revenue at $312.39M, topping consensus. Stock up 44.07% in 3 months, 15.06% in 12 months. InvestingPro rates its financial health as 'great performance'.

Original reporting
Published Oct 27, 2026, 11:52 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 27, 2026, 12:08 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.
AlphAI market briefEarnings
Primary signal
$CVLT
Bullish
high confidence
Mentioned
$CVLT
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$CVLTBullishMed
01

Why it matters

The beat may trigger a short-term rally, but lack of forward guidance could limit upside.

02

Market read

Earnings beat provides a fresh catalyst for CVLT, offering a potential trading opportunity.

03

What to watch

Guidance outlook and cash flow details were not disclosed, which could temper enthusiasm.

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

Background

CommVault (NASDAQ: CVLT) announced its second-quarter results, highlighting a modest earnings and revenue beat.

Company-level read

Ticker impact

$CVLTBullishHigh confidence
Context

CommVault reported Q2 EPS $1.38, beating the $1.24 estimate, and revenue $312.39M versus $310.24M consensus.

Expected impact

likely upward pressure as the market prices in the earnings beat

Evidence & confidence

Both EPS and revenue exceeded expectations, which typically supports a short-term rally.

Market effects

Positive earnings may lift the data protection and backup software sector.

U.S. tech stocks could see modest gains.

Limited to investors tracking mid-cap software firms.

Counterpoint

If the beat is already priced in, the stock could face short-term profit taking.

Key entities

  • CommVault Systems, Inc.

    Provider of data protection and information management solutions.

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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.

$CVLTMedAI 8/10

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.

$CVLTMedAI 8/10

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.

$CVLTMedAI 8/10

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.