COMMVAULT SYSTEMS INC
Commvault Systems (CVLT) reported Q1 FY27 non-GAAP EPS of $1.42 and revenue of $314.13 million, with subscription revenue up to $267 million and subscription ARR at $1.054 billion. For FY27 it guided subscription revenue $1.119B-$1.129B and FCF $250M-$260M. Piper Sandler cut its rating to Neutral, citing cautious guidance; reports also said Goldman was evaluating strategic options.
Simply Wall St highlights Commvault Systems’ (CVLT) new integration with Google LLC Threat Intelligence, expanding Threat Scan workflows and AI-enabled recovery features. The article cites CVLT’s recent share performance and a valuation narrative using a fair value of $161.15 versus a $139.43 close, supported by SaaS ARR growth and retention metrics, but warns results depend on subscription transition and deal flow.
Commvault Systems (NASDAQ: CVLT) held its Aug. 6, 2026 annual meeting. Stockholders elected seven directors, approved executive compensation on an advisory basis (33,953,884 for, 2,071,496 against), ratified Ernst & Young LLP as auditor for FY ending Mar. 31, 2027 (36,556,396 for), and approved the 2026 Equity Plan (3.374 million shares; 34,529,655 for).
Over the past 7 days, alphai's AI scored 4 news stories mentioning CVLT (COMMVAULT SYSTEMS INC). Coverage has skewed bullish: 1 bullish, 3 neutral, and 0 bearish.
Recent CVLT coverage spans technology, market movers and corporate actions.
In the last 30 days, CVLT insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($186K). The most active reporter was Haydon William Geoffrey, President of Cust & Field Ops, with 1 filing. 67% of those filings were made under pre-arranged Rule 10b5-1 plans.
Near-term trading hinges on whether investors view the FY27 guidance as conservative versus the Q1 beat, with downgrades signaling skepticism.
The Google Threat Intelligence tie-up is a product and go-to-market catalyst that could support subscription growth and retention, but the article provides no new financial numbers beyond valuation framing.
The vote confirms incremental share availability under the equity plan and auditor continuity, but provides no new financial guidance or operational change.
This is a routine annual-meeting voting results disclosure with no new financial guidance or transaction terms.
The integration is a concrete product enhancement that may improve competitive positioning in cyber resilience and backup recovery workflows.
alphai scores every news story that mentions CVLT with an AI model for sentiment and relevance, and aggregates insider trades from COMMVAULT SYSTEMS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Commvault Systems (CVLT) reported Q1 FY27 non-GAAP EPS of $1.42 and revenue of $314.13 million, with subscription revenue up to $267 million and subscription ARR at $1.054 billion. For FY27 it guided subscription revenue $1.119B-$1.129B and FCF $250M-$260M. Piper Sandler cut its rating to Neutral, citing cautious guidance; reports also said Goldman was evaluating strategic options.
6 min readSimply Wall St highlights Commvault Systems’ (CVLT) new integration with Google LLC Threat Intelligence, expanding Threat Scan workflows and AI-enabled recovery features. The article cites CVLT’s recent share performance and a valuation narrative using a fair value of $161.15 versus a $139.43 close, supported by SaaS ARR growth and retention metrics, but warns results depend on subscription transition and deal flow.
6 min readCommvault Systems (NASDAQ: CVLT) held its Aug. 6, 2026 annual meeting. Stockholders elected seven directors, approved executive compensation on an advisory basis (33,953,884 for, 2,071,496 against), ratified Ernst & Young LLP as auditor for FY ending Mar. 31, 2027 (36,556,396 for), and approved the 2026 Equity Plan (3.374 million shares; 34,529,655 for).
2 min readCOMMVAULT SYSTEMS INC (CVLT) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. cvlt-20260806 0001169561 false 0001169561 2026-08-06 2026-08-06 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported)
3 min readAtaccama 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.
7 min readCommvault (NASDAQ: CVLT) announced an integration of its Threat Scan workflows with Google Threat Intelligence, using Google data and scanning to help validate backup recovery points after cyberattacks. It will also add inline file-hash collection during backups to compare against threat indicators. The updates are expected in coming months.
3 min readCommvault 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.
4 min readCommvault Systems (CVLT) reported Q1 2026 revenue of $314.13M, with net income and EPS slightly down year over year. The company updated its fiscal 2027 subscription revenue outlook to $1.119B to $1.129B and confirmed further share repurchases. The update centers on recurring revenue targets alongside margin and deal-timing risks.
7 min readMorgan Stanley research cited by the article says the median S&P 500 EPS surprise was 6% in Q1 2026, above the long-run ~5.5% average. FactSet research cited says firms with positive EPS surprises tend to keep outperforming after results. The article lists 28 companies that beat Wall Street EPS expectations, including Ford (EPS $0.66 vs $0.31), Bloom Energy (EPS $0.78 vs $0.37; revenue >$1B, +164% YoY), and Incyte (EPS $3.09 vs $0.94).
7 min readCommvault 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.
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