
• Reported GAAP EPS of $0.34 down -51.43% YoY • Reported revenue of $311.69M up 13.33% YoY • Commvault expects full fiscal year 2027 total revenues between $1,300 million and $1,310 million, with Subscription ARR between $1,200 million and $1,210 million, and Non-GAAP EBIT margin approximately 20.5%.
Bullish
Commvault delivered robust Q4 FY26 results, driven by strong SaaS and subscription revenue growth, strategic partnerships, and record free cash flow, positioning the company for continued profitable expansion.
Bearish
Commvault experienced a decline in GAAP net income and perpetual license revenue, alongside ongoing restructuring costs and significant recurring non-GAAP exclusions like stock-based compensation.