Commvault Systems (CVLT) reported $313.83 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 19.5%. EPS of $1.17 for the same period compares to $0.94 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $299 million, representing a surprise of +4.96%. The company delivered an EPS surprise of +19.39%, with the consensus EPS estimate being $0.98.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Commvault performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Annualized Recurring Revenue (ARR): $1,084.88 versus the three-analyst average estimate of $1,074.09.
- Revenues- Perpetual license: $13.68 million versus $12.84 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -16.7% change.
- Revenues- Other services: $13.56 million versus the five-analyst average estimate of $11.16 million. The reported number represents a year-over-year change of +25.4%.
- Revenues- Customer support: $80.27 million compared to the $79.7 million average estimate based on five analysts.
- Revenues- Subscription: $206.33 million versus $195.28 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +30.3% change.
View all Key Company Metrics for Commvault here>>>
Shares of Commvault have returned +1.4% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Just Released: Zacks Top 10 Stocks for 2026
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
