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.
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CommVault Systems, Inc. (CVLT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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