Cognyte Software Earnings Call Transcripts
Fiscal Year 2027
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Double-digit revenue growth and expanding recurring revenue drove strong Q1 results, with profitability outpacing revenue and robust customer demand, especially in the U.S. Full-year guidance was reaffirmed, with recurring revenue expected to grow faster than total revenue.
Fiscal Year 2026
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Q4 and FY 2026 saw double-digit revenue growth, record gross margins, and strong cash flow, driven by repeat business, new customers, and US expansion. FY 2027 guidance calls for 12% revenue growth and further margin improvement, with robust demand and a strong backlog supporting outlook.
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The company is targeting $500 million revenue and nearly 20% adjusted EBITDA by fiscal 2028, driven by repeat business, U.S. market expansion, and new customers. Q3 saw 30% revenue growth and strong profitability, with AI and innovation enhancing value and competitive positioning.
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Q3 saw 13% revenue growth and nearly tripled operating income, driven by strong demand for AI-powered solutions and major customer wins. Raised FY26 guidance to $400M revenue and $47M Adjusted EBITDA, with robust margins and cash flow.
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Q2 saw 16% revenue growth and 33% higher adjusted EBITDA, driven by strong demand and major wins in Asia-Pacific and EMEA. FY26 guidance was raised, with robust recurring revenue and a healthy pipeline, despite U.S. federal procurement delays.
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Q1 saw 16% revenue growth and a doubling of adjusted EBITDA, driven by strong customer demand and major contract wins. FY 2026 guidance was raised to reflect the GroupSense acquisition, with revenue expected to grow 13% and adjusted EBITDA 50% year over year.
Fiscal Year 2025
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Security agencies face complex, global threats and require advanced analytics to process vast, diverse data. The solution leverages AI, is highly productized, and supports flexible deployment, with a focus on innovation, customer engagement, and ambitious financial growth targets for 2028.
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A global investigative analytics provider reported strong double-digit growth in fiscal 2025 and projects continued expansion, especially in the U.S. and through AI-driven innovation. The company targets $500 million revenue by fiscal 2028, supported by robust customer retention and a healthy balance sheet.
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The company reported strong double-digit revenue and profit growth, with robust cash flow and clear multi-year financial targets. Growth is driven by technology investment, customer expansion, new logo acquisition, and U.S. market entry, with AI and analytics as key differentiators.
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Advanced AI-driven analytics, modular solutions, and deep domain expertise position the company for 13% CAGR to $500M revenue by FY2028, with strong profitability and U.S. expansion as key growth drivers. Robust financials and a high-touch go-to-market approach support continued momentum.
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Delivered strong Q4 and FY25 results with double-digit revenue growth and significant margin expansion. Fiscal 2026 guidance calls for 12% revenue growth and 45% adjusted EBITDA growth, supported by robust cash flow and continued U.S. market expansion.
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The company leverages advanced analytics and AI to help security agencies address increasingly complex threats, with a strong focus on recurring business and North American expansion. Financial performance is improving, driven by large deals and a land-and-expand strategy, while the competitive landscape remains fragmented.
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Q3 saw 12% revenue growth, strong margin expansion, and major customer wins, prompting a raised full-year outlook for both revenue and adjusted EBITDA. Cash position remains robust, and a $20 million share buyback was announced. Double-digit growth is expected to continue.
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Q2 saw 10% revenue growth, margin expansion, and strong recurring revenue, prompting an increased full-year outlook for both revenue and Adjusted EBITDA. Major follow-on orders and industry recognition for AI solutions highlight continued momentum.
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Q1 revenue grew 13% year-over-year to $82.7 million, with gross margin expanding to 71.1% and recurring revenue reaching 55% of total. Fiscal 2025 guidance was raised, reflecting strong demand, especially in government sectors, and continued margin improvement.
Fiscal Year 2024
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Revenue and profitability are rising, with strong recurring revenue and robust demand driven by advanced technology needs and AI adoption. North America is a key growth area, supported by increased sales investment and a new share buyback program.