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Commvault(CVLT) - 2025 Q2 - Quarterly Report
2024-10-31 02:05
财务状况 - 公司总资产为 XXX 亿元 [1] - 公司总负债为 XXX 亿元 [1] - 公司净资产为 XXX 亿元 [1] - 公司资产负债率为 XX% [1] 营业收入 - 公司本期营业收入为 XXX 亿元 [2] - 公司营业收入同比增长 XX% [2] - 公司主营业务收入占营业收入的 XX% [2] 盈利能力 - 公司本期净利润为 XXX 亿元 [3] - 公司净利润同比增长 XX% [3] - 公司毛利率为 XX% [3] - 公司净利率为 XX% [3] 现金流 - 公司经营活动产生的现金流量净额为 XXX 亿元 [4] - 公司投资活动产生的现金流量净额为 XXX 亿元 [4] - 公司筹资活动产生的现金流量净额为 XXX 亿元 [4] - 公司现金及现金等价物净增加额为 XXX 亿元 [4]
Commvault(CVLT) - 2025 Q2 - Earnings Call Transcript
2024-10-30 01:03
财务数据和关键指标变化 - Q2总收入增长16%,达到2.33亿美元,为连续第四个季度实现双位数增长 [5][26] - 总年经常性收入(ARR)增长20%,达到8.53亿美元,订阅ARR增长30%,达到6.87亿美元 [6][28] - 自助服务ARR增长64%,达到2.15亿美元,占总ARR的25% [6][28] - 自由现金流增长34%,达到5400万美元,97%的自由现金流用于股票回购 [6][35] 各条业务线数据和关键指标变化 - 订阅收入增长37%,客户支持收入增长1%,达到7800万美元 [26][27] - 以超过10,000个订阅客户为目标,新增约600个订阅客户 [28] - 现有客户的SaaS净美元留存率为127%,主要得益于追加销售和交叉销售 [30] 各个市场数据和关键指标变化 - 在美国市场表现强劲,EMEA市场也有所增长,尤其是在DORA合规性方面 [66][67] - 预计DORA法规将推动欧洲市场的业务增长 [67] 公司战略和发展方向和行业竞争 - 公司致力于多云战略,强调在客户所需的云环境中提供云优先的弹性能力 [18][21] - 通过收购Clumio和Appranix,增强技术能力,推动创新 [34][70] - 在传统的本地市场中,继续增长并从竞争对手(如Veritas和Cohesity)中夺取市场份额 [88] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观,预计2025财年的总ARR增长约为18% [39] - 预计2025财年的总收入将增长约14%,达到9.52亿至9.57亿美元 [40] - 管理层强调将继续投资于技术和市场机会,以保持增长 [41] 其他重要信息 - 公司在Q2结束时无债务,现金余额为3.03亿美元 [34] - 计划在2025财年回购至少75%的自由现金流 [35] 问答环节所有提问和回答 问题: 关于订阅业务和SaaS业务的交叉销售和追加销售情况 - 管理层表示SaaS ARR超过2.5亿美元,净留存率为127%,其中三分之一来自交叉销售,三分之二来自追加销售 [46][47] 问题: 关于与Dell的合作关系 - 管理层提到与Dell的合作正在进行中,强调这是一个长期的战略 [53] 问题: 关于本地订阅业务的增长驱动因素 - 管理层表示增长主要来自于市场份额的提升,而非续约时机 [85][88] 问题: 关于第二季度的指导和季节性影响 - 管理层确认第二季度的指导已考虑季节性影响,预计将保持稳定的ARR增长 [90] 问题: 关于DORA法规对EMEA市场的影响 - 管理层表示DORA法规将推动欧洲市场的业务增长,并与合作伙伴共同开发合规能力 [67] 问题: 关于收购对未来业绩的影响 - 管理层表示Clumio的贡献在第二季度是可观的,但主要的增长仍来自于有机业务 [71]
Commvault (CVLT) Reports Q2 Earnings: What Key Metrics Have to Say
ZACKS· 2024-10-29 23:00
Commvault Systems (CVLT) reported $233.28 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 16.1%. EPS of $0.83 for the same period compares to $0.70 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $221.05 million, representing a surprise of +5.53%. The company delivered an EPS surprise of +10.67%, with the consensus EPS estimate being $0.75. While investors closely watch year-over-year changes in headline numbers -- revenue and e ...
Commvault Systems (CVLT) Q2 Earnings and Revenues Top Estimates
ZACKS· 2024-10-29 21:56
文章核心观点 - Commvault Systems公司第三季度财报超出市场预期 [1][2] - 公司连续4个季度超出市场盈利预期 [2] - 公司股价今年以来上涨71.5%,超过标普500指数22.1%的涨幅 [3] - 分析师对公司未来业绩持谨慎态度,给予"持有"评级 [6] 公司财务数据总结 - 第三季度营收2.332亿美元,同比增长16%,超出市场预期5.53% [2] - 第三季度每股收益0.83美元,同比增长18.6%,超出市场预期10.67% [1][2] - 公司当前财年预计营收92.88亿美元,每股收益3.29美元 [7] 行业分析 - 公司所属的计算机软件行业目前在250多个Zacks行业中排名前36% [8] - 排名前50%的行业相比后50%的行业业绩表现要好2倍以上 [8] - 同行业公司Canaan第三季度业绩预计同比大幅改善 [9][10]
Commvault(CVLT) - 2025 Q2 - Quarterly Results
2024-10-29 19:45
财务状况 - 公司总资产为 XXX 亿元 [1] - 公司总负债为 XXX 亿元 [1] - 公司净资产为 XXX 亿元 [1] - 公司资产负债率为 XX% [1] 营业收入 - 公司本期营业收入为 XXX 亿元 [2] - 公司营业收入同比增长 XX% [2] - 公司主营业务收入占营业收入的 XX% [2] 盈利能力 - 公司本期净利润为 XXX 亿元 [3] - 公司净利润同比增长 XX% [3] - 公司毛利率为 XX% [3] - 公司净利率为 XX% [3] 现金流 - 公司经营活动产生的现金流量净额为 XXX 亿元 [4] - 公司投资活动产生的现金流量净额为 XXX 亿元 [4] - 公司筹资活动产生的现金流量净额为 XXX 亿元 [4] - 公司现金及现金等价物净增加额为 XXX 亿元 [4]
Commvault Announces Fiscal 2025 Second Quarter Financial Results
Prnewswire· 2024-10-29 19:45
TINTON FALLS, N.J., Oct. 29, 2024 /PRNewswire/ -- Commvault (Nasdaq: CVLT) today announced its financial results for the fiscal second quarter ended September 30, 2024. "Keeping customers resilient and their businesses continuous has never been more critical than it is today," said Sanjay Mirchandani, President and CEO. "Our strong execution and increasing demand for our innovative Commvault Cloud platform has not only resulted in our fourth consecutive quarter of double-digit revenue growth, but it has giv ...
Commvault Systems (CVLT) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2024-10-25 06:56
Commvault Systems (CVLT) closed at $133.11 in the latest trading session, marking a +0.64% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.22%. Elsewhere, the Dow lost 0.33%, while the tech-heavy Nasdaq added 0.76%.Prior to today's trading, shares of the data-management software company had lost 12.87% over the past month. This has lagged the Computer and Technology sector's gain of 2.29% and the S&P 500's gain of 1.47% in that time.The investment community will b ...
Commvault (CVLT) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2024-10-24 22:21
Analysts on Wall Street project that Commvault Systems (CVLT) will announce quarterly earnings of $0.75 per share in its forthcoming report, representing an increase of 7.1% year over year. Revenues are projected to reach $221.05 million, increasing 10% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 5.8% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during ...
Commvault Systems (CVLT) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2024-10-22 23:06
Commvault Systems (CVLT) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on O ...
Can Commvault (CVLT) Keep the Earnings Surprise Streak Alive?
ZACKS· 2024-10-15 01:11
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Commvault Systems (CVLT) . This company, which is in the Zacks Computer - Software industry, shows potential for another earnings beat. This data-management software company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters ...