正在加载公司
Just reported
Q2 FY2027 results
From Commvault Systems's results release of 2026年10月27日; its quarterly report has since been filed.
Revenue
Actual
US$312.4M
+13% y/y
-0.6% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$0.69
+109% y/y
+38% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$30.4M
+143% y/y
+18% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Commvault Systems is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
SAPSAP SEUS$288.5BA+
SHOPShopify Inc.US$189.9BA+
CRMSalesforce, Inc.US$179.3BA+
ADPAutomatic Data Processing, Inc.US$122.3BA+
NOWServicenow, Inc.US$106.1BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Term-based software licenses37%
- Software as a service28%
- Term-based software support17%
- Perpetual support10%
- Services and other4%
- Perpetual software licenses4%
各项收入占比是对FY2026 ended March 31, 2026的估算，并非来自已提交报告的数字。
竞争对手
- Cohesity
- Veeam
卖什么6
Operational Recovery
Software for backing up and restoring data from servers, databases, virtual machines, containers, computers, and online applications.
Autonomous Recovery
Tools that automate recovery steps, including moving operations to backup systems and checking whether applications can run after recovery.
Cyber Recovery
Tools for finding suspicious changes in backup data, checking whether copies are clean, and restoring data after cyberattacks.
再显示 3 项
Cleanroom Recovery
An isolated cloud environment where customers can test recovery plans, examine possible attacks, and restore data without reconnecting to affected systems.
HyperScale Grid
An integrated data-protection system that can be supplied as an appliance or built using customer-selected equipment.
Threatscan
Software that examines backup data for signs of malware, ransomware-related encryption, and other suspicious file changes.
谁在买4
- Large companies buy Commvault software directly or through resellers, systems integrators, distributors, and cloud marketplaces.
- Small and mid-sized businesses buy through Commvault’s direct sales team and partner channels.
- Government agencies buy data-protection and recovery products; large government purchases can involve long sales and implementation cycles.
- Customers include organizations in banking, insurance, healthcare, technology, manufacturing, energy, legal services, and other regulated or mission-critical industries.
靠什么支撑，什么会击垮它
业务依赖什么
- 1Sales depend in part on resellers, distributors, systems integrators, original equipment manufacturers, and cloud marketplaces reaching and serving customers.
- 2Products depend on working with third-party operating systems, hardware, cloud services, and other software; Commvault specifically relies on Microsoft products and services, including Azure, for some products and operations.
- 3Cloud-hosted subscriptions require ongoing investment in infrastructure used to deliver the service.
可能出什么问题
- 1Rubrik, Cohesity, Veeam, and other vendors compete for data protection and cyber recovery customers; some competitors have more resources and larger installed customer bases.
- 2If channel partners do not sell Commvault products effectively, sales and customer reach may be affected.
- 3Disruptions, security incidents, or compatibility problems involving Microsoft Azure or other third-party technology could affect products, services, and customer operations.
关于Commvault Systems Inc.
Commvault makes software that copies and protects organizations’ data, then helps them restore it after accidental deletion, system failures, or cyberattacks such as ransomware. Customers can run the software themselves or buy it as software as a service (SaaS), hosted in the cloud. Its tools can also check backup copies and coordinate recovery of applications and systems.
- 总部
- Tinton Falls, New Jersey, United States
- 成立于
- 1996
- 员工人数
- approximately 3,300 (March 31, 2026, high)
- 财年结束
- March 31
基于 Commvault Systems Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
