Resilience Operations Lead

Is Commvault Systems, Inc. (CVLT) A good investment right now? Published on august 11, 2026 at 4:00 pm by syeda seirut javed in news, stock analysis. Commvault Systems, Inc. (NASDAQ:CVLT) develops enterprise software platforms focused on cyber resilience, data defense, and hybrid cloud management. While consumer data recovery tools target personal devices and individual files, Commvault builds software designed for complex corporate infrastructure. Its architecture restores corrupted database volumes, multi-cloud environments, and enterprise virtual applications following cyber incidents or ransomware attacks. Q1 financial beat overshadowed by cautious FY27 guidance. Commvault Systems, Inc. (NASDAQ:CVLT) delivered strong financial performance for the first quarter of fiscal 2027, driven by expanding enterprise adoption of its cloud platforms. The company reported non-GAAP earnings per share of $1.42, surpassing Wall Street estimates by $0.26. Quarterly revenue grew 11.4% year-over-year to $314.13 million, beating expectations by $3.69 million. Subscription revenue reached a record $267 million, up 16% year-over-year, while subscription annual recurring revenue reached $1.054 billion. Free cash flow also saw a major boost, climbing 71% year-over-year to $51 million. Moreover, management outlined a steady outlook for the remainder of the fiscal year. For the full fiscal year 2027, Commvault Systems, Inc. (NASDAQ:CVLT) projected subscription revenue between $1.119 billion and $1.129 billion, along with subscription annual recurring revenue between $1.200 billion and $1.210 billion. The company is targeting non-GAAP operating margins near 21% and free cash flow between $250 million and $260 million, with plans to direct approximately 60% of free cash flow toward share repurchases. Despite these positive quarterly numbers, market sentiment took a hit following a few analyst rating downgrades. On July 28, Piper Sandler downgraded Commvault Systems, Inc. (NASDAQ:CVLT) from Overweight to Neutral, setting a $133 price target. The downgrade stemmed from growing disappointment around forward-looking guidance. While market watchers had expected management to raise full-year targets after resetting expectations in the prior quarter, the decision to keep annual forecasts unchanged left the outlook looking overly cautious. The firm noted that its original bullish thesis had not materialized as planned, pointing out that the company currently lacks clear near-term catalysts to push the stock higher. M&A speculation and private equity buyout appeal. In April 2026, reports revealed that the company engaged Goldman Sachs to evaluate strategic options, including a potential sale, following takeover approaches from private equity firms including Thoma Bravo. The acquisition appeal is reinforced by top-tier technical credentials. In July 2026, Gartner named Commvault Systems, Inc. (NASDAQ:CVLT) a Leader in its Magic Quadrant for Backup and Data Protection Platforms for the 15th consecutive time, while ranking the platform number one in five of six evaluated enterprise use cases. Combined with strong free cash flow, these category-leading rankings make Commvault an attractive target for acquirers How does CVLT's valuation compare to high-growth peer Rubrik. Investors evaluating Commvault Systems, Inc. (NASDAQ:CVLT) often compare its financial profile against its chief public peer, Rubrik, Inc. (NYSE:RBRK). Rubrik operates as a cloud-native data security provider that prioritizes rapid top-line expansion, commanding a significantly higher forward earnings multiple as a result. By contrast, Commvault trades at a far more grounded forward non-GAAP multiple of roughly 25x earnings. Institutional positioning reflects contrasting sentiment trends across both software providers. According to Insider Monkey's data, hedge fund ownership in Commvault edged up slightly, with 36 elite hedge funds holding positions in the first quarter of 2026 compared to 35 in the fourth quarter of 2025. Meanwhile, hedge fund sentiment around Rubrik, Inc. (NYSE:RBRK) cooled, falling to 46 funds in the first quarter of 2026 after standing at 56 in the prior quarter. Short interest metrics indicate moderate bearish activity across both stocks, with Commvault at 9.96% of float and Rubrik at 8.62%. While institutions appreciate Commvault's cash flow and Rubrik, Inc.'s (NYSE:RBRK) top-line growth, investors remain cautious about high software valuations and tighter corporate IT budgets. While we acknowledge the risk and potential of CVLT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CVLT and that has 10,000% upside potential, check out our report about this cheapest AI stock. Disclosure: None. Related Insider Monkey Articles

Commvault appoints new country manager for Brazil. Marcos Ferreira Gomes joined the company in 2024, after having built a career at Dell for more than two decades. August 11, 2026 - 18:15 Font size: -A+A Marcos Gome (Photo: Disclosure) Commvault, a multinational data management and protection company, has appointed Marcos Ferreira Gomes as its new country manager for Brazil. With more than three decades in the field, Gomes has been at Commvault since 2024, when he took on the position of corporate account manager. In April of this year, the executive was promoted to the position of national sales director. Before joining Commvault, Gomes dedicated about two and a half decades of his career to Dell Technologies. At the technology giant, the professional began as an account executive for the financial segment, becoming a corporate manager, sales manager, and later a sales executive for the data center sector. His previous experiences were at HP as an account manager and at IBM as a product sales specialist, both in the 1990s. Gomes takes on the new role with the mission of accelerating Commvault's growth in Brazil, strengthening relationships with end customers and strategic partners, and expanding the debate on cyber resilience in a scenario of increasingly sophisticated threats, distributed digital environments, and greater dependence on data for business continuity. In the role, he will be responsible for supporting organizations from different sectors in adopting solutions aimed at data protection, cyber recovery, operational continuity, cloud security, and preparation for critical incidents. His work will also be strongly connected to business development within the company's ecosystem of channels, distributors, integrators, and technology partners. "Taking the lead of Commvault in Brazil is an opportunity to directly contribute to an agenda that has become essential for business continuity. Our role is to support customers and partners in building more prepared, secure, and recoverable environments so that they can maintain their operations even in the face of critical incidents," says Gomes. Commvault is one of the largest data backup players, having started back in the time when tapes were the main means of saving large amounts of information. In recent years, the company has been repositioning itself to be a viable player in hybrid technology environments, with on-premises and cloud operations. Among its clients are names such as Harper Collins, Hyundai, Panasonic, Randstad, and Sony. Reporter at Baguete Diário

Commvault shows revenue resilience. Chris Mellor STORAGE EDITOR Blocks & Files editor Published wed 29 Jul 2026 // 15:39 UTC Commvault's first fiscal 2027 quarter revenues grew nicely compared to last year but are flattish for the second quarter in a row. Total revenues in the quarter ended June 30, 2026, were $314 million, up 11 percent year/year, beating its $311 million high-end guidance, with GAAP net income of $21.14 million down 9.9 percent year/year. Subscription revenues, one of its main internal performance indicators, of $267 million were up 16 percent, again beating high-end guidance of $265 million, and representing 85 percent of Commvault's total revenues. CEO Sanjay Mirchandani said: "Our platform strategy is delivering results. We added new customers, expanded multi-product adoption, and continued to drive strong SaaS growth, reinforcing our position as a leader in cyber resilience." He added: "We are scaling this business in a disciplined way. This quarter, strong ARR growth, record profitability, and growing free cash flow came together, demonstrating that Commvault is converting cyber resilience leadership into a highly profitable, cash generative business." Operating cash flow was $52 million vs $132 million in the last quarter, while free cash flow was $51 million vs $132 million in prior quarter and up 71 percent Y/Y. Commvault's revenues are increasing nicely on a Y/Y basis, but the three most recent ones are flattish looked at from a Q/Q viewpoint; William Blair analyst Jason Ader recognized this, mentioning "the current revenue growth deceleration trend." The outlook, which Blocks & Files examine below, is for a fourth flattish quarter. He noted Commvault's "platform expansion strategy continues to gain traction, with 49 percent of managed SaaS customers now using two or more products, versus 42 percent a year ago (up one point sequentially), and management highlighted particularly strong growth within the three-to-five product cohort." One thing Blocks & Files noticed was that the subscription customers count is growing at a steady clip, up 500 this quarter to15,200, but the new (subscription) customers per quarter number is not. In fact it's declined for two quarters in a row (see chart). This suggests the subscription customer count increase is mainly the installed base converting to subscription deals. That trend will eventually finish, and then new customers will be needed to grow the subscription customer base and hence revenues, or new offerings for the installed subscription base to grow subscription revenues. Gaining 500 new customers in the latest quarter is still impressive, notwithstanding it's down from 600 in the prior quarter and 700 in the quarter before that. The increase was led by the acquired Clumio SaaS backup capability. SaaS ARR (Annual Recurring Revenue) jumped 38 percent Y/Y to 424 million as a result, and it hit a milestone of $100 million of quarterly revenue. Next quarter's revenue guidance is $310 million +/- and up 10 percent Y/Y at the mid-point. But the Q/Q difference is a 1.3 percent decrease and will make Q2 fy 2027 the third flat quarter in a row. The subscription revenue outlook for the next quarter is $266 million +/- $2 million, an 18.7 percent Y/Y increase at the mid-point but a Q/Q decrease of 0.4 percent; flat in other words. Q3 fy 2027 will need to show a substantial revenue increase over Q3 fy2026's $313.8 million in order for Commvault to continue Y/Y revenue growth. The easy compares will be over. Full fy2027 guidance is unchanged at $1.305 billion +/- 5 million; a 10 percent Y/Y rise at the mid-point. Ader noted: "The company continues to anticipate a stronger second half, supported by a growing SaaS mix, larger renewal pools that drive cross-sell opportunities, and stable term software trends." Bootnote. Full fy2027 subscription revenues are expected to be between $1,119 million and $1,129 million; a 16 percent mid-point rise and up 1 percent from the previous guidance last quarter.