AI brief of an SEC Form 8-K · CommVault Systems (CVLT)

Commvault Q3 revenue up 19% to record $314 million; net income $18 million

Positive Impact 3 of 5 earnings Written later

Commvault reported fiscal third-quarter results for the period ended December 31, 2025, with revenue of $314 million, up 19% year over year, and GAAP net income of $18 million, or $0.40 per diluted share, versus $0.24 a year earlier. The company also updated its full-year fiscal 2026 guidance, now calling for total revenue of $1,177 million to $1,180 million, and said a restructuring charge of $11.9 million in the quarter relates to a cost optimization program.

Key points

  • Q3 total revenue was $313.8 million, up 19%; subscription revenue was $206 million, up 30%.
  • GAAP diluted EPS was $0.40 versus $0.24 a year earlier; non-GAAP diluted EPS was $1.17 versus $0.94.
  • Restructuring expense was $11.9 million in the quarter; operating cash flow was $4 million, with free cash flow of $2 million.
  • Full-year fiscal 2026 free cash flow is expected at $215 million to $220 million, including one-time payments tied to the restructuring plan; the board made $250 million available for share repurchases as of January 14, 2026.

The filing

CompanyCommVault Systems (CVLT)
Form8-K, current report
Filed with the SECJan 27, 2026, 7:46 AM ET
Accession number0001169561-26-000003

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 27, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.