COMMVAULT SYSTEMS INC — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Commvault reported Q2 FY27 subscription revenue of $269M (+21% YoY), with subscription ARR reaching $1,104M (+20% YoY). SaaS revenue grew 33% YoY to $106M. The company generated $75M operating cash flow and $71M free cash flow in the quarter. For FY27, Commvault raised full-year subscription revenue guidance to $1,127–$1,133M and subscription ARR guidance to $1,205–$1,215M, with non-GAAP EBIT margin guidance of 21.0–21.5% and free cash flow guidance of $255–$265M.
Why this rating
Strong subscription growth and guidance raise, but company already executing well; SaaS momentum material; size of raise modest relative to $8.2B market cap; routine quarterly beat.
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