Commvault2027财年第二季营收3.12亿美元同比增13%：订阅收入增21%、SaaS收入增33%，公司上调全年指引
美国数据保护软件公司Commvault（纳斯达克：CVLT）10月27日公布2027财年第二季（截至2026年9月30日）业绩：总部位于New Jersey州Tinton Falls的该公司本季总营收3.12亿美元、同比增长13%，订阅收入2.69亿美元、同比增长21%，公司同步上调全年多项指引。
分项看，订阅年化经常性收入（ARR）达11.04亿美元、同比增长20%；其中软件即服务（SaaS）收入1.06亿美元、同比增长33%，SaaS ARR升至4.54亿美元、同比增长35%。GAAP营业利润为3,000万美元、利润率9.7%；非GAAP营业利润6,800万美元、利润率21.9%；非GAAP稀释每股收益1.38美元。经营现金流7,500万美元，自由现金流7,100万美元；季末现金及现金等价物8.97亿美元。公司订阅客户达15,750家、同比增长17%，订阅净美元留存率为113%。
总裁兼首席执行官 Sanjay Mirchandani 表示，超级智能（SI）正在同时加速企业的创新与风险，韧性已成为企业的必修课，全球企业面对更多数据、更多身份与更高复杂度，正越来越多地转向Commvault保持韧性，公司强劲的第二季业绩正反映这一势头。本季公司还推出身份韧性新品Commvault Active Directory Pre Recover，可把Active Directory的洁净恢复从数小时缩短到数分钟；其获FedRAMP High授权的网络韧性服务扩展至托管服务商，并将Threat Scan与Google Threat Intelligence集成。
指引方面，公司预计第三季订阅收入在2.93亿至2.97亿美元之间；上调后的2027财年全年指引为：订阅收入11.27亿至11.33亿美元、订阅ARR 12.05亿至12.15亿美元、非GAAP营业利润率21.0%至21.5%、自由现金流2.55亿至2.65亿美元。
Commvault Fiscal Q2 2027 Revenue Up 13% to $312 Million: Subscription Revenue +21%, SaaS Revenue +33%, Full-Year Guidance Raised
Commvault (Nasdaq: CVLT), the data protection software company headquartered in Tinton Falls, New Jersey, announced on October 27 its fiscal second-quarter 2027 results for the period ended September 30, 2026: total revenue rose 13% year over year to $312 million and subscription revenue rose 21% to $269 million, and the company raised several full-year targets.
Subscription annualized recurring revenue (ARR) reached $1.104 billion, up 20% year over year. Within that, software-as-a-service (SaaS) revenue was $106 million, up 33%, and SaaS ARR climbed 35% to $454 million. GAAP income from operations was $30 million, an operating margin of 9.7%; non-GAAP operating income was $68 million, a margin of 21.9%; and non-GAAP diluted earnings per share were $1.38. Operating cash flow was $75 million and free cash flow $71 million; cash and cash equivalents totaled $897 million at quarter end. Subscription customers reached 15,750, up 17% year over year, and the subscription net dollar retention rate was 113%.
President and CEO Sanjay Mirchandani said super intelligence (SI) is accelerating both innovation and risk in the enterprise and that resilience continues to be a business imperative, with enterprises globally turning to Commvault as they navigate more data, more identities and greater complexity. During the quarter the company introduced Commvault Active Directory Pre Recover, an identity resilience innovation designed to cut clean recovery of Active Directory from hours to minutes, expanded its FedRAMP High Authorized cyber resilience services to managed services providers, and integrated Threat Scan with Google Threat Intelligence.
For the fiscal third quarter, Commvault expects subscription revenue of $293 million to $297 million. Its updated full-year fiscal 2027 guidance calls for subscription revenue of $1.127 billion to $1.133 billion, subscription ARR of $1.205 billion to $1.215 billion, a non-GAAP operating margin of 21.0% to 21.5%, and free cash flow of $255 million to $265 million.
来源：GSM·美国（原文链接）
图片来源：图：Commvault公司标志（2019年版），编辑提名使用。公共领域，经维基共享资源。 / The Commvault logo (2019 version), editorial nominative use. Public domain, via Wikimedia Commons.
