Commvault Systems (CVLT) Earnings: 3Q Adjusted EPS Exceeds Estimates with Significant Revenue Growth

Commvault Systems on Smartkarma

Commvault Systems has been garnering positive attention from analysts on Smartkarma, a platform where independent research experts share insights. One such report by Baptista Research highlights the recent surge in SaaS and subscription growth for Commvault Systems. In the second quarter of fiscal year 2025, the company achieved a remarkable 16% year-over-year increase in total revenue, reaching $233 million. Particularly impressive was the 30% rise in subscription Annual Recurring Revenue (ARR) to $687 million, with Software as a Service (SaaS) ARR soaring by 64% to $215 million, now constituting 25% of the total ARR.

Another report from Baptista Research discusses Commvault Systems‘ acquisition of Clumio and the expansion of its SaaS portfolio for enhancing cloud data protection capabilities. The company’s fiscal first quarter of 2025 demonstrated strong growth, with a 13% increase in total revenue to $225 million and a 17% rise in total Annual Recurring Revenue (ARR) to $803 million. Noteworthily, Subscription ARR accelerated by 27% to $636 million, and SaaS ARR surged by an impressive 66% to $188 million. These developments showcase a positive outlook for Commvault Systems as it continues to strengthen its position in the market.

A look at Commvault Systems Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Commvault Systems, a company specializing in data management software applications, shows a promising long-term outlook according to the Smartkarma Smart Scores. With a strong emphasis on Growth and Resilience, receiving top scores in both areas, the company demonstrates a robust strategy for expanding its market presence and adapting to changing industry conditions.

While the Value and Dividend scores are moderate, the high scores in Growth and Resilience indicate that Commvault Systems is well-positioned to capitalize on future opportunities and navigate challenges effectively. The company’s positive Momentum score further suggests a steady upward trajectory in its operations and market performance, reinforcing its potential for sustainable growth in the long run.

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