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Investor Relations14 Oct 2025
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Cognyte Software (CGNT) investor relations material
Cognyte Software Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary9 Sep, 2025
Executive summary
Q2 FYE26 revenue grew 15.5% year-over-year to $97.5M, with adjusted EBITDA up 33% to $11M and GAAP net income of $2.7M, driven by global customer wins and differentiated technology.
Negative cash flow from operations was $6M for Q2, reflecting seasonal expenses.
Major customer wins included two $10M military intelligence deals in Asia-Pacific and EMEA, displacing incumbents.
Technology platform integrates signal processing, insight mining, and AI-powered analytics, recognized by Gartner for predictive analytics.
Completed $20M share repurchase program; new $20M buyback authorized for the next 18 months.
Financial highlights
Q2 FYE26 revenue was $97.5M, up 15.5% year-over-year; H1 FYE26 revenue was $193.1M, also up 15.5%.
Q2 FYE26 non-GAAP gross margin was 72.1%, with gross profit of $70.3M; GAAP operating income was $2.7M, non-GAAP $8M, and adjusted EBITDA $11M.
H1 FYE26 adjusted EBITDA was $21.3M, and non-GAAP EPS was $0.15.
Q2 FYE26 recurring revenue was $47.4M, representing 48.7% of total revenue.
Q2 FYE26 billings were $93M, up 19.5% year-over-year.
Outlook and guidance
FY26 revenue guidance raised to $397M (+/-2%), representing 13% year-over-year growth; adjusted EBITDA expected at $45M, up 55% year-over-year.
Annual non-GAAP gross margin expected at 72%, with non-GAAP EPS projected at $0.23.
Long-term targets reaffirmed: $500M revenue, 73% gross margin, and >20% adjusted EBITDA margin by FY28.
Q3 and Q4 revenues expected to grow sequentially; operating cash flow for FY26 projected at $45M.
Explain recurring revenue growth vs total revenue.
Capital allocation strategy given Q2 cash burn.
Strategy for increased perpetual license sales.
U.S. federal budget delays impact on guidance?
What drives incumbent displacement in new deals?
Recurring revenue mix: expected future trend?
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Next Cognyte Software earnings date
Q3 202610 Dec, 2025
Next Cognyte Software earnings date
Q3 202610 Dec, 2025
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Frequently asked questions
Cognyte Software Ltd. specializes in providing investigative analytics software to governments and enterprises globally. Their flagship offering, "Actionable Intelligence for a Safer World," is an open software platform designed to enhance and accelerate the effectiveness of investigations. This platform empowers users to analyze, connect, and manage data for security investigations, aiming to improve decision-making and operational efficiency. By offering solutions that address national security, personal safety, business continuity, and cyber threats, Cognyte stands out in the security analytics software sector. Their technology enables organizations to identify, neutralize, and prevent threats through accelerated security investigations. The company is headquartered in Herzliya, Israel, and its shares are listed on the Nasdaq.
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