Cognyte Software
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Cognyte Software (CGNT) investor relations material

Cognyte Software 28th Annual Needham Growth Conference Virtual summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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28th Annual Needham Growth Conference Virtual summary14 Jan, 2026

Business overview and value proposition

  • Provides investigative analytics software to security, law enforcement, and intelligence agencies globally, helping convert large, complex data into actionable insights for threat prevention and investigation success.

  • Serves hundreds of customers in nearly 100 countries, with a focus on enabling faster, more accurate investigations.

Growth strategy and targets

  • Targets $500 million top line and nearly 20% adjusted EBITDA by fiscal year ending January 2028.

  • Growth driven by repeat business (50% of incremental growth), U.S. market expansion (25%), and new customers outside the U.S.

  • U.S. market entry focuses on state, local, and now federal agencies, with significant investments in local teams, partnerships, and brand building.

Operational execution and innovation

  • Success attributed to loyal customer base, technology innovation, and strong execution.

  • Product roadmap shaped by direct customer feedback, technology advancements, and domain expertise.

  • AI enhances value by uncovering hidden insights and enabling easier use, especially in complex, on-premise security environments.

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Q4 20262 Apr, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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anuj283App Store
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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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