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CyberArk Software (CYBR) investor relations material
CyberArk Software Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Q2 2025 total revenue reached $328M, up 46% year-over-year, driven by strong demand, recent acquisitions, and identity security solutions.
Annual Recurring Revenue (ARR) grew to $1.274B, with the subscription portion rising 61% to $1.088B.
Over 90% of revenue is recurring, reflecting a highly predictable business model.
Subscription revenue now represents 80% of total revenue, up from 70% a year ago.
Announced definitive agreement for acquisition by Palo Alto Networks in a cash-and-stock deal valued at approximately $25B.
Financial highlights
Subscription revenue for Q2 2025 was $263.8M, up 66% year-over-year; SaaS revenue up 49% and self-hosted subscription revenue up 105%.
Recurring revenue in Q2 2025 was $310M, up 49% year-over-year and accounting for 94% of total revenue.
Non-GAAP operating income was $49.4M (15% margin), with adjusted free cash flow of $44M (13% margin) in Q2 2025.
Net new subscription ARR was $61M in Q2 2025.
GAAP net loss was $90.8M, impacted by a $44.1M one-time tax payment related to the Venafi acquisition.
Outlook and guidance
Industry tailwinds and platform selling motion are expected to drive continued growth.
Focus remains on expanding recurring revenue and profitability through innovation and land-and-expand strategies.
Explain the rationale for PANW acquiring CyberArk.
Detail the impact of Venafi IP transfer tax payment.
How does CyberArk define recurring revenue?
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Next CyberArk Software earnings date
Q3 202512 Nov, 2025
Next CyberArk Software earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
CyberArk Software Ltd., develops, markets, and sales software-based security solutions and services in the United States, Europe, the Middle East, Africa, and internationally. It offers privileged account security solution to secure, manage, and monitor accounts used to access and control enterprise data centers, including endpoint administrator accounts that may have been compromised by malware; shared account passwords used by administrators to log into customer assets; application accounts embedded in application source code or scripts that provide access to databases or legacy applications; vendor privileged accounts that enable vendors' remote access to customer networks; and cloud privileged accounts. CyberArk Software Ltd. was founded in 1999 and is headquartered in Petah Tikva, Israel.
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