Commvault Sys Inc Stock Price, News & Analysis

Commvault (NASDAQ: CVLT) expanded its end-to-end Identity Resilience portfolio to detect hard-to-find threats in Active Directory, log and audit identity changes, and rapidly roll back malicious or unwanted modifications to a trusted state.

The company also announced integration of its Active Directory forest recovery with Cleanroom Recovery, enabling isolated AD forest restores and recovery-plan testing without disrupting production. These advancements debut at SHIFT 2025 with early access beginning in early 2026.

Commvault (NASDAQ: CVLT) announced new recovery innovations in its Commvault Cloud Unity platform that aim to enable faster, cleaner, and more automated cyber recoveries. Key capabilities include Threat Scan with AI-driven file analysis and IoC search, a patent-pending Synthetic Recovery that surgically removes threats while retaining good data, and enhanced Cleanroom Recovery runbook automation for testing and validation.

These features are available in early access now and are targeted for general availability in early 2026, with stylized demos and additional SHIFT 2025 presentations scheduled on November 19.

Commvault (NASDAQ: CVLT) announced the Commvault Cloud Unity platform release on November 12, 2025, a cloud-native data protection update built for cloud-first and hybrid enterprises. The release centralizes resilience operations across clouds, regions, accounts, on-premises data centers and edge locations with an AI-enabled interface for discovery, classification, and protection policy recommendations.

Key attributes include coverage in 160+ cloud regions, protection for 200+ cloud services, AI-driven onboarding that scales protection in minutes, customer-specific TCO analysis, and availability via the AWS and Microsoft Azure marketplaces.

Commvault (NASDAQ: CVLT) on November 12, 2025 unveiled the Commvault Cloud Unity platform release, an AI-enabled update that unifies data security, cyber recovery, and identity resilience across cloud, SaaS, on-premises, and hybrid environments.

The release incorporates AI-driven discovery, classification, policy recommendations, synthetic recovery for surgical post-attack restores, and expanded identity resilience for systems like Active Directory. Commvault said the platform will be enhanced by its recent acquisition of Satori Cyber. Parts of the platform will be available later in 2025 with feature rollouts into early 2026.

Commvault (NASDAQ: CVLT) introduced conversational AI as the interface for backup and cyber resilience via its Model Context Protocol (MCP) server, a policy-based bridge to GenAI assistants including ChatGPT Enterprise and Claude.

The MCP governs authentication, access, encryption, and auditability while Commvault says customer data is not used to train external models. Private early access begins in November 2025 at SHIFT 2025, public early access is targeted for early 2026, and general availability is planned for spring 2026. The feature lets users configure, run, and monitor backups across SaaS, cloud, and hybrid workloads through natural language within enterprise policy guardrails.

Commvault (NASDAQ: CVLT) on Oct 29, 2025 launched Data Rooms, a secure environment to connect trusted backup data to internal or external AI platforms while preserving governance and compliance.

Data Rooms enable authorized users to discover and prepare files, emails, and objects across on‑prem and cloud backups, export AI‑ready formats (Apache Iceberg, Parquet), and integrate with analytics platforms like Snowflake and Microsoft Azure. Built‑in classification, sensitivity tagging, RBAC, encryption, policy redaction, and audit trails operate within Commvault Cloud zero‑trust architecture.

Data Rooms are in early access now and target general availability in early 2026. More details and demos will appear at SHIFT 2025 (Nov 11–12 in NYC; Nov 19 virtual).

Commvault (Nasdaq: CVLT) reported fiscal Q2 2026 results for the period ended Sept 30, 2025. Total revenues were $276 million, up 18% year over year. Total ARR reached $1,043 million, up 22% YoY and surpassing $1 billion two quarters ahead of the March 2026 target. Subscription revenue was $173 million (SaaS $80 million, +61% YoY). Income from operations was $12 million (4.5% margin); non-GAAP EBIT was $51 million (18.6% margin). Operating cash flow was $77 million and free cash flow was $74 million. The company closed the Satori Cyber acquisition Aug 28, 2025 and updated fiscal 2026 guidance for revenue, ARR, margins, and FCF.

Commvault (NASDAQ: CVLT) appointed veteran cybersecurity executive Geoff Haydon to its Board of Directors, effective October 17, 2025. Haydon will also join the company's Audit Committee.

Haydon brings more than 30 years of experience in cybersecurity and managed detection and response (MDR) services. He currently serves as CEO of Ontinue, led creation of the ION MDR platform, and guided Ontinue to profitability in 2025. His prior roles include senior positions at VMware, Secureworks, Absolute Software, EMC, and RSA. Company leadership described Haydon's operational and cyber resilience expertise as supportive of Commvault's strategy in the AI era.

Commvault (NASDAQ: CVLT) was named a Leader in the IDC MarketScape: Worldwide Cyber-Recovery 2025 (September 2025). The report highlighted strengths in cyber recovery architecture, workload and platform breadth, security ecosystem integration, and dedicated cyber-resilience training.

IDC cited features including immutable and air-gapped storage, curated recovery workflows, decoy-based detection for Active Directory, and forest-level recovery capabilities. Commvault ties this recognition to prior placements in the 2025 Gartner Magic Quadrant and Forrester Wave coverage. SHIFT 2025 (Nov 11-12, NYC) and a virtual event (Nov 19) are noted for further briefings.