Commvault Sys Inc Stock Price, News & Analysis

Commvault (NASDAQ:CVLT) has expanded its HyperScale portfolio with two new solutions: HyperScale Edge and HyperScale Flex, designed to enhance cyber resilience for on-premises environments. HyperScale Edge targets remote sites and SMBs, supporting hardware from Dell, HPE, and Lenovo, while HyperScale Flex focuses on high-performance backup for data-intensive workloads, compatible with Pure Storage and VAST Data storage solutions.

The launch addresses the growing threat of cyberattacks on edge devices, which saw an eightfold increase in breaches according to the 2024 Verizon report. Both solutions are delivered as software images for validated hardware, with HyperScale Edge available immediately and HyperScale Flex offered through an early adopter program.

Commvault (NASDAQ:CVLT) has released concerning research findings about cybersecurity in the UK. The study reveals that 93% of UK businesses have experienced business-critical cyber incidents, with 57% occurring in the last 18 months - the highest rate globally.

Despite facing increased threats, UK organizations are 21% less likely to have deployed dedicated recovery environments and 11% less likely to have tested recovery plans within the last month compared to other countries. The main challenges include system complexity (52%) and keeping recovery plans updated (47%).

On the positive side, UK businesses lead in some preparatory measures, with 65% maintaining critical system inventories and 61% creating defined incident response processes, exceeding global averages of 50% and 41% respectively.

Commvault (NASDAQ: CVLT) has released a revealing study about ransomware payment attitudes in the UK. The research shows that while 96% of UK business leaders support banning ransomware payments, 75% would still pay if it meant saving their organization, despite potential legal consequences.

The study, surveying 1,000 business leaders from companies with £100 million+ revenue, found strong support for payment bans in both public (94%) and private sectors (99%). However, only 10% would actually comply with such a ban if attacked. The research also revealed that 43% of UK businesses experienced cyber security breaches in the past year, with recovery taking an average of 24 days.

Notably, 98% of respondents identified cyber readiness and recovery as a top spending priority, recognizing that prevention and rapid recovery capabilities are more effective than reactive ransom payments.

Commvault (NASDAQ:CVLT) reported strong Q1 FY2026 financial results, with record total revenue of $282 million, up 26% year-over-year. The company's Annualized Recurring Revenue (ARR) grew to $996 million, representing a 24% increase. Notable highlights include subscription revenue of $182 million (up 46% YoY) and SaaS revenue of $72 million (up 66% YoY).

The company achieved an operating margin of 8.9% with non-GAAP EBIT of $58 million. For Q2 FY2026, Commvault expects revenues between $272-274 million. The full-year FY2026 guidance projects total revenues of $1,161-1,165 million with ARR growth of 18%. The company also announced its planned acquisition of Satori Cyber, Ltd., expected to close in Q2 FY2026.

Commvault (NASDAQ:CVLT) has achieved exceptional recognition in Gartner's 2025 Critical Capabilities for Backup and Data Protection Platforms report, ranking highest in five out of six Use Cases. The company distinguished itself as the only vendor to score 4.0 or higher across all evaluated categories, including Hybrid, Multicloud, SaaS, Data Services, Disaster Recovery, and Ransomware Protection.

Additionally, Commvault maintained its position as a Leader in the 2025 Gartner Magic Quadrant for the 14th consecutive time and was recognized in the 2025 Gartner Hype Cycle for Data Security Technologies, highlighting its evolution beyond traditional backup into comprehensive cyber resiliency solutions.

Commvault (NASDAQ:CVLT) has announced its intent to acquire Satori Cyber Ltd, a data and AI security company, with the deal expected to close in August 2025. The acquisition aims to enhance Commvault's cyber resilience platform with advanced data and AI security capabilities.

The integration will bring key features including cloud-native security solutions for platforms like Snowflake, Redshift, and Databricks, comprehensive data security for structured and AI training data, and AI-aware protection and recovery mechanisms. The acquisition specifically addresses the challenges of AI adoption, data growth, and regulatory compliance in hybrid and multi-cloud environments.

Satori's technology will enable real-time, agentless controls and visibility into structured and AI training data, enhancing Commvault's ability to secure sensitive data and manage AI governance across multiple platforms.

Commvault (NASDAQ:CVLT) has launched Clumio Backtrack for Amazon DynamoDB, a groundbreaking solution for cloud-native database recovery. The new offering enables near-instant rollback and granular recovery for DynamoDB workloads, addressing a critical challenge in database management.

The solution allows organizations to revert DynamoDB tables to previous points in time without reconfiguration and recover individual partitions instead of entire tables. This innovative approach, combined with an "incremental forever" backup model, aims to reduce recovery times, operational costs, and Total Cost of Ownership (TCO) compared to traditional methods.

Clumio Backtrack for DynamoDB is now available globally through AWS Marketplace with consumption-based pricing, following the successful launch of Clumio Backtrack for Amazon S3.

Commvault (NASDAQ:CVLT) has announced key leadership changes in its partner ecosystem organization. Alan Atkinson has been appointed as the company's first Chief Business Development Officer, transitioning to focus on building strategic technology partnerships and co-development initiatives. Additionally, Michelle Graff joins as Senior Vice President of Global Partners and Channel, bringing over 25 years of partner experience from companies like Securiti.ai, HashiCorp, Pure Storage, and Palo Alto Networks.

Graff will lead Commvault's global partner strategy and ecosystem, while Atkinson will concentrate on extending the company's capabilities and creating new co-development opportunities within the Business Development organization led by Chief Trust Officer Danielle Sheer.

Commvault (NASDAQ: CVLT) has scheduled its first quarter fiscal year 2026 earnings conference call for Tuesday, July 29, 2025 at 8:30 a.m. EST. The company will host a live webcast of the earnings discussion, which will be accessible through their investor relations website at http://ir.commvault.com.

Investors can participate via webcast or by dialing (888) 596-4144 (toll-free) or (646) 698-2525 (international) using Event ID 5821918. Participants are encouraged to join fifteen minutes before the scheduled start time to avoid delays. A replay of the webcast will be available on Commvault's investor relations website.