Commvault Systems, Inc. reports on cyber resilience software, data protection, identity resilience, and cloud recovery for enterprise environments. Company news centers on Commvault Cloud, Clumio, and Commvault Flex, including support for hyperscale cloud storage, Red Hat OpenShift Virtualization, immutable SaaS backups, air-gapped recovery, and AI-related data governance.
Recurring updates also cover subscription and SaaS revenue trends, annual recurring revenue, cash flow, partner ecosystem expansions, product demonstrations, and leadership appointments. The company sells software licenses and services to large enterprises, small and midsize businesses, and government agencies through direct sales and reseller partners.
Commvault (NASDAQ: CVLT) reported third quarter fiscal 2026 results for the period ended December 31, 2025. Total revenue was $314 million, up 19% YoY. Annualized recurring revenue (ARR) reached $1,085 million, up 22% YoY, and subscription ARR was $941 million, up 28% YoY. Subscription revenue was $206 million, up 30% YoY. GAAP income from operations was $20 million (6.3% margin); non-GAAP EBIT was $61 million (19.6% margin). Operating cash flow was $4 million and free cash flow was $2 million, affected by working capital timing. Product and partner highlights include the Commvault Cloud Unity Platform and new partnerships with Delinea and Pinecone. Q4 revenue guidance is $305–308 million; full-year revenue guidance is $1,177–1,180 million with expected FY free cash flow of $215–220 million.
Commvault (NASDAQ: CVLT) expanded its collaboration with Google Cloud to bolster enterprise data protection and cyber resilience on Jan 26, 2026. New capabilities include Air Gap Protect for immutable, virtually air-gapped backups and a compliance-ready Archive Tier, Cloud Rewind to rapidly rebuild cloud applications, and enhanced compliance search for Google Workspace eDiscovery. Air Gap Protect is available today; Cloud Rewind and Google Workspace protection are offered via Google Cloud Marketplace; Compliance Search is in early access and targeted for GA in H1 2026.
Commvault (NASDAQ: CVLT) launched Commvault Cloud Unified Data Vault, a cloud-native service that brings immutability, encryption, deduplication, and policy governance to data written via the S3 protocol. The service provides a Commvault-managed S3-compatible endpoint so applications and AI workloads can write backups agentlessly and inherit enterprise-grade protection and air-gapped storage.
Early Access is available now, with General Availability targeted for spring 2026. The service will also be offered through Commvault partners and managed service providers.
Commvault (NASDAQ: CVLT) will webcast its third quarter fiscal 2026 earnings on Tuesday, January 27, 2026 beginning at 8:30 a.m. EST. Investors can join the live webcast at http://ir.commvault.com or dial Toll Free (800) 715-9871 or International (646) 307-1963 using Event ID 7425985. Participants are encouraged to call 15 minutes early to avoid delays. A replay of the webcast will be available after the event at http://ir.commvault.com.
Commvault (NASDAQ: CVLT) will be a launch partner for the AWS European Sovereign Cloud, a new independent cloud that will launch in the State of Brandenburg, Germany by the end of 2025. Commvault Cloud, including recent Unity cyber resilience features, is planned to be available on the Sovereign Cloud and targeted for availability in H1 2026. The platform will offer turnkey SaaS ease-of-use, AI-enabled discovery and protection recommendations, air-gapped backups, integrated AI threat detection and cleanroom recovery orchestration to support GDPR, DORA, and NIS2 compliance. Pricing will be finalized prior to general availability and will reflect AWS's Sovereign Cloud SaaS infrastructure model.
Commvault (NASDAQ: CVLT) announced a partnership with Pinecone to provide immutable backups, point-in-time recovery (PITR), and extended retention for vector retrieval workloads that power retrieval-augmented generation (RAG) AI applications.
The integrated solution, delivered via Commvault Cloud, supports AWS, Azure, Google Cloud and multi-cloud deployments, aims to protect against data poisoning, deletion and abuse attacks, and maintains auditable, encrypted, air-gapped copies for compliance. The integration is targeted for general availability globally in H1 2026.
Commvault (NASDAQ: CVLT) released a Dec. 17, 2025 survey of 1,001 New York professionals, gig workers, and students showing consumers now penalize firms that mishandle data.
Key findings: 85% would or might stop using a company after a breach (41.8% would; 43.7% might), 38% already stopped using a service over trust concerns, and 48% said they had been a victim of a cyberattack. The survey also found personal security gaps: 56% reuse passwords and only 33% use a VPN on public WiFi.
The results highlight consumer-driven reputational and revenue risk and the need for stronger corporate data resilience.
Commvault (NASDAQ: CVLT) announced a partnership and technical integration with Delinea on Dec 11, 2025 that connects Commvault Cloud with Delinea Secret Server.
The integration centralizes credential management, enables just-in-time (JIT) temporary credentials for backup and restore jobs, and produces detailed audit logs to support compliance frameworks including SOX, HIPAA, PCI-DSS, and GDPR. The feature set is available globally to joint customers today at no extra cost.
Commvault (NASDAQ: CVLT) announced that Jen DiRico, Chief Financial Officer, will depart at the end of the calendar year and the company has begun an executive search for a successor.
Until a new CFO is appointed, President and CEO Sanjay Mirchandani will oversee a newly established Office of the CFO staffed by Kevin White, Vice President of Finance, and Danielle Abrahamsen, Chief Accounting Officer. The company said there are no changes to its previously disclosed outlook from its second quarter results on October 28, 2025 and expects to report third quarter 2026 results at the end of January 2026.
Commvault (NASDAQ: CVLT) will demonstrate AI-enabled cyber resilience and rapid recovery innovations at the Gartner IT Infrastructure, Operations & Cloud Strategies (IOCS) Conference in Las Vegas, December 9–11, 2025.
On Dec 9 at 11:45 a.m. PST, Global Field CTO Rahul Pawar leads a session titled “Unified Cyber Resilience with AI for Hybrid & Cloud.” At Booth #344, Commvault will showcase technologies from SHIFT 2025, including Synthetic Recovery for identifying corrupted data and Identity Resilience for detecting and rolling back malicious identity changes. Attendees can reserve meetings, enter a raffle, and access SHIFT 2025 sessions on-demand via the company’s content hub.