Every 8-K that Commault Systems, Inc. (CVLT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CVLT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CVLT filings page.
Commvault Systems reported Q2 fiscal 2027 total revenue of $312.4 million, up 13% year over year. Subscription revenue was $268.5 million, up 21%, including $106.2 million of SaaS revenue, up 33%. Subscription ARR reached $1,104 million, up 20%. GAAP net income was $29.1 million versus $14.7 million a year earlier, and diluted GAAP EPS was $0.69 versus $0.33. GAAP operating income was $30.4 million; non-GAAP EBIT was $68.3 million, a 21.9% margin.
Operating cash flow was $74.8 million and non-GAAP free cash flow was $70.9 million. Commvault repurchased approximately 906,000 common shares for $119 million during the six months ended September 30, 2026; cash and cash equivalents were $897.3 million as of that date. Q3 fiscal 2027 guidance is subscription revenue of $293 million to $297 million and non-GAAP EBIT margin of 20.5% to 21.0%. Updated full-year guidance is subscription revenue of $1,127 million to $1,133 million, Subscription ARR of $1,205 million to $1,215 million, non-GAAP EBIT margin of 21.0% to 21.5%, free cash flow of $255 million to $265 million, and approximately 42 million diluted shares outstanding.
Commvault Systems, Inc. appointed David Morton, Jr. to its board on September 22, 2026, to serve until the company’s 2027 Annual Meeting of Stockholders. He was also appointed Chairperson of the Operating Committee, and the board determined he is independent under Nasdaq listing standards.
Morton has served as Executive Vice President and CFO of Intapp since 2023. He previously held the same title at DigiCert from 2021 to 2023 and Anaplan from 2018 to 2021, and served as EVP and CFO of Seagate from 2015 to 2018. He is eligible for an annual director retainer consisting of cash and restricted stock units, prorated for his partial-year term.
Commvault Systems, Inc. held its Annual Meeting of Stockholders on August 6, 2026, where stockholders elected seven directors to serve until the 2027 Annual Meeting.
Stockholders approved, on a non-binding, advisory basis, executive compensation, ratified Ernst & Young LLP as independent public accountants for the fiscal year ending March 31, 2027, and approved the Commvault Systems, Inc. 2026 Equity Plan, including 3.374 million shares available for issuance thereunder.
Commvault Systems reported fiscal first-quarter 2027 results for the period ended June 30, 2026. Total revenues were $314.1 million, up 11% year over year, driven by subscription revenue of $267.0 million, up 16%. SaaS revenue surpassed $100 million, rising 39%.
Subscription annualized recurring revenue reached $1,054 million, up 22%, and subscription net dollar retention was 114%, reflecting expansion within the existing subscription customer base as defined by the company. GAAP income from operations was $25.7 million (8.2% margin), while non-GAAP EBIT was $71.5 million (22.8% margin). GAAP diluted EPS was $0.50; non-GAAP diluted EPS was $1.42.
Operating cash flow was $51.7 million and non-GAAP free cash flow $51.1 million, up 71% year over year. Cash and cash equivalents totaled $929.8 million against $881.9 million of convertible notes. Revenue grew in both regions, with Americas up 9% and International up 15%. Management guided fiscal 2027 subscription revenue to $1,119–$1,129 million, subscription ARR to $1,200–$1,210 million, non-GAAP EBIT margin to about 21%, and free cash flow to $250–$260 million, and highlighted a multi-year strategic partnership with Microsoft Azure.
Commvault Systems reported strong growth for its fourth quarter and fiscal year ended March 31, 2026. Q4 revenue reached $311.7 million, up 13% year over year, with subscription revenue of $207.6 million, up 20%, and SaaS revenue of $93.1 million, up 43%.
For fiscal 2026, total revenue was $1.18 billion, up 19% year over year. Total ARR rose to $1.12 billion, up 21%, including subscription ARR of $989.3 million and SaaS ARR of $400.2 million. GAAP net income was $70.7 million, or $1.58 per diluted share.
Commvault generated $237.2 million in free cash flow and ended the year with $900.0 million in cash and cash equivalents. The company repurchased about 4 million shares for $446 million in fiscal 2026 and guided fiscal 2027 revenue to $1.30–$1.31 billion with a non-GAAP EBIT margin of about 20.5%.
Commvault Systems, Inc. announced key leadership changes and updated compensation packages. Gary Merrill has been appointed Chief Financial Officer and principal financial officer, moving from his prior role as Chief Commercial Officer, while Geoff Haydon becomes President of Customer and Field Operations and resigns from the Board to focus on this operating role.
Both executives receive annual base salaries of $500,000 and are eligible for variable compensation equal to 100% of base salary, along with substantial equity awards in restricted stock units and performance-based stock units. Haydon also entered into an Executive Retention Agreement providing salary continuation, accelerated equity vesting, and 12 months of COBRA cost coverage in certain termination scenarios. The company reaffirmed its previously issued fourth quarter and fiscal 2026 guidance.
Commvault Systems, Inc. filed a current report to notify investors that it has released financial results for its third fiscal quarter ended December 31, 2025. On January 27, 2026, the company issued a press release announcing these quarterly results, which is included with the filing as Exhibit 99.1. The report notes that this earnings information is being furnished under a specific disclosure item and is not considered filed for liability purposes under the securities laws.
Commvault Systems, Inc. furnished a Form 8-K to announce results for its second fiscal quarter ended September 30, 2025. The company issued a press release, furnished as Exhibit 99.1, that contains the quarter’s results.
The Item 2.02 information is being furnished and is not deemed “filed” under the Exchange Act.
Commvault Systems, Inc. entered into an Indenture and issued $900,000,000 aggregate principal amount of 0% Convertible Senior Notes due 2030, including the full exercise of the initial purchasers’ $115,000,000 option. The Notes are senior unsecured obligations, mature on September 15, 2030, bear no regular interest, and may accrue up to 0.50% in special and additional interest upon certain events.
The Notes are initially convertible at 4.2215 shares per $1,000 (conversion price about $236.88 per share), with conditional early conversion features and issuer redemption rights starting in 2028 if stock price and other conditions are met. Commvault also entered into capped call transactions covering the shares underlying the Notes, with an initial cap price of $357.56 per share, designed to reduce potential dilution or excess cash payments upon conversion, subject to a cap.
Commvault Systems, Inc. has announced plans to commence, subject to market conditions and other factors, a private offering of $750 million aggregate principal amount of convertible senior notes due 2030. The notes are expected to be sold to persons reasonably believed to be qualified institutional buyers.
The company indicates that forward-looking statements related to the offering include the timing, size and completion of the notes, the intended use of proceeds such as concurrent share repurchase and capped call transactions, and the effects of those transactions. Related risk factors are cross‑referenced to Commvault’s latest Form 10‑K and Form 10‑Q.
Commvault Systems held its Annual Meeting of Stockholders on August 7, 2025. Shareholders elected nine directors to serve until the 2026 meeting, approved the company's executive compensation on an advisory basis, ratified Ernst & Young LLP as independent auditor for the fiscal year ending March 31, 2026, and approved 1.3 million additional shares under the 2016 Omnibus Incentive Plan.
Vote totals show strong majority support for director nominees (each receiving roughly 38–39 million "For" votes) with broker non-votes of 2,604,320 recorded in the director elections and the omnibus plan vote. The say-on-pay vote passed with 37,695,055 For, and the auditor was ratified with 39,484,757 For.