Cognyte Software Ltd (NAS:CGNT)
$ 8.59 -0.090 (-1.04%) Market Cap: 633.13 Mil Enterprise Value: 583.56 Mil PE Ratio: 0 PB Ratio: 3.24 GF Score: 71/100

Q4 2025 Cognyte Software Ltd Earnings Call Transcript

Apr 02, 2025 / 12:30PM GMT
Release Date Price: $9.95 (+21.05%)

Key Points

Positve
  • Cognyte Software Ltd (CGNT) reported double-digit revenue growth of 13% year over year for Q4, reaching $94.5 million.
  • The company achieved a significant year-over-year increase in profitability, with non-GAAP gross profit rising by 17%.
  • Adjusted EBITDA for the quarter grew by 114% year over year, amounting to over $9 million.
  • Cognyte Software Ltd (CGNT) secured several significant deals, including a $10 million technology upgrade and multi-year support agreement with a law enforcement agency in EMEA.
  • The company added over 60 new customers across multiple regions during the fiscal year, doubling the number from the previous year.
Negative
  • Revenue from the Americas region declined modestly last year, despite an increase in revenue from the US.
  • Total RPO (Remaining Performance Obligations) decreased by about $45 million compared to the previous year.
  • The sales cycle in the US is longer than in other territories, impacting the speed of market penetration.
  • Billing for Q4 was consistent with last year, indicating no growth in this metric.
  • Cash flow from operations is expected to decline slightly in fiscal '26 compared to the previous year.
Operator

Good day, ladies and gentlemen. Thank you for standing by. Welcome to Cognyte's fourth quarter and fiscal year-end 2025 earnings conference call. (Operator Instructions)

Please note that today's conference may be recorded. I would now like to hand the conference over to your speaker host Dean Ridlon, Head of the Investor Relations. Please go ahead.

Dean Ridlon
Cognyte Software Ltd - Head of Investor Relations

Thank you, operator. Hello everyone. I'm Dean Ridlon, Cognyte's Head of Investor Relations. Thank you for joining us today. I'm here with a Elad Sharon, Cognyte's CEO; and David Abadi, Cognyte's CFO.

Before getting started, I would like to mention that accompanying our call today is a presentation. If you'd like to view these slides in real time during the call, please visit the investor section of our website at cognyte.com. Please visit the investor section of our website at cognyte.com. Click on upcoming events, then the webcast link for today's conference call.

I would also like to draw your attention to the fact that

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