The earnings call reflects a largely positive outlook for Cognyte, with strong revenue growth, increasing profitability, and successful customer engagements, particularly in the North American market. While there are challenges such as flat software revenue and longer sales cycles in the federal market, the overall sentiment is buoyed by the company's financial health, market expansion, and positive customer feedback.

Company Guidance

During Cognyte's Q3 2025 earnings call, the company reported robust financial performance, with a 12% year-over-year revenue growth, reaching $89 million. Non-GAAP gross profit also increased by 12%, while adjusted EBITDA grew by 42% to approximately $7 million. The company secured significant deals, including four orders from existing customers—two exceeding $20 million each and two over $10 million. Additionally, they expanded their customer base with nine new clients, including six large contracts. Cognyte raised its full-year revenue outlook to approximately $349 million, representing an 11% year-over-year increase, and projected adjusted EBITDA of $26 million, nearly three times the fiscal 2024 figure. The company emphasized its strong recurring revenue base, pointing out that 53% of Q3's revenue was recurring, and highlighted a significant increase in RPO to $567.6 million, providing solid revenue visibility.

Double-Digit Revenue Growth

Cognyte reported a 12% year-over-year revenue growth in Q3 to $89 million, driven by significant deal wins and robust demand for their solutions.

Strong Adjusted EBITDA Growth

The company achieved a 42% year-over-year growth in adjusted EBITDA, reaching approximately $7 million for the quarter.

Expansion in North America

Cognyte signed a follow-on order valued at over $2 million from a North American law enforcement agency, demonstrating growing trust in its solutions.

Increase in Recurring Revenue

Recurring revenue increased to $46.9 million or 53% of total revenue in Q3, up from $42 million in the same period last year.

Strong Financial Position

Cognyte ended the quarter with $107.3 million in cash and no debt, and announced a share buyback program of up to $20 million.

Positive Market Feedback

The Cognyte Intelligence Summit attracted over 300 attendees from nearly 70 countries, indicating strong interest and demand for its solutions.

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Cognyte Software (CGNT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CGNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 15, 2025	2025 (Q4)	0.01 / -	-0.234	―	―	―
Dec 11, 2024	2025 (Q3)	0.10 / 0.02	0.34	-94.12% (-0.32)
Sep 10, 2024	2025 (Q2)	-0.02 / 0.05	-0.09	155.56% (+0.14)
Jun 18, 2024	2025 (Q1)	-0.07 / -0.03	-0.23	85.65% (+0.20)
Apr 09, 2024	2024 (Q4)	-0.27 / -0.23	-0.16	-46.25% (-0.07)	―
Dec 13, 2023	2024 (Q3)	0.01 / 0.34	-0.25	236.00% (+0.59)
Sep 12, 2023	2024 (Q2)	-0.21 / -0.09	-0.04	-125.00% (-0.05)
Jun 15, 2023	2024 (Q1)	-0.22 / -0.23	-0.79	70.89% (+0.56)
Apr 11, 2023	2023 (Q4)	-0.13 / -0.16	0.16	-200.00% (-0.32)	―	―
Dec 20, 2022	2023 (Q3)	-0.20 / -0.25	0.21	-219.05% (-0.46)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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CGNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 11, 2024	$8.62	$8.22	-4.64%
Sep 10, 2024	$7.44	$6.47	-13.04%
Jun 18, 2024	$8.01	$7.60	-5.12%
Apr 09, 2024	$8.41	$7.27	-13.56%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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