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Commvault Announces Second Quarter Fiscal 2027 Financial Results

Commvault reported second quarter fiscal 2027 results, including subscription revenue of $269 million, up 21% year over year. Subscription annualized recurring revenue reached $1,104 million, up 20%. Operating cash flow was $75 million and free cash flow was $71 million.

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What happened

Commvault reported second-quarter fiscal 2027 results: subscription revenue of $269 million, up 21% from a year earlier. Subscription annualized recurring revenue reached $1,104 million, up 20%. Software-as-a-service revenue was $106.2 million, up 33%. Net income was $29.1 million. The company also guided third-quarter subscription revenue to $293 million to $297 million.

Global impact / market context

The report shows the company is selling more of its cloud-delivered subscription services, and a rising share of that money repeats each period rather than being one-time. For ordinary investors, the key takeaway is that the business is growing subscription revenue and generating cash, while the third-quarter outlook points to further growth ahead.

What to watch

  1. Check the third-quarter subscription revenue result against the $293 million to $297 million guidance range. Falling short or beating it shows whether the company's own outlook was accurate.
  2. Track subscription annualized recurring revenue in the next report. It was $1,104 million and up 20%, so a slowing growth rate would signal weaker repeat business.
  3. Watch software-as-a-service revenue, which was $106.2 million and up 33%. This is the fastest-growing reported line, so its direction matters most for cloud-delivered services.

Affected assets

  • Commvault Systems, Inc.

Evidence