Description

Commvault Inside: Will Its Focus On Cyber Resilience & SaaS Expansion Pay Off?

Commvault’s recent earnings call revealed a performance marked by strong growth across key metrics, although accompanied by some challenges that necessitate a careful examination of the investment landscape. The company reported an 18% increase in total revenue to $276 million, notably driven by a 22% year-over-year growth in total annual recurring revenue (ARR), which reached $1.04 billion. Particularly noteworthy was the 30% rise in Subscription ARR to $894 million and a 56% growth in SaaS ARR, reaching $336 million. Commvault achieved the milestone of exceeding $1 billion in total ARR ahead of schedule, underscoring its robust market position. On the growth front, three primary drivers continue to underpin Commvault’s expansion: strong demand for their Commvault Cloud Cyber Resilience platform, the accelerating shift of data to the cloud, and a focus on continuous innovation to meet evolving customer needs.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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