Commvault Systems (CVLT) Q2 Earnings Miss Estimates

Core Insights - Commvault Systems reported quarterly earnings of $0.91 per share, missing the Zacks Consensus Estimate of $0.94 per share, but showing an increase from $0.83 per share a year ago, resulting in an earnings surprise of -3.19% [1] - The company achieved revenues of $276.19 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.99% and increasing from $233.28 million year-over-year [2] - Commvault has surpassed consensus EPS estimates three times over the last four quarters and topped revenue estimates four times in the same period [2] Earnings Outlook - The future performance of Commvault's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.07 on revenues of $298.8 million, and for the current fiscal year, it is $4.14 on revenues of $1.16 billion [7] Industry Context - The Computer - Software industry, to which Commvault belongs, is currently ranked in the top 31% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Commvault's stock performance [5][6]