Core Insights - Analysts expect Commvault Systems (CVLT) to report quarterly earnings of $0.97 per share, reflecting a year-over-year increase of 14.1% [1] - Projected revenues are anticipated to be $268.67 million, which represents a 19.6% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 0.7% over the past 30 days, indicating a positive reassessment by analysts [1] Revenue Estimates - The consensus estimate for 'Revenues- Perpetual license' is $13.06 million, showing a decline of 4.9% year-over-year [4] - 'Revenues- Other services' is estimated at $10.32 million, indicating a decrease of 2.4% from the previous year [4] - 'Revenues- Customer support' is projected to be $76.52 million, reflecting a slight increase of 0.3% year-over-year [4] Subscription and Recurring Revenue - Analysts project 'Revenues- Subscription' to reach $168.78 million, marking a significant year-over-year increase of 36% [5] - The estimated 'Annualized Recurring Revenue (ARR)' is expected to be $965.47 million, compared to $803.00 million from the previous year [5] Market Performance - Over the past month, Commvault shares have experienced a decline of 3.6%, while the Zacks S&P 500 composite has increased by 5.7% [5] - Commvault holds a Zacks Rank 1 (Strong Buy), suggesting it is likely to outperform the overall market in the near future [5]

Financial Performance - Total revenue for Q1 2025 was $1664 million, an 11% increase compared to Q1 2024[10] - Cloud subscriptions revenue reached $998 million in Q1 2025, a 15% growth from Q1 2024[10] - Subscriptions revenue totaled $1344 million in Q1 2025, reflecting a 14% increase year-over-year[10] - Adjusted EBITDA for Q1 2025 was $168 million[7] Margins - Subscriptions gross margin was 89%[10] - Professional services gross margin was 30%[10] - Overall gross margin stood at 78%[10] Customer Retention - Cloud subscriptions revenue retention rate was 112% as of March 31, 2025[8] - Cloud Gross Renewal Rate was 99% in Q1 2025[17] Guidance for Q2 and Full Year 2025 - Q2 2025 cloud subscriptions revenue is projected to be between $1010 million and $1030 million, representing a 14%-16% year-over-year growth[39] - Full year 2025 cloud subscriptions revenue is expected to range from $4190 million to $4230 million, a 14%-15% increase[39] - Full year 2025 total revenue is forecasted to be between $6800 million and $6880 million, indicating a 10%-12% growth[39]