Commvault Cloud on AWS to deliver sovereign-ready cyber resilience for Europe's most regulated industries About Commvault Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. ...

Core Insights - Commvault has announced a new partnership and technology integration with Delinea to enhance credential security, auditability, and compliance for joint customers [1][4] Company Overview - Commvault is a leader in unified resilience at enterprise scale, focusing on data security, identity resilience, and cyber recovery on a cloud-native, AI-enabled platform [5] - Delinea specializes in securing human and machine identities through intelligent, centralized authorization, leveraging AI-powered intelligence for identity security [6][7] Integration Benefits - The integration connects Commvault Cloud with Delinea's Secret Server, providing significant benefits such as reduced risk of downtime, stronger compliance support, increased IT efficiency, and faster threat response [3][4] - Key features of the integration include centralized credential management, Just-in-Time (JIT) access, and enhanced audit and compliance capabilities [6][7] Market Context - In 2024, nearly one-third (33%) of security incidents are expected to stem from compromised privileged identities, highlighting the importance of robust credential security [2] - The partnership aims to protect against evolving identity-driven attacks and ensure the security of recovery processes [4]

Core Insights - Commvault has achieved the AWS Resilience Competency in the Recovery category, recognizing its validated solutions for enhancing critical systems availability and resilience on AWS [1][2][3] Group 1: Company Achievements - The AWS Resilience Competency reflects Commvault's technical proficiency and proven success in supporting AWS customers' resilience goals [2][3] - Commvault's cloud-native platform provides visibility, automation, and recovery intelligence essential for securing critical workloads on AWS [3][6] Group 2: Product Offerings - Commvault supports a wide range of AWS workloads, including Amazon S3, Amazon EC2, and Amazon DynamoDB, through its Commvault Cloud platform [3][4] - The company has introduced a new multi-product listing in AWS Marketplace, featuring its key solutions: Commvault Cloud, Cloud Rewind, and Clumio [4] Group 3: Industry Context - Organizations are increasingly pressured to protect data from cyber threats and operational disruptions, particularly with the rapid adoption of AI technologies [3][6] - Commvault aims to enable customers to build a more resilient future by leveraging AWS services [3]

Financial Highlights - Total Annual Recurring Revenue (ARR) reached $1043 million[8] - Subscription ARR grew by 30% year-over-year[8] - Subscription ARR constitutes 86% of the total ARR[8] - Non-GAAP Gross Margin is 80.5%[8] - SaaS Net Dollar Retention Rate (NRR) is 125%[8] - Non-GAAP EBIT Margin is 18.6%[8] Growth Metrics - SaaS ARR experienced a 56% year-over-year growth[9] - Total revenue increased by 18% year-over-year, reaching $276 million in Q2'26[47] - Subscription revenue increased by 29% year-over-year, reaching $173 million in Q2'26[49] Market and Customer Base - The company estimates a $24 billion Total Addressable Market (TAM) across Data Security, Cloud Security, and Core Data Protection[10] - The company has over 13,000 subscription customers[8, 11]

Core Insights - Commvault has been recognized as a Leader in the IDC MarketScape: Worldwide Cyber-Recovery 2025 Vendor Assessment, highlighting its strengths in cyber recovery architecture, workload and platform breadth, security ecosystem integration, and dedicated cyber-resilience training [1][2] Group 1: Commvault's Cyber Recovery Features - Commvault Cloud offers purpose-built cyber-recovery features such as immutable and air-gapped storage, curated recovery workflows, and deep integration with a wide range of security vendors [2] - The company is noted for pioneering the use of decoys in its recovery solutions, which simulate high-value targets like Active Directory to detect infiltration attempts [2] Group 2: Industry Recognition and Position - The IDC MarketScape recognition adds to Commvault's strong position in other key industry reports, including the 2025 Gartner Magic Quadrant for Backup and Data Protection Platforms and The Forrester Wave: Data Resilience Solutions, Q4 2024 [3] - Commvault's innovative approach to cyber recovery is characterized by a unified platform that supports both legacy and modern workloads, making it suitable for large enterprises [2][3] Group 3: Upcoming Events and Engagements - Commvault will showcase its latest offerings at the SHIFT 2025 event in New York City on November 11-12, focusing on AI trends and hands-on cyber resilience workshops [3]

Core Insights - Commvault and BeyondTrust announced a strategic integration of their platforms to enhance cyber resilience and data protection for joint customers [1][4] - The integration aims to mitigate risks associated with unauthorized access to credentials and critical systems, addressing the evolving landscape of cyber threats [2][3] Company Overview - Commvault is recognized as a leading provider of cyber resilience and data protection solutions, serving over 100,000 organizations globally [5] - BeyondTrust specializes in identity security, focusing on managing the entire identity attack surface to neutralize threats from both external and internal sources [6][8] Integration Features - The integration combines Commvault Cloud's security and scalability with BeyondTrust Password Safe's visibility and control, enhancing privileged access management [4] - Key features include centralized credential management, Just-in-Time (JIT) access, and strengthened audit and compliance capabilities [7] Market Position - BeyondTrust is trusted by 20,000 customers, including 75 of the Fortune 100, highlighting its significant presence in the identity security market [8]

Core Insights - Commvault is showcasing its cyber resilience and data protection solutions at CrowdStrike's Fal.Con 2025 event, emphasizing its capabilities in threat detection, rapid response, and data recovery [1][2][6] - The collaboration between Commvault and CrowdStrike aims to enhance incident response and cyber recovery services for joint customers, integrating CrowdStrike's Falcon cybersecurity platform with Commvault Cloud [6][8] Group 1: Event Details - Commvault will have a booth (1504) at Fal.Con 2025, featuring live demos of its latest integrations with CrowdStrike, including coordinated cyber recovery and incident response services [2][3] - Attendees can participate in a hands-on Recovery Range experience, which includes CrowdStrike Falcon® Insight XDR, and engage with Commvault's product and technical experts [2][3] Group 2: Breakout Sessions and Simulations - A breakout session titled "Integrating Cyber Defense to Accelerate Recovery and Minimize Data Loss" is scheduled for September 16, focusing on the collaboration between Commvault and CrowdStrike [4] - The Commvault Recovery Range offers a real-world cyberattack simulation for attendees to test their response strategies, scheduled for September 16 at Top Golf Las Vegas [5] Group 3: Partnership and Offerings - The partnership between Commvault and CrowdStrike was solidified in April, providing a unified set of services for incident response and cyber resilience [6] - Commvault serves over 100,000 organizations, offering a comprehensive cyber resilience platform that ensures data security and rapid recovery across various workloads [8]

Financial Highlights - Subscription revenue increased by 46% year-over-year to $182 million[10] - Subscription ARR grew by 33% year-over-year to $844 million, representing 85% of total ARR[10] - SaaS ARR increased by 63% year-over-year to $307 million, accounting for 31% of total ARR[10] - The company achieved a SaaS Net Dollar Retention Rate (NRR) of 125%[10] - Non-GAAP EBIT margin was 20.7%[10] Market and Growth - The Total Addressable Market (TAM) is $24 billion in 2024E and expected to reach $38 billion in 2028E, representing a 12% growth[8, 15] - The company is on pace to exceed $1 billion in ARR ahead of schedule, with a 24% year-over-year growth[30] - The company has a large subscription customer base, with a 31% year-over-year growth, totaling 12,900 customers[10] Cyber Resilience Platform - The company's cyber resilience platform accelerates recovery by 2.7x on average[19] - The company offers cloud resource discovery and mapping to lower resilience risk and speed recovery of cloud applications[23] - The company provides air-gapped immutable storage across all major hyperscalers to support dual-cloud compliance[24]

Core Insights - Commvault is showcasing its cyber resilience and data protection solutions at HPE Discover Las Vegas 2025, emphasizing its Cloud platform's ability to enhance cyber resilience for HPE customers [1][5] - The company will host a speaking session titled "3 Things You're Probably Not Doing That Would Cut Your Recovery Time in Half," focusing on strategies to quickly recover from disasters like ransomware attacks [2] - Attendees can engage with Commvault's full platform at booth 2055, which includes features like Cloud Rewind and Air Gap Protect, along with opportunities for giveaways and demos [4][5] Company Overview - Commvault is recognized as a leader in cyber resilience, serving over 100,000 organizations and providing a comprehensive platform for data security and rapid recovery across various workloads [6] - The company claims to offer the lowest total cost of ownership (TCO) for its cyber resilience solutions, positioning itself as a gold standard in the industry [6]

Financial Performance Highlights - Total Annual Recurring Revenue (ARR) reached $930 million, a 21% year-over-year increase[30, 56] - Subscription ARR grew by 31% year-over-year, reaching $780 million and representing 84% of Total ARR[10, 32, 56] - Subscription revenue increased by 45% year-over-year to $173 million[10, 35] - SaaS ARR experienced significant growth, increasing by 68% year-over-year to $281 million[10, 43] - The company maintained a consistent Non-GAAP EBIT margin of 21.5%[10, 54] and generated $204 million in Free Cash Flow[41] Market and Strategic Positioning - The company operates in a large and growing Total Addressable Market (TAM) estimated at $24 billion[8, 15] - The company's platform addresses a wide range of use cases across various environments, offering choice and flexibility[8] - The company is recognized as an innovation leader with over 1,100 active patents[9] Growth and Future Outlook - The company anticipates Total Revenue between $1.13 billion and $1.14 billion for FY'26, representing a 14% year-over-year increase at the midpoint[57] - The company projects Subscription Revenue between $727 million and $732 million for FY'26, a 24% year-over-year increase at the midpoint[57] - The company expects Free Cash Flow between $210 million and $215 million for FY'26[57]