Commvault Systems, Inc.
CVLT
Jodie read · what matters now
Revenue increased 18.9% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CVLT, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-K filed 2026-05-11 against the comparable filing from 2025-05-05.
What improved
- Revenue increased 18.9% versus the comparable filing period.
What weakened
- Operating margin fell 1.2 percentage points.
- Gross margin fell 0.9 percentage points.
- Net margin fell 1.7 percentage points.
Filing receipts
“Other services revenue increased 20% primarily due to the timing professional services were delivered compared to the same period of the prior year. ▪ The increase in International total revenues was due to increases of 39%, 42%, 10% and 23% in term-based license, SaaS, customer support and other services revenues, respectively, partially offset by a 10% decrease in perpetual license revenue, as compared to the same period of the prior year.”
“Total revenues increased 16% and 24% year over year in the Americas and International regions, respectively. ▪ The increase in Americas total revenues was primarily due to increases of 7% and 58% in term-based license and SaaS revenues, respectively, partially offset by a 47% decrease in perpetual license revenue, driven by the shift from selling perpetual licenses to subscription software arrangements.”
“This growth was partially offset by a $12.4 million decrease in perpetual license revenue. – Term-based license revenue increased $64.9 million, or 18% year over year, primarily driven by growth in larger transactions.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CVLT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CVLT is currently a Leader in the organic co-movement group Cyber Resiliency Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CVLT; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.