CVLT
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CVLT's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“25 Table of Contents Operating Expenses ($ in millions) Three Months Ended June 30, 2026 2025 % Change Sales and marketing $ 139.8 $ 122.5 14 % Percentage of revenues 45 % 43 % Research and development $ 39.5 $ 40.1 (1) % Percentage of revenues 13 % 14 % Gene…”10-Q · Jul 29, 2026 ↗
“These increases were partially offset by a favorable year-over-year change in foreign currency impacts, as the prior-year period included a $1.2 million foreign currency transaction loss compared to a $0.1 million gain in the current period.”10-Q · Jul 29, 2026 ↗
“Investing in research and development remains a priority for Commvault and we anticipate continued responsible spending related to the development of our software applications and hosted services.”10-K · May 11, 2026 ↗
“Fiscal 2025: $65.3 million for the acquisitions of Appranix, Inc.”10-K · May 11, 2026 ↗
Valuation discipline
Price/sales 4.9× · EV/sales 4.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CVLT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-K filed 2026-05-11 against the comparable filing from 2025-05-05.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Commvault’s Clumio Backtrack enables customers to revert cloud objects and datasets to a prior point in time, with support for Amazon S3, Amazon DynamoDB, and Google Cloud Storage.”
“40 On April 15, 2025, we refinanced our existing $100.0 million senior secured revolving credit facility, replacing it with a new five-year $300.0 million senior secured revolving credit facility (the "Credit Facility") with JPMorgan Chase Bank, N.A, as admin…”
Depended on by
“Our main competitors fall into the following categories: • Data management and protection vendors, such as Commvault, Dell EMC, IBM, Veeam, and Cohesity; • Smaller cloud and SaaS data management vendors with products that compete in some of our markets;”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
CVLT is currently a Leader in the organic co-movement group Cyber Resilience 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.
Context history
No durable theme membership has been observed for this name yet.