Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript Summary
Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript Summary
The following is a summary of the Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript:
以下是Cognyte Software (CGNT) 2025年第二季度業績會交易簡報:
Financial Performance:
金融業績:
Cognyte Software reported Q2 revenue of $84 million, a 10% year-over-year increase.
Non-GAAP gross profit rose 13% year-over-year, with gross margins improving significantly.
Adjusted EBITDA for Q2 was $8 million, more than three times the figure from the same quarter last year.
The company has raised its full-year revenue outlook to approximately $347 million, representing about 11% year-over-year growth.
Cognyte Software報告第二季度營業收入爲8400萬美元,同比增長10%。
非通用會計淨利潤年同比增長13%,毛利率顯著提高。
第二季度調整後EBITDA爲800萬美元,是去年同期數字的三倍多。
公司已將全年營業收入展望上調至約34700萬美元,同比增長約11%。
Business Progress:
業務進展:
Cognyte secured three substantial follow-on orders each valued over $10 million from two international security agencies and a law enforcement agency.
The company continues to innovate, particularly in AI-driven threat intelligence solutions, highlighted by its Luminar AI insights.
Expansion into new customer segments with eight deals won in North America, replacing incumbent solutions and demonstrating the high value and superiority of Cognyte's technology.
Cognyte從兩家國際安防機構和一家執法機構獲得了三份價值超過1000萬美元的重要後續訂單。
公司繼續創新,特別是在以人工智能驅動的威脅情報解決方案方面,其Luminar AI見解得到了突出。
擴展到新的客戶領域,在北美贏得了八個交易,取代了現有的解決方案,展示了Cognyte技術的高價值和卓越性。
Opportunities:
機會:
Enhanced engagements and new offerings to existing customers which are driving increased business opportunities.
The advancement of generative AI technologies in cybersecurity, predicted to support faster response times to threats, aligns with the company's developments in their Luminar solution.
加強與現有客戶的互動,推出新的產品,從而帶來了更多的業務機會。
推進網絡安全領域的生成式人工智能技術,預計將支持更快的威脅響應時間,與公司在Luminar解決方案方面的發展保持一致。
Risks:
風險:
No explicit risks detected from the provided text.
從提供的文本中沒有檢測到明確的風險。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。