Commvault Systems, Inc. (CVLT) Q2 2025 Earnings Call Transcript Summary
Commvault Systems, Inc. (CVLT) Q2 2025 Earnings Call Transcript Summary
Free cash flow grew by 34% to $54 million, with 97% returned through share repurchases.The following is a summary of the Commvault Systems, Inc. (CVLT) Q2 2025 Earnings Call Transcript:
以下是Commvault Systems, Inc. (CVLT) Q2 2025業績會議記錄摘要：
Financial Performance:
金融業績：
Q2 total revenue increased by 16% to $233 million, achieving a fourth consecutive quarter of double-digit revenue growth.
Subscription ARR rose by 30% to $687 million and SaaS ARR grew by 64% to $215 million.
Free cash flow grew by 34% to $54 million, with 97% returned through share repurchases.
Q2總營業收入增長16%，達到23300萬美元，實現連續第四個季度兩位數營收增長。
訂閱年續費（ARR）增長30%，達到68700萬美元，saas-雲計算年續費增長64%，達21500萬美元。
自由現金流增長34%，達到5400萬美元，其中97%通過股票回購方式返還。
Business Progress:
業務進展：
Commvault's next generation of cloud-first technology innovations and partnerships were announced, including Commvault Cloud Rewind and enhanced Active Directory recovery capabilities.
Expanded strategic relationships with AWS and Google Cloud to offer tailored cyber resilience platforms.
Launched a joint offering with Pure Storage targeting financial services compliance, starting with the EU's DORA regulation.
Commvault宣佈了下一代雲優先科技創新和夥伴關係，包括Commvault Cloud Rewind和增強的Active Directory恢復功能。
與AWS和Google Cloud擴展戰略合作關係，提供量身定製的網絡安全恢復平台。
推出了與pure storage合作的聯合方案，針對金融服務合規，首先從歐盟的DORA法規開始。
Opportunities:
機會：
The shift towards a cloud-first world and the corresponding need for cloud resilience represents a growing market opportunity for Commvault's offerings.
Strategic relationships and technology innovations position Commvault to meet increasing demand for sophisticated cyber resilience across multi-cloud and SaaS platforms.
向以云爲先的世界轉變，以及對雲彈性的需求，代表了Commvault業務的逐漸增長的市場機會。
戰略關係和技術創新將Commvault定位爲滿足多雲和saas-雲計算平台上對複雜網絡彈性日益增長需求的能力。
Risks:
風險：
The gradual growth and complex deployment of AI services in Azure AI may pose a challenge in reaching general availability dates smoothly and could affect expected growth rates from this high-potential segment.
在Azure AI中人工智能服務的逐漸增長和複雜部署可能會對到達一般可用性日期順利影響，並可能影響從這個高潛力領域預期增長率。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
