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Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript Summary

Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript Summary

Cognyte Software(CGNT)2025年第二季度業績會議通話摘要
富途資訊 ·  09/10 22:53  · 電話會議

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。


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