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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年第二季度业绩会议通话摘要
moomoo AI ·  09/10 10:53  · 电话会议

The following is a summary of the Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript:

以下是Cognyte Software(CGNT)2025年第二季度财报电话会议记录的摘要:

Financial Performance:

财务业绩:

  • 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公布的第二季度收入为8400万美元,同比增长10%。

  • 非公认会计准则毛利同比增长13%,毛利率显著提高。

  • 第二季度调整后的息税折旧摊销前利润为800万美元,是去年同期的三倍多。

  • 该公司已将其全年收入展望上调至约3.47亿美元,同比增长约11%。

Business Progress:

业务进展:

  • 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从两个国际安全机构和一个执法机构获得了三项重大后续订单,每份订单价值超过1000万美元。

  • 该公司继续创新,特别是在人工智能驱动的威胁情报解决方案方面,其Luminar AI洞察突显了这一点。

  • 在北美赢得了八笔交易,向新客户群扩张,取代了现有解决方案,展示了Cognyte技术的高价值和优势。

Opportunities:

机会:

  • 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.

  • 增强参与度并向现有客户提供新产品,从而推动商业机会的增加。

  • 网络安全领域的生成式人工智能技术的进步预计将支持更快的威胁响应时间,这与该公司在Luminar解决方案方面的发展是一致的。

Risks:

风险:

  • No explicit risks detected from the provided text.

  • 从提供的文本中未发现任何明显的风险。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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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