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年第二季度業績電話會議記錄的摘要:
Financial Performance:
財務業績:
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公佈的第二季度收入爲8400萬美元,同比增長10%。
非公認會計准則毛利同比增長13%,毛利率顯著提高。
第二季度調整後的息稅折舊攤銷前利潤爲800萬美元,是去年同期的三倍多。
該公司已將其全年收入展望上調至約3.47億美元,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從兩個國際安全機構和一個執法機構獲得了三項重大後續訂單,每份訂單價值超過1000萬美元。
該公司繼續創新,特別是在人工智能驅動的威脅情報解決方案方面,其Luminar AI洞察突顯了這一點。
在北美贏得了八筆交易,向新客戶群擴張,取代了現有解決方案,展示了Cognyte技術的高價值和優勢。
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.
增強參與度並向現有客戶提供新產品,從而推動商業機會的增加。
網絡安全領域的生成式人工智能技術的進步預計將支持更快的威脅響應時間,這與該公司在Luminar解決方案方面的發展是一致的。
Risks:
風險:
No explicit risks detected from the provided text.
從提供的文本中未發現任何明顯的風險。
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.
小貼士:本文由 AI 生成。無法完全保證內容的準確性。如需更全面的詳情,請訪問投資者關係網站。本文僅供投資者參考,不提供任何指導或建議建議。