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Cognyte Software (CGNT) Q2 2025 Earnings Call Transcript Summary

Cognyte Software(CGNT)Q2 2025 決算説明会の要約

moomoo AI ·  09/10 10:53  · 電話会議

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

Financial Performance:

  • 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.

Business Progress:

  • 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.

Opportunities:

  • 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.

Risks:

  • No explicit risks detected from the provided text.

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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