The following is a summary of the Commvault Systems, Inc. (CVLT) Q2 2025 Earnings Call Transcript:

Financial Performance:

• 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.

Business Progress:

• 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.

Opportunities:

• 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.

Risks:

• 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.

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