NASDAQ$CVLT

Commvault Systems Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Commvault's Q1 2023 financial results were announced, featuring double-digit constant currency revenue growth.

Commvault announced its Q1 2023 financial results, with total revenue of $198.0 million, an 8% increase year-over-year, and software and products revenue of $92.4 million, a 13% increase year-over-year. The company's annualized recurring revenue (ARR) reached $594.5 million, up 12% year-over-year.

  • Total revenues for the first quarter of fiscal 2023 were $198.0 million, an increase of 8% year over year.
  • Software and products revenue was $92.4 million, an increase of 13% year over year.
  • Annualized recurring revenue (ARR) was $594.5 million as of June 30, 2022, up 12% from June 30, 2021.
  • Total recurring revenue was $170.8 million, an increase of 20% year over year.

Headline financials

Total Revenue

$198M

Previous: $183M+7.9%
EPS (adj)

$0.64

Previous: $0.62+3.2%
Total ARR

$594M

Previous: $533M+11.6%
Capital Expenditures

-$867K

Previous: -$1.44M+39.9%
Free Cash Flow

$2.64M

Previous: $12.5M-78.8%
Net Income

$3.51M

Previous: $13.9M-74.7%
Operating Income

$7.45M

Previous: $15.5M-51.9%
Gross Profit

$164M

Previous: $158M+3.8%
Cash & Equivalents

$259M

Previous: $359M-28.0%
Total Assets

$793M

Previous: $839M-5.6%
Stock-Based Comp

$31.1M

Previous: $21.8M+42.6%

Revenue & EPS history

Commvault · Revenue · Quarterly

$198M

Q1 2023+7.9%vs Q1 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Commvault · $198M total across 4 segments · Q1 2023

  • Customer Support
    $81.3M-8.6%
  • Subscription
    $74.6M+50.7%
  • Other Services
    $24.2M+97.1%
  • Perpetual License
    $17.8M-45.5%

Forward guidance

Commvault will host a conference call today, July 26, 2022 at 8:30 a.m. Eastern Time to discuss quarterly results. The live webcast and call dial-in numbers can be accessed by registering under the "Events" section of Commvault's website. An archived webcast of this conference call will also be available following the call.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.6%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+2.0%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+24.1%

Q1 2025

Best reaction

-32.8%

Q4 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+10.8%+12.6%+25.2%
Q3 2026-31.3%-2.0%-4.5%
Q2 2026-16.3%-20.1%-29.2%
Q4 2025+1.7%+4.0%+6.9%
Q3 2025+1.1%+0.6%+6.5%
Q2 2025+18.5%+13.7%+25.3%
Q1 2025+24.1%+10.9%+23.9%
Q4 2024+3.3%+8.0%+9.4%
Q3 2024+12.5%+16.9%+17.4%
Q2 2024+0.3%+3.3%+12.7%
Q1 2024-9.6%-9.0%-12.3%
Q4 2023+5.0%+4.8%+19.4%
Q3 2023+1.2%+3.1%-6.0%
Q2 2023+4.5%+4.3%+10.6%
Q1 2023-9.9%-8.5%-6.0%
Q4 2022+3.2%-3.9%+7.4%
Q3 2022-0.6%-0.1%-7.3%
Q2 2022-19.4%-18.7%-13.4%
Q1 2022-8.3%-8.6%-4.4%
Q4 2021-0.0%-0.6%+10.9%
Q3 2021+4.1%+6.3%+5.1%
Q2 2021-2.8%-3.8%+16.4%
Q1 2021+11.2%+12.4%+11.0%
Q4 2020-21.9%-21.5%-18.6%
Q3 2020+0.2%+6.2%-6.4%
Q2 2020+6.8%+5.7%+7.8%
Q1 2020-9.9%-13.8%-14.4%
Q4 2019-14.5%-14.1%-24.0%
Q3 2019+6.7%+7.3%+9.5%
Q2 2019+5.6%+5.9%+6.0%
Q1 2019-4.6%-6.5%-0.8%
Q4 2018-3.4%-3.3%-2.3%
Q3 2018+2.6%+2.3%+0.2%
Q2 2018-11.2%-11.3%-6.0%
Q1 2018+1.1%-1.6%-2.3%
Q4 2017+6.5%+10.6%+7.4%
Q3 2017-12.1%-12.2%-11.2%
Q2 2017+2.4%-0.6%+3.4%
Q1 2017+5.6%+5.4%+5.8%
Q4 2016-4.6%
Q3 2016+14.5%
Q2 2016+7.6%
Q1 2016-8.8%
Q4 2015-2.9%
Q3 2015-6.4%
Q2 2015-1.9%
Q1 2015+1.1%
Q4 2014-32.8%
Q3 2014-6.4%
Q2 2014-5.3%
Q1 2014+8.8%
Q4 2013-0.4%
Q3 2013+8.8%
Q2 2013+16.6%
Q1 2013+7.1%
Q4 2012-0.9%
Q3 2012-1.3%
Q2 2012+3.3%
Q1 2012-6.6%
Q4 2009+2.5%
Q4 2011+2.5%
Q3 2010+2.0%
Q3 2011+2.0%
Q2 2011+4.4%
Q2 2010-1.4%
Q1 2010-1.4%
Q1 2011-1.4%
Q4 2010-1.4%

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