NASDAQ$CYBR
CyberArk · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
CyberArk reported strong Q2 2025 results with record revenue and ARR growth driven by its subscription business.
CyberArk achieved $328 million in revenue for Q2 2025, marking 46% year-over-year growth. Subscription revenue surged by 66%, while recurring revenue climbed 49%. The company posted a GAAP net loss due to a one-time tax payment, but delivered solid non-GAAP profitability.
- Total revenue grew to $328 million, up 46% year-over-year.
- Subscription revenue rose 66% to $263.8 million.
- Recurring revenue reached $309.9 million, a 49% increase from Q2 2024.
- Non-GAAP EPS was $0.88, while GAAP EPS reflected a $1.81 loss due to a one-time tax charge.
Headline financials
Revenue & EPS history
CyberArk · Revenue · Quarterly
$328M
Forward guidance
CyberArk did not issue updated forward guidance due to its pending acquisition by Palo Alto Networks.
Tailwinds
- Strong growth in subscription and recurring revenues
- Record ARR of $1.274 billion driven by platform demand
- Adjusted free cash flow margin reached 13%
- Non-GAAP EPS significantly improved to $0.88
- Cash balance increased to $1.9 billion post financing
Headwinds
- GAAP net loss of $90.8 million due to one-time tax payment
- Operating expenses rose significantly year-over-year
- Free cash flow was negative due to large tax and capex items
- Deferred revenue growth was flat compared to prior quarter
- No updated guidance due to pending merger with Palo Alto Networks
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 15 quarterly earnings reports · overlaid with Q2 2025
+2.8%
Avg return
Earnings day
+5.8%
Avg return
5 days after
+6.2%
Avg return
30 days after
57%
27 / 47 earnings
Positive
+31.7%
Q3 2014
Best reaction
-14.7%
Q4 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2025 | -3.5% | +0.6% | +0.6% | |
| Q3 2025 | -0.8% | +2.2% | -5.4% | |
| Q2 2025 | +0.1% | -6.0% | +4.2% | |
| Q1 2025 | -1.7% | -3.4% | +6.7% | |
| Q4 2024 | +8.8% | +7.6% | -10.8% | |
| Q3 2024 | +0.2% | +1.7% | +4.2% | |
| Q2 2024 | +12.4% | +11.7% | +8.8% | |
| Q1 2024 | -4.1% | +0.3% | -3.1% | |
| Q4 2023 | +15.7% | +8.5% | +8.5% | |
| Q3 2023 | +11.4% | +13.0% | +23.3% | |
| Q2 2023 | +9.1% | +10.3% | +17.4% | |
| Q1 2023 | +2.9% | +5.2% | +9.2% | |
| Q4 2022 | -2.8% | +0.1% | -6.4% | |
| Q3 2022 | +5.9% | +7.7% | +8.7% | |
| Q2 2022 | +5.2% | +8.4% | +10.7% | |
| Q1 2022 | +24.4% | +22.0% | +23.8% | |
| Q4 2021 | +8.0% | +7.9% | +5.0% | |
| Q3 2021 | +6.9% | — | — | |
| Q2 2021 | +16.1% | — | — | |
| Q1 2021 | -14.1% | — | — | |
| Q4 2020 | +0.6% | — | — | |
| Q3 2020 | -1.7% | — | — | |
| Q2 2020 | -4.0% | — | — | |
| Q1 2020 | -10.9% | — | — | |
| Q4 2019 | -14.7% | — | — | |
| Q3 2019 | +2.6% | — | — | |
| Q2 2019 | -3.2% | — | — | |
| Q1 2019 | +4.0% | — | — | |
| Q4 2018 | +17.0% | — | — | |
| Q3 2018 | +15.0% | — | — | |
| Q2 2018 | +9.1% | — | — | |
| Q1 2018 | +3.6% | — | — | |
| Q4 2017 | +5.6% | — | — | |
| Q3 2017 | +7.6% | — | — | |
| Q2 2017 | -1.0% | — | — | |
| Q1 2017 | -12.6% | — | — | |
| Q4 2016 | -1.7% | — | — | |
| Q3 2016 | +6.2% | — | — | |
| Q2 2016 | -7.0% | — | — | |
| Q1 2016 | +2.7% | — | — | |
| Q4 2015 | -8.9% | — | — | |
| Q3 2015 | -8.5% | — | — | |
| Q2 2015 | -8.3% | — | — | |
| Q4 2013 | -8.5% | — | — | |
| Q4 2012 | -8.5% | — | — | |
| Q4 2014 | +25.7% | — | — | |
| Q3 2014 | +31.7% | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — |
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