NASDAQ$VRNT
Verint Systems Inc. · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
Verint announced Q2 FYE 2025 results, showcasing strong AI momentum and bundled SaaS revenue growth.
Verint's Q2 FYE 2025 showed flat revenue year-over-year, but a 3% increase adjusted for divestiture. The company reported a GAAP EPS of $0.02 and a non-GAAP EPS of $0.49, with bundled SaaS revenue growing by 15% and AI bookings increasing by over 40% year-over-year. They continue to expect 5% adjusted revenue growth and 10% adjusted EBITDA growth with strong free cash flow growth for the full year.
- Revenue was flat year-over-year, but up 3% adjusted for divestiture.
- Gross margin increased by over 150 bps year-over-year.
- Bundled SaaS revenue grew by 15% year-over-year.
- AI bookings increased by over 40% year-over-year.
Headline financials
Revenue & EPS history
Verint · Revenue · Quarterly
$210M
Revenue by segment
Verint · $161M total across 1 segment · Q3 2024
- Recurring Revenue$161M-7.5%100.0%
Forward guidance
Verint expects 5% adjusted revenue growth and $2.90 diluted EPS for the year ending January 31, 2025.
Tailwinds
- Revenue: $933 million +/- 2%, reflecting 5% year-over-year growth (adjusted for the divestiture discussed above)
- Diluted EPS: $2.90 at the midpoint of our revenue guidance, reflecting 6% year-over-year growth
- Strong AI momentum in H1
- Increasing market demand for tangible AI business outcomes
- Advanced stage bundled SaaS pipeline for the remainder of the year was up around 20% from the same period last year
Headwinds
- Excludes amortization of intangible assets of approximately $4 million for the three months ending October 31, 2024
- Excludes amortization of intangible assets of approximately $18 million for the year ending January 31, 2025
- Stock-based compensation expenses are expected to be between approximately $19 million and $21 million for the three months ending October 31, 2024
- Stock-based compensation expenses are expected to be between approximately $78 million and $82 million for the year ending January 31, 2025
- Our non-GAAP guidance does not include the potential impact of any in-process business acquisitions that may close after the date hereof
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 3 quarterly earnings reports
+1.2%
Avg return
Earnings day
-4.3%
Avg return
5 days after
+0.4%
Avg return
30 days after
59%
37 / 63 earnings
Positive
+31.6%
Q3 2025
Best reaction
-20.0%
Q2 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | — | — | — | |
| Q2 2026 | +0.3% | -0.1% | -0.4% | |
| Q1 2026 | +2.5% | +4.8% | +17.1% | |
| Q4 2025 | -13.4% | -17.5% | -15.6% | |
| Q3 2025 | +31.6% | — | — | |
| Q2 2025 | -12.1% | — | — | |
| Q1 2025 | +21.8% | — | — | |
| Q4 2024 | +7.1% | — | — | |
| Q3 2024 | +17.9% | — | — | |
| Q2 2024 | -20.0% | — | — | |
| Q1 2024 | +0.3% | — | — | |
| Q4 2023 | -3.0% | — | — | |
| Q3 2023 | +0.6% | — | — | |
| Q2 2023 | -7.5% | — | — | |
| Q1 2023 | -4.5% | — | — | |
| Q4 2022 | +1.3% | — | — | |
| Q3 2022 | +2.5% | — | — | |
| Q2 2022 | -2.9% | — | — | |
| Q1 2022 | -2.2% | — | — | |
| Q4 2021 | +1.4% | — | — | |
| Q3 2021 | +5.2% | — | — | |
| Q2 2021 | +7.6% | — | — | |
| Q1 2021 | -11.8% | — | — | |
| Q4 2020 | -14.6% | — | — | |
| Q3 2020 | +7.4% | — | — | |
| Q2 2020 | -12.3% | — | — | |
| Q1 2020 | -1.1% | — | — | |
| Q4 2019 | +13.9% | — | — | |
| Q3 2019 | +3.9% | — | — | |
| Q2 2019 | +7.4% | — | — | |
| Q1 2019 | +0.2% | — | — | |
| Q4 2018 | +13.1% | — | — | |
| Q3 2018 | -6.6% | — | — | |
| Q2 2018 | +2.4% | — | — | |
| Q1 2018 | +1.9% | — | — | |
| Q4 2017 | +8.8% | — | — | |
| Q3 2017 | -9.8% | — | — | |
| Q2 2017 | +8.4% | — | — | |
| Q1 2017 | +7.4% | — | — | |
| Q4 2016 | -3.9% | — | — | |
| Q3 2016 | -14.7% | — | — | |
| Q2 2016 | -6.3% | — | — | |
| Q1 2016 | -2.1% | — | — | |
| Q4 2015 | +5.0% | — | — | |
| Q3 2015 | -1.7% | — | — | |
| Q2 2015 | +7.5% | — | — | |
| Q1 2015 | +10.4% | — | — | |
| Q4 2014 | +8.1% | — | — | |
| Q3 2014 | +0.6% | — | — | |
| Q2 2014 | +8.9% | — | — | |
| Q1 2014 | +2.1% | — | — | |
| Q4 2013 | +4.3% | — | — | |
| Q3 2013 | -1.0% | — | — | |
| Q2 2013 | +2.7% | — | — | |
| Q1 2012 | +1.7% | — | — | |
| Q1 2013 | +1.7% | — | — | |
| Q4 2010 | -3.3% | — | — | |
| Q1 2011 | -3.3% | — | — | |
| Q4 2012 | -3.3% | — | — | |
| Q3 2011 | +3.5% | — | — | |
| Q3 2012 | +3.5% | — | — | |
| Q2 2012 | -0.0% | — | — | |
| Q2 2011 | -0.0% | — | — | |
| Q4 2011 | -0.0% | — | — |
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