Cognyte (CGNT) Q4 2026 Earnings Transcript

Wednesday, March 25, 2026 at 8:30 a.m. ET Head of Investor Relations — Dean Ridlon Need a quote from a Motley Fool analyst? Email pr@fool.com Dean Ridlon: Thank you, operator. Hello, everyone. I m Dean Ridlon, Cognyte s Head of Investor Relations. Thank you for joining us today. I m here with Elad Sharon, Cognyte s CEO; and David Abadi, Cognyte s CFO. Before getting started, I would like to mention that accompanying our call today is a presentation. If you d like to view these slides in real time during the call, please visit the Investors section of our website at cognyte.com click on Upcoming Events then the webcast link for today s conference call. I would also like to draw your attention to the fact that certain matters discussed on this call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other provisions of the federal securities laws. These forward-looking statements are based on management s current expectations and are not guarantees of future performance. Actual results could differ materially from those expressed in or implied by these forward-looking statements. The forward-looking statements are made as of the date of this call, and as except as required by law, Cognyte assumes no obligation to update or revise them. Investors are cautioned not to place undue reliance on these forward-looking statements. For a more detailed discussion of how these and other risks and uncertainties could cause Cognyte s actual results to differ materially from those indicated in these forward-looking statements, please see our annual report on Form 20-F for the fiscal year ended January 31, 2026, being filed today and other filings we make with the SEC. The financial measures discussed today include non-GAAP measures. We believe investors focus on non-GAAP financial measures in comparing results between periods and among our peer companies that publish similar non-GAAP measures. Please see today s presentation slides, our earnings release and the Investors section of our website at cognyte.com for a reconciliation of non-GAAP financial measures to GAAP measures. Non-GAAP financial information should not be considered in isolation from, as a substitute for or superior to GAAP financial information, but is included because management believes it provides meaningful information about the financial performance of our business and is useful to investors for informational and comparative purposes. The non-GAAP financial measures that the company uses have limitations and may differ from those used by other companies. Now I would like to turn the call over to Elad. Elad Sharon: Thank you, Dean. Hello, everyone, and thank you for joining us today. Before we begin, I want to acknowledge and thank our employees, customers, partners and investors for their continued support over the past month. Cognyte s mission is to help make the world a safer place. That mission is constant and our teams continue to execute. We delivered strong results in the fourth quarter and closed fiscal 26 with another year of consistent execution. Revenue grew by double digit with strong gross margin, profitability improved significantly, and we continue to generate solid cash flow. Fiscal 26 played out largely as we expected with strong repeat business from our installed base, continued new customer momentum and strengthening profitability. We expect this growth to continue into fiscal 27 and today provided revenue guidance of $448 million at the midpoint of the revenue range, and we are on track to achieving our targets for the fiscal year ending January 2028. We ll share more details later in this call. We operate in a market environment where the underlying drivers continue to strengthen, threats are becoming more complex, adversary is more sophisticated and the volume of data continues to grow exponentially. At the same time, decisions need to be made faster than ever. This is driving sustained demand for mission-critical intelligence technology, exactly where Cognyte is positioned. Our solutions operate in extremely demanding environment across national security, military intelligence and law enforcement. In these environments, performance is not optional. Our customers are not experimenting. They are deploying systems that must work consistently in real operational conditions. Over time, our value becomes deeply embedded in our customers workflows and operational systems. This creates durable relationships, high switching costs and a strong competitive position. Over the past year, we executed against our 3 primary growth pillars. First, installed base expansion. Customers continue to expand deployments, upgrade functionality and are also extending into new use cases and operational domains. For example, border intelligence. Repeat business continued to represent a significant portion of our revenue, reflecting the trust our customers place in us and the operatio

Cognyte (CGNT) Q4 2026 Earnings Transcript

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Cognyte (CGNT) Q4 2026 Earnings Transcript

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