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Commvault : Q2 FY 2023 Earnings Infographic
November 01, 2022 at 12:10 pm
Q2 FY'23 Results ($ in M's)
Software & Products Revenue1
Total Revenue Mix
Accelerating Our Business Model
$188
$83
$178
Transition
$72
$75
+10% YoY
$171
+6% YoY
+16% YoY
+12% YoY
Subscription &
$400
Constant
Constant
SaaS ARR
+44% YoY
Currency
Currency
75%
79%
84%
$278
53%
63%
76%
Perpetual
Non-Recurring
$193
Subscription
Recurring
Q2 FY21
Q2 FY22
Q2 FY23
Q2 FY21
Q2 FY22
Q2 FY23
Subscription
Metallic SaaS
Annual Recurring Revenue (ARR)
Non-GAAP EBIT Margin and EPS
$604
$31
$35
Q2FY21
Q2 FY22
Q2 FY23
$543
+11% YoY
$29
$483
Customer Exabytes
+18% YoY
% of Total ARR
Constant
Stored in the Cloud
Currency
$0.48
$0.57
EPS
3+EB
$0.45
66%
~2.5x
34%
17%
17%
19%
EBIT %
All Other ARR
Q2 FY21
Q2 FY22
Q2 FY23
Q2 FY21
Q2 FY22
Q2 FY23
Q2 FY21
Q2 FY22
Q2 FY23
Subscription SW / SaaS ARR
1 Does not include SaaS Revenue
Copyright © 2022 Commvault |
All Rights Reserved
Fiscal 1H'23 ($ in M's)
Software & Products Revenue1
Total Revenue Mix
$157
$175
+11% YoY
$386
+7% YoY
$361
+17% YoY
+12% YoY
62%
59%
79%
Constant
78%
77%
85%
Constant
Currency
Currency
Subscription
Recurring
Perpetual
1H FY22
1H FY23
Non-Recurring
1H FY22
1H FY23
Non-GAAP EBIT Margin
FCF & Share Repurchases
$76
$49
$72
$22
Free Cash Flow
Repurchases
20%
19%
20%
EBIT %
88%
81%
% of FCF
Returned
1H FY22
1H FY23
Q1 FY23
Q2 FY23
1 Does not include SaaS Revenue
Copyright © 2022 Commvault | All Rights Reserved
2
Last 4 Qtrs "Rule of 40" - Constant Currency
FQ2'22 to FQ2'23
Revenue Impact
EBITDA Margin Impact
"Rule of 40" Impact
+11% YoY
Note: Please refer to SEC Form 10Q filing for additional constant currency details. Cross-footing does not agree due to rounding.
Copyright © 2022 Commvault | All Rights Reserved
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CommVault Systems Inc. published this content on 01 November 2022 and is solely responsible for the information contained therein. Distributed by Public , unedited and unaltered, on 01 November 2022 12:09:07 UTC .
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04-30
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Transcript : Commvault Systems, Inc., Q3 2024 Earnings Call, Jan 30, 2024
01-30
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01-30
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Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
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Commvault Systems, Inc. is a data management company. The Company provides a unified Data Management Platform that spans all the users' data regardless of where it lives (on-premises, hybrid, or multi-cloud) or how it is structured (legacy applications, databases, virtual machines (VMs), or containers). It offers solutions through all combinations of software subscriptions, integrated appliances, partner-managed, or Software as a Service (SaaS) via its Metallic portfolio. The Company's offerings are organized into four categories: Data Recovery, Data Compliance and Governance, Data Storage, and Data Security. Its Commvault Backup and Recovery (CBR) provides backup, verifiable recovery and cost-optimized cloud workload mobility, helping to ensure data availability, even across multiple clouds. Commvault Disaster Recovery (CDR) provides a replication and disaster recovery solution from a single extensible platform, which is managed through the Command Center.
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Last Close Price
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USD
Average target price
115.9
USD
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+6.36%
Consensus
1st Jan change
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