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Commvault delivers quarterly beat; raises 2027 guidance on ARR and FCF growth

Jul 28, 2026, 7:47 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The beat-and-raise across subscription revenue, ARR, and FCF, plus strategic MSFT partnership and Gartner leadership, reduces execution risk and supports near-term multiple expansion. Positive guidance suggests durable recurring revenue growth, likely attracting buyers on pullbacks.

AI summary

What happened, with direct paths to the underlying reporting

Commvault reported Q1'27 results with subscription revenue of $267M (+16% YoY) and Subscription ARR of $1,054M (+22% YoY). SaaS revenue surpassed $100M (up 39%), while free cash flow rose 71% to $51M, underpinning stronger cash generation. The company also touts a collaboration with Microsoft Azure and Gartner leadership, setting the stage for continued recurring-revenue expansion and potential multiple expansion ahead of the FY2027 guidance.

Commvault reports Q1'27 subscription revenue of $267M, up 16% YoY. Up 16% YoY.
Subscription ARR reaches $1,054M, +22% YoY; SaaS revenue crosses $100M, +39% YoY.
Free cash flow rises 71% to $51M; cash flow from operations $52M.
Announces multi-year Microsoft Azure partnership; named Gartner Leader for Backup/Data Protection for 15th consecutive year.
Guidance implies durable ARR growth: FY27 subscription revenue guidance ~$1.12B; Non-GAAP margins ~21%.

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