Cognyte Software Ltd
NASDAQ:CGNT
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Cognyte Software Ltd
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Cognyte Software Ltd
Cognyte Software Ltd. provides security analytics software that empowers governments and enterprises with actionable intelligence for a safer world. The main activity is focused on providing security and analytics software. The firm designs software that empowers governments and enterprises with Actionable Intelligence for solutions accelerate security investigations to successfully identify, neutralize, and prevent threats.
Cognyte Software Ltd. provides security analytics software that empowers governments and enterprises with actionable intelligence for a safer world. The main activity is focused on providing security and analytics software. The firm designs software that empowers governments and enterprises with Actionable Intelligence for solutions accelerate security investigations to successfully identify, neutralize, and prevent threats.
Revenue: Q4 revenue $106.2M and FY '26 revenue $400M; company guided FY '27 revenue to $448M at the midpoint (±3%).
Profitability: GAAP net income turned positive — Q4 GAAP net income $5.1M, FY '26 GAAP net income $4.6M — and adjusted EBITDA expanded to $48.2M for FY '26.
Margins: Non-GAAP gross margin reached a record 74.7% in Q4 and 73% for FY '26; management expects ~73.5% for FY '27.
RPO / backlog: Total RPO $557.2M with short-term RPO $369.5M, providing strong near-term revenue visibility.
Growth drivers: Management highlighted installed-base expansion, 61 new customers in FY '26, and a push into North America (new GM and Carahsoft partnership) as keys to hit $500M target in FY '28.
Capital allocation: Strong balance sheet: $116.9M cash and no debt; share repurchases continue (company reported repurchasing ~$26.7M to date and approved additional repurchase capacity), and the board increased authorization in March.
Guidance & targets: FY '27: revenue ~$448M (±3%), adjusted EBITDA ~$68M, non-GAAP EPS $0.47 midpoint; FY '28 targets reiterated: revenue ≈ $500M and adjusted EBITDA margin > 20%.
