Commvault: 3 Key Takeaways for Long-Term Investors
On its second-quarter fiscal year 2027 earnings call, held on Oct. 27, 2026, Commvault (NASDAQ:CVLT) raised its full-year guidance after subscription annual recurring revenue, or ARR, grew 20% year over year to $1.104 billion. High software-as-a-service retention rates build predictable recurring revenue streams over multiyear contracts. Three takeaways from the call stand out for long-term investors. Adding enterprise accounts expands Commvault's customer base and creates opportunities for future contract expansion. Growing corporate focus on cyber resilience leads organizations to replace single-point backup tools with unified platforms. Continue reading