Cognyte Software Ltd. · NASDAQ:CGNT
Cognyte Software — Investor Presentation (September 2026)
22 slides from Cognyte Software's investor presentation, September 2026
Slide 1: Cognyte: Actionable Intelligence for a Safer World
Cognyte Actionable Intelligence for a Safer World Investor Presentation September 2026 1 © 2026 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential
Slide 2: Caution About Forward-Looking Statements
This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the United States Securities Exchange Act of 1934. Forward-looking statements include statements regarding expectations, predictions, views, opportuni
Slide 3: A world of uncertainty
A world of uncertainty Crime, conflict and terror are accelerating. Traditional In the last year boundaries are blurring. New threats are emerging daily. There were 59 active $2.2 69% Over 70% conflicts across 79 countries trillion of European law enforcement agencies of organized crime groups now o
Slide 4: Helping organizations generate Actionable Intelligence
Helping organizations generate Actionable Intelligence to accelerate and enhance their investigations and operations for the best possible outcomes © 2026 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential
Slide 5: Our core customers
Our core customers We work with customers tasked with maintaining security in the face of unprecedented challenges Law Military National National Enforcement Intelligence Intelligence Security 5 © 2026 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential
Slide 6: Intelligence environments are becoming more complex, fragmented, and AI-driven
Intelligence environments are becoming more complex, fragmented, and AI-driven Operational Complexity Intelligence Modernization AI in Investigations → Faster-moving threats → Border security → Embedded into workflows → Fragmented environments → Financial crime → Faster insights → Rapid data growth
Slide 7: Investigate, Identify, Mitigate
Our investigative analytics solutions help to: Investigate Identify Serious & Financial Organized Counter Violent Crime Crime Crime Terror Mitigate Prevent various crime, terror and military threats Emergency Cyber Crime & Military & Naval Border Response Cyber Defense Intelligence Protection 7 © 20
Slide 8: We see data differently…
We see data differently… By understanding, enriching and analyzing data at unparalleled scale, we help quickly reveal insights that help answer our customers most critical questions: Who What How Where What is planning is the suspect’s can I identify if can I find the capabilities does the next atta
Slide 9: AI is a Structural Tailwind
AI is a Structural Tailwind Data Advantage Unifying fragmented, high-sensitivity data at scale Domain Expertise Decades of investigative methodologies embedded in the platform AI in Action Embedded into workflows for operational outcomes Trust & Compliance Secure, auditable and evidence-aligned, by
Slide 10: Broad portfolio recognized by leading industry analysts
Broad portfolio recognized by leading industry analysts Hype CycleTM for Public Safety & Law Enforcement Gartner® 2025 Emerging Tech Impact Radar: Preemptive Cybersecurity Gartner® 2025 Emerging Tech: Physical Security’s Next Frontier Gartner® 2025 Emerging Tech: The Future of Cyberthreat Intelligen
Slide 11: Cognyte global footprint
Cognyte global footprint 30+ ~100 Years of market leadership $400.0M Countries FYE26 revenue, traded on Nasdaq (CGNT) 100s 1700+ Customers Employees 7 13 Global R&D Global Offices Centers © 2026 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential Note: All figures on this page are for year
Slide 12: Real world experience. Technology expertise
Real world experience. Technology expertise 3 Decades of Veterans from the Trusted partner, Harnessing Partnering with introducing agencies we serve supporting Tier 1 AI, LLMs and Machine hundreds of customers breakthrough with 100s of agencies around the Learning to analyze around the world for tec
Slide 13: Financial Summary
Financial Summary © 2026 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential
Slide 14: A higher-quality, more scalable financial model
A higher-quality, more scalable financial model → Mix shift toward software and recurring revenue supports more durable growth Q2 Total Software Software mix Q2 Recurring Recurring mix Revenue Revenue 20.9% YoY 92.3% 18.4% YoY 51.4% of Q2 revenue of Q2 revenue © 2026 Cognyte Ltd. All Rights Reserved
Slide 15: Q2 FYE27 highlights
Revenue Q2 FYE27 highlights $109.2 $106.2 $105.5 Revenue of $109.2 million 12.0% YoY $100.7 $97.5 Software Revenue of $100.8M or 92.3% of total revenue 20.9% YoY Q2 FYE26 Q3 FYE26 Q4 FYE26 Q1 FYE27 Q2 FYE 27 Recurring Revenue of $56.2M or 51.4% of total revenue 18.4% YoY GAAP operating income of $4.
Slide 16: H1 FYE27 highlights
H1 Revenue H1 FYE27 highlights $214.7 $193.1 $167.1 Revenue of $214.7 million 11.2% YoY Total Software Revenue of $198.1M 19.8% YoY FYE 25 FYE26 FYE27 Recurring Revenue of $108.1M 14.2% YoY GAAP operating income of $9.1 million 85.1% YoY 4.2× Non-GAAP Non-GAAP operating income of $22.9 million opera
Slide 17: A strong balance sheet provides significant flexibility
A strong balance sheet provides significant flexibility $102.2M $0 $1.1M Cash Debt Q2 operating cash flow quarter-end no debt vs. $(6.3)M last year Capital allocation priorities Invest organically Strategic M&A Share repurchases © 2026 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential
Slide 18: FYE27 outlook: higher quality revenue
$448M 73.5% $56M FYE27 Revenue Non-GAAP gross margin Non-GAAP op. income ±2% | ~12% YoY +50 bps YoY >50% YoY growth outlook: higher quality revenue $68M $0.47 Adjusted EBITDA Non-GAAP EPS ~40% YoY growth Revenue range narrowed around an unchanged midpoint © 2026 Cognyte Ltd. All Rights Reserved. Pro
Slide 19: FYE27 annual guidance and FYE28 targets
Revenue Adjusted EBITDA $68.0 $448.0 FYE27 annual $400.0 $48.2 guidance $350.6 ~12% ~40% $29.1 (ending Jan 2027) FYE25 FYE26 FYE27* FYE25 FYE26 FYE27 *Plus or minus 2% GAAP Operating income (loss) for FYE26 was $13.3M, FYE25 was $(5.1)M. GAAP Net income (loss) for FYE26 was $4.6M, FYE25 was $(7.2)M.
Slide 20: Customer Feedback
Customer Feedback “ It's the best investigation system in the history of our organization. We surpassed our annual target on drug seizes. “ With the help of your tech, we’ve saved thousands of lives. We can’t afford to have your solution down even for a day. National Law Enforcement National Intelli
Slide 21: Helping our customers make a safer world
Helping our customers make a safer world 27 © 2026 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential
Slide 22: Thank you!
Thank you! cognyte.com
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