Cognyte Software Ltd. · NASDAQ:CGNT

Cognyte Software — FY2026 Earnings Presentation

20 slides from Cognyte Software's earnings presentation, Mar 25, 2026

  1. Slide 1: Year-End January 31, 2026 Business Update

    Year-End January 31, 2026 Business Update NASDAQ: CGNT March 25, 2026 © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

  2. Slide 2: Forward Looking Statements and Disclaimers

    Forward Looking Statements This presentation contains "forward-looking statements," including statements regarding expectations, predictions, views, opportunities, plans, strategies, beliefs, and statements of similar effect relating to Cognyte Software Ltd. These forward-looking statements are not

  3. Slide 3: Consistent Execution Drives Strong FYE26 Results

    Consistent Revenue $400M 14% YoY Execution Non-GAAP Gross Margin 73% 200 Drives Strong bps YoY FYE26 Results Adjusted EBITDA $48M 66% YoY (ending January 2026) GAAP Gross margin for FYE26 was 72.4% GAAP Operating income for FYE26 was $13.3M GAAP Net income for FYE26 was $4.6M 3 | Confidential and pr

  4. Slide 4: Structurally Growing Market

    Structurally Growing Market Increasing More sophisticated Exponential data threat complexity adversaries growth Driving demand for mission-critical technology © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

  5. Slide 5: Executing our Growth Strategy

    Installed Base Executing our Expansion Growth Strategy New Customers USA 5 | Confidential and proprietary information of Cognyte.

  6. Slide 6: 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

  7. Slide 7: Customer and partner event testimonials

    The event was We must partner with the exceptional private sector to access the best technology Michael J Quigley Lt. Cmdr. U.S. Navy (Ret) Jurgen Stock Former head of INTERPOL A timely conference on the The sessions and keynote most pressing issues. speeches pinpointed our challenges Jason Wiseman

  8. Slide 8: Customer and partner event testimonials

    The event was We must partner with the exceptional private sector to access the best technology Michael J Quigley Lt. Cmdr. U.S. Navy (Ret) Jurgen Stock Former head of INTERPOL A uniquely relevant and The sessions and keynote high-quality forum that speeches pinpointed our combines strong content, c

  9. Slide 9: Well-Positioned for Future Growth

    Well-Positioned for Future Growth Mission-critical solutions High barriers to entry and in a growing market deep customer integration AI accelerating demand Expanding within a loyal, and differentiation long-standing customer base © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

  10. Slide 10: Financial Summary

    Financial Summary © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

  11. Slide 11: Q4 FYE26 Highlights

    Revenue Q4 FYE26 Highlights $106.2 $100.7 $97.5 $94.5 $95.5 Revenue of $106.2 million, 12.4% YoY Recurring Revenue of $50.0M or 47.1% of total revenue GAAP operating income of $5.2 million compared to $0.7 Q4 FYE25 Q1 FYE26 Q2 FYE26 Q3 FYE26 Q4 FYE26 million last year Non-GAAP Operating Income Non-G

  12. Slide 12: Sustained Strong Execution Driving Results

    Sustained Strong Execution Driving Results Short-Term RPO Billings $369.5 $107.7 $109.9 $358.9 $95.0 $93.0 $355.0 $346.9 $78.3 $335.3 Q4 FYE25 Q1 FYE26 Q2 FYE26 Q3 FYE26 Q4 FYE26 Q4 FYE25 Q1 FYE26 Q2 FYE26 Q3 FYE26 Q4 FYE26 Non-GAAP Gross Profit Adjusted EBITDA $79.4 $15.0 $73.6 $11.9 $70.3 $11.0 $6

  13. Slide 13: FYE26 Strong Performance

    Revenue FYE26 Strong Performance $400.0 $350.6 $313.4 Revenue of $400.0 million, 14.1% YoY Non-GAAP gross margins of 73%, up 200 bps YoY GAAP operating income of $13.3 million compared to a loss FYE24 FYE25 FYE26 of $5.1 million, up $18.4M YoY Non-GAAP Operating Income Non-GAAP operating income of $

  14. Slide 14: Strong Balance Sheet

    Strong Balance Sheet $116.9 million of cash, no debt Cash Bought $21.4 million of shares during the year $113.3 $116.9 Cash flow from operations of $40.3 million Total authorization of $40 million to execute share repurchases $83.1 Board approved $20 million addition to program FYE24 FYE25 FYE26 © 2

  15. Slide 15: ~$448M FYE27 Outlook

    Revenue* ~$448M ~12% YoY FYE27 Non-GAAP gross margin Outlook 73.5% +50 bps (Feb 2026 -Jan 2027) Adjusted EBITDA ~$68M ~40% YoY Cash flow from operations ~$45M *Plus or minus 3% © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

  16. Slide 16: Operational Leverage In Action

    Operational Leverage In Action 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 3% GAAP Operating income (loss) for FYE26 was $13.3M, FYE25 was $(5.1)M. GAAP Net income (loss) for FYE2

  17. Slide 17: Thank you

    Thank you cognyte.com © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

  18. Slide 18: Appendix

    Appendix © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

  19. Slide 19: Cognyte Software Summary Metrics

    Cognyte Software Summary Metrics

  20. Slide 20: Cognyte Software GAAP to Non-GAAP Reconciliation

    Cognyte Software GAAP to Non-GAAP Reconciliation

Cognyte Software — FY2026 Earnings Presentation on 6ix