Cognyte Software Ltd. · NASDAQ:CGNT

Cognyte Software — Q2 2026 Earnings Presentation

16 slides from Cognyte Software's earnings presentation, Sep 9, 2025

  1. Slide 1: Q2 FYE26 Results

    Q2 FYE26 Results NASDAQ: CGNT September 9, 2025 © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 1

  2. Slide 2: Disclaimers

    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 stateme

  3. Slide 3: Q2 FYE26 Highlights

    Revenue Q2 FYE26 Highlights $97.5 $94.5 $95.5 $89.0 $84.4 15.5% Q2 FYE26 revenue of $97.5 million YoY 33% Q2 FYE26 Adjusted EBITDA of $11.0 million YoY Q2 FYE25 Q3 FYE25 Q4 FYE25 Q1 FYE26 Q2 FYE26 Q2 FYE26 negative cash flow from operations of ~$6 million Adjusted EBITDA $11.0 $10.3 $9.3 $8.3 $6.6 G

  4. Slide 4: Customer Wins

    Customer Wins APAC EMEA $10M Tier 1 Military Intelligence Border Solutions $10M Tier 1 Military Intelligence Modernize operations © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 4

  5. Slide 5: Actionable intelligence for smarter, faster decisions

    Actionable intelligence for smarter, faster decisions Purpose-Built INVESTIGATIVE Actionable GenAI Co-Pilot ANALYTICS Intelligence ~300 INSIGHTS Organized Data Unprecedented Scale, MINING into Insights Speed and Precision Patents SIGNAL Chaotic Signals into At Petabyte Scale PROCESSING Organized Dat

  6. Slide 6: Driving Growth Through Partnerships and Recognition

    Driving Growth Through Partnerships and Recognition Partnerships Recognition Industry events NATIA MILIPOL Gartner’s 2025 Hype IACP Cycle for Public Safety and Law Enforcement Asian Defense & Security © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 6

  7. Slide 7: Annual Guidance and 3Y Target

    Annual Revenue Adjusted EBITDA $45.0 Guidance $397.0 $350.6 $29.1 55% (ending Jan 2026) $313.4 13% $9.0 FYE24 FYE25 FYE26 FYE24 FYE25 FYE26 GAAP Operating loss for FYE25 was $5.1M, FYE24 was $18.1M. GAAP Net loss for FYE25 was $7.2M, FYE24 was $11.6M. 3Y Target Revenue Gross margin Adjusted EBITDA m

  8. Slide 8: Financial Summary

    Financial Summary © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 8

  9. Slide 9: Q2 FYE26 Highlights

    Revenue Q2 FYE26 Highlights $94.5 $95.5 $97.5 $89.0 $84.4 15.5% Revenue of $97.5 million YoY Recurring Revenue of $47.4M or about 49% of total revenue Nearly Non-GAAP operating income of $8 million double YoY Q2 FYE25 Q3 FYE25 Q4 FYE25 Q1 FYE26 Q2 FYE26 GAAP operating income of $2.7 million compared

  10. Slide 10: Strong Execution Driving Value

    Strong Execution Driving Value Short-Term RPO Billings $355.0 $104.7 $346.9 $335.3 $95.0 $93.0 $320.6 $325.9 $77.8 $78.3 Q2 FYE25 Q3 FYE25 Q4 FYE25 Q1 FYE26 Q2 FYE26 Q2 FYE25 Q3 FYE25 Q4 FYE25 Q1 FYE26 Q2 FYE26 Non-GAAP Gross Profit Adjusted EBITDA $11.0 $10.3 $68.7 $70.3 $9.3 $67.6 $62.4 $8.3 $60.2

  11. Slide 11: ~$397M FYE26 Outlook

    Revenue* ~$397M ~13% YoY FYE26 Non-GAAP gross margin Outlook 72% +100 bps (Feb 2025 -Jan 2026) Adjusted EBITDA ~$45 M ~55% YoY Cash flow from operations $45 M © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential *Plus or minus 2% 11

  12. Slide 12: Annual Guidance and 3Y Target

    Annual Revenue Adjusted EBITDA Guidance $397.0 $45.0 $350.6 $29.1 55% (ending Jan 2026) $313.4 13% $9.0 FYE24 FYE25 FYE26 FYE24 FYE25 FYE26 GAAP Operating loss for FYE25 was $5.1M, FYE24 was $18.1M. GAAP Net loss for FYE25 was $7.2M, FYE24 was $11.6M. 3Y Target Revenue Gross margin Adjusted EBITDA m

  13. Slide 13: Thank you

    Thank you cognyte.com © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 13

  14. Slide 14: Appendix

    Appendix © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 14

  15. Slide 15: 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

    © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 15

  16. Slide 16: 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential

    © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 16

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