Cognyte delivered a solid, close-heavy quarter with rising RPOs and a move into operating profitability. A small, synergistic acquisition adds modest topline growth and operational efficiencies but doesn't materially change the investment case. Despite double-digit earnings growth and improving free cash flow, good value is everywhere in software and CGNT doesn't stand out much compared to peers that are also growing.
Cognyte Software Ltd. (NASDAQ:CGNT ) Q1 2026 Earnings Conference Call June 11, 2025 8:30 AM ET Company Participants David Abadi - Chief Financial Officer Dean M.
Cognyte Software Ltd. (NASDAQ:CGNT ) Q4 2025 Earnings Conference Call April 2, 2025 8:30 AM ET Company Participants Dean Ridlon - Head of IR Elad Sharon - CEO David Abadi - CFO Conference Call Participants Mike Cikos - Needham Peter Levine - Evercore Shaw Yale - TD Cowen Operator Good day, ladies and gentlemen.
16 Sep 2025 (In 2 months) Date | | 0.03 Cons. EPS | - EPS |
9 Sep 2025 (In 1 month) Date | | 0.03 Cons. EPS | - EPS |
16 Jun 2025 Date | | 0.01 Cons. EPS | 0.07 EPS |
7 Apr 2025 Date | | - Cons. EPS | - EPS |
11 Dec 2024 Date | | - Cons. EPS | 0.02 EPS |
16 Sep 2025 (In 2 months) Date | | 0.03 Cons. EPS | - EPS |
9 Sep 2025 (In 1 month) Date | | 0.03 Cons. EPS | - EPS |
16 Jun 2025 Date | | 0.01 Cons. EPS | 0.07 EPS |
7 Apr 2025 Date | | - Cons. EPS | - EPS |
11 Dec 2024 Date | | - Cons. EPS | 0.02 EPS |
Software - Infrastructure Industry | Technology Sector | Elad Sharon CEO | XSTU Exchange | IL0011691438 ISIN |
IL Country | 1,623 Employees | - Last Dividend | - Last Split | - IPO Date |
Cognyte Software Ltd. stands out as a pioneering provider of investigative analytics software catered primarily for use by governments and enterprises around the globe. With its founding year marked in 2020 and based in Herzliya, Israel, Cognyte Software has swiftly established itself as an instrumental force in fostering "Actionable Intelligence for a Safer World." The very essence of their open software platform is designed to not only accelerate but also enhance the effectiveness of investigative efforts spanning various sectors. The company’s clientele is impressively diverse, encompassing a wide range of government clients from national to regional and local agencies, signifying its critical role in supporting public safety and security operations on multiple levels.
Additionally, Cognyte Software Ltd. prides itself on offering a suite of support services, including customer support, professional consulting, and integration services. These are tailored to ensure that every client, regardless of their unique needs or operational complexity, fully leverages the potential of Cognyte’s products and solutions. Through these offerings, the company solidifies its commitment to assisting governments and enterprises in safeguarding their operations and enhancing their investigative capabilities.