-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：CVLT第四季業績穩健，營收達3.12億美元（年增13%），超出市場預期530萬美元；非GAAP每股收益為1.28美元，超出預期0.19美元。 2026財年全年營收達11.84億美元（年增19%），高於預期，主要得益於訂閱營收成長30%及SaaS營收激增52%。強勁的營運表現體現在：年度經常性收入（ARR）總額達11.22億美元（年成長21%，以固定匯率計算成長18%），SaaS ARR達4億美元（年成長40%），第四季自由現金流創歷史新高，達1.32億美元（年成長73%）。此外，該公司在本季還回購了價值2.59億美元的股票。 CVLT預計2027財年訂閱營收為11.15億至11.25億美元（中位數成長46%），總營收為13億至13.1億美元（中位數成長11%），但營收中位數低於市場普遍預期的13.14億美元。我們認為，該公司強勁的SaaS成長勢頭，淨美元留存率提升至122%，以及預計非GAAP EBIT利潤率將提升至20.5%，都顯示其執行力強勁，並在不斷發展的資料保護市場中佔據有利地位，有望實現持續成長。
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