-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。CVLTは第4四半期に堅調な業績を上げ、売上高は3億1,200万ドル（前年同期比13%増）となり、市場予想を530万ドル上回りました。また、非GAAPベースの1株当たり利益（EPS）は1.28ドルで、市場予想を0.19ドル上回りました。2026年度通期の売上高は11億8,400万ドル（前年同期比19%増）となり、ガイダンスを上回りました。これは、サブスクリプション売上高が30%増加し、SaaS売上高が52%急増したことが要因です。総ARRが11億2,200万ドル（前年同期比+21%、為替変動の影響を除くと18%増）、SaaS ARRが4億ドル（前年同期比+40%増）、第4四半期のフリーキャッシュフローが過去最高の1億3,200万ドル（前年同期比+73%増）を記録したことからも、同社の強力な事業運営が証明された。また、同社は四半期中に2億5,900万ドルの自社株買いを実施した。2027年度については、CVLTはサブスクリプション収益を11億1,500万ドル～11億2,500万ドル（中間値で+46%増）、総収益を13億ドル～13億1,000万ドル（中間値で+11%増）と予想しているが、収益の中間値はコンセンサスの13億1,400万ドルを下回っている。当社は、純ドル維持率が122%に改善し、非GAAPベースのEBITマージンが20.5%に拡大するという同社の強力なSaaSの勢いは、堅実な事業運営と、進化するデータ保護市場における継続的な成長に向けた強力なポジショニングを示していると考えている。
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Microsoft Appears to Have Made More Concessions Than Gains Under Amended Deal With OpenAI, UBS Says
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