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Cognyte Software (CGNT) investor relations material
Cognyte Software Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market environment and challenges
Global crime, conflict, and terror are accelerating, with $2.2 trillion in crime value and 59 active conflicts across 79 countries.
Over 70% of organized crime groups operate internationally, and 27% of law enforcement agencies report growing ties between criminal and terror groups.
Increasing threat complexity, sophisticated adversaries, and exponential data growth are driving demand for advanced security technology.
Customer base and solutions
Core customers include law enforcement, military intelligence, national intelligence, and national security agencies.
Solutions address serious and violent crime, financial crime, organized crime, counter-terror, cyber defense, and emergency response.
Investigative analytics help customers investigate, identify, mitigate, and prevent threats.
Technology and competitive advantage
Data is unified and analyzed at scale, leveraging decades of investigative expertise and AI-driven methodologies.
Portfolio includes open-source, network, tactical, blockchain, and cyber intelligence, recognized by Gartner and Frost & Sullivan.
Trusted by Tier 1 agencies globally, with technology expertise and real-world operational experience.
- Double-digit growth, record margins, and strong cash flow with robust outlook for FY 2027.CGNT
Q4 202628 Mar 2026 - Q1 FYE26 revenue up 16% with raised FY 2026 guidance after GroupSense acquisition.CGNT
Q1 202617 Mar 2026 - Q2 FYE26 revenue and profitability surged, guidance was raised, and global demand remains strong.CGNT
Q2 202617 Mar 2026 - Q1 revenue up 13%, margins expanded, and full-year guidance increased.CGNT
Q1 20253 Feb 2026 - Q2 FY25 revenue up 10%, margins improved, and full-year guidance raised on strong demand.CGNT
Q2 202521 Jan 2026 - Aiming for $500M revenue by 2028, with strong Q3 growth and expanding U.S. presence.CGNT
28th Annual Needham Growth Conference Virtual14 Jan 2026 - Strong growth, expanding margins, and robust demand drive positive outlook and strategic investment.CGNT
6th Annual Virtual Infrastructure, Data Analytics Software & Cloud Communications Conference13 Jan 2026 - Double-digit revenue growth, margin expansion, and major deals drive a raised outlook.CGNT
Q3 202511 Jan 2026 - Advanced analytics and AI drive growth as recurring business and U.S. expansion accelerate.CGNT
27th Annual Needham Growth Conference10 Jan 2026
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