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CyberArk Software
CyberArk Software (CYBR) investor relations material
CyberArk Software Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Achieved record net new ARR of $99M in Q4 2025, up 20% year-over-year, and total ARR of $1.44B, up 23% year-over-year.
Subscription ARR grew 30% year-over-year to $1.267B, representing 88% of total ARR.
Total revenue for Q4 2025 was $373M, a 19% increase year-over-year; full year 2025 revenue was $1.361B, up 36% year-over-year.
Announced definitive agreement to be acquired by Palo Alto Networks, expected to close in Q3 of PANW's fiscal 2026.
Acquisitions of Venafi (October 2024) and Zilla Security (February 2025) contributed to ARR and revenue growth.
Financial highlights
Q4 2025 subscription revenue was $310.5M, up 28% year-over-year; recurring revenue comprised 94% of total revenue, growing 22% year-over-year.
Non-GAAP operating margin was 20% in Q4 2025; adjusted free cash flow margin was 34%.
Q4 2025 GAAP operating loss was $(24.5)M; non-GAAP operating income was $75M.
Q4 2025 GAAP net loss was $(17.1)M; non-GAAP net income was $72.6M.
Cash, cash equivalents, deposits, and marketable securities totaled $2.095B as of December 31, 2025.
Segment performance
Q4 2025 subscription revenue was $310.5M, up 28% year-over-year; SaaS revenue up 40%, self-hosted subscription revenue up 12%.
Full year 2025 subscription revenue was $1.105B, up 51% year-over-year; SaaS up 46%, self-hosted up 58%.
Recurring revenue in Q4 2025 was $356M, up 22% year-over-year; full year recurring revenue was $1.29B, up 39%.
Maintenance portion of ARR was $173M at year-end 2025, down from $192M in 2024.
81% of FY 2025 revenue was from subscription, compared to 73% in FY 2024.
Why no 2026 financial guidance?
What caused the maintenance ARR decline in 2025?
How did acquisitions impact GAAP net loss?
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Latest summaries
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- 6 FebMGY
Record production, strong free cash flow, and disciplined capital returns defined 2025. - 6 FebQNST
Record Q2 revenue, $50.2M net income, HomeBuddy acquisition, and AI drive growth. - 6 FebOPGN
Shareholders will vote on seven key proposals, including a new equity plan and company name change. - 6 FebCDP
2025 FFO/share up 5.8% with strong leasing; 2026 outlook positive amid record defense spending. - 6 FebVTR
2025 saw double-digit SHOP NOI and FFO growth, a raised dividend, and $2.5B in investments. - 6 FebREG
2025 delivered record NOI and FFO growth, with 2026 guidance projecting further gains. - 6 FebMNTS
All stock issuance proposals passed except the share increase, which was not approved. - 6 FebCPT
2025 beat guidance; 2026 sees lower FFO, Sun Belt focus, and major asset sales with share repurchases. - 6 FebKOG
Record growth, robust backlog, and a NOK 5.70 dividend proposal drive future expansion. - 6 FebTSBK
Net income rose 19.8% to $8.22M, with higher margins, strong capital, and a dividend increase.
Next CyberArk Software earnings date
Q1 202612 May, 2026
CyberArk Software
Next CyberArk Software earnings date
Q1 202612 May, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Frequently asked questions
CyberArk Software Ltd., develops, markets, and sales software-based security solutions and services in the United States, Europe, the Middle East, Africa, and internationally. It offers privileged account security solution to secure, manage, and monitor accounts used to access and control enterprise data centers, including endpoint administrator accounts that may have been compromised by malware; shared account passwords used by administrators to log into customer assets; application accounts embedded in application source code or scripts that provide access to databases or legacy applications; vendor privileged accounts that enable vendors' remote access to customer networks; and cloud privileged accounts. CyberArk Software Ltd. was founded in 1999 and is headquartered in Petah Tikva, Israel.
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