)
Visual
test
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?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next CyberArk Software earnings date
Q1 202612 May, 2026
CyberArk Software
Next CyberArk Software earnings date
Q1 202612 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
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
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
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
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage