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CVCVLT

What Commvault Systems promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

39 of 41 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
General availability of the Pinecone vector-database integrationgeneral availability in Q2 of calendar 2026Dec 2025Jun 2026:earlier this month, we released deep support for the newer AI tooling like Snowflake, Databricks, pinecone
Call transcript, Jun 2026 · no direct link
Achieved*
Full-year non-GAAP EBIT marginapproximately 20.5%Mar 2026Jun 2026:we are increasing our full year non-GAAP EBIT margin guidance by 50 basis points to approximately 21%
Call transcript, Jun 2026 · no direct link
Revised Up
Diluted share countapproximately 42 million sharesMar 2026Jun 2026:with a diluted share count of approximately 42 million shares
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Commvault Systems’s full ledger

A free account opens 5 company ledgers a month. All 66 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 66 tracked commitments for Commvault Systems

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.