康沃系统 2026年季度报告

FORM 10-Q Quarterly Report pursuant to Section13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: December 31, 2025 ☐Transition report pursuant to Section13 or 15(d) of the Securities Exchange Act of 1934Commission File Number: 001-33026 Commvault Systems, Inc.(Exact name of registrant as specified in its charter) 1 Commvault WayTinton Falls, New Jersey 07724(Address of principal executive offices, including zip code) (732) 870-4000(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of RegulationS-T (§232.405of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company.See the definitions of "large accelerated filer", "accelerated filer", "smaller reporting company", and "emerging growth company" in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No COMMVAULT SYSTEMS, INC.FORM 10-Q INDEX Part I – FINANCIAL INFORMATION Item1.Financial StatementsUnaudited Consolidated Balance Sheets as of December 31, 2025 and March 31, 2025Unaudited Consolidated Statements of Operations for the three and nine months ended December 31, 2025and 2024Unaudited Consolidated Statements of Comprehensive Income for the three and nine months endedDecember 31, 2025 and 2024Unaudited Consolidated Statements of Stockholders’ Equity for the three and nine months ended December31, 2025 and 2024Unaudited Consolidated Statements of Cash Flows for the nine months ended December 31, 2025 and 2024Notes to Consolidated Financial Statements (unaudited)Item2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem3.Quantitative and Qualitative Disclosures about Market RiskItem4.Controls and Procedures Part II – OTHER INFORMATION Item1.Legal ProceedingsItem1A.Risk FactorsItem2.Unregistered Sales of Equity Securities and Use of ProceedsItem3.Defaults Upon Senior SecuritiesItem4.Mine Safety DisclosuresItem 5.Other InformationItem6.Exhibits SIGNATURES Commvault Systems, Inc. Consolidated Balance Sheets(In thousands, except per share data)(Unaudited) Commvault Systems, Inc. Consolidated Statements of Operations(In thousands, except per share data)(Unaudited) Commvault Systems, Inc. Consolidated Statements of Comprehensive Income(In thousands)(Unaudited) See accompanying unaudited notes to consolidated financial statements Commvault Systems, Inc. Consolidated Statements of Stockholders’ Equity(In thousands)(Unaudited) Commvault Systems, Inc. Consolidated Statements of Stockholders’ Equity(In thousands)(Unaudited) Commvault Systems, Inc. Consolidated Statements of Cash Flows(In thousands)(Unaudited) Commvault Systems, Inc.Notes to Consolidated Financial Statements - Unaudited(In thousands, except per share data) 1.Basis of Presentation Commvault Systems, Inc. and its subsidiaries ("Commvault," "we," "us," "our," or the "Company") aims to provide itscustomers cyber resiliency by protecting and recovering their data and cloud-native applications in a world of increasing cyberthreats and attacks, including ransomware. We provide products and services across many types of environments, including on-premise, hybrid and multi-cloud. Our offerings are delivered via self-managed software, software-as-a-service ("SaaS"), integratedappliances, or managed by partners. Customers use our Commvault Cloud platform to help protect themselves from threats likeransomware and recover their data efficiently. The consolidated financial statements of Commvault as of December31, 2025 and for the three and nine months endedDecember31, 2025 and 2024 are unaudited, and in the opinion of management, include all adjustments (consisting only of normalrecurring adjustments) necessary for a fair presentation of the results for the interim periods. Accordingly, they do not include alltheinformation and footnotes required by U.S.generally acc