Reported Q: Q2 2025 Rev YoY: 0.0% EPS YoY: +125.2% Move: +1.33%
Verint Systems Inc
VRNT
$20.51 1.33%
Exchange NASDAQ Sector Technology Industry Software Infrastructure
Q2 2025
Published: Sep 5, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for VRNT

Reported

Report Date

Sep 5, 2024

Quarter Q2 2025

Revenue

210.17M

YoY: 0.0%

EPS

0.02

YoY: +125.2%

Market Move

+1.33%

Previous quarter: N/A

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Earnings Highlights

  • Revenue of $210.17M up 0% year-over-year
  • EPS of $0.02 increased by 125.2% from previous year
  • Gross margin of 67.8%
  • Net income of 5.53M
  • "New AI bookings increased over 40% in Q2 year-over-year." - Dan Bodner
VRNT
Company VRNT

Executive Summary

Verint reported a modest revenue base with meaningful margin expansion and a marked acceleration in AI-driven outcomes during QQ2 2025. Revenue stood at $210.17 million, essentially flat YoY and down ~5% QoQ, while non-GAAP metrics reflected stronger profitability and AI-driven product mix. Management reaffirmed full-year guidance of ~5% revenue growth (adjusted for divestitures) and ~10% adjusted EBITDA growth, underscoring confidence in AI adoption and Bundled SaaS velocity. Bundled SaaS revenue grew 15% YoY, while new AI-driven Bundled SaaS ACV bookings rose 37% YoY, and AI bookings surged over 40% YoY. Verint highlighted a multi-year trajectory toward higher ARR, longer contract terms, and a rising mix of AI-enabled bots embedded in existing workflows, supported by a hybrid cloud Open Platform. Management also projected continued gross margin expansion (at least 150 bps YoY) and a 10% EBITDA growth for the year, with a longer-term Rule of 40 target (10% revenue growth and 30% EBITDA margin by fiscal 2027). The quarterly narrative reinforced by management comments emphasizes AI-driven outcomes, client-scale deployments, and a differentiated cloud strategy as key differentiators in a competitive market.

Key Performance Indicators

Revenue
Stable
210.17M
QoQ: -5.02% | YoY: 0.00%
Gross Profit
Increasing
142.41M
67.76% margin
QoQ: -7.80% | YoY: 0.79%
Operating Income
Increasing
13.87M
QoQ: -42.16% | YoY: 284.64%
Net Income
Increasing
5.53M
QoQ: -63.71% | YoY: 192.18%
EPS
Increasing
0.02
QoQ: -85.31% | YoY: 125.19%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 208.01 -0.09 -1.0% View
Q1 2026 208.10 -0.04 -6.0% View
Q4 2025 253.55 0.40 -4.4% View
Q3 2025 224.19 0.39 +2.6% View
Q2 2025 210.17 0.02 +0.0% View