Cognyte
Software platform fusing diverse data for investigative analytics
Vitality Radar
Pillar Analysis
Strategic Assessment
Strategic Vector
Cognyte is aggressively expanding its AI-driven investigative analytics platform within national security and law enforcement sectors, prioritizing multi-year customer expansions and software revenue growth to solidify market leadership in actionable intelligence.
Efficiency Ratio
Cognyte demonstrates high resource-to-output efficiency with 60% YoY Adjusted EBITDA growth on 14% revenue increase, alongside strong cash flow generation from operations.
Evidence Signals
$10+ million expansion agreement with Tier-1 national security agency in EMEA to scale AI-driven analytics platform, upgrade infrastructure, and add cyber threat investigations.
View sourceLong-standing relationship over a decade with Tier-1 national security customer, institutionalizing Cognyte's platform as core infrastructure for terror and crime investigations.
View sourceNew AI-powered cyber threat investigative analytics use case deployed, extending platform coverage into additional intelligence domains.
View sourceQ3 FYE26 revenue $100.7M (up 13.2% YoY), YTD revenue $293.8M (up 14.7% YoY), Adjusted EBITDA $11.9M (up significantly), with FYE26 outlook of ~$400M revenue.
View sourceSoftware revenue up 39.6% in Q3 FYE26 and 31.1% YTD, driven by demand for investigative analytics solutions.
View sourceNet cash from operating activities $25.0M in Q3 FYE26 (up from $12.3M YoY), with FYE26 outlook ~$45M.
View sourceUpcoming Q4 and FYE26 earnings release and conference call scheduled for March 25, 2026.
View source