Cognyte Software Ltd Analyst & Investor Day Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Mike Cikos - Needham & Company LLC - Analyst : Hey guys, thanks for doing this today, and I appreciate the presentation and overview as well as the three year targets. Just wanted to get a better understanding. So great to see the targets in calendar '28, $500 million of revenue, I think it implies 13% growth over the next two years, if I'm doing my math right, assuming you do the 12% this coming year. So could you help us think about that implied -- I know it's a slight acceleration at the margin, but what gives you that confidence in being able to drive that kind of growth?

Question: Mike Cikos - Needham & Company LLC - Analyst : Got it. And maybe just a quick follow-up on that. But again, coming back to the revenue, do you like -- are we coming up against the larger renewal cycle? Like do you have that level of visibility in your existing customer base today? And maybe if you're thinking about 13% growth in fiscal '27 and '28, just assuming it's even each year, how much of that 13% is coming from new logos that you guys are landing today?

Question: Mike Cikos - Needham & Company LLC - Analyst : Great. Thank you very much.

Question: Shaul Eyal - TD Cowen - Analyst : Thank you. Hi, good afternoon, everybody. Thank you for hosting this. I apologize, I might have missed that. But juries or Elad, maybe Elad can take this call, so can you double click on your billings, bookings, backlog expectations for fiscal '26? Just to make sure that I think everybody is on the same page in that respect. And maybe some of the drivers or visibility levels you have around it? thank you so much.