Cognyte Software Ltd Q4 2025 Earnings Call Transcript

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

Question: Peter Levine - Evercore Group LLC - Analyst : Thank you, guys, for taking my questions. Maybe to piggyback off of Mike's prior question, US demand. With the administration, obviously, they're pushing immigration. They're fighting against the cartel and how they're classifying them now as a terrorist organization. Can you maybe just help us understand, like, what are the US demand drivers? Is it different than what you're seeing internationally? Maybe I'll start there.

Question: Peter Levine - Evercore Group LLC - Analyst : And then if you think about, again, you talked about sales cycles, what investments are you making? What are you changing to the go-to-market to kind of accelerate those sales cycles? I know it's a new market for you, but are there any priorities this year that you're kind of focused in on to shorten that sales cycle? Is it partnering, building out an ecosystem of partners to kind of leverage the sales? Just help us understand, like, what are you doing to kind of double down on the US market?

Question: Peter Levine - Evercore Group LLC - Analyst : If I could squeeze one last one for David. I know we'll have to wait until Tuesday, but can you maybe just give us an example or maybe just help us understand, in terms of modeling, what should we expect? Are we getting a long-term model, a near-term model, obviously 12% growth for next year? So really, I don't know if I should wait for Tuesday, but the durability of double-digit growth, is that sustainable, longer-term, post fiscal '26?

Question: Shaul Eyal - TD Cowen - Analyst : Thank you. Hi. Good morning, good afternoon. Elad, I think we're all hearing the excitement and the growing focus on the US market, but maybe can you talk to us about some of the market dynamics you're seeing outside of the US right now? Thank you.