COGNYTE SOFTWARE LTD.
cognyte.comWhat Do They Do?
Sells investigative analytics software that combines complex data and finds patterns for law enforcement, national security agencies and other security organizations.
20-F for FY2025, filed Mar 25, 2026We are a leading software-driven technology company, focused on investigative analytics solutions that help customers generate actionable…View ↗
Our technology enables seamless aggregation, enrichment and fusion of our customers' vast data streams, both structured and unstructured…View ↗
Mining Information For Insights. Our advanced analytics and AI models perform multi-dimensional analysis, analyzing data across multiple…View ↗
How Do They Make Money?
Customers pay for software and services under written contracts; some contracts require advance payments, and in most contracts payment and delivery are no more than a year apart. Software subscriptions include ongoing access and support.
20-F for FY2025, filed Mar 25, 2026A contract with a customer exists when (i) we enter into an enforceable contract with the customer that defines each party’s rights…View ↗
The transaction price is determined based on the consideration to which we will be entitled in exchange for transferring goods or services…View ↗
Performance obligations promised in a contract are identified based on the goods or services that will be transferred to the customer that…View ↗
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20-F for FY2025, filed Mar 25, 2026
FY2025 revenue by product or service ↗
$400M
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20-F for FY2025, filed Mar 25, 2026
$400M ↗
| Segment | Share | Revenue |
|---|---|---|
|
Software
|
40%
FY2022: 32%
|
Software, FY2025
$161.8M Sources
|
|
Software service
|
47%
FY2022: 56%
|
Software service, FY2025
$187.6M Sources
|
|
Professional service and other
|
13%
FY2022: 12%
|
Professional service and other, FY2025
$50.7M Sources
|
Who Are Their Customers?
Government agencies and other organizations buy investigative analytics, with government customers making up most of the customer base. Regional sales teams sell directly and through partners; some government customers require an integrator or another approved entity.
20-F for FY2025, filed Mar 25, 2026We provide investigative analytics solutions to hundreds of customers, primarily in the government sector spanning approximately 100…View ↗
We sell globally and organize our sales force primarily in geographical teams across territories. Each regional team is responsible for…View ↗
Our government contracts may be subject to renegotiation or termination at the discretion of a government customer under certain conditions…View ↗
Do Revenues Turn Into Profits?
Not on paper. It lost $638K in FY2025, but brought in more cash than it spent: $29.9M of free cash flow.
20-F for FY2025, filed Mar 25, 2026
$13.3MView ↗
20-F for FY2025, filed Mar 25, 2026
−$638KView ↗
20-F for FY2025, filed Mar 25, 2026
$29.9MView ↗
How Are They Changing?
Shrinking. Revenue fell 16% in 4 years, from $474M in FY2021 to $400M in FY2025, about 4% a year.
Who Do They Compete With?
Competes with BAE, Cleartrail, DataWalk, Elbit, L3/Harris, Palantir, Rohde Schwarz, Thales, Cellxion, JSI, Octasic, SS8, and XCI
20-F for FY2025, filed Mar 25, 2026Our global and regional large security competitors include, among others, BAE, Cleartrail, DataWalk, Elbit, L3/Harris, Palantir, Rohde…View ↗
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