S&P 500
7,226.20
+0.01%
Dow Jones
49,494.60
-0.62%
Nasdaq 100
27,685.40
+0.66%
Russell 2000
2,804.78
-0.02%
FTSE 100
10,364.50
0.00%
Nikkei 225
59,260.50
-0.78%
CyberArk Software

CYBR Q4 2025 Earnings

Reported Feb 4, 2026 at 7:13 AM ET · SEC Source

Q4 25 EPS

$1.33

BEAT +678.26%

Est. $-0.23

Q4 25 Revenue

$372.7M

BEAT +6.14%

Est. $351.1M

vs S&P Since Q4 25

-4.9%

TRAILING MARKET

CYBR +1.4% vs S&P +6.4%

Full Year 2025 Results

FY 25 EPS

$4.40

BEAT +9.84%

Est. $4.01

FY 25 Revenue

$1.36B

BEAT +1.61%

Est. $1.34B

Market Reaction

Did CYBR Beat Earnings? Q4 2025 Results

CyberArk Software closed out fiscal 2025 with a decisive beat on both lines, reporting Q4 non-GAAP EPS of $1.33 against a consensus estimate of $-0.23, a 678.26% positive surprise, while revenue of $372.65 million topped estimates of $351.08 million … Read more CyberArk Software closed out fiscal 2025 with a decisive beat on both lines, reporting Q4 non-GAAP EPS of $1.33 against a consensus estimate of $-0.23, a 678.26% positive surprise, while revenue of $372.65 million topped estimates of $351.08 million by 6.14% and grew 18.5% year-over-year. The primary engine behind the outperformance was the continued acceleration of its subscription model, with subscription ARR reaching $1.27 billion, up 30% year-over-year and representing 88% of total ARR, which itself grew 23% to $1.44 billion. Record net new ARR of $99 million, up 20% year-over-year, underscored the broad demand for identity security solutions spanning human, machine, and agentic AI identities. Operating cash flow more than doubled to $132.72 million, reinforcing the health of the underlying business. CyberArk will not issue 2026 guidance, as the company is set to be absorbed by Palo Alto Networks in a deal that has drawn bullish analyst commentary around the expanding cybersecurity investment landscape, with the merger expected to close in the third quarter of Palo Alto's fiscal 2026.

Key Takeaways

  • • Record net new ARR of $99 million, up 20% year-over-year
  • • Total ARR grew 23% year-over-year to $1.440 billion
  • • Subscription portion of ARR grew 30% YoY to $1.267 billion, representing 88% of total ARR
  • • Broad-based strength across the business
  • • Customers prioritizing identity security and privilege controls across human, machine, and agentic AI identities
  • • Subscription revenue growth of 28% in Q4
  • • Recurring revenue grew 22% in Q4 to $356 million

CYBR Forward Guidance & Outlook

CyberArk will not be providing financial guidance for 2026 as a result of the proposed acquisition by Palo Alto Networks. The acquisition is expected to close during the third quarter of PANW's fiscal 2026, subject to customary closing conditions including regulatory clearances.

24/7 Wall St

CYBR YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

CYBR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25
24/7 Wall St

CYBR Revenue by Geography

Regional revenue distribution

“CyberArk delivered an outstanding fourth quarter, driven by broad-based strength across the business. We achieved record net new ARR of $99 million, growing 20% year-over-year, as customers prioritize identity security and the need to apply privilege controls across human, machine, and agentic AI identities. 2025 marked another milestone year for CyberArk, and our strong finish positions us exceptionally well as we move toward the planned combination with Palo Alto Networks. Together, we will deliver an unparalleled platform capable of addressing the rapidly evolving and increasingly complex security requirements of the AI era, and we are excited to pursue the significant market opportunity in 2026.”

— Matt Cohen, Q4 2025 Earnings Press Release

Back to CYBR Stock Page