Data protection vendor Commvault grew fiscal Q1 revenue 11% to $314M. Subscription revenue rose 16% to $267M, and subscription ARR rose 22% to $1,054M.
Data security vendor Varonis reported Q2 revenue of $180.0M, up from $152.2M, and SaaS ARR of $726.0M, up 52%, or 25% excluding customer conversions to SaaS.
Data security company Cyera signed a letter of intent to acquire Oasis Security, which manages non-human identities such as AI agents, in a deal Cyera put at $1B. Cyera plans to merge data and identity security into one platform.
F5 reported fiscal Q3 revenue of $865.1M, up 11%, with product revenue up 19%. It raised fiscal 2026 revenue growth guidance to about 9%–10%, from 7%–8%.
Cadence Design Systems reported Q2 2026 revenue of $1.584B, up from $1.275B a year earlier, and raised its full-year guidance to $6.26B–$6.34B in revenue.