Sanjay Mirchandani, Commvault CEO: Fortt Knox Earnings

Commvault CEO Sanjay Mirchandani tells Jon Fortt the Q4 print was "beats and meets" — EPS came in $0.19 above, SaaS clipped $400M ARR (+42%), subscription ARR up 27%, the stock was up 10% premarket. On Goldman Sachs sale rumors: "rumors will be rumors." On the FY27 ~10% revenue guide deceleration, Mirchandani redirects to ARR (+21–22%). AI is a tailwind: more enterprise data, more demand. Headcount stays flat as AI lifts internal productivity.