Here are 1-3 brief analogies for Cognyte Software (CGNT):

• Palantir for advanced security and intelligence investigations.

• Investigative Analytics Software Platform: Provides government and enterprise security organizations with tools to collect, fuse, and analyze large volumes of data for threat detection, crime solving, and prevention.
• Situational Intelligence Solutions: Offer capabilities within the platform to generate a comprehensive operational picture from real-time and historical data for enhanced decision-making.
• Threat Intelligence and Fusion Analytics: Enables the identification, tracking, and analysis of diverse data sources, including open-source intelligence (OSINT), to uncover and act upon security threats.

Cognyte Software (CGNT) primarily sells its investigative analytics software and solutions to other organizations, specifically governments and large enterprises. Due to the highly sensitive nature of its work, which often involves national security, law enforcement, and intelligence, Cognyte does not publicly disclose the names of its specific customer organizations.

However, based on public disclosures and industry analysis, Cognyte's major customers fall into the following categories of organizations:

• Government Intelligence and Security Agencies: This category includes national intelligence services, homeland security departments, defense organizations, and counter-terrorism units worldwide. These agencies utilize Cognyte's platforms for data fusion, advanced analytics, threat intelligence, and mission-critical investigations.
• Law Enforcement Organizations: Federal, state, and local law enforcement agencies across the globe employ Cognyte's solutions for criminal investigations, evidence analysis, public safety, and proactive crime prevention.
• Financial Institutions: Major banks and other financial services companies are customers, using Cognyte's software to combat complex financial crimes, including fraud detection, anti-money laundering (AML), and regulatory compliance.

• Amazon Web Services (AMZN)
• Microsoft Azure (MSFT)

Elad Sharon, Chief Executive Officer and Director

Elad Sharon has served as Chief Executive Officer and Director of Cognyte Software since February 2021. He joined the Cognyte business in 1997 and held various management positions, including Senior Vice President of Products, R&D and Delivery, Senior Vice President of Strategic Programs, Chief Operating Officer, and President. Prior to his CEO role at Cognyte, he was President, Cyber Intelligence Solutions at Verint Systems Inc., from which Cognyte spun off.

David Abadi, Chief Financial Officer

David Abadi joined the Cognyte business in 2012 as Chief Financial Officer, responsible for financial strategy, business planning, accounting, internal audit, and purchasing. Before joining Cognyte, he served as Finance Controller for Polycom's EMEA operation. He also spent over five years in various capacities at PricewaterhouseCoopers in its New York and Israel offices.

Rini Karlin, Chief People Officer

Rini Karlin serves as the Chief People Officer at Cognyte Software Ltd..

Sharon Chouli, Chief Customer Officer

Sharon Chouli holds the position of Chief Customer Officer at Cognyte Software Ltd..

Gil Cohen, Chief Product Officer

Gil Cohen is the Chief Product Officer at Cognyte Software Ltd..

Cognyte Software (CGNT) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

1. Increased Software Sales, including Perpetual Licenses and Recurring Revenue: The company has demonstrated strong software revenue growth, with particular emphasis on increased sales of software perpetual licenses. Cognyte's software-led model and efforts to boost recurring revenue, which accounts for a significant portion of its total revenue, are central to its growth strategy.

2. Expansion in the U.S. Market: The U.S. market has been identified as a significant growth opportunity for Cognyte. Strategic partnerships, such as the alliance with LexisNexis Risk Solutions, are aimed at expanding its footprint in the U.S. federal market. Additionally, the acquisition of GroupSense in May 2025 specifically targets U.S. market penetration by leveraging an established customer base in state, local governments, and enterprises.

3. Growing Demand for AI-Driven Investigative Analytics Solutions and New Product Launches: Cognyte is recognized for its leadership in AI-driven investigative analytics, and there is strong market demand for these solutions as global threats become more complex. The company continues to innovate, as evidenced by the July 2025 launch of its advanced intelligence co-pilot, a generative AI (GenAI) assistant designed to enhance investigative workflows, reinforcing its AI leadership and unlocking new market opportunities.

4. Strategic Wins with Military and National Intelligence Customers: Cognyte has secured significant contracts with military and national intelligence organizations. Recent successes include a $10 million follow-on deal in Asia-Pacific and a new $10 million deal in EMEA with a Tier 1 military intelligence organization, demonstrating competitive differentiation and contributing to long-term growth by increasing market share in core government verticals.

Share Repurchases

• Cognyte completed a share repurchase program, buying back 2,094,538 ordinary shares for a total of $20 million.
• In July 2025, the board authorized a new share repurchase program for up to an additional $20 million in ordinary shares, active over the subsequent 18 months through January 14, 2027.
• During Q1 FYE26 (three months ended April 30, 2025), the company repurchased approximately 952,000 ordinary shares for about $9 million as part of its ongoing program.

Outbound Investments

• Cognyte acquired GroupSense, a digital risk protection services company.
• The acquisition of GroupSense involved an initial payment of approximately $4 million, with a potential earnout of up to $5 million based on future performance.

Capital Expenditures

• Capital expenditures amounted to $13.2 million for the fiscal year ended January 31, 2025.
• The company reported capital expenditures of $9.1 million for the fiscal year ended January 31, 2024.
• Capital expenditures for the fiscal year ended January 31, 2023, were $11.7 million, primarily focused on capitalized software development costs and purchases of property and equipment.