Verint Systems Inc.

NasdaqGS:VRNT 주식 리포트

시가총액: US$1.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Verint Systems 경영진

경영진 기준 점검 3/4

Verint Systems CEO는 Dan Bodner, Feb1994 에 임명되었습니다 의 임기는 31.75 년입니다. 총 연간 보상은 $10.83M, 7.5% 급여 및 92.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $10.32M 가치에 해당하는 회사 주식의 0.83% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.3 년과 5.9 년입니다.

핵심 정보

Dan Bodner

최고경영자

US$10.8m

총 보수

CEO 급여 비율7.46%
CEO 재임 기간31.8yrs
CEO 지분 보유율0.8%
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간5.9yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Sep 23

Verint Systems Getting Taken Private, As AI-Driven CX Automation Proves Valuable

Summary Verint Systems gets a hold rating, which agrees with today's consensus, as there is limited further upside pending the private equity takeover offer which is awaiting shareholder/regulatory approval. Aside from the takeover, upside is driven by a successful recurring-revenue model and value driven by automated CX solutions. Some downside does exist with key peers in this tech niche having a better profile in terms of profit margins and debt/equity, and S&PGlobal recently put Verint on a "creditwatch". The risk of the merger being delayed or cancelled is also discussed, and what it could mean for shareholders. Read the full article on Seeking Alpha
내러티브 업데이트 Aug 26

AI Adoption And Hybrid Cloud Integration Will Open New Horizons

The consensus analyst price target for Verint Systems was revised downward to $25.57 from $29.71 after all analysts updated their targets to reflect the company's pending acquisition by Thoma Bravo for $20.50 per share in cash, despite prior optimism around its AI-driven transformation and recent earnings beat. Analyst Commentary All analysts updated their ratings and price targets to reflect Verint's agreement to be acquired by Thoma Bravo for $20.50 per share in cash.
분석 기사 Aug 02

At US$20.22, Is It Time To Put Verint Systems Inc. (NASDAQ:VRNT) On Your Watch List?

Verint Systems Inc. ( NASDAQ:VRNT ), might not be a large cap stock, but it saw a significant share price rise of 23...
분석 기사 Jul 15

Why We're Not Concerned About Verint Systems Inc.'s (NASDAQ:VRNT) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
분석 기사 Apr 24

At US$16.85, Is Verint Systems Inc. (NASDAQ:VRNT) Worth Looking At Closely?

Verint Systems Inc. ( NASDAQ:VRNT ), is not the largest company out there, but it saw a double-digit share price rise...
분석 기사 Apr 04

Verint Systems Inc.'s (NASDAQ:VRNT) Popularity With Investors Under Threat As Stock Sinks 28%

Unfortunately for some shareholders, the Verint Systems Inc. ( NASDAQ:VRNT ) share price has dived 28% in the last...
Seeking Alpha Mar 27

Verint Systems: Downgrading To Hold As Revenue Growth Disappoints

Summary Verint Systems' disappointing revenue growth and increased debt load have led me to downgrade my rating from bullish to neutral. Despite a cheap valuation at 7x forward non-GAAP EPS, the financial outlook remains shaky, with management shifting focus to annual recurring revenue. Verint's AI tools and "land-and-expand" strategy show potential, but near-term financial strength is insufficient to maintain a bullish stance. Market optimism and AI adoption could benefit Verint, but current conditions do not justify a buy recommendation. Read the full article on Seeking Alpha
분석 기사 Feb 21

Verint Systems (NASDAQ:VRNT) Has A Rock Solid Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jan 08

When Should You Buy Verint Systems Inc. (NASDAQ:VRNT)?

Verint Systems Inc. ( NASDAQ:VRNT ), is not the largest company out there, but it saw a double-digit share price rise...
Seeking Alpha Jan 07

Verint Systems: AI Tailwinds Remain Underappreciated

Summary Verint Systems' shares were initially up more than 30% following Q3 results, but have since given up most of this gain. While overall revenue growth remains modest for VRNT, Bundled SaaS revenue is growing at close to 20%, with this momentum expected to continue in the coming quarters. Concerns regarding AI and increased competition have led to the market assigning a low valuation multiple of 8.7 times FCF. I analyze the risks and conclude that the current valuation presents an attractive opportunity, leading me to assign a Buy rating. Read the full article on Seeking Alpha
분석 기사 Dec 10

Improved Revenues Required Before Verint Systems Inc. (NASDAQ:VRNT) Stock's 26% Jump Looks Justified

Verint Systems Inc. ( NASDAQ:VRNT ) shares have had a really impressive month, gaining 26% after a shaky period...
Seeking Alpha Dec 05

Verint Systems Earnings: 10x Free Cash Flow Opportunity

Summary Verint Systems' strong earnings and SaaS growth, despite a modest full-year outlook, justify a buy rating at 10x free cash flow. The hybrid cloud model and AI innovations are driving significant client value, high-profile contracts, and renewed partnerships. Verint's fiscal Q4 free cash flow is expected to rise significantly, with potential for over 30% growth this year. At 10x forward free cash flow, Verint offers a substantial margin of safety and growth potential, making it an attractive investment. Read the full article on Seeking Alpha
분석 기사 Nov 16

Verint Systems (NASDAQ:VRNT) Has A Rock Solid Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Oct 04

Is Verint Systems Inc. (NASDAQ:VRNT) Potentially Undervalued?

While Verint Systems Inc. ( NASDAQ:VRNT ) might not have the largest market cap around , it saw significant share price...
User avatar
새로운 내러티브 Sep 12

AI-Driven SaaS Innovation Sets Stage For Market Dominance And Earnings Surge

Verint Systems' strong AI momentum and unique competitive differentiation through measurable AI business outcomes are expected to drive revenue growth and market share.
분석 기사 Sep 06

Verint Systems Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a mediocre week for Verint Systems Inc. ( NASDAQ:VRNT ) shareholders, with the stock dropping 16% to US$26.54...
Seeking Alpha Sep 05

Verint Systems: Not Worth The Risk

Summary Verint Systems' Q2 '25 results show flat revenues and reliance on adjusted numbers, leading to a hold rating due to investment risks. AI bookings grew 40% y/y, but non-recurring revenue decline and flat top-line performance are concerning despite gross margin improvements. The company's financials reveal low revenue growth, heavy reliance on stock-based compensation, and poor ROA and ROE. Valuation suggests VRNT is slightly expensive; I recommend holding off on investment until revenue acceleration and reduced stock-based compensation are evident. Read the full article on Seeking Alpha
분석 기사 Aug 19

Verint Systems Inc. (NASDAQ:VRNT) Looks Inexpensive But Perhaps Not Attractive Enough

Verint Systems Inc.'s ( NASDAQ:VRNT ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong buy...
분석 기사 Jul 03

Shareholders Will Probably Hold Off On Increasing Verint Systems Inc.'s (NASDAQ:VRNT) CEO Compensation For The Time Being

Key Insights Verint Systems to hold its Annual General Meeting on 10th of July Salary of US$790.0k is part of CEO Dan...
Seeking Alpha Jun 20

Verint Systems: Buy Rating On Strong Secular Tailwinds And Growth Inflection

Summary Buy rating for Verint Systems with growth expected to inflect to mid-teens as SaaS revenue increases. VRNT positioned to benefit from AI solutions in contact center automation with strong growth potential. Strong execution in SaaS transition and near-term demand momentum support bullish outlook for VRNT's valuation and growth prospects. Read the full article on Seeking Alpha
분석 기사 May 22

Here's Why Verint Systems (NASDAQ:VRNT) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Feb 26

Lacklustre Performance Is Driving Verint Systems Inc.'s (NASDAQ:VRNT) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 2.2x Verint Systems Inc. ( NASDAQ:VRNT ) is a stock worth...

CEO 보수 분석

Dan Bodner의 보수는 Verint Systems의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jul 31 2025n/an/a

US$45m

Apr 30 2025n/an/a

US$53m

Jan 31 2025US$11mUS$808k

US$65m

Oct 31 2024n/an/a

US$60m

Jul 31 2024n/an/a

US$42m

Apr 30 2024n/an/a

US$30m

Jan 31 2024US$9mUS$790k

US$18m

Oct 31 2023n/an/a

US$2m

Jul 31 2023n/an/a

-US$6m

Apr 30 2023n/an/a

-US$3m

Jan 31 2023US$12mUS$784k

-US$6m

Oct 31 2022n/an/a

-US$23m

Jul 31 2022n/an/a

-US$14m

Apr 30 2022n/an/a

-US$7m

Jan 31 2022US$10mUS$764k

-US$5m

Oct 31 2021n/an/a

-US$20m

Jul 31 2021n/an/a

-US$33m

Apr 30 2021n/an/a

-US$45m

Jan 31 2021US$9mUS$717k

-US$57m

Oct 31 2020n/an/a

-US$27m

Jul 31 2020n/an/a

-US$10m

Apr 30 2020n/an/a

US$12m

Jan 31 2020US$12mUS$755k

-US$47m

Oct 31 2019n/an/a

US$51m

Jul 31 2019n/an/a

US$58m

Apr 30 2019n/an/a

US$70m

Jan 31 2019US$9mUS$755k

US$66m

보상 대 시장: Dan의 총 보수(USD10.83M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.37M)보다 높습니다.

보상과 수익: Dan의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Dan Bodner (66 yo)

31.8yrs
재임 기간
US$10,825,132
보수

Mr. Dan Bodner served as Chairman of the Board at Cognyte Software Ltd., since February 01, 2021 until 2023. Mr. Bodner has been Chief Executive Officer of Verint Systems Inc. a subsidiary of Comverse Tech...


리더십 팀

이름직위재임 기간보수지분
Dan Bodner
Chairman of the Board & CEO31.8yrsUS$10.83m0.83%
$ 10.3m
Elan Moriah
President4.8yrsUS$4.11m0.10%
$ 1.3m
Grant Highlander
Chief Financial Officer2.9yrsUS$3.79m0.12%
$ 1.5m
Peter Fante
Chief Administrative Officer9.2yrsUS$3.88m0.047%
$ 583.3k
Robert Scudiere
Chief Technology Officer3.8yrs데이터 없음데이터 없음
Matthew Frankel
Director of Investor Relations & Corporate Developmentno data데이터 없음데이터 없음
Jonathan Kohl
Senior VPno data데이터 없음데이터 없음
Alan Roden
Chief Corporate Development Officer23.8yrs데이터 없음데이터 없음
Anna Convery-Pelletier
Chief Marketing Officerless than a year데이터 없음데이터 없음
Jaime Meritt
Chief Product Officer3.8yrs데이터 없음데이터 없음
Ady Meretz
President of Asia Pacific3.8yrs데이터 없음데이터 없음
Nick Nonini
Managing Director of EMEA10.8yrs데이터 없음데이터 없음
4.3yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: VRNT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).


이사회 구성원

이름직위재임 기간보수지분
Dan Bodner
Chairman of the Board & CEO31.8yrsUS$10.83m0.83%
$ 10.3m
William Kurtz
Lead Independent Director9.2yrsUS$299.50k0.033%
$ 414.1k
Jason Wright
Independent Director5.5yrs데이터 없음데이터 없음
Richard Nottenburg
Independent Director12.8yrsUS$273.36k0.011%
$ 140.6k
Stephen Gold
Independent Director7.3yrsUS$275.45k0.047%
$ 584.0k
Andrew Miller
Independent Director5.9yrsUS$284.83k0.045%
$ 551.7k
Kristen Robinson
Independent Director3.8yrsUS$286.30k0.026%
$ 322.8k
Linda Crawford
Independent Director4.4yrsUS$260.25k0.031%
$ 380.5k
Yvette Smith
Independent Director2.6yrsUS$283.26k0.018%
$ 226.4k
5.9yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: VRNT의 이사회경험이 있음으로 간주됩니다(평균 재임 5.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/11/27 10:03
종가2025/11/25 00:00
수익2025/07/31
연간 수익2025/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Verint Systems Inc.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Nandan AmladiDeutsche Bank
Peter LevineEvercore ISI
Stewart MaterneEvercore ISI