NTCT
NetScout Systems, Inc.27.51
-0.19-0.69%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.99BP/E (TTM)
21.83Basic EPS (TTM)
1.26Dividend Yield
0%Recent Filings
10-Q
Q2 FY2026 results
NetScout posted Q2 revenue of $219M, up 15% y/y from $191M, with product up 17% to $95M and service up 13% to $124M on accelerated U.S. government orders and maintenance renewals; gross margin hit 80%, up from 78%. Operating income jumped to $32M from $14M while diluted EPS rose to $0.35 from $0.13, confirmed against 72.9M shares. Cash swelled to $483M, bolstered by $80M YTD operating cash flow; $600M revolver sits fully available with no debt. Free cash flow not disclosed in the 10-Q. Share buybacks continue. AI integration risks loom large.
8-K
Q2 revenue beats, guidance up
NetScout beat Q2 FY26 expectations with revenue up 15% to $219M, driven by cybersecurity and service assurance growth, while GAAP operating margin doubled to 14.8%. Cash swelled to $527M after selling a foreign investment; shares repurchased for $16.6M. Revenue guidance raised to $830M-$870M. Strong execution persists.
8-K
Stockholders approve equity plan
NetScout stockholders approved an amendment to the 2019 Equity Incentive Plan at the September 10, 2025 annual meeting, adding 3,500,000 shares for issuance. They elected four Class II directors for three-year terms and ratified PwC as auditors for fiscal 2026. Equity plan passed narrowly with 45M for versus 14M against. This bolsters talent retention tools.
8-K
Q1 revenue jumps 7%
NetScout kicked off FY26 with Q1 revenue up 7% to $186.7M, fueled by 19% product growth to $73.0M amid cybersecurity and service assurance gains. Non-GAAP operating margin doubled to 14.2%, while cash swelled to $543.5M after $15M buybacks. FY26 outlook holds at $825M-$865M revenue. Momentum builds, yet macro uncertainty lingers.
10-Q
Q1 FY2026 results
NetScout revenue climbed 7% y/y to $186.7M in Q1 FY2026 ended June 30, 2025, driven by 19% product growth to $73.0M from cybersecurity and enterprise service assurance, while services held steady at $113.8M; gross margin expanded 2 points to 76.7%. Operating loss narrowed to $6.6M from $463.3M, reflecting no repeat of last year's $427M goodwill impairment and lower restructuring. Cash jumped to $489.6M with $73.6M operating cash flow (FCF $71.7M derived); $600M revolver fully available, no debt. Operating and net losses aligned closely. Solid cash builds resilience. Service provider spending stays constrained.
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