Research analysts who have asked questions during Netskope earnings calls.
BZ
Brad Zelnick
Credit Suisse
2 questions for NTSK
Also covers: ADBE, CFLT, CHKP +20 more
BE
Brian Essex
JPMorgan Chase & Co.
2 questions for NTSK
Also covers: CHKP, CLBT, CRWD +16 more
Eric Heath
KeyBanc Capital Markets
2 questions for NTSK
Also covers: CFLT, CRWD, CVLT +9 more
Gray Powell
BTIG
2 questions for NTSK
Also covers: ATEN, DDOG, FTNT +9 more
GM
Gregg Moskowitz
Mizuho
2 questions for NTSK
Also covers: CFLT, CHKP, CRWD +13 more
IK
Ittai Kidron
Oppenheimer & Company
2 questions for NTSK
Also covers: BASE, BLZE, CFLT +13 more
MH
Matt Hedberg
RBC
2 questions for NTSK
Also covers: FFIV, GEN, GTLB +5 more
Meta Marshall
Morgan Stanley
2 questions for NTSK
Also covers: ANET, AXON, BAND +30 more
Rob Owens
Piper Sandler Companies
2 questions for NTSK
Also covers: CFLT, CHKP, CRWD +11 more
SE
Shaul Eyal
TD Cowen
2 questions for NTSK
Also covers: ALLT, CGNT, CHKP +14 more
SK
Shrenik Kothari
Robert W. Baird & Co.
2 questions for NTSK
Also covers: CHKP, CVLT, ESTC +12 more
TW
Trevor Walsh
Citizens JMP
2 questions for NTSK
Also covers: AMTM, AVAV, AXON +10 more
Recent press releases and 8-K filings for NTSK.
Netskope Reports Strong Q3 2026 Results and Provides Q4 and Full-Year Guidance
NTSK
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Netskope reported strong Q3 FY2026 results, with Annual Recurring Revenue (ARR) increasing 34% year-over-year to $754 million and revenue growing 33% to $184 million.
- The company demonstrated improved profitability, with an 11 percentage point year-over-year improvement in operating margin to negative 15% and $11 million in free cash flow, alongside a net retention rate of 118%.
- Netskope provided Q4 FY2026 guidance, expecting revenue between $188 million and $190 million and an operating margin of negative 13% to negative 14%.
- The company emphasized its market leadership in security service edge (SSE) and SASE platforms, driven by its Netskope One platform and NewEdge Global Private Cloud Network, targeting a $149 billion total addressable market by 2028.
- Strategic focus includes continuous innovation in AI-powered security, expansion of its NewEdge private cloud to over 120 data centers globally, and technology alliances with Microsoft and CrowdStrike.
Dec 11, 2025, 10:00 PM
Netskope Reports Strong Q3 2026 Financial Results and Provides FY26 Guidance
NTSK
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Netskope reported strong Q3 FY26 results, with revenue growing 33% year-over-year to $184 million and Annual Recurring Revenue (ARR) increasing 34% year-over-year to $754 million.
- The company generated $11 million in free cash flow, achieving a 6% free cash flow margin, and improved its operating margin by 11 percentage points year-over-year to negative 15%.
- Customer engagement remained robust with a net retention rate of 118%, and 53% of customers were utilizing more than four Netskope One products, highlighting strong platform adoption.
- For Q4 FY26, Netskope anticipates total revenue between $188 million and $190 million, and projects full-year FY26 total revenue to be in the range of $701 million to $703 million.
Dec 11, 2025, 10:00 PM
Netskope Reports Strong Q3 2026 Financial Results and Strategic Growth
NTSK
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Netskope reported strong Q3 FY2026 results, with annual recurring revenue (ARR) increasing 34% year-over-year to $754 million and Q3 revenue growing 33% to $184 million.
- The company generated $11 million in free cash flow, achieving a 6% free cash flow margin, and improved its operating margin by 11 percentage points year-over-year.
- Remaining performance obligations (RPO) surpassed $1 billion, reflecting 41% year-over-year growth, and Netskope ended the quarter with $1.2 billion in cash, cash equivalents, and marketable securities.
- Netskope maintained a strong net retention rate of 118%, with 53% of customers utilizing more than four Netskope One products, demonstrating robust customer adoption and expansion.
- Strategic advancements included expanding the NewEdge private cloud to over 120 data centers globally and new integrations with Microsoft and CrowdStrike to enhance its security platform.
Dec 11, 2025, 10:00 PM
Netskope announces Q3 2026 financial results
NTSK
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Netskope reported Annual Recurring Revenue (ARR) of $754 million for Q3 2026, representing 34% year-over-year growth, with revenue reaching $184 million, a 33% year-over-year increase.
- The company achieved a Non-GAAP Gross Margin of 75% in Q3 2026 and reported $11 million in Free Cash Flow for the quarter. This marks the first time Trailing Twelve Months Free Cash Flow turned positive, reaching $12 million.
- Netskope's Net Retention Rate (NRR) was 118% in Q3 2026.
- For Q4 2026, Netskope provided revenue guidance of $188 million to $190 million and free cash flow guidance of $5 million to $8 million.
Dec 11, 2025, 10:00 PM
Netskope Announces Strong Q3 FY2026 Financial Results and Provides FY2026 Guidance
NTSK
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Netskope reported strong third quarter fiscal year 2026 financial results, with Annual Recurring Revenue (ARR) increasing 34% year-over-year to $754 million and revenue growing 33% year-over-year to $184.2 million as of October 31, 2025.
- The company achieved positive free cash flow of $10.6 million (6% free cash flow margin) and surpassed $1 billion in Remaining Performance Obligations, reflecting 41% year-over-year growth in Q3 FY2026.
- Netskope completed its Initial Public Offering in September, raising $992.2 million in IPO proceeds.
- For the fourth quarter of fiscal year 2026, Netskope expects revenue of $188 million to $190 million and a non-GAAP net loss per share of $(0.07) to $(0.05).
- The full fiscal year 2026 guidance includes total revenue of $701 million to $703 million and free cash flow of $5 million to $8 million.
Dec 11, 2025, 9:15 PM
Netskope Completes Nasdaq IPO and Enhances GTM Planning
NTSK
Listing Issues
New Projects/Investments
Revenue Acceleration/Inflection
- Netskope (Nasdaq: NTSK) successfully completed its initial public offering on the Nasdaq Global Select Market.
- Prior to its listing, Netskope partnered with LINEN Cloud to replace manual, spreadsheet-driven Go-To-Market (GTM) planning with a repeatable, auditable process tightly integrated with Salesforce.
- This collaboration aimed to improve speed, governance, and execution fidelity across Netskope's large-scale global territory models and complex sales hierarchies.
- Tom Burghard, Director, GTM Planning and Operations at Netskope, stated that LINEN's platform has been a "game-changer" for their GTM Ops team, providing a clear view of their sales structure and enabling automated account assignments and seamless seller management.
Oct 7, 2025, 12:17 PM
Quarterly earnings call transcripts for Netskope.
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