N

Netskope Inc
NASDAQ:NTSK

Watchlist Manager
Netskope Inc
NASDAQ:NTSK
Watchlist
Price: 9.36 USD -1.68% Market Closed
Market Cap: $3.7B

Netskope Inc
Investor Relations

Netskope Inc is a US-based company operating in Software industry. The company is headquartered in Santa Clara, California. Netskope, Inc. is a cybersecurity company that provides security, networking, and analytics solutions to organizations ranging from macro to mid-sized companies. The firm delivers its offerings through a software-as-a-service business model, selling subscriptions that provide customers with access to its platform along with related support services. Its Netskope One platform is a comprehensive solution that integrates security, networking, and analytics products into a single, unified platform. Its products include Security Products, Network Products, and Analytics Products. Security products include Cloud Inline Security, Cloud Access Security Broker, Threat Protection, Next-Gen Secure Web Gateway, Private Access, Enterprise Browser, and others. Networking products include Firewall-as-a-Service, Software-Defined Wide Area Network, Cloud Packet Stream, and others. Analytics products include Advanced Analytics, User and Entity Behavior Analytics, and Digital Experience Management.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Mar 11, 2026
AI Summary
Q4 2026

Beat and raise: Netskope said Q4 and full-year fiscal 2026 results exceeded guidance across all key metrics, with Q4 revenue up 32% year over year to $196 million and full-year revenue also up 32% to $709 million.

ARR momentum: Ending ARR reached $811 million, with record net new ARR of $57 million in Q4 and $193 million for the full year, up 35% versus fiscal 2025.

Cash flow milestone: Fiscal 2026 was Netskope’s first full year of positive free cash flow, at $12 million, but management expects a Q1 fiscal 2027 dip as the company shifts more customers to annual billing.

AI focus: Management framed AI as the main growth driver, saying demand is early but accelerating, and highlighted new AI security products, AI Guardrails, the AI Gateway, and the AI Index.

FY2027 guide: The company guided Q1 revenue to $197 million to $199 million and full-year fiscal 2027 revenue to $870 million to $876 million, while free cash flow margin is expected to end the year at 2% to 4%.

Customer expansion: Multi-product adoption continued to deepen, with 56% of customers using 4 or more products and 27% using 6 or more, supporting a 116% net retention rate.

Key Financials
Revenue
$196 million
Revenue
$709 million
ARR
$811 million
Net new ARR
$57 million
Net new ARR
$193 million
Operating margin
negative 10%
Gross margin
76%
Free cash flow
$4 million
Free cash flow
$12 million
Net retention rate
116%
Customers over $100,000 ARR
1,531
Customers using 4 or more products
56%
Customers using 6 or more products
27%
Average ARR per customer in $100,000+ cohort
more than $450,000
Q1 revenue guidance
$197 million to $199 million
Q1 net loss per share guidance
$0.06 to $0.07
Q1 free cash flow guidance
negative $50 million to $60 million
Full-year fiscal 2027 revenue guidance
$870 million to $876 million
Full-year fiscal 2027 gross margin guidance
approximately 77%
Full-year fiscal 2027 operating margin guidance
approximately negative 10%
Full-year fiscal 2027 free cash flow margin guidance
2% to 4%
Cash, cash equivalents and marketable securities
$1.2 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Sanjay Beri
Co-Founder, CEO & Chairman
No Bio Available
Mr. Andrew H. Del Matto M.B.A.
Chief Financial Officer
No Bio Available
Mr. Raphael Bousquet
Chief Revenue Officer
No Bio Available
Mr. Krishna Narayanaswamy
Co-founder & CTO
No Bio Available
Mr. Mike Anderson
Chief Digital & Information Officer
No Bio Available
Ms. Michelle Spolver
Chief Communications & Investor Relations Officer
No Bio Available
Mr. James Bushnell
General Counsel & Secretary
No Bio Available
Mr. Dave Daetz
Senior Vice President of Corporate Development
No Bio Available
Mr. Scott Hogrefe
Chief Marketing Officer
No Bio Available
Ms. Patsy Gilmore
Chief People Officer
No Bio Available

Contacts

Address
CALIFORNIA
Santa Clara
2445 Augustine Drive, 3Rd Floor
Contacts
+18009796988
www.netskope.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett