Netskope Earnings Call Transcripts
Fiscal Year 2027
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Q1 revenue and ARR grew 28% and 29% year-over-year, respectively, with strong new logo growth and record gross retention. Five new AI security products launched, fueling pipeline momentum, and full-year revenue guidance was raised as ramping sales reps are expected to drive growth in the second half.
Fiscal Year 2026
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Fiscal 2026 closed with 32% revenue growth, record ARR, and first-ever positive free cash flow. Strong multi-product adoption, robust AI-driven innovation, and major customer wins position the company for continued expansion, with FY27 guidance reflecting ongoing investment and margin improvement.
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Q3 saw 34% ARR and 33% revenue growth, strong free cash flow, and margin expansion, with robust multi-product adoption and major customer wins. Guidance calls for continued double-digit growth, ongoing innovation, and disciplined investment, supported by a strong cash position.