Netskope Earnings Call Transcripts
Fiscal Year 2027
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Q2 saw 29% revenue growth and 27% ARR growth, with strong AI security demand and expanding customer adoption. Gross margin improved to 77%, and full-year guidance was raised, reflecting durable demand and rapid innovation.
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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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The meeting confirmed the election of two directors and ratified KPMG LLP as auditor. No shareholder questions were raised, and the company reiterated its focus on cloud and AI security for the coming year.
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Fiscal 2026 closed with 32% revenue growth, record ARR, and first-ever positive free cash flow. Strong AI-driven product innovation and customer expansion fueled results, with FY27 guidance reflecting continued growth and investment amid macro caution.
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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.