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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The meeting saw the election of two directors and ratification of KPMG LLP as auditor, with no shareholder questions raised. The company reiterated its focus on cloud and AI security for the upcoming 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.