A10 Networks (ATEN)
NYSE:ATEN
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.21Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial picture: strong revenue and product growth (13.4% and 22.3% YoY), high gross margins (80.6%), robust adjusted EBITDA (30% of revenue) and solid balance sheet metrics, supported by a strategic AI infrastructure win that underscores market relevance. Notable near-term headwinds include supply-chain and memory cost/lead-time pressures, temporary cash-flow timing impacts, regional demand softness (EMEA/APJ), services lagging product growth, and customer concentration (one customer = ~5% of revenue). Management reiterated full-year guidance and emphasized confidence in the long-term operating model while remaining cautious on near-term variability. Overall, the positive financial results and strategic positioning outweigh the manageable near-term challenges.Company Guidance
Strong Quarterly Revenue Growth
Revenue grew 13.4% year-over-year to $75.0 million in Q1 FY2026, marking the third quarter in four with double-digit growth and contributing to a trailing 12-month revenue growth of 12.1%.
Robust Product Revenue Acceleration
Product revenue was $44.0 million (59% of total), up 22.3% year-over-year, driven primarily by security-led product demand.
Healthy Profitability and Margins
Adjusted EBITDA for the quarter was $22.5 million (30% of revenue) and trailing 12‑month adjusted EBITDA margin was 29.7%, consistent with the company's Rule of 40 objectives. Non-GAAP gross margin was 80.6% and operating margin was 25.2%.
Strong Net Income and EPS
Q1 non-GAAP net income was $17.7 million, producing basic EPS of $0.25 and diluted EPS of $0.24 on a diluted weighted share count of 72.9 million.
Solid Balance Sheet and Shareholder Returns
Cash and marketable securities totaled $369.8 million and deferred revenue was $147.2 million. The company returned $6.8 million to shareholders in the quarter ($4.3M dividends and $2.5M buybacks), announced a $0.06 quarterly dividend, and has $53.4 million remaining on a $75 million repurchase authorization.
Strategic AI Infrastructure Win
A10 was selected as a technology partner on a major AI infrastructure build-out; the customer represented approximately 5% of total revenue in the quarter. Management prioritized inventory and engineering to support the time-sensitive deployment, underscoring strategic relevance to AI infrastructure demand.
Balanced Vertical Performance
Enterprise revenue represented 56% of Q1 revenue and grew (enterprise TTM growth cited at 13%), while service provider revenue comprised 44% (service provider TTM growth cited at 11%), reflecting the company’s strategic shift and cross-segment relevance to AI and next-gen networking.
Reiterated Full‑Year Guidance
Management reiterated 2026 outlook: revenue growth guidance of 10%–12%, adjusted EBITDA margins of 28%–30%, and EPS growth of 12%–14%, indicating confidence in the business model and long-term operating plan.
ATEN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ATEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $28.13 | $26.63 | -5.33% |
Feb 04, 2026 | $17.47 | $19.27 | +10.33% |
Nov 04, 2025 | $17.41 | $18.01 | +3.48% |
Aug 05, 2025 | $17.61 | $18.54 | +5.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does A10 Networks (ATEN) report earnings?
A10 Networks (ATEN) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is A10 Networks (ATEN) earnings time?
A10 Networks (ATEN) earnings time is at Aug 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ATEN EPS forecast?
ATEN EPS forecast for the fiscal quarter 2026 (Q2) is 0.24.