Education
About Us
Working with TipRanks
Follow Us
A10 Networks (ATEN)
NYSE:ATEN
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial performance with multiple records (quarterly and full-year revenue, record adjusted EBITDA and high gross margins), clear strategic progress (security-led revenue milestone and large customer wins), robust cash balance and shareholder returns, and an actionable 2026 growth/ margin outlook. Headwinds include regional weakness in APJ (Japan), flat non-cloud service provider revenue, supply-chain and input cost uncertainty, and early-stage AI-related risk/uncertainty. Overall, positive momentum and disciplined financial execution outweigh the noted risks.Company Guidance
Record Quarterly and Full-Year Revenue
Q4 revenue of $80.4M, up 8.3% year-over-year (largest single quarter on record). Full-year 2025 revenue of $290.6M, up 11% year-over-year.
Record Adjusted EBITDA and Strong Margins
Full-year adjusted EBITDA was a company record of $86.0M, representing 29.6% of revenue. Q4 adjusted EBITDA was $24.9M, or 31% of revenue. Non-GAAP gross margin was 80.8% in Q4 and 80.6% for the full year (within stated 80–82% target).
Security-Led Revenue Milestone
Security-led solutions reached the company's long-term target (sustainably ~65% of total revenue in Q4) and represented 72% of total revenue for the full year, signaling a successful strategic shift toward higher-value security offerings.
Geographic and Vertical Strength — Americas and Cloud Service Providers
Americas accounted for 64% of global revenue and grew 30% year-over-year for 2025. Service provider revenue was 58% of total and was weighted toward cloud providers, reflecting success in AI infrastructure-related demand.
Product / Service Mix and Enterprise Traction
Q4 mix: product revenue was $48.8M (61% of total) and service revenue 39%. Enterprise customers represented 42% of Q4 revenues and enterprise growth improved (Q4 enterprise growth +8% vs. prior quarter declines), supporting company confidence in diversified demand.
Cash Generation and Shareholder Returns
Q4 operating cash flow $22.7M; Q4 free cash flow $16.0M (CapEx $6.7M). Cash and marketable securities totaled $378M at year-end. Returned $86.3M to shareholders in 2025 via $17.4M in dividends and $68.9M in share repurchases; $53.4M remains on the $75M buyback authorization. Board approved quarterly dividend of $0.06 per share.
Strategic Customer Wins
Closed significant new deals in Q4 including a large global data & analytics software provider and a large global airline — wins driven by demand for high-performance traffic management, hardware acceleration, security, automation, centralized management, and cost-efficiency at scale.
2026 Outlook and Continued Guidance
Initial 2026 guidance targets full-year revenue growth of 10–12% versus 2025, gross margin near 82%, expansion of net and EBITDA margins, and EPS growth expected to exceed revenue growth — consistent with long-term operating model (revenue >10%, adjusted EBITDA margins 26–28%).
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 |
|---|---|---|---|
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% |
May 01, 2025 | $16.24 | $16.18 | -0.37% |
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 May 05, 2026, After Close (Confirmed).
What is A10 Networks (ATEN) earnings time?
A10 Networks (ATEN) earnings time is at May 05, 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 (Q1) is 0.23.