Netskope, Inc. (NTSK)

NASDAQ:NTSK

NTSK

Netskope, Inc.

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Netskope, Inc. (NTSK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Dec 10, 2026

After Close (Confirmed)

Period Ending

2027 (Q3)

Consensus EPS Forecast

―

Last Year’s EPS

-0.1

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 15 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:Jun 03, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a constructive picture: strong ARR and revenue growth, improved gross margins, record retention, meaningful forward contract visibility, a sizable cash balance, and rapid AI product innovation with early customer traction and multiple large enterprise wins. Near-term challenges include softer net new ARR versus a difficult comp, negative Q1 free cash flow due to billing transitions, a large portion of the salesforce still ramping, continued operating losses, and early-stage AI budget dynamics. Management raised full-year revenue guidance and expects net new ARR acceleration in the second half as reps and new products mature, which together with strategic partnerships and the company’s global edge footprint supports a positive outlook.

Company Guidance

Netskope guided Q2 fiscal 27 revenue of $213–$215 million (≈25% growth at the midpoint), operating margin of about -14% to -15%, and non‑GAAP net loss per share of $0.06–$0.07 on ~410 million weighted average shares; for full‑year fiscal 27 it now expects revenue of $879–$883 million (≈24% growth at the midpoint), gross margin of ≈77%, operating margin of ≈-9.5% to -10%, non‑GAAP net loss per share of ~$0.18 on ~415 million weighted average shares, and positive free cash flow margin of 2%–4%. Management noted Q1 free cash flow was -$57 million, cash and marketable securities of $1.1 billion, RPO grew ~33% to >$1.2 billion with contracted future billings up ~71%, and said ARR growth should track revenue (within ~1 point) with net new ARR reaccelerating in the second half as sales reps ramp.

Strong ARR and Revenue Growth

ARR of $845M, up 29% year-over-year; Q1 revenue of $201.6M (reported as ~$202M) up 28% YoY and ahead of guidance.

Improving Profitability Metrics

Non-GAAP gross margin of 77% (approx +3 percentage points YoY); operating margin improved ~4 percentage points YoY to -14% in Q1, demonstrating progress on leverage.

Platform Adoption and Customer Expansion

Number of customers with >$100k ARR grew 23% YoY to ~1.6k; 57% of customers now use 4+ Netskope 1 products (up from 49% a year ago); 28% use 6+ products (up from 23%).

Rapid AI Product Innovation and Pipeline

Launched multiple AI security offerings (Agentic Broker, AI Guardrails, AI Gateway, AI Command Center, AgentScope, etc.); company reports the fastest product pipeline growth seen for any new product category in its history and strong early customer engagement.

Significant Enterprise Wins and Use-Case Momentum

Multiple large competitive wins including a Fortune 500 financial services 7‑figure deal (15 products), a US fintech expanding to the full AI security suite, a large US bank deployment, a Latin American utility, a telecom MSP SASE deal for 5k sites, and a global manufacturer—demonstrating breadth across SSE/SASE/AI security.

Strong Contract Visibility and Backlog

Remaining performance obligations (RPO) grew 33% YoY to over $1.2B; contracted future billings increased ~71%, indicating meaningful forward revenue visibility.

Healthy Retention Metrics

Net retention rate (NRR) of 113% and record-high gross retention rate (GRR), consistent with sustained customer satisfaction and expansion potential.

Balance Sheet and Cash Position

Ended Q1 with ~$1.1B in cash and marketable securities; company expects Q1 negative free cash flow (-$57M) to improve with a return to positive quarterly free cash flow in the back half and full-year positive free cash flow margin of 2–4%.

Partnerships, Data Sovereignty, and Global Footprint

Expanded ecosystem relationships (Anthropic, OpenAI Daybreak, Google Cloud, AWS, Azure, Deloitte) and operates New Edge private cloud across >120 data centers offering data sovereignty and regulatory controls—strengthening go-to-market and technical differentiation.

Netskope, Inc. (NTSK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NTSK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 10, 2026	2027 (Q3)	- / -	-0.1	―	―	―
Jun 03, 2026	2027 (Q1)	-0.07 / -0.06	-0.6	90.00% (+0.54)
Mar 11, 2026	2026 (Q4)	-0.06 / -0.04	-0.202	80.20% (+0.16)
Dec 11, 2025	2026 (Q3)	-0.25 / -0.10	-0.185	45.95% (+0.08)

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

NTSK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 03, 2026	$12.40	$10.03	-19.11%
Mar 11, 2026	$12.13	$9.55	-21.27%
Dec 11, 2025	$23.50	$20.72	-11.83%

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 Netskope, Inc. (NTSK) report earnings?

Netskope, Inc. (NTSK) is schdueled to report earning on Dec 10, 2026, After Close (Confirmed).

What is Netskope, Inc. (NTSK) earnings time?

Netskope, Inc. (NTSK) earnings time is at Dec 10, 2026, After Close (Confirmed).

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