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Netscout (NTCT)
NASDAQ:NTCT
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.46Last Year’s EPS
0.52Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally constructive operational and financial picture: solid year-to-date revenue growth (~6%), stronger cybersecurity growth (9%), margin expansion, improved EPS, healthy cash generation and an upward adjustment to the fiscal year midpoint outlook. These positives were tempered by timing-related revenue variability (≈$15M of pull-ins), supply-chain and server-procurement timing risks, pressure in the service provider vertical, a rise in DSO to 82 days, and an inconsistency in reported third-quarter revenue figures noted between speakers. On balance the company showed execution, improving profitability and a resilient balance sheet, but with moderate near-term timing and industry headwinds to monitor.Company Guidance
Quarter Ahead of Expectations and EPS Growth
Management reported third-quarter results ahead of expectations with diluted EPS of $1.00, an increase of approximately 6% year over year (management cited ~6%–6.4% improvements).
Nine-Month Revenue and EPS Improvement
Revenue for the first nine months was approximately $656 million, up about 6% year over year, and diluted EPS for the first nine months was $1.96, up ~15% from $1.70 a year ago.
Raised Full-Year Outlook (Midpoint Increase)
Company raised the midpoint of its FY2026 revenue outlook to $835M–$870M (midpoint implies ~3.6% year-over-year growth) and nudged non-GAAP diluted EPS guidance to $2.37–$2.45 (prior EPS range was $2.35–$2.45).
Revenue Mix and Product Line Growth
For the first nine months service assurance revenue grew ~4.8% (management also cited ~5%) while cybersecurity grew 9% year over year. Service assurance represented ~64% of total revenue; cybersecurity ~36%.
Enterprise Vertical Strength
Enterprise customer vertical revenue increased ~9.4% year over year and accounted for ~58% of total revenue, driven by demand for observability, AI-enabled monitoring and digital initiatives.
Strong Cash, Free Cash Flow and Balance Sheet
Cash, cash equivalents, marketable securities and investments totaled $586.2M (an increase of $93.7M since fiscal year 2025) and quarter free cash flow was $59.4M. No outstanding balance on the $600M revolving credit facility.
Margin Expansion and Cost Discipline
Gross profit margin remained high at 82.8% for the quarter; operating margin increased to 35.9% from 35.6% year over year. Quarterly operating expenses decreased ~1.1% to $117.6M.
Customer Wins and Product Innovation
Notable wins included a mid-7-figure new insurance customer, a low-7-figure electric utility order, and two mid- to high-7-figure cybersecurity deals in Europe. Product initiatives include Omnice AI Center, AI Streamer and upcoming Ingenious Edge Sensor 795.
Market Recognition
Received industry accolades: Omnice Cyber Intelligence named a 2025 Security Today award winner and Frost & Sullivan 2025 Global Company of the Year in the global network monitoring industry.
NTCT 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
NTCT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $28.42 | $27.07 | -4.75% |
Nov 06, 2025 | $27.31 | $29.25 | +7.10% |
Aug 07, 2025 | $21.72 | $21.28 | -2.03% |
May 08, 2025 | $21.21 | $21.56 | +1.65% |
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 Netscout (NTCT) report earnings?
Netscout (NTCT) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Netscout (NTCT) earnings time?
Netscout (NTCT) earnings time is at May 07, 2026, Before Open (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 NTCT EPS forecast?
NTCT EPS forecast for the fiscal quarter 2026 (Q4) is 0.46.