Netskope, Inc. (NTSK)

NASDAQ:NTSK

NTSK

Netskope, Inc.

RESEARCH TOOLSreports

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 16 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Mar 11, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a predominantly positive operational and strategic picture: strong revenue and ARR growth (both +32%+), record net new ARR, improved gross and operating margins, first full-year positive free cash flow, meaningful product/AI innovation, and diversified enterprise wins. Near-term headwinds include a deliberate shift to annual billings that will cause a sizable Q1 free cash flow drag ($50M–$60M), ongoing investments that pressure operating margins in the first half of the year, a slower FY2027 growth guide versus FY2026, and typical ramp/macro uncertainty. Overall, the positives around growth, margin improvement, platform differentiation in AI, and the first full year of positive FCF materially outweigh the near-term, planned financial headwinds.

Company Guidance

Netskope guided Q1 FY2027 revenue of $197–199M (≈26% growth at the midpoint), operating margin of roughly -16%, non‑GAAP net loss per share of $0.06–0.07 on ≈405M weighted average shares, and negative free cash flow of $50M–$60M (reflecting the billing transition). For full‑year FY2027 they forecast revenue of $870–876M (≈23% growth at the midpoint), gross margin of ~77% (on the path to an 80% long‑term target), operating margin of ~-10% (improving from ~-16% in H1), non‑GAAP net loss per share of ~$0.19 on ≈415M weighted average shares, and a full‑year free cash flow margin of 2%–4% (with the annual‑billing transition estimated to lower FCF margin by ~6 percentage points and cash flow returning to positive in H2).

Strong Top-Line and ARR Growth

Q4 revenue $196M, up 32% year-over-year; full-year revenue $709M, up 32% YoY. Ending ARR $811M, up 31% YoY; record net new ARR of $57M in Q4 and net new ARR $193M for FY2026, up 35% YoY.

First Full Year of Positive Free Cash Flow

Generated $12M in free cash flow for fiscal 2026 — Netskope's first full year of positive free cash flow, an improvement of $163M versus fiscal 2025 and a 30 percentage-point free cash flow margin improvement YoY. Q4 free cash flow was $4M (≈2% FCF margin).

Improving Margins and Unit Economics

Gross margin improved to 76% (≈+5 percentage points YoY). Operating margin improved by 5 percentage points in Q4 and 18 percentage points for the full fiscal year as the company leverages its NewEdge infrastructure for better unit economics.

Strong Customer Expansion and Retention

Net retention rate (NRR) of 116%. Customers with >$100K ARR grew 22% YoY to 1,531; average ARR for that cohort >$450K. Average products per customer increased to 4.4; 56% of customers use 4+ products (vs 48% a year ago); 27% use 6+ products (vs 22% a year ago).

Product and AI Leadership

Announced multiple AI-native products and capabilities (Netskope One AI Guardrails, Agentic Broker, AI Gateway, autonomous AI agents, Data Lineage, DNS as a Service). Operates 190+ proprietary AI models and launched the Netskope AI Index for real-time AI usage telemetry.

Significant Enterprise Wins and Geographic Reach

Competitive wins across verticals and geographies, including large global manufacturer (6 products), top regional US health system (11 products), major hotel company (14 products), large Canadian gaming deployment (5,000+ locations), European government SSE adoption, and two large African banks—demonstrating platform traction and data-sovereignty appeal.

Balance Sheet Strength

Ended the quarter with $1.2B in cash, cash equivalents, and marketable securities, supporting investments and the transition to annual billings.

Go-to-Market Momentum

Sales hiring ramp underway with improving rep productivity, >80% win rate on POCs, expanded GSI and AWS partnership (AWS AI Security Competency), and momentum in multi-product land-and-expand motions.

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	―	―	―
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
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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