Post-earnings recap
Reported
Wed, Sep 2, 2026
EPS actual
$-0.03
EPS est.
$-0.26
EPS surprise
+88.33%
1-day move
-2.14%
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Est. EPS
—
Est. Rev
—
Impl. Move
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Netskope's earnings report shows strong year-over-year growth in revenue and ARR, which reflects the company's solid market position. Despite the positive results, the stock fell by 2.14%, possibly due to broader market trends or investor profit-taking. The raised guidance suggests that management is optimistic about future performance, particularly in the AI security segment.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.03 | N/A | +88.33% |
| Revenue | $221 million | N/A | N/A |
| Annual Recurring Revenue (ARR) | $899 million | N/A | N/A |
| Net New ARR | $54 million | N/A | N/A |
| Net Retention Rate | 114% | N/A | N/A |
Management expressed confidence in the company's growth, highlighting strong performance in ARR and customer retention. They noted the increasing traction of AI security products as a positive sign for future demand.
Netskope's AI security products are gaining traction, with one-third of the AI security pipeline entering the proof of concept phase.
The company raised its full-year revenue guidance, indicating confidence in continued demand.