Q3 2026 Netscout Systems Inc Earnings Call Transcript
Key Points
- NetScout Systems Inc (NTCT) reported third-quarter fiscal year 2026 revenue and earnings results ahead of expectations.
- The company raised the midpoint of its top and bottom-line outlook for fiscal year 2026 due to strong year-to-date performance.
- Revenue for the first nine months of fiscal year 2026 increased by approximately 6% year-over-year, driven by growth in both cybersecurity and service assurance offerings.
- NetScout Systems Inc (NTCT) expanded both gross and operating margins during the first nine months of the fiscal year.
- The company received recognition for its cybersecurity solutions, including the 2025 CyberSecured Award and Frost & Sullivan's 2025 Global Company of the Year in the global network monitoring industry.
- The timing of customer orders created unevenness across reporting periods, impacting revenue consistency.
- Product revenue decreased compared to the previous year due to timing-related shifts in customer purchasing behavior.
- There are potential supply chain challenges that could delay the timing of orders, affecting future revenue.
- The service provider segment faces competitive pricing pressures, which could impact deal sizes.
- The service assurance portion of the service provider vertical is expected to remain challenging due to industry dynamics.
Thank you for standing by, and welcome to NETSCOUT's third-quarter fiscal year 2026 financial results conference call. (Operator Instructions)
I would now like to turn the call over to Scott Dressel, NETSCOUT's VP of Corporate Finance. Scott, please go ahead.
Thank you, operator, and good morning, everyone. Welcome to NETSCOUT's third-quarter fiscal year 2026 conference call for the period ended December 31, 2025. Joining me today are Anil Singhal, NETSCOUT's President and Chief Executive Officer; and Tony Piazza, NETSCOUT's Executive Vice President and Chief Financial Officer.
Please note that a slide presentation accompanies our prepared remarks. You can advance the slides in the webcast viewer to follow our commentary. Both the slides and the prepared remarks can be accessed in multiple areas within the Investor Relations section of our website at www.netscout.com, including the IR landing page and the
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
