A10 Networks (ATEN) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this provider of networking technologies would post earnings of $0.21 per share when it actually produced earnings of $0.23, delivering a surprise of +9.52%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.A1 ...

A10 Networks (NYSE:ATEN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsDhrupad Trivedi - President and CEOMichelle Caron - CFOTom Baumann - Head of Investor RelationsConference Call ParticipantsAnya Soderstrom - Senior Equity Research AnalystGray Powell - MD and Security and Infrastructure Software AnalystHamed Khorsand - Principal and Senior Equity Research AnalystHendi Susanto - VP, Portfolio Manager, and Research AnalystMichael Romanelli - VP and Equity Research AnalystOperatorW ...

A10 Networks (NYSE:ATEN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker7Welcome to A10 Networks' fourth quarter and full year 2025 financial results conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. I will now turn the conference over to your host, Tom Baumann. Sir, you may begin.Speaker8Thank you, and thank you all for joining us today. This call is being recorded and webcast live and may be accessed fo ...

Cautionary Statements & Disclosures This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on our management's beliefs and assumptions, including statements regarding our strategy, market, operations, profitability and positioning. Q4 2025 Financial Results and Commentary February 4, 2026 Forward-looking statements are subject to known and unknown risks and uncertainties and are based on assumptions that may prove to be incorrect, which could cause actua ...

EXHIBIT 99.1 A10 Networks Reports Financial Results for the Fourth Quarter and Full Year of 2025 Company Delivers Record Revenue and Profitability for 2025 SAN JOSE, Calif., February 4, 2026 -- A10 Networks, Inc. (NYSE: ATEN), a leading provider of secure application services and solutions, today announced financial results for its fourth quarter and full-year ended December 31, 2025. Fourth Quarter 2025 Financial Summary Full-Year 2025 Financial Summary A reconciliation between GAAP and non-GAAP informatio ...

Core Viewpoint - A10 Networks will release its fourth quarter and full year 2025 financial results on February 4, 2026, after market close [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 1:30 p.m. Pacific time (4:30 p.m. Eastern time) on the same day [1] - Interested parties can access the conference call by dialing (888) 506-0062 (toll-free) or (973) 528 [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - A10 Networks reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, and showing an increase from $0.21 per share a year ago, resulting in an earnings surprise of +9.52% [1] - The company achieved revenues of $74.68 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 6.29%, compared to $66.72 million in the same quarter last year [2] - A10 Networks has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $76.72 million, and for the current fiscal year, it is $0.88 on revenues of $282.51 million [7] - The estimate revisions trend for A10 Networks was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Communication - Network Software industry, to which A10 Networks belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Financial Data and Key Metrics Changes - Revenue grew nearly 12% year-over-year, reaching $74.7 million in Q3 2025 [5][11] - EBITDA margins expanded from 26.7% to 29.3% year-over-year, while non-GAAP operating margin improved from 22.6% to 24.7% [6][13] - Non-GAAP net income for Q3 was $16.7 million, or $0.23 per diluted share, reflecting 7.4% EPS growth from the previous year [13] Business Line Data and Key Metrics Changes - Product revenue grew 17% year-over-year to $43.1 million, while service revenue increased 6% to $31.6 million [11][12] - Security-led revenue exceeded the long-term target of generating 65% of total revenue, reflecting strong customer demand [12][20] Market Data and Key Metrics Changes - Revenue from the Americas increased 25% on a trailing 12-month basis, driven primarily by investments in AI infrastructure [5][12] - The Americas region represented 65% of global revenue, highlighting the strength of A10's investments in the enterprise segment [12][13] Company Strategy and Development Direction - A10 Networks is aligning its solutions with customer needs in trusted infrastructure, cybersecurity, and AI capabilities, which are seen as essential for growth [5][8] - The company is focused on disciplined execution and capital deployment to drive growth while maintaining profitability [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining a full-year growth rate of 10% based on momentum in strategic initiatives [8][36] - The company is navigating macro uncertainties but remains optimistic about its positioning in the market, particularly with the acceleration of AI infrastructure build-out [16][36] Other Important Information - A10 Networks generated $22.8 million in cash flow from operations in Q3, with cash and investments totaling $371 million at the end of the quarter [15] - The board approved a quarterly cash dividend of $0.06 per share to be paid on December 1, 2025 [15] Q&A Session Summary Question: How is security-led revenue tracking this year? - Management indicated that security-led revenue is currently higher than 65%, and they aim to maintain this goal while not sacrificing infrastructure revenue [20] Question: Will F5's data breach impact customer discussions? - Management noted an increased level of interest from customers wanting to understand market alternatives, but no negative impact on spending was observed [23][29] Question: What specific factors contributed to the strength in North American AI infrastructure investments? - The growth was driven by a few large customers investing aggressively in AI infrastructure, with ongoing engagement with a multitude of players for future opportunities [27] Question: What is the outlook for 2026? - Management expects to sustain growth in the high single-digit range, focusing on maintaining EBITDA margins of 26%-28% and EPS growth faster than the top line [36] Question: What progress has been made in expanding the service provider customer base? - Management highlighted efforts to improve share of wallet with tier-one providers while gaining traction with tier-two service providers [41] Question: What drove the outperformance in the EMEA region? - A significant project contributed to the revenue increase in EMEA, but it is not expected to set a new baseline for future performance [46]

Financial Performance - Q3 2025 revenue increased by 11.9% year-over-year[12] - Year-to-date revenue is up 12.1%[12] - Non-GAAP gross margins reached 80.7% in Q3 2025[12] - GAAP EPS stands at $0.17, while Non-GAAP EPS is $0.23[12] - Adjusted EBITDA for Q3 2025 is $21.9 million[18] Revenue Breakdown - Service Provider revenue year-to-date is $128.4 million[22] - Enterprise revenue year-to-date is $81.8 million[22] - Americas accounted for 65% of Q3 2025 revenue, totaling $74.7 million[25] Balance Sheet - The company holds $86.6 million in cash and cash equivalents as of September 30, 2025[37] - Marketable securities amounted to $284.3 million[37] - Long-term debt stands at $218.5 million[37]