Non-GAAP diluted earnings per share for the third quarter were $1.00, up 6.4% year over year. Piazza said the year-over-year EPS comparison also benefited from the absence of a prior-year negative impact related to a foreign investment that the company sold earlier in the fiscal year, though he added it is not expected to materially affect full-year results.On the call, CFO Tony Piazza quantified the pull-ins at “approximately $15 million,” spanning both product and service revenue. Piazza emphasized that t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-26251 NETSCOUT SYSTEMS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 04-2837575 (Stat ...

NetScout Systems (NasdaqGS:NTCT) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAnil Singhal - President and CEOKevin Liu - Founder and CEOScott Dressel - VP of Corporate FinanceSimran Biswal - Equity Research Senior AssociateTony Piazza - EVP and CFOConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystOperatorThank you for standing by and welcome to NETSCOUT's Third Quarter Fiscal Year 2026 Financial Results Conference Call. At this time, all par ...

NetScout Systems (NasdaqGS:NTCT) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAnil Singhal - President and CEOKevin Liu - Founder and CEOScott Dressel - VP of Corporate FinanceSimran Biswal - Equity Research Senior AssociateTony Piazza - EVP and CFOConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystOperatorThank you for standing by and welcome to NETSCOUT's third quarter fiscal year 2026 financial results conference call. At this time, all par ...

Financial Performance - For Q3 FY2026, total revenue was approximately $251 million, consistent with the same period last fiscal year, and diluted earnings per share totaled $1, reflecting a 6% year-over-year increase [5][17] - For the first nine months of FY2026, revenue reached approximately $656 million, a 6% year-over-year increase, with diluted earnings per share of $1.96, up 15% from the previous year [5][20] - Gross profit margin for Q3 was 82.8%, consistent with the prior year, while operating margin increased to 35.9% from 35.6% year-over-year [19] Business Line Performance - Service assurance revenue increased approximately 5% year-over-year for the first nine months, driven by growth in enterprise customer verticals, particularly from government-related spending [6][20] - Cybersecurity revenue grew 9% year-over-year during the same period, reflecting strong demand in response to a complex cyber threat landscape [9][20] - Product revenue for Q3 was $121.7 million, down from $128.2 million the previous year, while service revenue increased by 4.1% to $129 million [18] Market Insights - The U.S. market represented 57% of total revenue, while international markets accounted for 43% during the first nine months of FY2026 [21] - The enterprise customer vertical accounted for approximately 58% of total revenue, with a 9.4% growth, while service provider vertical revenue grew 2.2% [20] Company Strategy and Industry Competition - The company is focused on product innovation, achieving annual revenue growth, and enhancing margins through disciplined cost management [14] - The competitive landscape in the service provider sector is characterized by price pressures and budget constraints, particularly in the context of 5G initiatives [44] Management Commentary on Operating Environment and Future Outlook - Management expressed cautious optimism regarding demand signals, noting that while demand remains strong, supply chain challenges could impact order timing [26][28] - The company raised its revenue outlook for FY2026 to a range of $835 million to $870 million, reflecting solid execution and continued demand for its solutions [23] Other Important Information - The company ended Q3 FY2026 with $586.2 million in cash and cash equivalents, representing an increase of $93.7 million since the end of FY2025 [21] - Free cash flow for the quarter was $59.4 million, with no outstanding balance on the $600 million revolving credit facility [21] Q&A Session Summary Question: Can you comment on demand trends and any improvements? - Management noted that demand signals are similar or improving, but supply chain challenges could delay order timing [26][27] Question: Can you quantify the pull-ins this quarter? - Approximately $15 million in pull-ins were noted, impacting both product and service revenue [29] Question: How did customer budgets work in pulling orders from one quarter to another? - Customers often pull orders based on their fiscal year-end budgets, which can lead to demand in one quarter being fulfilled from budgets allocated for another [34] Question: What AI use cases are driving the service assurance business? - Traditional service triage and enhanced data usage for AI-related applications are key drivers, with a noted contribution of about $15 million for the nine months [36][39] Question: How is the service provider business impacted by competitive dynamics? - There is no direct competitive pressure from smaller players, but budget constraints and price pressures are present [44] Question: How are supply chain issues affecting product growth margins? - Supply chain issues primarily affect timing rather than margins, as the company focuses on software solutions [46][48]

Q3 FY'26 Financial Results Conference Call PERIOD ENDED December 31, 2025 Published February 5, 2026 COPYRIGHT © 2026 NETSCOUT SYSTEMS, INC. | 1 Agenda 01 02 03 04 Introduction Scott Dressel, Vice President Corporate Finance CEO Perspective Anil Singhal, President & Chief Executive Officer (CEO) CFO Financial Review Tony Piazza, Executive Vice President & Chief Financial Officer (CFO) Question & Answer Session COPYRIGHT © 2026 NETSCOUT SYSTEMS, INC. | 2 Forward-Looking Statements This presentation contains ...

NETSCOUT Reports Third Quarter Fiscal Year 2026 Financial Results Quarterly Results Exceed Top and Bottom-Line Expectations Company Raises Midpoint of Fiscal Year 2026 Top- and Bottom-line Outlook Ranges WESTFORD, Mass., February 5, 2026 – NETSCOUT SYSTEMS, INC. (NASDAQ: NTCT), a leading provider of enterprise network observability, carrier service assurance, cybersecurity, and Distributed-Denial-of-Service (DDoS) protection solutions, today announced financial results for its third quarter ended December 3 ...

WESTFORD, Mass.--(BUSINESS WIRE)--NETSCOUT® SYSTEMS, INC. (NASDAQ: NTCT), a leading provider of observability, AIOps, cybersecurity, and DDoS attack protection solutions, today announced new capabilities that further enhance its award-winning observability solutions to address critical gaps in remote site management and risks stemming from expired SSL/TLS certificates. New nGeniusONE® solution enhancements support real-time deep packet inspection (DPI) over Ethernet or Wi-Fi 7, overcoming obser. ...

® WESTFORD, Mass.--(BUSINESS WIRE)--NETSCOUT SYSTEMS, INC. (NASDAQ: NTCT), a leading provider of observability, AIOps, cybersecurity, and DDoS attack protection solutions, today announced how its 5G observability solutions give Communications Service Providers (CSPs) end-to-end visibility into 5G Standalone network slices. With 5G slicing supporting always-on high-performance services for immersive gaming, large-scale live sporting events and festivals, and mission-critical applications like remote surgery, ...

Core Insights - NETSCOUT has been awarded the 2025 Global Company of the Year Recognition in the network monitoring industry by Frost & Sullivan for its achievements in real-time visibility, performance assurance, and cyber-resilient network intelligence [2][9]. Company Performance - The recognition emphasizes NETSCOUT's leadership in delivering measurable outcomes, enhancing digital resilience, and fostering customer-centric innovation in complex hybrid, cloud, and enterprise environments [2][3]. - NETSCOUT's strategy effectiveness and execution have been evaluated positively, aligning long-term strategic priorities with market demands and demonstrating operational consistency [4]. Innovation and Technology - NETSCOUT's long-term growth strategy focuses on continuous innovation, customer proximity, and architectural integrity, allowing it to adapt and lead in the evolving network monitoring landscape [5]. - The company's Visibility Without Borders® strategy and patented Adaptive Service Intelligence technology provide organizations with real-time observability across hybrid cloud, 5G, and on-premises environments [5]. - NETSCOUT's nGenius and Omnis solutions offer end-to-end network and application performance monitoring, utilizing real network traffic for high-fidelity insights that enhance troubleshooting and support predictive operations [6]. Customer Focus and Market Strategy - NETSCOUT emphasizes a customer-first culture, providing flexible licensing models and comprehensive global support services to enhance observability and cybersecurity capabilities [7]. - The company's partner-driven ecosystem and localized support model ensure consistent service availability across various industries, including healthcare, manufacturing, financial services, and telecommunications [7][8]. Industry Impact - Frost & Sullivan commends NETSCOUT for setting high benchmarks in competitive strategy and market responsiveness, unifying observability and cybersecurity within a single architecture [8]. - The recognition reflects NETSCOUT's role in redefining the network monitoring industry through disciplined execution and sustained growth excellence [10].