Financial Data and Key Metrics Changes - Second quarter revenue was $228.1 million, representing year-over-year growth of nearly 8% driven by 10% product revenue growth and more than 5% service revenue growth [8][10] - Diluted earnings per share for the second quarter was $0.50, reflecting a growth of approximately 21% year-over-year [9][11] - For the first half of fiscal year 2023, revenue was $436.9 million, growing by nearly 9% year-over-year, with product revenue growth of more than 14% and service revenue growth of nearly 4% [10] Business Line Data and Key Metrics Changes - Cybersecurity revenue grew by 14% year-over-year in the first half of fiscal year 2023, while service assurance revenue grew by more than 6% [10][38] - Service provider revenue increased by 11% year-over-year in the first half of fiscal year 2023, primarily due to higher revenue from radio frequency propagation modeling projects [16] - Enterprise customer vertical revenue grew by approximately 6% year-over-year, driven by demand for cybersecurity and visibility solutions [17][38] Market Data and Key Metrics Changes - Revenue was more concentrated in the U.S. in the first half of fiscal year 2023, primarily due to higher revenue from Tier 1 domestic carriers [39] - One customer represented 10% or more of total revenue in the second quarter and the first half of fiscal year 2023 [40] Company Strategy and Development Direction - The company plans to continue managing operations prudently, balancing revenue growth and profitability while remaining confident about business prospects [19][20] - The focus remains on expanding the cybersecurity business and enhancing the Omnis suite of cyber intelligence products [14][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the current uncertainty in the macroeconomic environment but expressed confidence in the business prospects and market opportunities [19][20] - The company reiterated its fiscal year 2023 outlook, targeting revenue in the range of $895 million to $925 million and non-GAAP EPS in the range of $1.91 to $2.03 [20][44] Other Important Information - Gross profit margin was 76.8% in the second quarter, down 1.5 percentage points year-over-year, impacted by radio frequency propagation modeling projects [35] - The company ended the second quarter with $367.1 million in cash, cash equivalents, and marketable securities [41] Q&A Session Summary Question: Confidence points for the second half - Management noted good activity across various trends, including 5G projects and digital transformation initiatives, supporting confidence in reaffirming revenue ranges [51] Question: Federal business performance - Federal service revenue remained consistent year-over-year, while product revenue was slightly flat compared to the previous year [54] Question: Macroeconomic impacts on business - Management has not seen significant delays or cancellations in projects, maintaining a positive outlook despite potential macroeconomic headwinds [67] Question: Backlog normalization expectations - Management anticipates backlog will return to a more traditional range over time, influenced by cybersecurity initiatives [63] Question: Expense normalization and future outlook - Travel expenses are expected to increase next year, but overall operating expenses should remain manageable with strong revenue flow-through [71]

NetScout Systems, Inc. (NASDAQ:NTCT) Q1 2023 Earnings Conference Call August 4, 2022 8:30 AM ET Company Participants Tony Piazza - VP, Corporate Finance Anil Singhal - President and CEO Michael Szabados - COO Jean Bua - EVP and CFO Conference Call Participants Dan Bergstrom - RBC James Fish - Piper Sandler Kevin Liu - K. Liu & Co. Operator Ladies and gentlemen, thank you for standing by, and welcome to NetScout's First Quarter Fiscal Year 2023 Financial Results Conference Call. [Operator Instructions] As a ...

©2022 NETSCOUT August 4, 2022 Q1 FY 2023 Conference Call NETSCOUT SYSTEMS, INC. August 4, 2022 August 4, 2022 Agenda • Introduction & Safe Harbor – Tony Piazza, Senior Vice President, Corporate Finance • CEO Perspective – Anil Singhal, President and Chief Executive Officer • COO Update – Michael Szabados, Chief Operating Officer • CFO Financial Review – Jean Bua, Executive Vice President and Chief Financial Officer ©2022 NETSCOUT 2 Safe Harbor August 4, 2022 Forward Looking Statements: Certain information p ...

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 June 30, 2022 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 (State or ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2022 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) (State or other jurisdiction of in ...

NetScout Systems, Inc. (NASDAQ:NTCT) Q4 2022 Earnings Conference Call May 5, 2022 8:30 AM ET Company Participants Tony Piazza - VP, Corporate Finance Anil Singhal - President and CEO Michael Szabados - COO Jean Bua - EVP and CFO Conference Call Participants Matt Swanson - RBC Capital Markets James Fish - Piper Sandler Kevin Liu - K. Liu & Co. Operator Ladies and gentlemen, thank you for standing by and welcome to NetScout's Fourth Quarter and Full Fiscal Year 2022 Financial Results Conference Call. at this ...

©2022 NETSCOUT May 5, 2022 Q4 & Full FY 2022 Conference Call NETSCOUT SYSTEMS, INC. May 5, 2022 May 5, 2022 Agenda • Introduction & Safe Harbor – Tony Piazza, Vice President, Corporate Finance • CEO Perspective – Anil Singhal, President and Chief Executive Officer • COO Update – Michael Szabados, Chief Operating Officer • CFO Financial Review – Jean Bua, Executive Vice President and Chief Financial Officer ©2022 NETSCOUT 2 Safe Harbor Forward Looking Statements: Certain information provided in this presenta ...

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, 2021 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 Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non ...

NetScout Systems, Inc. (NASDAQ:NTCT) Q3 2022 Earnings Conference Call January 27, 2022 8:30 AM ET Company Participants Tony Piazza - Vice President of Corporate Finance Anil Singhal - President and Chief Executive Officer Michael Szabados - Chief Operating Officer Jean Bua - Executive Vice President and Chief Financial Officer Conference Call Participants Matt Hedberg - RBC Capital Markets James Fish - Piper Sandler Kevin Liu - K. Liu & Co. Operator Ladies and gentlemen, thank you for standing by, and welco ...

Q3 FY 2022 Conference Call NETSCOUT SYSTEMS, INC. January 27, 2022 ©2022 NETSCOUT January 2022 January 2022 ©2022 NETSCOUT 2 Agenda • Introduction & Safe Harbor – Tony Piazza, Vice President, Corporate Finance • CEO Perspective – Anil Singhal, President and Chief Executive Officer • COO Update – Michael Szabados, Chief Operating Officer • CFO Financial Review – Jean Bua, EVP and Chief Financial Officer Safe Harbor Forward Looking Statements: Certain information provided in this presentation includes forward ...