NetScout(NTCT) - 2025 Q4 - Earnings Call Presentation

Financial Performance - Q4 FY25 & FY25 - Revenue for Q4 FY25 was $205 million, a 08% increase compared to $2034 million in Q4 FY24[17] - Full year FY25 revenue was $8227 million, a 08% decrease compared to $8295 million in FY24[17] - Non-GAAP gross profit margin for Q4 FY25 was 792%, compared to 772% in Q4 FY24[10] - Non-GAAP operating margin for Q4 FY25 was 231%, compared to 192% in Q4 FY24[10] - Non-GAAP EPS for Q4 FY25 was $052, compared to $055 in Q4 FY24[10] - Non-GAAP EPS for FY25 was $222, compared to $220 in FY24[10] Revenue Breakdown - FY25 - Cybersecurity revenue increased to $2898 million, representing 35% of total revenue, compared to $2718 million (33%) in FY24[19] - Service Assurance revenue decreased to $5329 million, representing 65% of total revenue, compared to $5576 million (67%) in FY24[19] - Revenue from Enterprise customers increased to $4717 million, representing 57% of total revenue, compared to $439 million (53%) in FY24[21] - Revenue from Service Provider customers decreased to $351 million, representing 43% of total revenue, compared to $3905 million (47%) in FY24[21] FY26 Outlook - The company anticipates FY26 revenue between $825 million and $865 million[28] - Non-GAAP diluted EPS is projected to be between $225 and $240[29]