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Netskope (NTSK) investor relations material
Netskope Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Dec, 2025
Executive summary
Achieved 34% year-over-year ARR growth to $754M and 33% revenue growth to $184.2M in Q3 FY26, with three consecutive quarters of ARR growth acceleration and major customer wins across multiple geographies and verticals.
Net Retention Rate reached 118%, driven by cross-sell and upsell, with over 85% of ARR from $100K+ customers and strong multi-product adoption.
Completed IPO in September 2025, raising $992.2M in net proceeds and converting all preferred stock to common stock, resulting in a one-time stock-based compensation expense.
Recognized as a leader in SASE, SSE, and SD-WAN by Gartner, Forrester, IDC, and GigaOm, with continued innovation in AI security, data protection, and networking.
Expanded global network and launched new AI-powered security features, with significant white space for further platform adoption.
Financial highlights
Q3 revenue was $184.2M, up 33% year-over-year; ARR reached $754M, up 34%; Americas and EMEA both grew 34%, APJ 29%.
Q3 non-GAAP gross margin was 75%, up 5 percentage points year-over-year; GAAP gross margin was 58%.
Free cash flow was $11M in Q3 (6% margin), marking the first time achieving positive TTM FCF, with over $200M improvement year-over-year.
Q3 GAAP net loss was $453.1M (net loss per share: $1.85), primarily due to IPO-related stock-based compensation; non-GAAP net loss per share was $0.10.
Ended Q3 with $1.2B in cash, cash equivalents, and marketable securities, including $992.2M in IPO proceeds.
Outlook and guidance
Q4 FY26 revenue expected at $188M–$190M (27%–28% growth), non-GAAP operating margin of -14% to -13%, and non-GAAP net loss per share of $0.05–$0.07.
FY26 revenue guidance of $701M–$703M (30%–31% growth), non-GAAP gross margin ~75%, non-GAAP operating margin -17% to -16.5%, and non-GAAP net loss per share $0.53–$0.51.
FY26 free cash flow projected at $5M–$8M.
Management expects continued revenue growth driven by customer expansion and retention, with ongoing investment in R&D and go-to-market.
Expects long-term improvement in gross and operating margins as scale and efficiencies are realized.
What caused the GAAP gross margin decline?
IPO proceeds deployment strategy
Key drivers for full year free cash flow guidance
Netskope's unique AI security capabilities
Sustainability of GTM efficiency gains
Strategy to convert multiproduct white space
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Q4 202626 Mar, 2026
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