earnings
confidence high
sentiment positive
materiality 0.80
NETSCOUT Q4 rev $203M, FY26 rev $859.5M; FY27 guidance up 4.7% midpoint; acquires DigiCert DDoS
NETSCOUT SYSTEMS INC
2026-FY EPS reported
$1.30
revenue$859,482,000
- Q4 FY26 revenue $203M (down 1% YoY), product $80.7M, service $122.3M; non-GAAP EPS $0.52 flat.
- Full year FY26 revenue $859.5M (+4.5% YoY); GAAP net income $95.5M vs prior year loss of $366.9M (incl $427M goodwill charge).
- Non-GAAP net income FY26 $182M ($2.48 diluted) up 13% from $160.4M ($2.22); adjusted EBITDA margin 26.5%.
- FY27 guidance: revenue $885M-$915M, non-GAAP EPS $2.65-$2.80; acquired DigiCert DDoS assets, adds ~$20M annual revenue.
- Cash $705.1M, no debt; repurchased 2.5M shares for $60.8M in FY26.