earnings
confidence high
sentiment negative
materiality 0.75
NETSCOUT Q4 revenue $203.4M, GAAP loss $0.46 (includes $50.2M goodwill); FY25 guidance $800-830M
NETSCOUT SYSTEMS INC
2024-FY EPS reported
-$2.07
revenue$829,455,000
- GAAP op loss $37.0M (incl. $50.2M goodwill); non-GAAP op income $39.0M (19.2% margin).
- Cybersecurity revenue double-digit growth in Q4/FY24; service assurance constrained by domestic service provider spending.
- Full year FY24 revenue $829.5M (-9.3% YoY); GAAP net loss $147.7M ($2.07 loss); non-GAAP net income $159.1M ($2.20 EPS).
- Cash/investments $424.1M; $100M debt drawn on $800M revolver; no share repurchases in Q4.
- FY25 outlook: revenue $800-830M, non-GAAP EPS $2.10-2.30; restructuring VSP charges $18-22M.