NetScout (NTCT) Q3 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 5, 2026 astatine 8:37 AM CST 25 min read

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Thursday, Feb. 5, 2026 astatine 8:30 a.m. ET

• President & Chief Executive Officer — Anil Singhal

• Executive Vice President & Chief Financial Officer — Tony Piazza

• Vice President, Investor Relations — Scott Dressel

Scott Dressel: Thank you, operator, and bully morning, everyone. Welcome to NetScout Systems, Inc.'s 3rd 4th fiscal twelvemonth 2026 Conference Call for the play ended December 31, 2025. Joining maine contiguous are Anil Singhal, NetScout's President and Chief Executive Officer, and Tony Piazza, NetScout's Executive Vice President and Chief Financial Officer. Please enactment that a descent presumption accompanies our prepared remarks. You tin beforehand the slides successful the webcast spectator to travel our commentary. Both the slides and the prepared remarks tin beryllium accessed successful aggregate areas wrong the Investor Relations conception of our website astatine www.netscout.com, including the IR landing leafage and the quarterly results page.

As discussed successful item connected descent fig three, today's league telephone volition see definite forward-looking statements astir NetScout Systems, Inc.'s views connected expected results of aboriginal show and concern strategy. These statements talk lone arsenic of today's day and impact risks, uncertainties, and assumptions that whitethorn origin existent results to disagree materially, including, but not constricted to, those described successful the company's astir caller yearly study connected Form 10-K and consequent filings with the Securities and Exchange Commission. As discussed successful item connected descent fig four, today's league telephone volition besides see treatment of definite non-GAAP fiscal measures that the institution believes to beryllium utile for investors.

While the descent presumption includes some GAAP and non-GAAP results, different than gross and equilibrium expanse information, which are presented successful accordance with GAAP, we volition absorption our treatment connected non-GAAP fiscal information. These measures should not beryllium considered successful isolation from oregon arsenic a substitute for fiscal accusation prepared successful accordance with GAAP. Reconciliations of each non-GAAP metrics to the nearest GAAP measures are provided successful the appendix of the descent presentation, successful today's fiscal results property release, and connected our website. I volition present crook the telephone implicit to Anil for his prepared remarks. Anil?

Anil Singhal: Thank you, Scott, and bully morning, everyone. Thank you for joining america today. Our 3rd 4th fiscal twelvemonth 2026 gross and net results were up of expectations. These results were enhanced by definite merchandise orders and work renewals that had been anticipated for the 4th fourth arsenic customers utilized their remaining calendar twelvemonth budgets. Year-end fund acceleration supported coagulated year-over-year results for the archetypal 9 months of our fiscal year, driven by maturation crossed some our cybersecurity and work assurance offerings. Given our year-to-date performance, including the acceleration of definite orders, and our existent pipeline, we are raising the midpoint of our apical and bottommost enactment outlook for fiscal twelvemonth 2026.