Netskope Inc. Q2 2027 Earnings Recap

NTSK Q2 2027 Published September 4, 2026

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Netskope shares rose 4.3% after earnings, as revenue of $221 million grew 29% year over year and came in ahead of the company’s guidance. ARR reached $899 million, up 27%, while operating margin improved 11 percentage points year over year to negative 9%.

Earnings Per Share Beat

$-0.03 vs $-0.07 est.

+55.7% surprise

Revenue Beat

220541000 vs 214220600 est.

+3.0% surprise

Market Reaction

Post-Earnings +4.29%

Sep 4 to Sep 11 +5.45%

Sep 4 to Oct 6 +40.89%

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Key Takeaways

Net new ARR was $54 million; net retention rate increased to 114%.
Operating margin was negative 9%, significantly ahead of the company’s guided range, according to management.
Netskope reported strong engagement and rapid pipeline generation for its recently announced AI security suite, but said it was early, with many deals still in proof of concept.
Management cited a $336 billion total addressable market, including a $170 billion opportunity in AI security.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit NTSK on AllInvestView.