
NetScout Systems, Inc.
NASDAQ•NTCT
CEO: Mr. Anil K. Singhal
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 1999-08-12
NetScout Systems, Inc. provides service assurance and cybersecurity solutions to protect digital business services against disruptions in the United States, Europe, Asia, and internationally. The company offers nGeniusONE management software to predict, preempt, and resolve network and service delivery problems, as well as facilitate the optimization and capacity planning of their network infrastructures; and specialized platforms and analytic modules to analyze and troubleshoot traffic in radio access and Wi-Fi networks. It also provides nGeniusPULSE, an active testing tool to identify infrastructure performance issues and determine application availability, reliability, and performance; and nGenius Business Analytics solution, which enables service providers to analyze their network traffic. In addition, the company offers ISNG platform for real-time collection and analysis of information-rich, high-volume packet-flow data from across the network that is displayed through the nGeniusONE Service Assurance Solution; vSTREAM, a virtualized form factor version of its intelligent data source; packet flow systems, including the nGeniusONE Service Assurance platform; and test access points. Further, it provides cybersecurity solutions to protect networks against distributed denial of service attacks under the Arbor brand, such as Arbor Sightline, Arbor Threat Mitigation System, Arbor Insight, Arbor Edge Defense, and Arbor Cloud; and advanced threat detection solutions, such as Omnis Cyber Investigator. It serves enterprise customers in various industries, including financial services, technology, manufacturing, healthcare, utilities, education, transportation, and retail; mobile operators, wireline operators, cable operators, Internet service providers, and cloud providers; and governmental agencies through a direct sales force, and indirect reseller and distribution channels. The company was incorporated in 1984 and is headquartered in Westford, Massachusetts.
Contact Information
Market Cap
$2.02B
P/E (TTM)
22.5
68.6
Dividend Yield
--
52W High
$30.67
52W Low
$18.12
52W Range
Rank34Top 20.2%
5.1
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024
Financial Dashboard
Q2 2026 Data
Revenue
$219.02M+14.60%
4-Quarter Trend
EPS
$0.36+176.92%
4-Quarter Trend
FCF
$4.42M-195.88%
4-Quarter Trend
2026 Q2 Earnings Highlights
Key Highlights
Revenue Rises 11% Total revenue reached $405.8M USD for six months, up 11% driven by product and service growth across verticals.
Net Income Reversal Swung to $22.1M USD net income for six months, reversing prior $434.3M loss, aided by zero goodwill charge.
Gross Margin Expansion Six-month gross profit percentage improved 3 points to 79%, driven by favorable software licensing mix.
Credit Facility Zeroed Outstanding balance on Third Amended Credit Facility is zero as of September 30, 2025, showing strong debt management.
Risk Factors
Macroeconomic Uncertainty Persists Ongoing global uncertainty including war and recession risk may adversely affect future results, cash flows, and financial position.
AI/ML Integration Challenges Exploring AI/ML presents risks regarding data privacy, regulatory compliance, and potential competitive disadvantage if integration lags.
Customer Concentration Rises Two channel partners accounted for over 10% of accounts receivable balance as of September 30, 2025, increasing credit risk.
Goodwill Impairment Potential Management notes that future goodwill impairment charges could occur, materially affecting financial condition if business conditions deteriorate.
Outlook
Liquidity Position Strong Expect sufficient liquidity from operations, cash reserves, and credit availability to fund obligations over the next twelve months.
Focus on Margin Enhancement Firmly focused on driving product innovation, returning to annual revenue growth, and enhancing margins through disciplined cost management.
Continued Infrastructure Investment Plan to continue investing in capital expenditures, primarily computer equipment and facility improvements, through fiscal year 2026.
Product Backlog Stability Total product backlog stood at $39.8M USD, with $27.7M fulfillable backlog expected for delivery early next quarter.
Peer Comparison
Revenue (TTM)
PLUS$2.26B
TDC$1.65B
CSGS$1.22B
Gross Margin (Latest Quarter)
PAYO84.3%
DV82.5%
NTCT80.1%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| TDC | $2.92B | 24.5 | 68.8% | 32.5% |
| PLUS | $2.37B | 19.4 | 12.2% | 0.0% |
| CSGS | $2.14B | 26.2 | 28.6% | 39.8% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-4.6%
Flat Growth
4Q Net Income CAGR
-19.1%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Jan 29, 2026
EPS:$0.86
|Revenue:$233.69M
Reports
All Years
Form 10-Q - Q2 2026
Period End: Sep 30, 2025|Filed: Nov 6, 2025|Revenue: $219.02M+14.6%|EPS: $0.36+176.9%MissForm 10-Q - Q1 2026
Period End: Jun 30, 2025|Filed: Aug 7, 2025|Revenue: $186.75M+7.0%|EPS: $-0.05-99.2%MissForm 10-K - FY 2025
Period End: Mar 31, 2025|Filed: May 15, 2025|Revenue: $822.68M-0.8%|EPS: $-5.11-146.9%MissForm 10-Q - Q3 2025
Period End: Dec 31, 2024|Filed: Feb 6, 2025|Revenue: $252.02M+15.6%|EPS: $0.68-136.4%MissForm 10-Q - Q2 2025
Period End: Sep 30, 2024|Filed: Nov 1, 2024|Revenue: $191.11M-2.9%|EPS: $0.13-56.7%MissForm 10-Q - Q1 2025
Period End: Jun 30, 2024|Filed: Aug 5, 2024|Revenue: $174.57M-17.3%|EPS: $-6.20+10462.2%MissForm 10-K - FY 2024
Period End: Mar 31, 2024|Filed: May 16, 2024|Revenue: $829.46M-9.3%|EPS: $-2.07-349.4%MissForm 10-Q - Q3 2024
Period End: Dec 31, 2023|Filed: Feb 8, 2024|Revenue: $218.07M-19.1%|EPS: $-1.87-356.2%Miss