Netskope, Inc. (NTSK) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, and welcome to NETSCOPE First Quarter 2027 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask the question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. I would now like to hand the conference over to Michelle Spolver, You may begin. Good afternoon and thank you for joining us today. With me on the call are Netscope CEO and co-founder Sanjay Barry and CFO Drew DelMotto. The press release announcing our financial results for the first quarter of fiscal 2027 was issued earlier today and is posted to our investor relations website at investors.netscope.com along with a supplemental presentation. Before we begin, let me remind everyone that certain statements we make on today's call are forward-looking, including statements related to our guidance for the second quarter and full 2027 fiscal year, market opportunity, growth prospects, sales ramping, competitive position, impact of AI, and demand for AI security. These forward-looking statements are subject to known and unknown risks and uncertainties, which could cause actual results to differ materially from those anticipated by these statements. Additionally, these statements apply only as of today, and we undertake no obligation to update them in the future. For a detailed description of risks and uncertainties, please refer to our SEC filings as well as our earnings press release. Finally, unless otherwise noted, all financial metrics we discuss on this call, other than revenue, will be on an adjusted non-GAAP basis. We will have provided ...