Netskope, Inc. (NTSK) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by, and welcome to NETSCOPE's fourth quarter and four-year fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's remarks, there will be a question-and-answer session. I would now like to hand the call over to Michelle Schwarber, Chief Communications and Investor Relations Officer. 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 fourth quarter and full year fiscal 2026 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 some of the statements we make on today's call are forward-looking, including statements related to our guidance for the first quarter and full 2027 fiscal year, growth opportunities, competitive position, and the impact of AI adoption. 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 have provided reconciliations of these non-GAAP financial measures against the most directly comparable GAAP financial measures in our earnings press release. Now, let me turn t...