Netskope Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
18analysts covering
FY Revenue (est.)
$881.2Mnext fiscal year
FY EPS (est.)
-$0.18next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 Fiscal 2027 Earnings Release | 9 Dec 2026 |
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) Quarterly845MTarget: Continued double-digit expansion driven by SASE and AI security adoption
Quarterly Revenue Quarterly201.6MTarget: $213 million to $215 million for Q2 Fiscal 2027
Non-GAAP Gross Margin Quarterly77.0%Target: Approximately 77% for Full Year Fiscal 2027
Free Cash Flow Margin Quarterly-28.0%Target: 2% to 4% for Full Year Fiscal 2027
Watch Items
- CFO Succession ProcessTrigger: Appointment of a permanent Chief Financial Officer to succeed Drew Del MattoAction: Evaluate the background and strategic focus of the new CFO to assess potential impacts on financial discipline and public market execution.
- GAAP Operating Loss and Margin CompressionTrigger: GAAP operating loss exceeding $110 million per quarter or GAAP operating margin worsening below -55%Action: Review R&D and sales capacity investments to determine if the company is achieving sufficient operating leverage.
- Sales Representative Productivity and Net New ARR AccelerationTrigger: Net new ARR growth in the second half of Fiscal 2027Action: Monitor management commentary on the ramp-up speed of newly hired sales representatives and their contribution to second-half ARR acceleration.
Research as of 19 Jun 2026