NASDAQ$NTCT

NetScout Systems Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Delivered strong financial performance and advanced strategic growth priorities.

NETSCOUT delivered strong financial results with healthy revenue growth in service assurance and cybersecurity product lines for Q2 FY23. The company plans to manage operations prudently for balanced growth and profitability, remaining confident in helping customers navigate complex digital environments.

  • Total revenue for Q2 FY23 was $228.1 million, compared to $211.9 million in Q2 FY22.
  • Product revenue for Q2 FY23 was $111.8 million, approximately 49% of total revenue.
  • Service revenue for Q2 FY23 was $116.3 million, about 51% of total revenue.
  • Net income for Q2 FY23 was $17.4 million, or $0.24 per share (diluted), compared to $7.9 million, or $0.11 per share (diluted), for Q2 FY22.

Headline financials

Total Revenue

$228M

Previous: $212M+7.6%
EPS (adj)

$0.57

Previous: $0.47+21.3%
Non-GAAP Operating Margin

23.7%

Previous: 22.3%+6.3%
Capital Expenditures

-$5.22M

Previous: -$4.3M-21.3%
Free Cash Flow

$12.2M

Previous: $3.6M+238.5%
Net Income

$17.4M

Previous: $7.9M+120.1%
Operating Income

$21.4M

Previous: $12.2M+75.9%
Gross Profit

$170M

Previous: $160M+6.3%
Cash & Equivalents

$320M

Previous: $468M-31.6%
Total Assets

$2.82B

Previous: $3.02B-6.4%
Stock-Based Comp

$16.5M

Previous: $16.7M-1.4%

Revenue & EPS history

NetScout · Revenue · Quarterly

$228M

Q2 2023+7.6%vs Q2 2022
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

NetScout · $228M total across 2 segments · Q2 2023

  • Service
    $116M+5.4%
  • Product
    $112M+10.0%

Forward guidance

NETSCOUT is reiterating its revenue and diluted net income per share outlook for fiscal year 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.9%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+2.2%

Avg return

30 days after

56%

36 / 64 earnings

Positive

+18.0%

Q1 2013

Best reaction

-23.0%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+7.7%+7.5%+14.3%
Q3 2026-4.8%-0.1%+4.9%
Q2 2026+7.1%+3.6%-1.5%
Q4 2025+1.7%+8.5%+9.9%
Q3 2025+12.1%+8.0%+0.6%
Q2 2025-1.2%+1.5%+4.4%
Q1 2025+9.8%+10.0%+15.5%
Q4 2024+1.0%+1.4%-6.8%
Q3 2024+3.7%-0.4%+0.0%
Q2 2024-0.5%-3.0%-5.7%
Q1 2024-6.0%-3.8%-4.0%
Q4 2023+13.7%+11.4%+20.2%
Q3 2023+0.7%+1.4%-9.5%
Q2 2023+0.6%+1.4%+6.2%
Q1 2023-4.2%-4.6%-12.8%
Q4 2022+3.8%+6.9%+13.7%
Q3 2022+6.0%+7.7%+6.9%
Q2 2022+2.7%-1.8%-10.3%
Q1 2022-0.8%-2.6%-3.2%
Q4 2021+2.9%+3.1%+15.6%
Q3 2021-3.4%-2.3%-6.7%
Q2 2021-2.8%-2.4%+13.7%
Q1 2021-5.7%-7.7%-13.4%
Q4 2020+0.3%-10.3%+5.9%
Q3 2020+4.7%+9.0%+4.6%
Q2 2020+11.2%+12.0%+13.6%
Q1 2020-11.4%-13.0%-14.9%
Q4 2019-1.1%-5.1%-15.9%
Q3 2019+0.0%+1.0%+5.0%
Q2 2019+14.8%+10.9%+6.0%
Q1 2019-10.6%-12.4%-15.8%
Q4 2018-1.3%+4.1%-0.4%
Q3 2018+9.2%+7.1%+0.6%
Q2 2018-7.1%-6.0%+1.8%
Q1 2018+3.3%+3.3%-3.0%
Q4 2017-6.6%-5.8%+2.2%
Q3 2017+4.0%+9.2%+17.2%
Q2 2017-5.7%-6.2%+11.0%
Q1 2017+9.6%+6.8%+16.7%
Q4 2016+2.8%
Q3 2016-23.0%
Q2 2016-8.7%
Q1 2016+6.7%
Q4 2015+0.2%
Q3 2015+4.1%
Q2 2015-0.4%
Q1 2015-0.2%
Q4 2014-0.3%
Q3 2014+11.8%
Q2 2014+14.8%
Q1 2014+0.2%
Q4 2013+3.1%
Q3 2013-7.0%
Q2 2013+6.6%
Q1 2013+18.0%
Q4 2010+3.2%
Q4 2012+3.2%
Q3 2011+3.1%
Q3 2012+3.1%
Q2 2012-3.9%
Q2 2011-3.9%
Q4 2011-10.9%
Q1 2011-10.9%
Q1 2012-10.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro