NASDAQ$NTCT

NetScout Systems Inc. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

NetScout's Q3 fiscal year 2025 revenue and earnings results exceeded expectations with strong performance across Cybersecurity and Service Assurance product lines.

NETSCOUT's Q3 fiscal year 2025 saw revenue of $252.0 million, exceeding expectations with strong performance in both Cybersecurity and Service Assurance. GAAP net income was $48.8 million, or $0.67 per share (diluted), while non-GAAP net income was $68.3 million, or $0.94 per share (diluted). The company is narrowing its fiscal year 2025 outlook ranges while maintaining the midpoints from previous guidance for revenue and non-GAAP net income per share.

  • Total revenue for Q3 fiscal year 2025 was $252.0 million, compared to $218.1 million in Q3 fiscal year 2024.
  • Product revenue was $128.2 million, approximately 51% of total revenue.
  • Service revenue was $123.8 million, approximately 49% of total revenue.
  • GAAP net income was $48.8 million, or $0.67 per share (diluted), while non-GAAP net income was $68.3 million, or $0.94 per share (diluted).

Headline financials

Total Revenue

$252M

Previous: $218M+15.6%
EPS (adj)

$0.94

Previous: -$1.87+150.3%
GAAP Operating Margin

24.5%

No prior period
Non-GAAP Operating Margin

35.6%

No prior period
Capital Expenditures

-$4.01M

Previous: -$4.74M+15.4%
Net Income

$48.8M

Previous: -$133M+136.8%
Operating Income

$61.7M

Previous: -$134M+145.9%
Gross Profit

$205M

Previous: $174M+17.7%
R&D Expense

$34.8M

Previous: $37M-6.0%

Revenue & EPS history

NetScout · Revenue · Quarterly

$252M

Q3 2025+15.6%vs Q3 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

NetScout · $197M total across 2 segments · Q2 2024

  • Service
    $116M-0.0%
  • Product
    $80.5M-28.0%

Forward guidance

NETSCOUT is narrowing the ranges for its fiscal year 2025 outlook while maintaining the midpoints from previous guidance for revenue and non-GAAP net income per share.

Tailwinds

  • Revenue (GAAP and non-GAAP) is now expected to be in the range of $810 million to $820 million compared to the previous range of $800 million to $830 million, which maintains the mid-point.
  • Non-GAAP net income per share (diluted) is now expected to be in the range of $2.15 to $2.25 compared to the previous range of $2.10 to $2.30, which maintains the mid-point.
  • The Company expects that these combined actions will generate net annual run-rate savings of approximately $25 million.
  • Approximately $19 million of the annual run-rate savings are expected to be realized in fiscal year 2025, including $6 million in the fourth quarter of fiscal year 2025.
  • NETSCOUT initiated a Voluntary Separation Program (VSP) as part of its restructuring efforts for fiscal year 2025.

Headwinds

  • GAAP net loss per share (diluted) is now expected to be in the range of ($5.21) to ($5.10), primarily attributable to goodwill impairment and restructuring charges taken in the first nine months of fiscal year 2025, as well as restructuring charges anticipated for the fourth quarter of fiscal year 2025. This compares to the previous GAAP net loss per share range of ($5.22) to ($5.01).
  • The VSP is expected to result in a net reduction of approximately 142 employees, which represents approximately 6.2% of its workforce as of March 31, 2024.
  • The Company recorded restructuring charges totaling $0.6 million and $19.6 million, respectively.
  • These agreements provide termination benefits totaling approximately $2.0 million to certain employees who continue to render services to the Company.
  • The Company estimates restructuring charges related to the transition agreements for fiscal year 2025 will amount to approximately $1 million.

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 Q3 2025

Historical avgQ3 2025

+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%

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