NetScout Systems (NTCT) delivered solid fiscal Q1 ‘25 results, exceeding our estimates and consensus. Relative to our model, the upside was largely attributable to higher than anticipated product sales, which benefited from the extension of an eight-figure, multi-year enterprise license agreement with a Tier-1 service provider in North America.
Read MoreNetScout Systems (NTCT) reported fiscal Q4 ‘24 results below our estimates and consensus due to a pause in spending by Tier 1 service providers in the U.S.
Read MoreNetScout Systems (NTCT) reported fiscal Q3 ‘24 results well above our estimates and consensus as calendar year-end budget flushes positively impacted the timing of orders.
Read MoreNetScout Systems (NTCT) reported Q1 results slightly ahead of our estimates and consensus. Relative to our model, the revenue upside was wholly attributable to higher service revenue, which benefited in part from some catch-up in maintenance.
Read MoreNetScout Systems (NTCT) reported fiscal Q4 ’23 results above our estimates and consensus. Both product and service revenue outpaced our expectations as another quarter of strong growth in the service provider vertical more than offset ongoing macro-related softness in the enterprise vertical.
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