A10 Networks ATEN Q4 2025 Earnings Call Transcript
Trade with 70% Backtested Accuracy
Analyst Views on ATEN
About ATEN
About the author
A10 Networks Reports Record Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: A10 Networks achieved $290.6 million in revenue for FY 2025, marking an 11% year-over-year increase, demonstrating the effectiveness of sustained investments in AI-driven workload support, thereby enhancing market competitiveness.
- Security Solutions Dominance: Security-led solutions accounted for 65% of total revenue, reaching the company's long-term target, indicating a sustained demand for A10's offerings, particularly highlighted by wins in the global data analytics and airline sectors.
- R&D Budget Reallocation: The company has reallocated its R&D budget to focus on accelerating the development of future AI-related solutions, which is expected to drive both current and future growth, further solidifying its market position.
- Optimistic Future Outlook: Management anticipates a revenue growth of 10% to 12% for FY 2026 and provided explicit multi-metric guidance for the first time, reflecting confidence in the company's strategic investments and market opportunities.
A10 Networks ATEN Q4 2025 Earnings Call Transcript
A10 Networks Q4 Earnings Exceed Expectations
- Strong Earnings Report: A10 Networks reported a Q4 non-GAAP EPS of $0.26, beating expectations by $0.02, indicating a sustained enhancement in the company's profitability.
- Revenue Growth: The Q4 revenue reached $80.4 million, reflecting an 8.4% year-over-year increase and surpassing market expectations by $2.31 million, demonstrating the company's increasing competitiveness in the market.
- Future Outlook: Management anticipates a revenue growth of 10-12% for the full year 2026, which not only reflects confidence in future market demand but also provides investors with a positive growth outlook.
- Margin Targets: The expected non-GAAP gross margin is projected to remain in line with historical levels at 80-82%, with expanding net and EBITDA margins, showcasing the company's strategic advantages in cost control and profitability.
A10 Networks to Announce Q4 Earnings on February 4
- Earnings Announcement Schedule: A10 Networks (ATEN) is set to release its Q4 earnings on February 4 after market close, with consensus EPS estimate at $0.24, reflecting a 22.6% year-over-year decline, while revenue is expected to reach $78.09 million, indicating a 5.2% year-over-year growth, showcasing resilience in revenue growth.
- Historical Performance: Over the past two years, A10 Networks has exceeded EPS estimates 88% of the time and revenue estimates 75% of the time, indicating reliability in financial forecasting and strong market confidence in the company.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and three downward adjustments, while revenue estimates have experienced five upward revisions with no downward changes, reflecting optimistic market sentiment regarding the company's future revenue growth.
- Analyst Rating Insights: Seeking Alpha's Quant Rating on A10 Networks highlights market attention to its financial performance, further emphasizing investor expectations for the company's future results.
The Insider Report: Get Ready for the Upcoming Buying Opportunity During the Next Market Dip
Market Overview: Stocks ended mixed last week, with the Nasdaq down 0.45% while the S&P 500 and Dow Jones saw slight gains. A defensive rotation is occurring, with opportunities emerging in healthcare and biotech sectors.
Rivian Automotive (RIVN): Rivian reported a record Q3 2025 with 13,201 vehicle deliveries and a revenue increase to $1.56 billion, despite a loss of $1.17 billion. The company is positioned for growth with a new affordable model launching in 2026 and a strategic partnership with Volkswagen.
Alphatec Holdings (ATEC): Alphatec's Q3 2025 revenue reached $1.65 billion, with a loss of $1.17 billion. The company is gaining traction in the spinal surgery market, driven by increased surgeon adoption and upcoming technological innovations.
A10 Networks (ATEN): A10 Networks reported $196.5 million in revenue and $4.09 million in earnings, benefiting from rising cybersecurity demands. The company is well-positioned for growth with strategic alignments in 5G and AI infrastructure, and a solid financial outlook.
Boosting Yield on ATEN from 1.3% to 18.8% Through Options Trading
Dividend Predictability: Dividend amounts for companies like A10 Networks Inc are unpredictable and often fluctuate with profitability, making it essential to analyze historical data to assess future dividend expectations.
Options Trading Insights: Recent trading data shows a higher call volume compared to puts among S&P 500 components, indicating a preference for call options, with a put:call ratio of 0.56, which is below the long-term median.
A10 Networks Reports Record Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: A10 Networks achieved $290.6 million in revenue for FY 2025, marking an 11% year-over-year increase, demonstrating the effectiveness of sustained investments in AI-driven workload support, thereby enhancing market competitiveness.
- Security Solutions Dominance: Security-led solutions accounted for 65% of total revenue, reaching the company's long-term target, indicating a sustained demand for A10's offerings, particularly highlighted by wins in the global data analytics and airline sectors.
- R&D Budget Reallocation: The company has reallocated its R&D budget to focus on accelerating the development of future AI-related solutions, which is expected to drive both current and future growth, further solidifying its market position.
- Optimistic Future Outlook: Management anticipates a revenue growth of 10% to 12% for FY 2026 and provided explicit multi-metric guidance for the first time, reflecting confidence in the company's strategic investments and market opportunities.
A10 Networks ATEN Q4 2025 Earnings Call Transcript
A10 Networks Q4 Earnings Exceed Expectations
- Strong Earnings Report: A10 Networks reported a Q4 non-GAAP EPS of $0.26, beating expectations by $0.02, indicating a sustained enhancement in the company's profitability.
- Revenue Growth: The Q4 revenue reached $80.4 million, reflecting an 8.4% year-over-year increase and surpassing market expectations by $2.31 million, demonstrating the company's increasing competitiveness in the market.
- Future Outlook: Management anticipates a revenue growth of 10-12% for the full year 2026, which not only reflects confidence in future market demand but also provides investors with a positive growth outlook.
- Margin Targets: The expected non-GAAP gross margin is projected to remain in line with historical levels at 80-82%, with expanding net and EBITDA margins, showcasing the company's strategic advantages in cost control and profitability.
A10 Networks to Announce Q4 Earnings on February 4
- Earnings Announcement Schedule: A10 Networks (ATEN) is set to release its Q4 earnings on February 4 after market close, with consensus EPS estimate at $0.24, reflecting a 22.6% year-over-year decline, while revenue is expected to reach $78.09 million, indicating a 5.2% year-over-year growth, showcasing resilience in revenue growth.
- Historical Performance: Over the past two years, A10 Networks has exceeded EPS estimates 88% of the time and revenue estimates 75% of the time, indicating reliability in financial forecasting and strong market confidence in the company.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and three downward adjustments, while revenue estimates have experienced five upward revisions with no downward changes, reflecting optimistic market sentiment regarding the company's future revenue growth.
- Analyst Rating Insights: Seeking Alpha's Quant Rating on A10 Networks highlights market attention to its financial performance, further emphasizing investor expectations for the company's future results.
The Insider Report: Get Ready for the Upcoming Buying Opportunity During the Next Market Dip
Market Overview: Stocks ended mixed last week, with the Nasdaq down 0.45% while the S&P 500 and Dow Jones saw slight gains. A defensive rotation is occurring, with opportunities emerging in healthcare and biotech sectors.
Rivian Automotive (RIVN): Rivian reported a record Q3 2025 with 13,201 vehicle deliveries and a revenue increase to $1.56 billion, despite a loss of $1.17 billion. The company is positioned for growth with a new affordable model launching in 2026 and a strategic partnership with Volkswagen.
Alphatec Holdings (ATEC): Alphatec's Q3 2025 revenue reached $1.65 billion, with a loss of $1.17 billion. The company is gaining traction in the spinal surgery market, driven by increased surgeon adoption and upcoming technological innovations.
A10 Networks (ATEN): A10 Networks reported $196.5 million in revenue and $4.09 million in earnings, benefiting from rising cybersecurity demands. The company is well-positioned for growth with strategic alignments in 5G and AI infrastructure, and a solid financial outlook.
Boosting Yield on ATEN from 1.3% to 18.8% Through Options Trading
Dividend Predictability: Dividend amounts for companies like A10 Networks Inc are unpredictable and often fluctuate with profitability, making it essential to analyze historical data to assess future dividend expectations.
Options Trading Insights: Recent trading data shows a higher call volume compared to puts among S&P 500 components, indicating a preference for call options, with a put:call ratio of 0.56, which is below the long-term median.
