NetScout Systems, Inc. (NTCT) Q2 2025 Earnings Call Transcript Summary
NetScout Systems, Inc. (NTCT) Q2 2025 Earnings Call Transcript Summary
First half fiscal year revenue was $366 million, a decrease of around 10%, primarily affected by backlog-related revenue and divestiture effects.The following is a summary of the NetScout Systems, Inc. (NTCT) Q2 2025 Earnings Call Transcript:
以下是NetScout Systems, Inc. (NTCT) 2025年第二季度業績會成績單摘要：
Financial Performance:
金融業績：
Q2 2025 revenue was $191 million, a decrease of approximately 3% from the previous year.
Diluted earnings per share for Q2 was $0.47, down from $0.60, influenced by an unrealized foreign investment loss and incentive-based expenses.
First half fiscal year revenue was $366 million, a decrease of around 10%, primarily affected by backlog-related revenue and divestiture effects.
Reported gross profit margin for Q2 was 79.7%, slightly down from previous year.
2025年第二季度營業收入爲19100萬美元，較去年同期大約下降3%。
第二季度每股攤薄收益爲0.47美元，較0.60美元下降，受未實現外國投資損失和基於激勵的費用影響。
上半財年營業收入爲36600萬美元，比去年同期下降約10%，主要受訂單積壓導致的收入和剝離效應影響。
第二季度報告的毛利率爲79.7%，略低於去年同期。
Business Progress:
業務進展：
NetScout highlighted enhancements in cybersecurity offerings and service assurance solutions.
Notable was the completion of a major voluntary separation program, expected to save approximately $25 million annually.
NetScout強調了網絡安全概念產品和服務保障解決方案的改進。
值得注意的是完成了一個重大的自願離職計劃，預計每年可節省約2500萬美元。
Opportunities:
機會：
Emphasis on growing cybersecurity solutions due to rising global cyber threats, as evidenced by the 43% increase in application layer attacks.
Strategic engagements and technology improvements in both service assurance and cybersecurity sectors to cater to evolving customer needs.
由於全球網絡威脅不斷上升，強調增加網絡安全解決方案，這一點在應用層攻擊增長43%上得到了證實。
在服務保障和網絡安全領域進行戰略性合作和技術改進，以滿足不斷變化的客戶需求。
Risks:
風險：
The revenue and earnings performance was impacted by previous backlog advantages and divestitures, indicating a reliance on past contracts for financial stability.
Continued constrained spending environment from service providers could pose risks to future revenue growth.
收入和業績表現受到之前積壓訂單的優勢和資產剝離的影響，表明依賴過去訂單以維持財務穩定。
持續受到服務提供商限制性支出環境的影響可能對未來營收增長構成風險。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
