Netskope: Still An Overlooked AI Cyber Play
Netskope reported 29% revenue growth with strong ARR momentum, including 27% YoY growth in net ARR and $54 million in net new ARR (up ~10% YoY), while maintaining 77% gross margins and positive free cash flow guidance. The article describes the unified SASE platform as highly rated for supporting enterprise AI adoption, yet notes the company remains undervalued versus peers.
Why it matters — This highlights Netskope's financial growth and position as an AI network/security play that the article considers undervalued relative to its peer group.