A10 Networks, Inc. (ATEN) Earnings Call Transcripts
A10 Networks, Inc.'s Latest Earnings Call - Q1 FY2026
A10 Networks reported a strong Q1 2026 with revenue growth of 13.4% to $75 million, driven by a 22.3% increase in product revenue. EPS was reported at $0.25 per basic and $0.24 per diluted share. Management reiterated their full-year guidance of 10% to 12% revenue growth and adjusted EBITDA margins between 28% to 30%. The company's strategic focus on AI-driven demand and security solutions contributed to the positive results.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $75 million (beat) |
| Product Revenue | $44 million (beat) |
| EPS | $0.25 basic, $0.24 diluted (inline) |
| Non-GAAP Gross Margin | 80.6% (inline) |
| Operating Margin | 25.2% (inline) |
| Adjusted EBITDA | $22.5 million (inline) |
Guidance from management
Management reiterated their 2026 outlook with revenue growth of 10% to 12% and adjusted EBITDA margins between 28% to 30%. EPS growth is expected to be 12% to 14%.
What management said
So this is a calendar event and not a credit event right? So our business fundamentals remain strong. There was no meaningful uptick in our aged receivables or there were no deterioration in our payment behavior. There were no concessions on standard payment terms with any customers. So we see the business fundamentals as favorable.
And I think, Hamed, you are correct, we expect it to be in Q2 in addition to the original Q2 -- we expect to action normalize over the course of the next couple of quarters and expect the full year to be on track.
What analysts pressed on
Analysts questioned the unchanged guidance despite strong Q1 growth, with concerns about the sustainability of current demand levels and potential impacts of supply chain challenges. There was also interest in the timing of service revenue growth following product revenue increases.
Main topics on the call
- Revenue Growth — A10 Networks achieved 13.4% revenue growth in Q1 2026, marking the third quarter in the last four with double-digit growth. This growth was driven by the relevance of their core platform to AI infrastructure demands.
- Product Revenue — Product revenue increased by 22.3% year-over-year, accounting for 59% of total revenue. Security-led revenue was a strong driver of this growth.
- AI Infrastructure Demand — A10 was selected as a technology partner for a significant AI infrastructure build-out, contributing 5% of total revenue this quarter. This reflects the company's strategic focus on AI-driven demand.
- Geographical Performance — Americas represented 67% of global revenue, driven by AI infrastructure investments. EMEA faced headwinds due to regional conflicts, while APJ spending remained conservative.
Read the full A10 Networks, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About A10 Networks, Inc.
A10 Networks, Inc. (ATEN) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 27 calls on record spanning February 11, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 27 A10 Networks, Inc. earnings call transcripts on record, spanning February 11, 2020 to August 5, 2026. Based on this history, A10 Networks, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ATEN
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 27
- First call
- February 11, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly