Netskope Inc (NASDAQ: NTSK)

Netskope Inc provides a unified cloud-native platform called Netskope One that integrates security networking analytics and AI security capabilities for enterprises operating in the cloud and AI era. The company addresses the challenges of securing and accelerating digital interactions in a distributed environment where users devices applications and AI agents interact across managed and unmanaged SaaS applications websites private applications and data centers. Its platform delivers real-time contextual intelligence to protect sensitive data stop threats support compliance and elevate the digital experience without sacrificing performance.

Netskope Inc generates revenue primarily through subscription sales of its Netskope One platform which includes security networking analytics and AI security products offered as cloud-delivered services. The company sells to organizations of various sizes across major accounts enterprises and mid-market segments focusing on customer success and land-and-expand strategies to drive recurring revenue growth. Revenue is derived from protecting data securing cloud and SaaS traffic enabling zero trust access and providing threat detection and data loss prevention capabilities.

The company operates through the following segments: Security Networking Analytics and AI Security.

• The Security segment includes products such as Cloud Inline Security Cloud Access Security Broker CASB Data Loss Prevention DLP Threat Protection Next-Gen Secure Web Gateway Next-Gen SWG Private Access Zero Trust Network Access ZTNA Remote Browser Isolation RBI SaaS Security Posture Management SSPM Data Security Posture Management DSPM and Enterprise Browser which protect data stop threats and secure access across cloud SaaS AI private applications networks email endpoints and devices.

• The Networking segment comprises Firewall-as-a-Service FWaaS IoT/OT Intelligence Software-Defined Wide Area Network SD-WAN Dedicated Egress Internal Protocol IP Cloud Packet Stream and DNS-as-a-Service DNSaaS which enhance performance resilience connectivity and security by delivering cloud-delivered networking services for egress traffic device visibility branch connectivity and traffic analysis.

• The Analytics segment consists of Advanced Analytics User and Entity Behavior Analytics UEBA Digital Experience Management DEM and Data Lineage which provide insights into user activity data movement security events and performance metrics while enabling threat detection troubleshooting and tracking of sensitive data movement across the organization.

• The AI Security segment includes AI Gateway Agentic Broker AI Guardrails and AI Red Teaming which enable visibility access and runtime control over AI traffic secure private large language models govern agentic communications and stress-test AI models while leveraging AI for workflow automation behavioral analysis cloud security data security GenAI for security IoT/OT intelligence SD-WAN threat detection and web security.

Netskope Inc positions itself as a leader in the cloud security and networking market by offering a converged platform that resolves the traditional tradeoff between security and performance through its NewEdge global private cloud network. The company competes with established vendors such as Broadcom Cisco Fortinet Palo Alto Networks and Zscaler differentiating itself through deep contextual awareness of modern internet interactions real-time granular control unified data security approach and AI-driven capabilities that scale without degrading performance.

Netskope Inc serves a diverse customer base including organizations of various sizes across industries with approximately one-third of the Fortune 100 and 19% of the Forbes Global 2000 as customers as of January 31 2026. The company has 1531 customers with annual recurring revenue over $100000 representing 86% of its total ARR and reports a year-over-year customer increase from 3913 to 4733 as of the same date.