Latest news with #A10Networks
Yahoo
3 days ago
- Business
- Yahoo
A10 Networks Inc (ATEN) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ...
Release Date: August 05, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points A10 Networks Inc (NYSE:ATEN) reported a 15% year-over-year increase in second-quarter revenue, reaching $69.4 million. The company achieved a gross margin of 80%, aligning with its long-term goals of 80-82%. A10 Networks Inc (NYSE:ATEN) saw strong product revenue growth, with a 56% contribution to total revenue, driven by enterprise and AI infrastructure investments. The company maintained high renewal rates on eligible contracts, exceeding 90%, indicating strong customer retention. A10 Networks Inc (NYSE:ATEN) is strategically positioned to capitalize on trends in AI and cybersecurity, with recent partnerships with global cloud leaders to build AI infrastructure. Negative Points The company faces macroeconomic uncertainties, which could impact future performance. Some service provider customers in North America are still holding off on capital expenditures, affecting potential growth in that segment. The impact of foreign exchange was minimal, providing less than a 100 basis point advantage. The contribution from AI-driven revenue is still in early stages, with significant impact expected in 2026 and beyond. Despite strong performance, the company did not see significant linearity changes in Q2, indicating potential challenges in sustaining momentum. Q & A Highlights Warning! GuruFocus has detected 2 Warning Sign with ATEN. Q: You posted the best product revenue growth in over five years. How should we think about sustaining this momentum and the sustainability of the service provider segment? A: (Dr. Juer Travetti, President and CEO) We are pleased with the progress on the product side, which builds a foundation for sustained growth. On the enterprise side, penetrating larger customers has been key. For service providers, outside North America, progress is good, while in North America, spending patterns are normalizing. Product revenue growth indicates customers are choosing us for new installations or refreshing existing ones, signaling future growth. Q: Can you provide commentary on how linearity played out this quarter and any insights on July's performance? A: (Dr. Juer Travetti, President and CEO) We did not see unusual linearity in Q2. Entering Q3, customer behavior is on track with expectations, with no significant order shifts between quarters. July's performance does not indicate any major changes in outlook. Q: How should we think about the potential impact of the Microsoft Award you announced? A: (Dr. Juer Travetti, President and CEO) While we don't disclose revenue by customer, the Microsoft partnership highlights our relevance in cloud networking and AI infrastructure. This reflects our solutions' importance to a global leader and indicates our growing role in AI data center projects. Q: Do you see telcos' increased CapEx following the "big beautiful bill" passage benefiting A10? A: (Dr. Juer Travetti, President and CEO) Yes, particularly in North America. Telcos' spending is influenced by interest rates and ROI. As they increase CapEx, we benefit from network build-outs and upgrades. Our strategy also focuses on selling security solutions, which are less tied to CapEx. Q: What percentage of revenue is AI-driven, and how long before it drives significant growth? A: (Dr. Juer Travetti, President and CEO) AI-related growth is currently from customers building data centers for AI traffic. Engagements on AI firewalls and predictive analytics are in early stages, with revenue impact expected in 2026 and beyond. We are working on quantifying AI-driven growth. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Globe and Mail
17-07-2025
- Business
- Globe and Mail
A10 Networks to Participate in Upcoming Investor Conferences
A10 Networks (NYSE: ATEN), a leading provider of secure application services and solutions, today announced that Dhrupad Trivedi, CEO and Brian Becker, CFO will participate in the following upcoming investor conferences. Oppenheimer 28 th Annual Technology, Internet & Communications Conference , taking place virtually on Tuesday, August 12, 2025. Brian Becker, CFO, will host one-on-one meetings throughout the day. BWS Financial 17 th Annual Growth and Value Summer Investor Series , taking place in New York on Wednesday, August 20, 2025 at the AMA Conference Center. Brian Becker, CFO, will host one-on-one meetings throughout the day. Deutsche Bank 2025 Technology Conference, taking place in California on Wednesday, August 27 and Thursday, August 28, 2025 at the Waldorf Astoria Dana Point. Dhrupad Trivedi, CEO, will host one-on-one meetings throughout both days. Investors who wish to request a meeting should contact their sales representative at the sponsoring firms or reach out to A10 Investor Relations at aten@ About A10 Networks A10 Networks (NYSE: ATEN) provides security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. Our 7000+ customers span global large enterprises and communications, cloud and web service providers who must ensure business-critical applications and networks are secure, available, and efficient. Founded in 2004, A10 Networks is based in San Jose, Calif. and serves customers globally. For more information, visit and follow us at A10Networks. The A10 logo and A10 Networks are trademarks or registered trademarks of A10 Networks, Inc. in the United States and other countries. All other trademarks are the property of their respective owners.
Yahoo
15-07-2025
- Business
- Yahoo
Turkcell Iletisim (TKC) Deepened its Partnership with A10 Networks
Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) is one of the . On June 30, Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) announced that it is deepening its partnership with A10 Networks to enhance its network infrastructure. Both companies together have developed a robust carrier-grade NAT system with integrated security features. Under this partnership, Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) is using 10's advanced software to accelerate the virtualization of its network. The partnership leverages A10's scale-out architecture, allowing the company to dynamically scale services as traffic grows. In addition, real-time monitoring and advanced telemetry provide better network visibility and faster issue resolution. A mid-rise office building bustling with employees working on various telecom projects. Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) is a Turkish telecommunications and technology company. It provides a wide range of services, including mobile and fixed voice, data, messaging, broadband, IPTV, and digital services. While we acknowledge the potential of TKC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
07-07-2025
- Business
- Business Wire
A10 Networks to Announce Second Quarter 2025 Financial Results on August 5, 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--A10 Networks (NYSE: ATEN), a leading provider of secure application services and solutions, today announced that the company's second quarter 2025 financial results will be released after the markets close on Tuesday, August 5, 2025. Management will host a call that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Interested parties may access the conference call by dialing (888) 506-0062 (toll-free) or (973) 528-0011 (international) and referencing access code: 117352. A live audio webcast of the conference call will be accessible from the 'Investor Relations' section of A10 Network's website at The webcast will be archived for one year. A telephonic replay of the conference call will be available until August 19, 2025 and may be accessed by dialing (877) 481-4010 (toll-free) or (919) 882-2331 (international) and entering the passcode: 52680. About A10 Networks A10 Networks (NYSE: ATEN) provides security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. Our 7000+ customers span global large enterprises and communications, cloud and web service providers who must ensure business-critical applications and networks are secure, available, and efficient. Founded in 2004, A10 Networks is based in San Jose, Calif. and serves customers globally. For more information, visit and follow us at A10Networks. The A10 logo and A10 Networks are trademarks or registered trademarks of A10 Networks, Inc. in the United States and other countries. All other trademarks are the property of their respective owners. Source: A10 Networks, Inc.
Yahoo
30-06-2025
- Business
- Yahoo
Deutsche Bank Initiates Coverage of A10 Networks (ATEN) Stock, Gives Buy
A10 Networks, Inc. (NYSE:ATEN) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts. On June 28, Deutsche Bank began coverage of the company's stock with a 'Buy' rating and a price objective of $22, as reported by The Fly. The firm sees A10 Networks, Inc. (NYSE:ATEN) as a unique SMID-cap story, which possesses a differentiated mix of attributes, making it attractive despite its relatively small size. Furthermore, the firm highlighted the company's high-single-digit revenue growth potential. A computer network engineer operating a control panel with a view of a server room in the background. A10 Networks, Inc. (NYSE:ATEN)'s strong cash flow margins aid both share buybacks and dividends, which provide multiple avenues for shareholder returns. Overall, Deutsche Bank opines that this combination of growth, elevated margins, and consistent profitability demonstrates a rare combination of attributes. Notably, A10 Networks, Inc. (NYSE:ATEN) announced that it has been selected by Microsoft to help in securing mission-critical generative AI workloads. This reflects A10 Networks, Inc. (NYSE:ATEN)'s strength in scaling protection for AI-optimized infrastructure as well as reaffirms its role to safeguard the next wave of cloud innovation. A10 Networks, Inc. (NYSE:ATEN) is a critical player in the broader AI and technology space because it embeds AI and ML throughout its advanced networking and cybersecurity platforms. While we acknowledge the potential of ATEN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ATEN and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below.
