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A10 Networks (ATEN) guidance and outlook
A10 Networks (ATEN) raised its guidance on Nov 5, 2026: Revenue +16% for FY2026; EBITDA margin 30% for FY2026; EPS $1.08–$1.10 for FY2026; EPS +20% to +22% for FY2026. A10 Networks' 10-Q filed Nov 6, 2026 makes 12 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | +16% | raised |
| EBITDA margin | FY2026 | 30% | raised |
| EPS | FY2026 | $1.08–$1.10 | new |
| EPS | FY2026 | +20% to +22% | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- The warrant is designed to vest based on purchases by Microsoft and its affiliates of the Company’s products and services during two separate one-year periods beginning on July 1, 2026 and ending on June 30, 2028, and is intended to further align the parties' commercial interests.
- The $22.1 million fair value of the Microsoft Warrant will be recognized as a reduction of revenue as Microsoft and its affiliates purchase our products and services through June 30, 2028, and we expect it to reduce our reported revenue in those periods, with the amount in any quarter depending on the timing and volume of those purchases.
- As a result of the nature of our target market and the current stage of our development, a substantial portion of our revenue comes from a limited number of large customers, including service providers and enterprise customers, in any period.
- Consequently, any acceleration or delay in anticipated product purchases by or deliveries to our largest customers could materially impact our revenue and operating results in any quarterly period.
- For the full year 2026, we expect sales and marketing expenses to increase modestly from 2025 levels as we continue to apply a disciplined approach to focus our investments in areas that offer the greatest opportunities.
- For the full year 2026, we expect research and development expenses to increase from 2025 levels reflecting strategic investments in our growth priorities, including cybersecurity technology and AI technologies.
- For the full year 2026, we expect general and administrative expenses to increase from 2025 levels as we continue to apply a disciplined approach to focus our investments in areas that offer the greatest opportunities.
- We currently do not have any plans to repatriate our earnings from our foreign operations.
- We plan to continue to invest for long-term growth, and our investment may increase.
- However, the extent and timing of any such elections are outside of our control, and satisfying a significant cash settlement obligation could reduce the cash resources available to fund our other liquidity needs, including our stock repurchase programs and quarterly cash dividend, and could require us to seek additional financing on terms that may not be favorable to us, or at all.
- We currently anticipate that we will continue to pay comparable quarterly cash dividends in the future.
- Our cash flows from operating activities will continue to be affected principally by the extent to which we increase spending on our business and our working capital requirements.
A10 Networks' latest quarter
A10 Networks, Q3 2026: revenue $91.5M (+23% year over year), operating margin 20.0%, net earnings $17.2M, operating cash flow $34.0M. The chart follows the revenue to costs, profit and cash.
Questions
Did A10 Networks raise or lower its guidance?
A10 Networks (ATEN) raised its guidance on Nov 5, 2026: Revenue +16% for FY2026; EBITDA margin 30% for FY2026; EPS $1.08–$1.10 for FY2026; EPS +20% to +22% for FY2026.
What does A10 Networks expect?
The warrant is designed to vest based on purchases by Microsoft and its affiliates of the Company’s products and services during two separate one-year periods beginning on July 1, 2026 and ending on June 30, 2028, and is intended to further align the parties' commercial interests. The $22.1 million fair value of the Microsoft Warrant will be recognized as a reduction of revenue as Microsoft and its affiliates purchase our products and services through June 30, 2028, and we expect it to reduce our reported revenue in those periods, with the amount in any quarter depending on the timing and volu
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.