Companies /Technology

A10 Networks Inc

NYSE: ATEN Software - Infrastructure
$26.62
â–² $0.73 (+2.80%) today
Markets open · 12:38pm ET

Q2 2026 Earnings

Reported Aug 5, 2026, 4:13pm ET · SEC source
$0.25
Beat +4.17%
EPS · est. $0.24 Adjusted
$80.1M
Beat +3.70%
Revenue · est. $77.3M
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−8%−4%0Aug 5Aug 6report 4:13pm ETearnings−0.2%−10.5%
−8%−4%0Aug 5Aug 6earnings−0.2%−10.5%
ATEN −10.5%S&P 500 −0.2%
−8%−4%0Aug 5Aug 6report 4:13pm ETearnings−0.4%−10.5%
−8%−4%0Aug 5Aug 6earnings−0.4%−10.5%
ATEN −10.5%NASDAQ −0.4%
−10%−5%0Aug 4Aug 13report 4:13pm ETearnings+1.1%−12.4%
−10%−5%0Aug 4Aug 13earnings+1.1%−12.4%
ATEN −12.4%S&P 500 +1.1%
−10%−5%0Aug 4Aug 13report 4:13pm ETearnings+2.1%−12.4%
−10%−5%0Aug 4Aug 13earnings+2.1%−12.4%
ATEN −12.4%NASDAQ +2.1%
−10.51%
Day of report
−2.75%
Next session
−2.17%
One week

Did ATEN Beat Earnings? Q2 2026 Results

A10 Networks posted a clean beat across the board in Q2 2026, extending its streak of exceeding consensus EPS estimates to four consecutive quarters as the networking company continues to capitalize on surging demand tied to AI infrastructure buildout. Revenue climbed 15.5% year-over-year to $80.14 million, ahead of the $77.28 million analysts had expected, while adjusted non-GAAP EPS of $0.25 edged past the $0.24 consensus by 4.17%. The primary engine behind the quarter's strength was a dramatic shift in the revenue mix, with the Enterprise vertical generating $48.00 million compared to $27.80 million a year ago, more than offsetting a decline in Service Provider revenue. A newly announced multi-year agreement with Microsoft underscored the company's deepening role in AI infrastructure, complementing the June acquisition of AI security firm TrojAI. Management responded to the momentum by raising full-year 2026 guidance, now projecting revenue growth of 12-14% and EPS growth of 14-16%, both up from prior ranges, citing improved demand visibility heading into the second half.

Key Takeaways
  • Continued execution in the Americas driving 15.5% year-over-year revenue growth
  • Enterprise vertical revenue growth from $27.8M in Q2'25 to $48.0M in Q2'26
  • Security-led revenue continues to exceed long-term target
  • Growing network traffic demands and increasing complexity driving demand for next-generation networking solutions

“A10 continued to solidify its strategic position as a leader in security-focused next-generation networking solutions supporting AI-related infrastructure, driving another quarter of double-digit revenue growth and sustained cash generation.”

A10 Networks CEO, on the earnings call

Forward Guidance & Outlook

Management raised full-year 2026 guidance: revenue growth now expected at 12-14% year-over-year (up from 10-12% previously), and EPS growth expected at 14-16% year-over-year (up from 12-14% previously), citing strong first-half performance and improved demand visibility.

ATEN YoY Financials

Q2 2026 vs Q2 2025 · SEC filings Q2 2025 Q2 2026
$0$30.0M$60.0M$69.4M$80.1MRevenue$54.7M$63.4MGross Profit$10.3M$9.0MOperating Income$10.5M$8.9MNet Income
$0$30.0M$60.0MRevenueGross ProfitOperating IncomeNet Income

ATEN Revenue by Segment

Products$49.0M+25.1%
Enterprise$48.0M+72.7%
Service Provider$32.1M−22.8%
Services$31.1M+3.0%

ATEN Revenue by Geography

Americas
Asia Pacific
EMEA

Figures from SEC filings and company reports. Not investment advice.