Q2 26 EPS Adjusted
$0.25
BEAT +4.17%
Est. $0.24
Q2 26 Revenue
$80.1M
BEAT +3.70%
Est. $77.3M
vs S&P Since Q2 26
-13.2%
TRAILING MARKET
ATEN -12.6% vs S&P +0.6%
Market Reaction
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 buildou… Read more 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
ATEN 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, source: SEC Filings
ATEN Revenue by Segment
With YoY comparisons, source: SEC Filings
ATEN Revenue by Geography
With YoY comparisons, source: SEC Filings
“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.”
— Dhrupad Trivedi, Q2 2026 Earnings Press Release
ATEN Earnings Trends
ATEN vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ATEN EPS Trend
Earnings per share: estimate vs actual
ATEN Revenue Trend
Quarterly revenue: estimate vs actual
ATEN Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.24 | $0.25 | +4.17% | $80.1M | +3.70% |
| Q1 26 BEAT | $0.23 | $0.24 | +4.21% | $75.0M | +3.29% |
| Q4 25 BEAT FY | $0.24 | $0.26 | +9.38% | $80.4M | +2.91% |
| FY Full Year | — | $0.90 | — | $290.6M | — |
| Q3 25 BEAT | $0.21 | $0.23 | +8.24% | $74.7M | +5.63% |
| Q2 25 BEAT | $0.20 | $0.21 | +5.21% | $69.4M | +4.79% |