NetScout Systems (NTCT) Q1 FY27 earnings call

NetScout delivered a strong first quarter, exceeding top and bottom-line expectations, primarily driven by accelerated government orders and robust Service Assurance performance. The company reaffirmed its full-year FY27 outlook, emphasizing continued investment in AI-ready smart data and cybersecurity, while maintaining disciplined cost management and capital allocation. Management highlighted the increasing demand for high-fidelity visibility in complex digital environments, positioning NetScout for long-term growth in observability, AIOps, and DDoS protection.