A10 Networks(ATEN)
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A10 Networks(ATEN) - 2024 Q1 - Earnings Call Transcript
2024-05-01 10:02
分组1 - 公司在过去两年内对销售团队进行了重大变革和投资,预计正处于第二或第三个阶段,正在逐步发挥新的销售能力 [33][34] - 公司在定价方面保持谨慎,更多通过提高效率和运营来维持利润率,而不是通过提价 [35][36] - 公司资本配置的优先顺序为:1)投资于业务有机增长,2)在股息和股票回购之间保持平衡,3)寻求可以加速战略的并购机会 [38][39][40] 分组2 - 公司认为业务环境已不再恶化,呈现出一定改善趋势,但仍存在波动 [42][43][44] - 企业业务同比增长仍优于整体收入,服务商业务在特定地区出现恢复性增长 [46][47][48][49] - 公司将继续加大对企业市场的投入,预计下半年企业销售将明显好于上半年 [13][14] 问答环节重要的提问和回答 问题1 **Hamed Khorsand 提问** 公司在服务商市场的投资情况,以及为何该市场增长乏力 [52][53][54][55] **Dhrupad Trivedi 回答** 服务商市场公司主要投资于技术支持和与客户的深度合作,而非新客户拓展。服务商市场增长乏力主要由于宏观环境导致客户谨慎投资 [53][54][55][59] 问题2 **Hendi Susanto 提问** 公司安全解决方案在服务收入增长中的贡献 [66][67] **Dhrupad Trivedi 回答** 安全解决方案不仅直接带来收入增长,也有助于公司与客户建立更广泛的合作关系,从而带动其他产品的销售 [66][67] 问题3 **Hendi Susanto 提问** 公司在安全和混合云解决方案方面的投入情况及未来潜力 [74][75][76] **Dhrupad Trivedi 回答** 这两个领域是公司的主要投资方向,有助于满足企业和服务商客户的需求,具有广泛的增长潜力 [74][75][76]
A10 Networks (ATEN) Tops Q1 Earnings and Revenue Estimates
Zacks Investment Research· 2024-05-01 06:46
A10 Networks (ATEN) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 13.33%. A quarter ago, it was expected that this provider of networking technologies would post earnings of $0.27 per share when it actually produced earnings of $0.25, delivering a surprise of -7.41%. Over the last ...
A10 Networks(ATEN) - 2024 Q1 - Quarterly Results
2024-05-01 04:14
EXHIBIT 99.1 A10 Networks Reports In-line Financial Results for the First Quarter of 2024 Company Delivers Revenue Growth YoY and Expands Earnings Per Share SAN JOSE, Calif., April 30, 2024 -- A10 Networks, Inc. (NYSE: ATEN), a leading provider of cybersecurity and infrastructure solutions, today announced financial results for its first quarter ended March 31, 2024. First Quarter 2024 Financial Summary • Revenue of $60.7 million, in-line with expectations and up 5.2% year-over-year. • GAAP gross margin of ...
3 Network Software Stocks to Watch From a Prospering Industry
Zacks Investment Research· 2024-04-18 23:15
The Zacks Communication-Network Software industry players like Frontier Communications (FYBR) , A10 Networks (ATEN) and Weave Communications (WEAV) are gaining from the ongoing digitalization efforts that include a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants as a secure environment is required to run cloud-based applications. Industry players are leveraging AI and machine learning to develop security solutions, ...
The 3 Most Undervalued Cybersecurity Stocks to Buy in March 2024
InvestorPlace· 2024-03-13 03:50
网络安全股 - 计算机技术的崛起使得网络安全股成为创新生态系统中的重要组成部分[1] - 近年来,网络攻击变得越来越复杂和破坏性,微软表示仍在调查一起数据泄露事件,这种攻击源自俄罗斯国家赞助的行为,突显了被低估的网络安全股的广阔市场[1] - 人工智能可能有助于缩短新手黑客的学习曲线,这将越来越成为问题,因此这些被低估的网络安全股应该吸引重视[2] - Fortinet是一家顶级被低估的网络安全股,虽然分析师对其持有观点不是很高,但高端目标价为90美元,显示了巨大的上涨潜力[3] - 分析师对Fortinet的预期增长持积极态度,他们预计到本财年末,销售额将达到57.8亿美元,2025年预计达到65.7亿美元[4] - FTNT的市盈率增长率(PEG)为1.12X,低于行业中位数1.62X,加上Fortinet的持续盈利能力,是值得考虑的交易之一[5] 应用交付控制器公司 - A10 Networks是一家专门从事应用交付控制器制造的公司,虽然过去52周表现不佳,但分析师认为2024财年销售额将达到2.6374亿美元,2025年将超过2.86亿美元[6] - ATEN是被低估的网络安全股之一,以16.56倍的前瞻性盈利倍数交易,低于行业中位数23.75倍[7] - 分析师对ATEN股票持有一致的中等买入观点,目标价为16美元,高端目标价为17美元,使ATEN成为一个有趣的选择[8] 软件解决方案公司 - Gen Digital是一家跨国软件公司,提供各种解决方案,帮助人们和企业安全、私密、自信地从数字世界中提取最大价值,分析师认为其股票前景乐观[9] - Gen Digital股票以9.75倍的前瞻性盈利交易,远低于行业中位数23.75倍[10] - 分析师对GEN股票持有一致的强烈买入观点,平均目标价为27.25美元,即使在25美元的低目标价下,也意味着可观的上涨回报[11]
7 Cheap Dividend Stocks to Roll the Dice With
InvestorPlace· 2024-03-01 03:12
If passive income is the equivalent of sushi, then cheap dividend stocks – if you’re not careful – is the equivalent of sushi bought at a gas station. Here’s what I mean. Many folks may be squeamish about the idea of eating raw fish. So, when eating sushi, it pays to eat from professionals who know what they’re doing. In the same manner, many people put serious money into passive- income providers because they tend to be blue-chip stalwarts. You can trust these folks. On the other hand, a convenience store ...
A10 Networks(ATEN) - 2023 Q4 - Annual Report
2024-02-29 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ For the transition period from to Commission file number: 001-36343 A10 NETWORKS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 20-1446869 (State or Other Jurisdiction of ...
A10 Networks (ATEN) Lags Q4 Earnings and Revenue Estimates
Zacks Investment Research· 2024-02-07 08:20
A10 Networks (ATEN) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -7.41%. A quarter ago, it was expected that this provider of networking technologies would post earnings of $0.13 per share when it actually produced earnings of $0.16, delivering a surprise of 23.08%. Over the last ...
A10 Networks(ATEN) - 2023 Q4 - Earnings Call Transcript
2024-02-07 07:53
A10 Networks, Inc. (NYSE:ATEN) Q4 2023 Results Conference Call February 6, 2024 4:30 PM ET Company Participants Tom Bauman - FNK Investor Relations Dhrupad Trivedi - President and CEO Brian Becker - Chief Financial Officer Conference Call Participants Christian Schwab - Craig-Hallum Capital Anja Soderstrom - Sidoti Hamed Khorsand - BWS Financial Hendi Susanto - Gabelli Funds Operator Good afternoon, and thank you all for joining. I would like to welcome you all to the A10 Networks Fourth Quarter and Full Ye ...
A10 Networks Reports Financial Results for the Fourth Quarter of 2023
Businesswire· 2024-02-07 05:06
SAN JOSE, Calif.--(BUSINESS WIRE)--A10 Networks, Inc. (NYSE: ATEN), a leading provider of cybersecurity and infrastructure solutions, today announced financial results for its fourth quarter ended December 31, 2023. Fourth Quarter 2023 Financial Summary Revenue of $70.4 million, in-line with guidance and down $7.2 million (9.3%) year-over-year due to market conditions related to North American service provider customers’ capital expenditures. Sequentially, revenue increased 21.9%, reflecting delayed orders ...