Netskope, Inc.

NasdaqGS:NTSK Stock Report

Market Cap: US$6.4b

Netskope Management

Management criteria checks 2/4

Netskope's CEO is Sanjay Beri, appointed in Oct 2012, has a tenure of 13.83 years. total yearly compensation is $234.53M, comprised of 0.2% salary and 99.8% bonuses, including company stock and options. directly owns 6% of the company’s shares, worth $383.07M. The average tenure of the management team and the board of directors is 5.3 years and 5.3 years respectively.

Key information

Sanjay Beri

Chief executive officer

US$234.5m

Total compensation

CEO salary percentage0.23%
CEO tenure13.8yrs
CEO ownership6.0%
Management average tenure5.3yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Seeking Alpha Aug 11

Netskope: Not Compelling Yet

Summary Netskope, Inc. has declined approximately 35% from its post-IPO highs, despite strong product adoption and industry tailwinds. NTSK's AI-driven cybersecurity platform is well-regarded, with high retention and marquee clients, but faces SaaSpocalypse valuation and growth headwinds. FY27 guidance was raised modestly, but persistent losses and slowing ARR growth limit near-term operating leverage and investor enthusiasm. The stock has seen some recent insider buying and has a strong balance sheet,. An analysis around Netskope follows in the paragraphs below. Read the full article on Seeking Alpha
Narrative Update Jul 24

NTSK: AI Security Momentum And Insider Buying Will Support Sentiment Recovery

The analyst price target for Netskope has shifted toward $16. Recent Street research points to mixed annual recurring revenue trends, management changes, and evolving AI driven IT budget priorities as key factors behind the updated fair value assumptions and the lower projected revenue growth, profit margin, and future P/E inputs.
Narrative Update Jul 10

NTSK: AI Security Momentum And Execution Risks Will Shape Next Phase

The analyst price target for Netskope has been modestly reduced, with the updated fair value estimate moving from about $13.47 to $13.00 as analysts temper revenue growth expectations while acknowledging improving profit margins and a slightly lower discount rate. Analyst Commentary Recent research coverage on Netskope shows a mix of confidence in the company’s product positioning and caution around execution, growth consistency, and leadership changes.
Narrative Update Jun 26

NTSK: AI Security Momentum Will Support Rebound In Depressed Share Price

The analyst price target for Netskope is revised lower from $30.00 to $23.12 as analysts factor in reduced revenue growth assumptions, a slightly higher discount rate, and a more conservative future P/E, partly offset by a modestly stronger profit margin outlook. Analyst Commentary Recent research on Netskope reflects a mixed but generally constructive backdrop, with many bullish analysts trimming price targets while still pointing to solid execution in key areas such as new logo growth, AI security products, and free cash flow potential.
New Narrative Mar 04

Cloud Security Consolidation Risks Will Challenge AI Demand But Eventually Support Stronger Fundamentals

Catalysts About Netskope Netskope provides a unified cloud security, networking and analytics platform that sits between users and the internet to control and protect enterprise data and applications, including AI tools. What are the underlying business or industry changes driving this perspective?
New Narrative Feb 17

Cloud And AI Security Consolidation Will Create A Powerful Long Term Winner

Catalysts About Netskope Netskope provides a unified cloud based security, networking and analytics platform that sits between users and the internet to control and protect data, apps and AI usage. What are the underlying business or industry changes driving this perspective?

CEO Compensation Analysis

How has Sanjay Beri's remuneration changed compared to Netskope's earnings?
DateTotal CompensationSalaryCompany Earnings
Apr 30 2026n/an/a

-US$717m

Jan 31 2026US$235mUS$548k

-US$679m

Oct 31 2025n/an/a

-US$700m

Jul 31 2025n/an/a

-US$317m

Apr 30 2025n/an/a

-US$339m

Jan 31 2025US$973kUS$535k

-US$355m

Compensation vs Market: Sanjay's total compensation ($USD234.53M) is above average for companies of similar size in the US market ($USD8.19M).

Compensation vs Earnings: Sanjay's compensation has increased whilst the company is unprofitable.


CEO

Sanjay Beri (50 yo)

13.8yrs
Tenure
US$234,528,107
Compensation

Mr. Sanjay Beri is the Co-Founder of Netskope, Inc. in October 2012 and serves as its Chief Executive Officer and Director since October 2012 and has been its Chairman. He is CEO at Netskope SASE Gateway L...


Leadership Team

NamePositionTenureCompensationOwnership
Sanjay Beri
Co-Founder13.8yrsUS$234.53m6%
$ 383.1m
Andrew Del Matto
Chief Financial Officer7.3yrsUS$4.61m0.089%
$ 5.7m
Raphael Bousquet
Chief Revenue Officer1.8yrsUS$10.12m0.058%
$ 3.7m
Krishna Narayanaswamy
Co-founder & CTOno datano datano data
Mike Anderson
Chief Digital & Information Officer and Head of the Strategy Officeno datano datano data
Michelle Spolver
Chief Communications & Investor Relations Officer1.6yrsno datano data
James Bushnell
General Counsel & Secretary7.8yrsno datano data
Dave Daetz
Chief Corporate Development Officer7.8yrsno datano data
Scott Hogrefe
Chief Marketing Officer2.6yrsno datano data
Patsy Gilmore
Chief People Officer2.6yrsno datano data
John Martin
Chief Product Officer5.9yrsno datano data
Joe DePalo
Chief Platform Officer4.6yrsno datano data
5.3yrs
Average Tenure
51yo
Average Age

Experienced Management: NTSK's management team is seasoned and experienced (5.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Sanjay Beri
Co-Founder13.8yrsUS$234.53m6%
$ 383.1m
Enrique Salem
Lead Independent Non-Employee Director12.9yrsUS$29.78k0.35%
$ 22.5m
William Griffith
Independent Non-Employee Director3.5yrsUS$13.03kno data
Kimberly Alexy
Independent Non-Employee Director5.3yrsUS$22.34k0.10%
$ 6.7m
Eric Wolford
Independent Non-Employee Director12.3yrsUS$20.48kno data
Arif Janmohamed
Independent Non-Employee Director13.3yrsno datano data
Jefferey Frazier
Member of Federal Advisory Boardless than a yearno datano data
Ann Dunkin
Member of Federal Advisory Boardless than a yearno datano data
Matthew Glavy
Member of Federal Advisory Boardless than a yearno datano data
5.3yrs
Average Tenure
55yo
Average Age

Experienced Board: NTSK's board of directors are considered experienced (5.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/16 09:34
End of Day Share Price 2026/08/14 00:00
Earnings2026/04/30
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Netskope, Inc. is covered by 22 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Shrenik KothariBaird
Keith BachmanBMO Capital Markets Equity Research
Gray PowellBTIG