Netskope announced on February 25, 2026 that it has launched NewEdge AI Fast Path, a set of capabilities that optimize network paths to critical AI destinations—including public, private, and neo‑cloud environments. The new feature is designed to reduce latency and costs while strengthening resilience, allowing customers to use AI applications or adopt agentic AI without compromising security or performance.
The NewEdge network, which spans 120 data centers in more than 75 regions, underpins the fast‑path optimizations. By routing AI traffic through the company’s own edge infrastructure, Netskope can deliver secure, low‑latency access to AI workloads, positioning the firm to capture a growing share of the AI‑security market and supporting its broader strategy of integrating AI into its cloud‑native security platform.
In its most recent quarterly results, Netskope reported revenue of $184.2 million, up 33 % year‑over‑year, and annual recurring revenue of $754 million, a 34 % increase. The company also posted a non‑GAAP gross margin of 75 % and positive free cash flow of $10.6 million, signaling healthy operating leverage and cash generation. Management highlighted that “Cloud modernization and AI are fueling strong demand for our market‑leading Netskope One platform of security, networking, and analytics products,” and that “the investments we’ve made in our foundational technology architecture, NewEdge private cloud, and go‑to‑market engine are driving clear returns as we successfully scale to address our estimated $149 billion market opportunity.”
Guidance for the next quarter projects revenue of $188 million to $190 million and free cash flow of $5 million to $8 million, while full‑year revenue guidance is set at $701 million to $703 million. The outlook reflects confidence in continued demand for AI‑enabled security services and the scalability of the NewEdge platform.
The NewEdge AI Fast Path launch is a strategic move that aligns with Netskope’s focus on AI security, a high‑growth segment. By providing a dedicated, low‑latency path for AI workloads, the company can differentiate itself from competitors that rely on public cloud providers for edge services. The product’s introduction is expected to accelerate adoption of Netskope’s platform among enterprises that require secure, high‑performance AI access, potentially driving future revenue growth and reinforcing the company’s position in the AI‑security market.
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