Netskope Announces NewEdge AI Fast Path: Industry-Leading Performance for Secure AI Adoption

Rhea-AI Summary

Netskope (NASDAQ: NTSK) on Feb 25, 2026 introduced NewEdge AI Fast Path, a set of capabilities to optimize network paths to AI destinations for lower latency, cost, and improved resilience while preserving security for enterprise AI workloads.

Available now to customers, it leverages NewEdge infrastructure, extensive peering, and route-control telemetry to accelerate LLMs, RAG, agentic workflows, and reduce time-to-first-token for conversational AI.

Positive

• Global edge footprint of more than 120 data centers across 75+ regions
• Extensive peering with over 11,000 network adjacencies to 750+ ASNs
• Recent peering growth with 1,000 new adjacencies added in the past 12 months
• Dynamic route control making tens of thousands of route changes per day

Negative

• None.

News Market Reaction – NTSK

+10.46%

29 alerts

+10.46% News Effect

+15.7% Peak in 24 hr 29 min

+$445M Valuation Impact

$4.70B Market Cap

1.0x Rel. Volume

On the day this news was published, NTSK gained 10.46%, reflecting a significant positive market reaction. Argus tracked a peak move of +15.7% during that session. Our momentum scanner triggered 29 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $445M to the company's valuation, bringing the market cap to $4.70B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

ARR: $754M ARR growth: 34% YoY Revenue: $184.2M +5 more

8 metrics

ARR $754M Q3 fiscal 2026, up 34% YoY

ARR growth 34% YoY Q3 fiscal 2026

Revenue $184.2M Q3 fiscal 2026, +33% YoY

RPO $1.0B Remaining Performance Obligations, Q3 fiscal 2026, up 41% YoY

Cash & securities $1.2B Cash, cash equivalents and marketable securities, Q3 fiscal 2026

IPO proceeds $992.2M Net proceeds from IPO completed September 2025

Data centers 120+ Global NewEdge footprint across more than 75 regions

Network adjacencies 11,000+ Peering and interconnections to 750+ autonomous system numbers

Market Reality Check

Price: $11.53 Vol: Volume 2,690,253 is 5% ab...

normal vol

$11.53 Last Close

Volume Volume 2,690,253 is 5% above the 20-day average of 2,565,866, indicating modestly elevated interest. normal

Technical Shares at $9.94 are trading below the 200-day MA of $18.86 and far under the $27.99 52-week high.

Peers on Argus

No peers from the Services-prepackaged Software group appeared in the momentum f...

No peers from the Services-prepackaged Software group appeared in the momentum feed, suggesting the 7.34% move was stock-specific rather than part of a sector rotation.

Previous AI Reports

5 past events · Latest: Feb 03 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 03	AI data lineage launch	Positive	-6.5%	Introduced Netskope One Data Lineage with preview availability and AI-ready controls.
Jan 20	AI infra research	Neutral	+1.6%	Published research on AI-driven infrastructure demands and gaps in legacy IT resilience.
Dec 01	MCP security features	Positive	-3.4%	Announced preview security for Model Context Protocol traffic across enterprise AI agents.
Oct 13	CEO–CIO AI study	Positive	+7.8%	Released research on CEO–CIO alignment as a driver of strategic AI adoption.
Oct 07	UZTNA AI enhancements	Positive	-0.5%	Expanded Universal ZTNA, Device Intelligence, and AI Copilot for secure access.

Pattern Detected

AI-tagged announcements have produced mixed reactions, with several product and research updates seeing negative or muted next-day moves despite seemingly positive content.

Recent Company History

Over the past few quarters, Netskope has steadily expanded AI-focused capabilities, from Universal ZTNA enhancements and MCP security to AI research on infrastructure demands and data lineage analytics. These AI-tagged releases have often led to modest or negative next-day moves, despite reinforcing the company’s positioning in secure AI adoption. Today’s NewEdge AI Fast Path launch fits this pattern of frequent AI-related innovation on the Netskope One and NewEdge platforms, but follows a period where shares have traded well below the $27.99 52-week high.

Historical Comparison

-0.2% avg move · In the past five AI-tagged announcements, NTSK’s average next-day move was -0.21%. Today’s +7.34% re...

AI

-0.2%

Average Historical Move AI

In the past five AI-tagged announcements, NTSK’s average next-day move was -0.21%. Today’s +7.34% reaction to NewEdge AI Fast Path stands out versus that historically muted pattern.

AI updates show a progression from secure access and MCP protection toward performance-focused AI networking and data lineage across the Netskope One and NewEdge platforms.

Market Pulse Summary

The stock surged +10.5% in the session following this news. A strong positive reaction aligns with a...

Analysis

The stock surged +10.5% in the session following this news. A strong positive reaction aligns with a clear AI-focused product narrative but contrasts with the historical average AI-tagged move of -0.21%. The +7.34% gain followed an announcement that ties directly into NewEdge’s scale—over 120 data centers and 11,000+ adjacencies. Past AI updates often saw muted or negative follow-through, so investors have previously treated such news cautiously despite solid fundamentals like $754M ARR and $1.2B in cash.

Key Terms

agentic AI, large language model (LLM), retrieval-augmented generation (RAG), model context protocol, +4 more

8 terms

agentic AI technical

"enterprises adopting agentic AI. Eliminating the “Security vs. Speed” dilemma"

Agentic AI refers to computer systems that can make their own decisions and take actions without needing someone to tell them what to do each time. It's like giving a robot a degree of independence to solve problems or achieve goals on its own, which matters because it could change how we work and interact with technology in everyday life.

large language model (LLM) technical

"Optimization of Large Language Model (LLM) performance when accessing large volumes"

A large language model (LLM) is a type of artificial intelligence trained on massive amounts of text to read, write and analyze language, behaving like a very well-read assistant that can draft reports, answer questions and summarize information. For investors it matters because LLMs can boost productivity, enable new products or cost savings, and change competitive dynamics, while also creating risks around accuracy, bias and regulatory compliance that can affect a company’s value.

retrieval-augmented generation (RAG) technical

"Support for Retrieval-Augmented Generation (RAG) by accelerating the connectivity"

Retrieval-augmented generation (RAG) is a method that combines a fast search of relevant documents with an AI that writes answers, so the output is grounded in real source material rather than only the AI's memory. Think of it as a writer who looks things up in a library while drafting a report; for investors, this can mean more accurate, up-to-date analysis, faster research, and lower risk of misleading claims when companies use AI to summarize filings, earnings calls, or market data.

model context protocol technical

"for example, via Model Context Protocol gateways). Support for Retrieval-Augmented"

A model context protocol is a set of rules or guidelines that determine how a financial model interprets and applies information within a specific situation. It helps ensure consistent and accurate analysis by clarifying what data or assumptions are relevant in a given scenario. For investors, it provides clarity on how predictions or assessments are made, increasing confidence in decision-making.

security service edge (SSE) technical

"including for Security Service Edge (SSE), Secure Access Service Edge (SASE),"

Security Service Edge (SSE) is a cloud-based bundle of tools that protects users and data as they access internet services and applications, no matter where they are. Think of it as a virtual security checkpoint that inspects traffic, blocks threats, and enforces access rules before data moves between people, apps, and the internet. Investors care because SSE shapes cybersecurity spending, recurring revenue models for vendors, and a company’s ability to safely scale cloud and remote work, which affects risk and growth prospects.

secure access service edge (SASE) technical

"Security Service Edge (SSE), Secure Access Service Edge (SASE), and AI security."

A secure access service edge (SASE) is a cloud-delivered approach that combines networking and cybersecurity into a single service to connect users, devices and branch offices to applications wherever they are. Think of it as replacing separate roads and security checkpoints with one managed highway that both directs traffic and screens travelers; for investors, SASE matters because it can drive predictable subscription revenue, lower operational costs, and reduce security risk for customers.

autonomous system numbers (ASN) technical

"adjacencies today (including more than 1,000 new adjacencies added in the past"

An autonomous system number (ASN) is a unique numeric ID assigned to an organization that operates a distinct portion of the internet, acting like a license plate or phone number for a network so other networks know where and how to send traffic. For investors, an ASN signals technical independence, scale and control over internet routing—factors that affect service reliability, cybersecurity posture, peering agreements and potential revenue from network services, all of which can influence a company’s operational risk and value.

service level agreements (SLA) technical

"backed by industry-leading service level agreements (SLA) for availability,"

Service level agreements (SLAs) are written promises in contracts that spell out how well a company must deliver a service—what performance is expected, how it will be measured, and what happens if standards aren’t met. For investors, SLAs matter because they signal how reliable a company’s revenue and relationships are, expose potential penalties or lost business if targets slip, and help assess operational risk and the predictability of future cash flow—think of an SLA as a service warranty for customers.

AI-generated analysis. Not financial advice.

Extensive peering and network path optimization via NewEdge Route Control enable a fast, seamless digital experience for business-critical AI applications

SANTA CLARA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced NewEdge AI Fast Path, a set of capabilities that efficiently optimize network paths to critical AI destinations, including AI applications hosted in public, private, or neo-clouds. Available now to Netskope customers, NewEdge AI Fast Path capabilities help reduce latency and costs, optimize performance, strengthen resilience, and enable a secure experience for teams using AI applications or enterprises adopting agentic AI.

Eliminating the “Security vs. Speed” Dilemma

The gap between AI expectations and reality is widening; a recent survey revealed that only 18% of infrastructure and operations (I&O) leaders feel completely confident that their current team and budget can meet the intensifying performance, resilience, and security demands of the AI era. Enterprises want to increase their use of AI, but are often forced into trade-offs between security and user experience due to outdated security tools or an over-reliance on inadequate network infrastructure. These trade-offs may have significant consequences, as enterprises stall their AI adoption over heightened security concerns, or bypass AI traffic from inspection, or find their users working around critical security controls to avoid performance degradation.

By leveraging the power of Netskope NewEdge—the carrier-grade private cloud that underpins the Netskope One platform for delivery of security, networking, analytics, and AI services—customers can avoid these trade-offs. As a set of capabilities within NewEdge, AI Fast Path techniques enable greater performance and efficiency for even the most demanding AI applications. Specific benefits include:

• Faster inference results for enterprise users from prompt to response, minimizing “time-to-first-token” (TTFT) for conversational AI.
• Agentic AI optimization by accelerating complex, multi-prompt agentic workflows with the high-speed processing required for rapid, iterative AI subtasks.
• Optimization of Large Language Model (LLM) performance when accessing large volumes of distributed data (for example, via Model Context Protocol gateways).
• Support for Retrieval-Augmented Generation (RAG) by accelerating the connectivity between LLMs and external data sources for higher quality, real-time outputs.

“With organizations moving at AI speed, any trade-off between security and performance is unacceptable, and also unnecessary,” said Joe DePalo, Chief Platform Officer, Netskope. “Netskope is recognized as a market leader for how we combine security strengths with network performance at the level of, and in some cases even improved over, direct-to-net for virtually any user on the path. That includes optimizing the user experience for business-critical AI. We’re pleased to help customers meet their need for AI speed without adding unnecessary risks.”

Netskope Continues NewEdge Expansion

Unlike vendors that rely on public clouds and third-party providers, Netskope maintains direct control over its data center infrastructure, with full compute at the edge and security services available in every region—backed by industry-leading service level agreements (SLA) for availability, traffic processing, and security efficacy. Netskope NewEdge sets a modern standard for security and networking, designed to address customer requirements for world-class coverage, end-to-end performance, and resilience for business continuity against “black swan” events such as natural disasters and cable cuts. NewEdge is architected to be scalable, with the ability to quickly add data centers and increase capacity, helping to ensure that Netskope One platform services are always on and highly performant.

AI Fast Path joins Netskope’s continuously expanding NewEdge footprint and leading network capabilities, including:

• A global footprint of more than 120 data centers in more than 75 regions worldwide, with every location capable of providing full compute and running a complete SASE stack at the edge for users, sites or devices to accelerate the on-ramping of traffic to NewEdge and taking advantage of Netskope services, including for Security Service Edge (SSE), Secure Access Service Edge (SASE), and AI security.
• The extensive peering and interconnection of NewEdge with more than 11,000 network adjacencies today (including more than 1,000 new adjacencies added in the past 12 months) to more than 750 unique autonomous system numbers (ASN), including some of the top AI destinations such as Amazon Web Services, Microsoft, Google, Anthropic, OpenAI, and others. This peering and interconnection eliminates traffic hops or reliance on transit providers, so there is a fast direct path from NewEdge to these destinations.
• Innovative technology such as NewEdge Route Control which uses rich telemetry data collected through extensive network and application performance monitoring. Route control makes tens of thousands of route changes per day identifying the fastest path to AI destinations, as well as bolstering resilience by routing around internet congestion or ISP connectivity issues.
  

For more information on how Netskope eliminates trade-offs between security and performance for the AI era, visit the Netskope NewEdge Network page on Netskope.com.

About Netskope
Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, addresses the needs of both security and networking teams by providing optimized access and real-time, context-based security for people, devices, and data anywhere they go. Thousands of customers, including more than 30% of the Fortune 100, trust the Netskope One platform, its Zero Trust Engine, and its powerful NewEdge network to reduce risk and gain full visibility and control over cloud, AI, SaaS, web, and private applications—providing security and accelerating performance without trade-offs.

Learn more at netskope.com, on LinkedIn, and on Instagram.

Media Contact:
press@netskope.com

Investors:
ir@netskope.com

FAQ

What is NewEdge AI Fast Path from Netskope (NTSK) announced Feb 25, 2026?

NewEdge AI Fast Path is a set of network optimization capabilities for enterprise AI. According to Netskope, it routes AI traffic via NewEdge to reduce latency, lower costs, and improve resilience while preserving security across public, private, and neo-cloud AI destinations.

How does NewEdge AI Fast Path improve LLM and RAG performance for Netskope customers?

It accelerates LLM and RAG workflows by optimizing connectivity between models and external data sources. According to Netskope, the feature minimizes time-to-first-token and speeds retrieval by using direct peering and route control to shorten paths to AI endpoints.

What NewEdge infrastructure supports NewEdge AI Fast Path for NTSK customers?

NewEdge comprises 120+ data centers across more than 75 regions with full edge compute. According to Netskope, every location can run a complete SASE stack and deliver SSE/SASE and AI services at the edge for lower-latency AI access.

How extensive is Netskope's peering to top AI providers as of Feb 25, 2026?

Netskope reports over 11,000 network adjacencies to more than 750 ASNs, including major AI providers. According to Netskope, this peering removes transit hops and creates faster, more direct paths to providers like AWS, Microsoft, Google, Anthropic, and OpenAI.

What role does NewEdge Route Control play in the NewEdge AI Fast Path for NTSK?

Route Control dynamically selects the fastest path and bolsters resilience by routing around congestion. According to Netskope, it uses rich telemetry and makes tens of thousands of route changes daily to optimize AI traffic performance and availability.

Is NewEdge AI Fast Path available now for Netskope (NTSK) customers?

Yes — NewEdge AI Fast Path is available now to Netskope customers. According to Netskope, customers can immediately use these capabilities to accelerate AI applications and agentic workflows while maintaining security and resilience.