{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"NTSK Stock: Every Guide Rose Except The One Measured In Cash Q2 FY2027","slug":"ntsk-stock-every-guide-rose-except-the-one-measured-in-cash-q2-fy2027","published_at":"2026-09-03T15:16:53+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/ntsk-stock-every-guide-rose-except-the-one-measured-in-cash-q2-fy2027","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/ntsk-stock-every-guide-rose-except-the-one-measured-in-cash-q2-fy2027/","audio_url":"https://mcdn.podbean.com/mf/web/w6vlei1hylwc720d/audio_t.mp3","summary":"Netskope (NTSK) Q2 FY2027 — It opened 12.8% higher, gave the whole gap back, and sits about 3% above the pre-print close. Netskope beat every line it guided to in June and raised the full year - and quietly cut its full-year free cash flow margin guide from \"2% to 4%\" to \"approximately 2%\". The first half burned $87.0M. THE CALL: HOLD (3/5, MODERATE) — base-case value ~$15.01 vs ~$14.16 today. KEY METRICS: - Revenue $220.5M, +29.2% YoY - above the $213-215M guide - Non-GAAP operating margin (9)% vs a (14)-(15)% guide - ARR $899M +27%; dollar-based net retention 114% vs 118% - H1 free cash flow -$87.0M (-20.6% margin) vs -$2.2M a year ago - FY27 free cash flow margin guide cut from 2-4% to approximately 2% - That needs +$104.8M in the back half - 7.2x last year's H2 - Net cash $369.2M; EV/ARR 6.03x at $14.16 What to watch: the Q3 release in early December - does free cash flow turn, and does non-current deferred revenue stop falling Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.","meta_description":"Netskope (NTSK) Q2 FY2027 — It opened 12.8% higher, gave the whole gap back, and sits about 3% above the pre-print close. Netskope beat every line it guid…","key_points":[],"chapters":[],"topics":[],"duration_seconds":857,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/ntsk-stock-every-guide-rose-except-the-one-measured-in-cash-q2-fy2027/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/ntsk-stock-every-guide-rose-except-the-one-measured-in-cash-q2-fy2027.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}