Market reaction was positive, with Netskope stock rising about 8% after the announcement, while the company reported ARR of $754 million (up 34% year over year), revenue of $184.2 million (up 33%), remaining performance obligations of $1.0 billion (up 41%), and cash and receivables totaling $1.2 billion.

The approach aims to resolve the security versus speed trade-off by enabling secure, high-performance AI traffic routing at the edge without compromising controls or experience.

The solution uses Netskope NewEdge infrastructure, extensive peering, and route-control telemetry to accelerate LLMs, retrieval-augmented generation, and agentic workflows, cutting time-to-first-token for conversational AI.

The press release reinforces Netskope’s leadership in cloud security and networking for the AI era, aiming to speed AI adoption by removing trade-offs between security and performance.

Netskope positions NewEdge as scalable, edge-centric infrastructure with data-center expansion, SLA-backed performance, and security designed to support continuity during extreme events such as natural disasters or cable cuts.

Netskope cites a global edge footprint of 120+ data centers across 75+ regions, with 11,000+ network adjacencies to 750+ ASNs, including major AI destinations like AWS, Microsoft, Google, Anthropic, and OpenAI.

Netskope unveils NewEdge AI Fast Path, a set of capabilities within NewEdge that optimize network paths to AI destinations across public, private, and neo-cloud environments to cut latency and costs while boosting performance and security for AI workloads.

The company emphasizes direct control over its data-center infrastructure and edge compute, claiming high availability and resilience for NewEdge and its SSE/SASE/AI security services.

NewEdge AI Fast Path is designed to eliminate the traditional security-speed trade-off in AI adoption by delivering high-performance, secure AI traffic routing at the edge.

AI-tagged Netskope announcements have historically shown mixed next-day stock moves, making today’s gain notable within the broader AI and NewEdge strategy.

NewEdge interconnects with more than 11,000 network adjacencies to over 750 autonomous systems, enabling direct, fast paths to top AI destinations and reducing reliance on transit providers.

The initiative is framed within the broader context of enterprises accelerating AI adoption while managing performance, resilience, and security needs.