What move does the options market price into A10 Networks's report?

Implied ±11.3%, either direction.

How often does A10 Networks move more than the options market prices?

1 of the last 8 reports moved at least as far as the implied move.

ATENNYSEComputer Communications Equipment

A10 Networks, Inc. (ATEN) earnings date, market-implied expected move, and options open interest by expiry

24.34

Pre-market15:59 ETdelayed

Open24.21Volume1.3MMkt cap$1.8BP/E41.25EPS0.59Div yield0.99%

Day23.15 – 24.34100%52-wk16.40 – 38.4136%

ATEN

A10 Networks, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±11.3%implied · straddle

21.5627.04

spot 24.30exp Nov 20ATM strike 25ATM straddle 3.22IV 75%

Nov 3 close

Expected move

Inputs

Next report

Today

after close

est.Q3 FY26

Calendar

Next report

Last report

−10.51%

vs ±11.9% implied · ×0.88

shaded = implied · ▲▼ = realized

Aug 5 '26 · confirmed

Implied vs realized

Largest filed tie

29.00%

of ATEN revenue · Undisclosed single distribution channel partner

customerATEN 10-K

Largest filed tie

13F top-10 QoQ

+6.60%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

309 managers

Top fund weight

0.09%

ATEN weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

A10 Networks (ATEN) is expected to report on Nov 4 after close (estimated date).

Implied vs realized

8 reports

1 of 8≥ implied

avg implied: ±9.4%
avg realized: ±5.3%

Nov 7 '24Nov 7 '24confirmed±5.8%▲+4.79%×0.83

Feb 4 '25Feb 4 '25confirmed±8.8%▲+2.71%×0.31

May 1 '25May 1 '25confirmed±9.0%▼−0.36%×0.04

Aug 5 '25Aug 5 '25confirmed±9.0%▲+5.23%×0.58

Nov 4 '25Nov 4 '25confirmed±10.4%▲+3.48%×0.33

Feb 4 '26Feb 4 '26confirmed±9.4%▲+10.33%×1.10

Q1 FY26Apr 28 '26confirmed±10.8%▼−5.33%×0.50

Q2 FY26Aug 5 '26confirmed±11.9%▼−10.51%×0.88

quarterimplied−15%0+15%realized×

Q2 FY26±11.9%▼−10.51%×0.88

Q1 FY26±10.8%▼−5.33%×0.50

Feb '26±9.4%▲+10.33%×1.10

Nov '25±10.4%▲+3.48%×0.33

Aug '25±9.0%▲+5.23%×0.58

May '25±9.0%▼−0.36%×0.04

2 older reports

Feb '25±8.8%▲+2.71%×0.31

Nov '24±5.8%▲+4.79%×0.83

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Nov 3 close

0.09OI · 3 expiries · Nov 3 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

3660%Nov 2016d4,1650%

3210%Dec 1844d0.065,4350%0.06

14+8%Feb 19107d0.043970%0.04

ExpiryPutsCallsP/C

Nov 2016d3660%4,1650%0.09

Dec 1844d3210%5,4350%0.06

Feb 19107d14+8%3970%0.04

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±11.3%

Funds 3

IWM±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

11.08%as filednet margin · revenue +6.85% QoQ · +15.50% YoY

Revenue

$80M+6.85% QoQ

Gross profit

$63M+6.12% QoQ

79.09% margin

Operating income

$9M−30.58% QoQ

11.26% margin

Pre-tax income

$10M−30.24% QoQ

Net income

$9M−26.18% QoQ

11.08% margin

Cost of revenue

$17M+9.69% QoQ

Operating expenses

$54M+16.33% QoQ

Marketing $22M

R&D $21M

SG&A $11M

Tax

$1M−52.51% QoQ

Other income

$899,000−26.61% QoQ

Revenue$80M+6.85%

Gross profit

$63M+6.12%

79.09% margin

Operating income

$9M−30.58%

11.26% margin

Pre-tax income

$10M−30.24%

Net income

$9M−26.18%

11.08% margin

Cost of revenue

$17M+9.69%

Operating expenses

$54M+16.33%

Marketing $22M

R&D $21M

SG&A $11M

Other income$899,000−26.61%

Tax$1M−52.51%

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Jun 30 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 3 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.85· ±2.9% vs ±1.6% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±2.9%13 of 24×1.85

CPIconsumer prices±1.8%7 of 10×1.17

NFPjobs report±1.7%4 of 10×1.09

PCEpersonal income & outlays±1.6%14 of 19×1.01

PPIproducer prices±1.5%5 of 10×0.96

GDPgross domestic product±1.4%13 of 19×0.92

CPROFcorporate profits±1.4%8 of 12×0.89

Bar = avg |move| to ±3% · tick = ±1.6% avg day · ×base = |move| ÷ ±1.6% · min 6 releases

Earnings history

EPS 0.12 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 5 '26 · confirmed	0.12	—
Q1 FY26	Apr 28 '26 · confirmed	0.17	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod