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    Joe Vandrick • Scotiabank

    Joe Vandrick's questions to AvePoint Inc (AVPT) leadership

    Joe Vandrick's questions to AvePoint Inc (AVPT) leadership • Q2 2025

    Question

    Joe Vandrick from Scotiabank asked about the primary theme driving customer conversations—whether it's AI readiness, CoPilot governance, or cyber resilience—and questioned the discrepancy between the unchanged constant currency ARR guide and the increased revenue guide.

    Answer

    CEO Tianyi Jiang identified security threats and AI deployment as the consistent top themes in customer discussions, noting that data governance is central to enterprise strategy. CFO Jim Caci clarified that the constant currency ARR guidance was operationally raised but appeared unchanged due to FX headwinds and rounding. He added that while services contributed to the Q2 beat, SaaS performance was also very strong.

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    Joe Vandrick's questions to N-Able Inc (NABL) leadership

    Joe Vandrick's questions to N-Able Inc (NABL) leadership • Q2 2025

    Question

    Joe Vandrick of Scotiabank questioned if the low MDR adoption among MSPs was true for N-able's base and asked about the drivers behind the strong growth in customers with over $50k in ARR.

    Answer

    CEO John Pagliuca confirmed low MDR adoption is a significant opportunity and that N-able is educating MSPs on its differentiated, AI-powered XDR solution. He attributed the growth in large customers to a strategic focus on larger MSPs, successful cross-selling of products like AdLumen and Cove, and landing larger new deals, particularly within the MSP market in Q2.

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    Joe Vandrick's questions to Qualys Inc (QLYS) leadership

    Joe Vandrick's questions to Qualys Inc (QLYS) leadership • Q2 2025

    Question

    Joe Vandrick from Scotiabank asked about the frequency of multi-product platform deals versus single-module sales and inquired about the drivers behind the improvement in gross and net retention rates.

    Answer

    CEO Sumedh Thakar explained that customers often pursue a hybrid approach, and Qualys's ETM module is key to providing a unified risk view by ingesting both Qualys and third-party data. CFO Joo Mi Kim attributed the improved retention to a combination of a stabilizing macro environment and better execution in communicating the value of new products to renewing customers.

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    Joe Vandrick's questions to Tenable Holdings Inc (TENB) leadership

    Joe Vandrick's questions to Tenable Holdings Inc (TENB) leadership • Q2 2025

    Question

    Joe Vandrick, on behalf of Patrick Colville at Scotiabank, asked about Tenable's strategy for securing generative AI, the role of the Apex Security acquisition, and the company's right to win in this emerging market.

    Answer

    CFO and Co-CEO Steve Vintz outlined a multi-layered AI security strategy, with Apex adding a critical governance and enforcement layer to existing discovery (AI-aware) and posture management (AI-SPM) capabilities. Co-CEO Mark Thurmond added that the Apex acquisition was met with significant customer interest, serves as a key market differentiator, and will be integrated into the Tenable One platform.

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