AvePoint (AVPT) Company Report

AvePoint, co-founded over 20 years ago, is the largest B2B SaaS data management, governance, and security player within the Microsoft Cloud ecosystem, expecting over $410 million ARR and revenue this year.
The company reported strong financial performance, including 22% operating margins, being cash flow positive, GAAP profitable, and achieving the Rule of 40. In Q3, they beat and raised revenue and operating margins, with 19% net new ARR growth and 38% SaaS growth.
AvePoint aims to reach $1 billion in ARR by 2029, representing a 25% average CAGR over the next four years, with non-Microsoft revenue projected to be up to 30% of that total.
The company holds $500 million in cash with no debt, positioning it for potential larger acquisitions.
AvePoint recently announced AgentPulse, a new offering to provide tighter security and cost controls for AI agents, addressing critical concerns in AI deployment and data management.

Nov 18, 2025, 9:00 PM

Transcript

AvePoint Targets $1 Billion ARR by 2029 with Multi-Cloud Expansion

AVPT

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

AvePoint expects to exceed $410 million in ARR and revenue this year, operating as the largest B2B SaaS data management, governance, and security player in the Microsoft Cloud space.
The company reported 22% operating margins in the latest quarter, is cash flow positive, GAAP profitable, and adheres to the Rule of 40.
AvePoint aims to reach $1 billion in ARR by 2029, representing a 25% average CAGR over the next four years, driven by multi-cloud expansion, SMB growth via MSPs, and investments in IaaS and PaaS.
The company recently announced AgentPulse to provide security and cost controls for AI agents, leveraging its focus on unstructured data management, governance, and security.

Nov 18, 2025, 9:00 PM

Transcript

AvePoint Targets $1 Billion ARR by 2029, Driven by Multi-Cloud Expansion and AI Offerings

AVPT

Revenue Acceleration/Inflection

New Projects/Investments

Guidance Update

AvePoint (AVPT) anticipates achieving over $410 million in ARR and revenue for 2025, with the latest quarter showing 22% operating margins, cash flow positivity, GAAP profitability, and meeting the Rule of 40.
The company is targeting $1 billion in ARR by 2029, implying a 25% average CAGR over the next four years. Key growth vectors include expanding beyond its core Microsoft Cloud business into multi-cloud environments (Google, AWS, Salesforce) and IaaS/PaaS, with non-Microsoft revenue expected to contribute up to 30% of the 2029 ARR target.
AvePoint is a leading B2B SaaS provider in data management, governance, and security, particularly for unstructured data, and has introduced AgentPulse for AI agent security and cost control. The company leverages its enterprise-grade platform, strong compliance certifications, and high win rates in competitive enterprise scenarios.
With approximately $500 million in cash and no debt, AvePoint is well-positioned for strategic acquisitions to accelerate its growth initiatives.

Nov 18, 2025, 9:00 PM

Transcript

AvePoint Launches AgentPulse Command Center and Reaffirms $1 Billion ARR Target by 2029

AVPT

Product Launch

Guidance Update

New Projects/Investments

AvePoint launched AgentPulse Command Center at Microsoft Ignite, a new product designed to monitor and control AI agents across multi-cloud environments, including Microsoft 365 and upcoming Gemini Enterprise.
The company is targeting $1 billion in ARR by 2029, aiming for a 25% compounded growth rate. Despite federal sector uncertainties impacting North America growth in 2025, AvePoint achieved 26% overall growth in Q3 and expects an 18-19% operating margin for the year, qualifying it as a Rule of 40 company.
Key growth drivers include the SMB segment (currently 19% of business and fastest growing, largely through MSPs) and the APAC region (fastest growing, with strong acceleration in Japan). AvePoint is also expanding its multi-cloud support to include platforms like Google, Salesforce, and Monday.com.
AvePoint maintains a diversified business model with no single customer representing more than 2% of total ARR, and is observing an uptick in its modernization suite, particularly in migration ARR, driven by data consolidation.
The company is actively monitoring industry consolidation and considering tuck-in acquisitions to complement organic growth, noting a convergence in the data landscape driven by increased cyber threats.

Nov 18, 2025, 6:15 PM

Transcript

AvePoint Discusses AgentPulse Launch, Growth Strategy, and Financial Outlook

AVPT

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

AvePoint launched AgentPulse Command Center, a multi-cloud product designed to monitor and control AI agents, addressing concerns about data oversharing and agent behavior.
The company reaffirmed its confidence in reaching $1 billion in Annual Recurring Revenue (ARR) by 2029, projecting a sustained mid-20s compounded growth rate.
Despite a negative impact from the federal government shutdown in Q3 2025, AvePoint achieved 26% overall growth and anticipates an 18-19% operating margin for the full year 2025.
Key growth drivers include the SMB segment (currently 19% of business and fastest growing, driven by MSPs) and the APAC region (fastest growing, with significant acceleration in Japan).

Nov 18, 2025, 6:15 PM

Transcript

AvePoint Discusses New AI Product, Federal Business Impact, and Long-Term Growth Strategy

AVPT

Product Launch

Guidance Update

New Projects/Investments

AvePoint launched AgentPulse Command Center at Microsoft Ignite, a multi-cloud product designed to monitor AI agents and address concerns about data oversharing and agent actions.
The company experienced lower growth in its federal business in 2025 due to public sector uncertainties and a government shutdown, though overall Q3 growth was 26%.
AvePoint reiterated its long-term goal to achieve $1 billion in Annual Recurring Revenue (ARR) by 2029, driven by diverse growth across geographies (e.g., APAC and Japan accelerating) and customer segments (e.g., SMB through MSPs).
AvePoint is pursuing a profitable growth strategy, targeting a 25% compounded growth rate and an 18-19% operating margin for the current year, with a long-term goal of 27% operating margin.

Nov 18, 2025, 6:15 PM

Transcript

AVPT Announces Strong Q3 2025 Results and Raises Full-Year Guidance

AVPT

Earnings

Guidance Update

Revenue Acceleration/Inflection

AVPT reported strong financial results for Q3 2025, with Total ARR growing 26% year-over-year to $390.0 million and total revenues increasing 24% year-over-year.
The company achieved a record Non-GAAP operating margin of 22.0% and generated a record $34.8 million in quarterly cash flow in Q3 2025.
AVPT provided updated Full-Year 2025 guidance, projecting Total Revenue between $414.8 million and $416.8 million and Annual Recurring Revenue between $412.8 million and $418.8 million, reflecting an increase from prior estimates.
The company maintained strong retention rates, with a dollar-based gross retention rate of 88% and a dollar-based net retention rate of 110% in Q3 2025.

Nov 6, 2025, 9:30 PM

Presentation

AvePoint Reports Strong Q3 2025 Results and Updates Full-Year Guidance

AVPT

Earnings

Guidance Update

Revenue Acceleration/Inflection

AvePoint reported Q3 2025 total revenues of $109.7 million, a 24% year-over-year increase, with SaaS revenue growing 38% to $84 million and representing 77% of total revenues.
The company achieved $390 million in total ARR, marking 26% year-over-year growth, and recorded its highest-ever non-GAAP operating income of $24.1 million, or a 22% operating margin.
For Q4 2025, AvePoint expects total revenues between $110 million and $112 million and non-GAAP operating income between $21 million and $22 million.
Full-year 2025 guidance was updated, with expected total revenues of $414.8 million-$416.8 million and total ARR of $412.8 million-$418.8 million, reflecting a 27% growth at the midpoint.
AvePoint continues to focus on agentic AI governance, noting that 86% of organizations have delayed AI rollouts due to security and governance concerns, and aims for $1 billion in ARR by 2029.

Nov 6, 2025, 9:30 PM

Transcript

AvePoint Announces Third Quarter 2025 Financial Results

AVPT

Earnings

Guidance Update

Delisting/Listing Issues

AvePoint reported total revenue of $109.7 million for Q3 2025, marking a 24% year-over-year increase, with SaaS revenue growing 38% year-over-year to $84.0 million.
Non-GAAP operating income for Q3 2025 was $24.1 million, achieving a 22.0% operating margin.
Total Annual Recurring Revenue (ARR) reached $390.0 million as of September 30, 2025, representing 26% year-over-year growth.
For Q4 2025, the company expects total revenues of $110.0 million to $112.0 million and non-GAAP operating income of $21.0 million to $22.0 million.
AvePoint announced its dual listing on the Main Board of Singapore Exchange Securities Trading Limited (SGX-ST), making it the first B2B SaaS stock to be listed on the SGX-ST and the first company dual-listed on Nasdaq and SGX-ST.

Nov 6, 2025, 9:07 PM

8-K

AvePoint Announces Pricing of Public Offering and SGX-ST Listing

AVPT

Delisting/Listing Issues

AvePoint announced the pricing of an underwritten public offering of 13,290,360 shares of its common stock by selling stockholders at a public offering price of S$19.50 per share.
The principal purpose of the offering is to create a market for AvePoint's common stock on the Singapore Exchange Securities Trading Limited (SGX-ST), with trading expected to commence on September 19, 2025, under the symbol "AVP".
AvePoint will not receive any proceeds from this offering.
Selling securityholders are expected to receive approximately US$202 million before expenses from the offering.
Underwriters have been granted an option by KEM Phoenix, LLC to purchase up to an additional 1,993,550 shares to cover over-allotments.

Sep 16, 2025, 8:34 PM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for AvePoint.