Earnings summaries and quarterly performance for AvePoint.
Executive leadership at AvePoint.
Board of directors at AvePoint.
Research analysts who have asked questions during AvePoint earnings calls.
Jason Ader
William Blair & Company
4 questions for AVPT
Also covers: BASE, BLZE, BOX +12 more
Nehal Chokshi
Northland Capital Markets
4 questions for AVPT
Also covers: AGYS, ALLT, CSGS +12 more
BK
Brett Knoblauch
Cantor Fitzgerald & Co.
3 questions for AVPT
Also covers: APLD, BITF, BLSH +18 more
CV
Chirag Ved
Evercore ISI
2 questions for AVPT
Also covers: PATH, TDC
CE
Cole Erskine
TD Cowen
2 questions for AVPT
Also covers: DOMO, IOT, RMNI
DW
Derrick Wood
TD Cowen
2 questions for AVPT
Also covers: APPN, BRZE, CFLT +13 more
GB
Gabriela Borges
Goldman Sachs
2 questions for AVPT
Also covers: BIGC, BRZE, CCCS +20 more
SK
S. Kirk Materne
Evercore ISI
2 questions for AVPT
Also covers: ADBE, BLKB, CCCS +16 more
Fatima Boolani
Citi
1 question for AVPT
Also covers: AKAM, CHKP, CRWD +16 more
JV
Joe Vandrick
Scotiabank
1 question for AVPT
Also covers: NABL, OKTA, QLYS +2 more
Joseph Gallo
Jefferies & Company Inc.
1 question for AVPT
Also covers: CHKP, CRWD, CYBR +11 more
WV
William Vandrick
Scotiabank
1 question for AVPT
Also covers: INFA, NABL
Recent press releases and 8-K filings for AVPT.
AvePoint Discusses Strong Q3 Performance, 2029 Revenue Target, and AI Governance Strategy
AVPT
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- AvePoint reported a record Q3 for net new ARR, with the commercial side of the business showing 42% net ARR growth, and anticipates another net ARR record in Q4.
- The company has set a goal to achieve $1 billion in revenue by 2029, targeting an operating income of approximately 27% of revenue by that time, implying steady mid-20s growth over the next few years.
- Key growth strategies include expanding the MSP channel (currently with about 3,000 partners), increasing multi-cloud revenue from just under 10% to potentially 30% of the revenue mix by 2029, and growing the SMB segment from just under 20% to 30-40% of total revenue in the next four to five years.
- AvePoint is addressing the increasing demand for AI governance and security with its new Agent Pulse offering, which helps organizations track and manage AI agents, a critical need for regulated industries navigating new frameworks like the EU AI Act.
Dec 2, 2025, 7:55 PM
AvePoint Outlines 2029 Financial Targets and Growth Drivers
AVPT
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- AvePoint aims to achieve $1 billion in revenue by 2029, targeting an operating income of 27% of revenue by the same year.
- The company reported record net new ARR in Q3 and anticipates another record in Q4, driven by strong commercial performance.
- While over 90% of current revenue comes from the Microsoft ecosystem, AvePoint projects 30% of its revenue to be from non-Microsoft sources by 2029.
- The Managed Service Provider (MSP) segment is AvePoint's fastest-growing vertical, crucial for expanding into the SMB market.
- AI adoption and emerging regulations, such as the EU AI Act, are expected to be significant catalysts for demand, particularly for products like Agent Pulse, which helps manage AI agents.
Dec 2, 2025, 7:55 PM
AvePoint Reports Strong Q3 ARR, Targets $1 Billion Revenue by 2029
AVPT
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- AvePoint reported a record quarter for net new ARR in Q3, with the commercial side of the business showing 42% net ARR growth, and expects another net ARR record in Q4.
- The company is targeting $1 billion in revenue by 2029, with an associated operating income of approximately 27% of revenue. AvePoint's revenue for this year (2025) is approximately $420 million.
- Key growth drivers include the rapidly expanding MSP channel, which is the fastest-growing segment, and an increase in multi-cloud revenue, projected to reach 30% of the mix by 2029 from just over 90% reliance on the Microsoft ecosystem today.
- AvePoint is strategically positioned in the emerging AI market with its Agent Pulse offering, designed to help organizations track and manage AI agents in response to evolving regulatory frameworks like the EU AI Act.
Dec 2, 2025, 7:55 PM
AvePoint Targets $1 Billion ARR by 2029 with Strong Financials and AI Focus
AVPT
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- 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
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
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
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
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
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
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
Quarterly earnings call transcripts for AvePoint.
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