AvePoint, Inc. is a global cloud-native software company that specializes in data management solutions to help organizations manage, protect, and optimize their critical data. The company provides a comprehensive platform that addresses challenges in data security, governance, and business continuity while enabling secure collaboration and optimizing SaaS operations. AvePoint serves a diverse range of industries and markets its products through direct sales and a network of partners worldwide.
- SaaS - Offers cloud-based solutions to manage and protect critical data, optimize IT operations, and secure digital workplaces, supporting hybrid work environments.
- Term License and Support - Provides software licenses for a fixed term along with technical support to ensure operational continuity.
- Services - Delivers implementation, training, consulting, and managed services to help customers maximize the value of their software investments.
- Maintenance - Supplies post-contract support for perpetual licenses, ensuring ongoing functionality and updates for legacy systems.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Tianyi Jiang ExecutiveBoard | Chief Executive Officer (CEO) | None | CEO of AvePoint since July 2021; joined AvePoint in 2005; previously Co-CEO (2008–2021); holds a doctorate in Data Mining from NYU and degrees in Electrical and Computer Engineering from Cornell. | |
Xunkai Gong ExecutiveBoard | Executive Chairman | None | Co-founder of AvePoint; served as CEO (2001–2008) and Co-CEO (2008–2021); became Executive Chairman in July 2021; holds advanced degrees in Computer Science and Engineering. | |
Brian Michael Brown Executive | Chief Legal and Compliance Officer | None | Chief Legal and Compliance Officer since July 2021; previously General Counsel and COO of AvePoint's predecessor (2004–2021); holds a JD from Michigan State University. | |
James Caci Executive | Chief Financial Officer (CFO) | None | CFO of AvePoint since August 2021; previously CFO of AvePoint's predecessor (2010–2013); CPA with over 25 years of experience in SaaS and IT services. | |
Janet Schijns Board | Director | CEO and Co-Founder of JS Group; Board Member at Ninjio | Director since 2022; expert in SaaS channel organizations; previously EVP at Office Depot and Chief Channel Executive at Verizon Business. | |
Jeff Epstein Board | Director | Operating Partner at Bessemer Venture Partners; Lecturer at Stanford University; Board Member at Twilio, Okta, Couchbase, and Kaiser Permanente | Director since July 2021; financial expert with extensive experience in venture capital and public company boards; former CFO of Oracle. | |
Jeff Teper Board | Lead Independent Director | President, Microsoft 365 Collaborative Apps and Platforms | Director since July 2021; extensive experience in the Microsoft ecosystem; currently leads Microsoft 365 Collaborative Apps and Platforms. | |
John Ho Board | Director | Founder and Chief Industrialist Investor at Janchor Partners; Non-Executive Director at Vocus Group; Board Member at Incitec Pivot Limited | Director since July 2021; financial expert with extensive experience in public companies and investment management. |
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Your 2025 guidance indicates a flattening in operating margins after two years of significant expansion. Can you explain why you're expecting less margin expansion despite accelerating ARR growth, and how do you plan to balance investments with profitability?
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The gap between ARR growth and revenue growth appears to be widening in your 2025 outlook. What factors are contributing to this discrepancy, and how might this affect your financial performance?
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Given the increasing competition in the data security posture management space, how does AvePoint plan to differentiate its offerings and maintain its market position amidst heightened awareness and more companies targeting this market?
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With the recent acquisition of Ydentic, can you elaborate on how you plan to integrate their capabilities into your managed services platform, and what this implies about your broader M&A strategy moving forward?
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Considering the potential impact of U.S. federal spending reductions on agencies due for renewal cycles, how exposed is your ARR to these factors, and what strategies are you employing to mitigate any risks associated with your U.S. federal business?
Research analysts who have asked questions during AvePoint earnings calls.
Jason Ader
William Blair & Company
4 questions for AVPT
Nehal Chokshi
Northland Capital Markets
4 questions for AVPT
Brett Knoblauch
Cantor Fitzgerald & Co.
3 questions for AVPT
Chirag Ved
Evercore ISI
2 questions for AVPT
Cole Erskine
TD Cowen
2 questions for AVPT
Derrick Wood
TD Cowen
2 questions for AVPT
Gabriela Borges
Goldman Sachs
2 questions for AVPT
Fatima Boolani
Citi
1 question for AVPT
Joe Vandrick
Scotiabank
1 question for AVPT
Joseph Gallo
Jefferies & Company Inc.
1 question for AVPT
Kirk Materne
Evercore ISI
1 question for AVPT
S. Kirk Materne
Evercore ISI
1 question for AVPT
William Vandrick
Scotiabank
1 question for AVPT
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Ydentic Holding B.V. | 2025 | AvePoint acquired 80% of Ydentic Holding B.V.’s ordinary shares for approximately $15.4 million on January 29, 2025, with a commitment to purchase the remaining shares over three years, enhancing its managed services platform for Microsoft MSPs. |
tyGraph Companies | 2022 | On September 12, 2022, AvePoint acquired tyGraph US and tyGraph Canada in a deal valued at approximately $15.3 million ($13.8M in cash and $1.5M in shares), strategically aimed at expanding its SaaS analytics capabilities to boost workplace engagement. |
Essential Co. Ltd. | 2022 | Completed on August 25, 2022, the acquisition of Essential Co. Ltd. for $3.0 million (predominantly allocated to goodwill) was a market expansion play designed to accelerate AvePoint’s digital transformation presence in South Korea. |
I-Access Solutions Pte. Ltd. | 2022 | EduTech, a subsidiary of AvePoint, acquired I-Access Solutions on February 18, 2022, for a total of approximately $7.4 million (comprising $1.5M in cash and $5.9M in shares subject to a put option and escrow conditions), to broaden its SaaS offerings in corporate learning and development. |
Recent press releases and 8-K filings for AVPT.
- AvePoint, the largest Microsoft Office cloud data management and governance player globally, has been operating for over 20 years and is currently profitable, generating cash, and GAAP profitable.
- The company's net retention rate (NRR) stands at 112%, with a strategy to increase it by upselling additional capabilities and improving SMB retention through Managed Service Providers (MSPs).
- AvePoint has set a goal to reach $1 billion in Annual Recurring Revenue (ARR) within four years (by 2029), targeting 25% annual compounded growth.
- Growth initiatives include expanding within their existing customer base, integrating more AI capabilities into their platform, and extending multi-cloud support, such as availability in Google Cloud.
- AvePoint reported its tenth consecutive outperformance quarter in Q2, crossing the $100 million revenue mark with 31% year-over-year revenue growth and 27% ARR growth. The company achieved a 720 basis point improvement in operating profitability and a trailing twelve months Rule of 40 of 44%.
- The company raised its full-year guidance for ARR, revenue, and operating income. For Q3, AvePoint expects approximately 19% year-over-year revenue growth, influenced by a shift towards SaaS revenue and anticipated public sector uncertainty.
- AvePoint is positioned as a global leader in data management and governance, crucial for AI deployments. While its relationship with Microsoft remains a competitive strength, business outside Microsoft, currently less than 10% of revenue, is growing rapidly and is projected to reach 30% of revenue by 2029.
- The company is focused on profitable growth, aiming to achieve $1 billion in ARR by 2029. This growth is supported by a diversified approach including internal investments, an active M&A pipeline, multi-cloud expansion, and a strong channel strategy, with 60% of revenue directly sourced from channel partners in aggregate.
- AvePoint reported strong Q2 2025 financial results, with Total ARR growing 27% year-over-year to $367.6 million and Total Revenues increasing 31% year-over-year to $373.1 million. The Non-GAAP operating margin reached 18.4% , and the dollar-based net retention rate was a record 112%.
- The company updated its full-year 2025 guidance, projecting Annual Recurring Revenue (ARR) between $412.8 million and $418.8 million and Total Revenue between $406.6 million and $410.6 million. Non-GAAP Operating Income is expected to be between $68.3 million and $70.8 million.
- AvePoint continues to expand its customer base, reaching 25,178 total customers in 2024 , and is on track towards a long-term goal of $1 billion in ARR by 2029.
- The company has demonstrated significant improvement in operating efficiency, with its Non-GAAP operating margin increasing from -1.2% in 2022 to 14.4% in 2024 , and reaching 17.3% (TTM) in Q2 2025.
- AvePoint, Inc. is redeeming all outstanding public warrants (CUSIP 053604112) that allow holders to purchase common stock at $11.50 per share, with a redemption price of $0.01 per warrant if unexercised.
- The redemption takes effect on July 9, 2025, at 5:00 p.m. New York City time, after which the exercise right ceases and any remaining warrants will be void.
- AvePoint Inc positioned itself as the largest SaaS provider for data governance and security in the Microsoft Office cloud ecosystem, emphasizing its multi‐cloud strategy and deep expertise in managing unstructured data.
- The company highlighted strong performance in Q1 2025 with 26% YoY ARR growth, robust improvements in gross margins, and enhanced operating leverage, demonstrating its focus on profitable growth.
- AvePoint outlined a clear capital allocation strategy, including continued investments in technology, targeted M&A to bolster its offerings, and an authorized share buyback program up to 150 million shares.
- Total revenue reached $93.1 million with $68.9 million in SaaS revenue, reflecting 25% overall YoY growth and 34% YoY SaaS growth
- ARR increased to $345.5 million with a 26% YoY growth
- Operating income improved with figures of $13.4 million (14.4% margin) and GAAP operating income of $3.3 million from a loss last year
- Guidance update: Q2 revenues are expected between $95.3M-$97.3M, supporting the company’s growth strategy
- Share repurchase initiatives: Executed a buyback of 800,000 shares for approximately $12M and renewed a $150.0 million share repurchase program