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
6 questions for AVPT
Also covers: BASE, BLZE, BOX +12 more
CV
Chirag Ved
Evercore ISI
4 questions for AVPT
Also covers: PATH, SNOW, TDC
DW
Derrick Wood
TD Cowen
4 questions for AVPT
Also covers: APPN, BRZE, CFLT +13 more
Nehal Chokshi
Northland Capital Markets
4 questions for AVPT
Also covers: AGYS, ALLT, CSGS +13 more
BK
Brett Knoblauch
Cantor Fitzgerald & Co.
3 questions for AVPT
Also covers: APLD, BITF, BLSH +21 more
JV
Joe Vandrick
Scotiabank
3 questions for AVPT
Also covers: NABL, OKTA, QLYS +2 more
Joseph Gallo
Jefferies & Company Inc.
3 questions for AVPT
Also covers: CHKP, CRWD, CYBR +11 more
CE
Cole Erskine
TD Cowen
2 questions for AVPT
Also covers: DOMO, IOT, RMNI
ES
Eric Suppiger
B. Riley Securities
2 questions for AVPT
GB
Gabriela Borges
Goldman Sachs
2 questions for AVPT
Also covers: BIGC, BRZE, CCCS +27 more
RK
Rudy Kessinger
D.A. Davidson & Co.
2 questions for AVPT
Also covers: AKAM, BASE, CFLT +12 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
WV
William Vandrick
Scotiabank
1 question for AVPT
Also covers: INFA, NABL
Recent press releases and 8-K filings for AVPT.
AvePoint Reports Strong Q4 and Full Year 2025 Results, Provides Optimistic 2026 Guidance
AVPT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- AvePoint reported strong Q4 2025 total revenues of $114.7 million, a 29% year-over-year increase, and FY 2025 total revenues of $419.5 million, up 27%. SaaS revenues for Q4 2025 were $88.9 million (up 37%) and for FY 2025 were $319.2 million (up 38%).
- For FY 2025, the company achieved a Rule of 46 and a GAAP operating margin of 7.9%, with total ARR of $416.8 million (up 27%) and record net new ARR of $89.8 million (up 44%). Cash generated from operations was $85.3 million and free cash flow was $81.6 million.
- Guidance for FY 2026 includes total ARR of $525.1 million to $531.1 million (27% growth at midpoint) and total revenues of $509.4 million to $517.4 million (22% growth at midpoint). The company expects non-GAAP operating income of $92.6 million to $96.6 million and a Rule of 40 of 45 at the midpoint.
- AvePoint aims to reach $1 billion in ARR by 2029 and plans for 2026 to be an investment year with increased marketing spend, while still anticipating GAAP operating margin expansion. The company is capitalizing on the AI data protection opportunity and is moving towards a hybrid licensing model.
2 days ago
AvePoint Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Guidance
AVPT
Earnings
Guidance Update
Share Buyback
- AvePoint concluded Q4 2025 with total revenues of $114.7 million, a 29% year-over-year increase, and SaaS revenue of $88.9 million, growing 37% year-over-year. For the full year 2025, total revenues reached $419.5 million, up 27%, with SaaS revenues growing 38% to $319.2 million.
- The company achieved $416.8 million in total Annual Recurring Revenue (ARR) by year-end 2025, representing 27% year-over-year growth, and recorded $26.8 million in net new ARR for Q4, a 48% increase. Full year net new ARR was $89.8 million, up 44%.
- AvePoint demonstrated strong profitability, with a Q4 non-GAAP operating margin of 20% and a full year 2025 GAAP operating margin of 7.9%. The company also achieved a Rule of 40 score of 46 for 2025, surpassing its target a year early.
- For Q1 2026, AvePoint expects total revenues between $115 million and $117 million and non-GAAP operating income between $19.5 million and $20.5 million. Full year 2026 guidance projects total ARR of $525.1 million to $531.1 million and total revenues of $509.4 million to $517.4 million.
- The company repurchased 1.7 million shares for approximately $22.4 million in Q4 2025, contributing to a total of 3.4 million shares repurchased for $50 million in FY 2025, with plans to remain active in share buybacks.
2 days ago
AvePoint Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
AVPT
Earnings
Guidance Update
Share Buyback
- AvePoint reported Q4 2025 total revenues of $114.7 million, an increase of 29% year-over-year, and full-year 2025 total revenues of $419.5 million, up 27%.
- The company achieved a Rule of 46 for full-year 2025 and a GAAP operating margin of 7.9% for the year, fulfilling its commitments.
- Total Annual Recurring Revenue (ARR) reached $416.8 million by the end of Q4 2025, representing 27% year-over-year growth, with net new ARR of $26.8 million in Q4.
- AvePoint provided Q1 2026 revenue guidance of $115 million-$117 million and full-year 2026 revenue guidance of $509.4 million-$517.4 million, along with full-year 2026 total ARR guidance of $525.1 million-$531.1 million.
- The company repurchased 1.7 million shares for approximately $22.4 million in Q4 2025, contributing to a total of 3.4 million shares for approximately $50 million repurchased in full-year 2025.
2 days ago
AvePoint Reports Strong Q4 and Full-Year 2025 Financial Results and Issues 2026 Guidance
AVPT
Earnings
Guidance Update
New Projects/Investments
- AvePoint reported strong financial performance for Q4 2025, with Total ARR reaching $416.8 million (27% growth) and Total Revenue at $114.7 million (29% growth). For the full year 2025, Total Revenue was $419.5 million (27% growth).
- The company demonstrated improved profitability, achieving Non-GAAP Operating Income of $22.9 million (19.9% margin) in Q4 2025 and $79.2 million (18.9% margin) for FY 2025. AvePoint also generated $81.6 million in Free Cash Flow for FY 2025, representing a 19% FCF Margin.
- AvePoint provided Q1 2026 guidance for Total Revenue between $115.0 million and $117.0 million and Non-GAAP Operating Income between $19.5 million and $20.5 million.
- For Full-Year 2026, the company expects Total ARR to be between $525.1 million and $531.1 million and Total Revenue between $509.4 million and $517.4 million, with Non-GAAP Operating Income projected between $92.6 million and $96.6 million.
2 days ago
AvePoint Announces Fourth Quarter and Full Year 2025 Financial Results
AVPT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- AvePoint reported total revenue of $114.7 million for the fourth quarter of 2025, an increase of 29% from Q4 2024, and $419.5 million for the full year 2025, up 27% from 2024.
- Full year 2025 SaaS revenue grew 38% year-over-year to $319.2 million, and Total ARR reached $416.8 million as of December 31, 2025, representing 27% year-over-year growth.
- The company achieved GAAP operating income of $14.5 million (12.7% margin) for Q4 2025 and $33.0 million (7.9% margin) for the full year 2025.
- AvePoint generated $85.3 million in cash from operations for the twelve months ended December 31, 2025, and held $481.1 million in cash and cash equivalents as of December 31, 2025.
- For the full year 2026, AvePoint expects Total ARR between $525.1 million and $531.1 million and Total revenues between $509.4 million and $517.4 million.
2 days ago
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
Quarterly earnings call transcripts for AvePoint.
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