Earnings summaries and quarterly performance for N-able.
Executive leadership at N-able.
John Pagliuca
President and Chief Executive Officer
Frank Colletti
Executive Vice President, Chief Revenue Officer
Kathleen Pai
Executive Vice President, Chief People Officer
Michael Adler
Executive Vice President, Chief Technology and Product Officer
Peter Anastos
Executive Vice President, General Counsel
Tim O’Brien
Executive Vice President, Chief Financial Officer
Board of directors at N-able.
Research analysts who have asked questions during N-able earnings calls.
Brian Essex
JPMorgan Chase & Co.
3 questions for NABL
Jason Ader
William Blair & Company
3 questions for NABL
Michael Cikos
Needham & Company
3 questions for NABL
Adam Holets
BMO Capital Markets
2 questions for NABL
Joe Vruwink
Baird
2 questions for NABL
Keith Bachman
BMO Capital Markets
2 questions for NABL
Matt Hedberg
RBC
2 questions for NABL
Matthew Hedberg
RBC Capital Markets
2 questions for NABL
Michael Richards
RBC Capital Markets
2 questions for NABL
Mike Cikos
Needham & Company, LLC
2 questions for NABL
William Vandrick
Scotiabank
2 questions for NABL
Joe Vandrick
Scotiabank
1 question for NABL
Matthew Calitri
Needham & Company
1 question for NABL
Recent press releases and 8-K filings for NABL.
- N-able reported full-year 2025 revenue of $511 million and Adjusted EBITDA of $153 million.
- As of December 31, 2025, the company achieved $540 million in Annualized Recurring Revenue (ARR), representing 12% ARR growth, with a 103% Net Retention Rate (TTM) and 30% Non-GAAP Adjusted EBITDA Margin (TTM).
- For the fourth quarter of 2025, N-able's Total Revenue was $130 million and Adjusted EBITDA was $39 million, with an EBITDA Margin of 30%.
- N-able provided a financial outlook for full-year 2026, projecting ARR between $581 million and $586 million (8-9% year-over-year growth) and revenue between $554 million and $559 million (8-9% year-over-year growth), with Adjusted EBITDA expected to be between $167 million and $171 million.
- N-able reported Q4 2025 revenue of $130 million and full-year 2025 revenue of $511 million, both growing 9% year-over-year in constant currency. The company exited 2025 with ARR of $540 million, an 8% constant currency growth.
- Adjusted EBITDA for Q4 2025 was $39 million (30% margin) and $153 million for the full year (30% margin).
- For Q1 2026, N-able expects revenue of $131 million-$132 million and full-year 2026 revenue of $554 million-$559 million. The full-year 2026 ARR outlook is $581 million-$586 million, representing 8%-9% year-over-year growth.
- Strategic developments include the successful integration of the Adlumin acquisition, crossing $200 million of ARR in data protection, and the introduction of N-zo, an AI workflow assistant for its Unified Endpoint Management solution. The company also plans to add Disaster Recovery as a Service (DRaaS) and Google Workspace workload coverage.
- N-able refinanced its credit facility to $400 million and executed $30 million in share repurchases in 2025.
- N-able reported Q4 2025 revenue of $130 million, a 12% year-over-year increase, and full-year 2025 revenue of $511 million, up 10% year-over-year.
- The company ended 2025 with Annual Recurring Revenue (ARR) of $540 million, growing 12% year-over-year, and achieved full-year adjusted EBITDA of $153 million with a 30% margin.
- N-able provided full-year 2026 revenue guidance of $554 million-$559 million and ARR guidance of $581 million-$586 million, both reflecting 8%-9% year-over-year growth.
- The Adlumin acquisition was successfully integrated, with cross-sell performing ahead of plan, and the company crossed $200 million of ARR in data protection.
- N-able is actively capitalizing on AI, embedding it across its cybersecurity platform, and executed $30 million in share repurchases in 2025.
- N-able reported Q4 2025 total revenue of $130.3 million, an 11.8% year-over-year growth, and a GAAP net loss of $7.2 million or $0.04 per diluted share. Non-GAAP net income was $10.8 million or $0.06 per diluted share.
- For full-year 2025, N-able's results were above guidance, with total revenue of $511.430 million and Adjusted EBITDA of $153.240 million.
- The company provided a Full-Year 2026 outlook for Total ARR in the range of $581 to $586 million (8% to 9% year-over-year growth), total revenue between $554 to $559 million (8% to 9% year-over-year growth), and Adjusted EBITDA in the range of $167 to $171 million (30% to 31% of total revenue).
- For Q1 2026, N-able expects total revenue in the range of $131 to $132 million and Adjusted EBITDA between $35.5 to $36.5 million.
- N-able reported fourth quarter 2025 total revenue of $130.3 million, representing 11.8% year-over-year growth, with full-year 2025 results all above guidance.
- For the fourth quarter of 2025, the company achieved non-GAAP net income of $10.8 million (or $0.06 per diluted share) and Adjusted EBITDA of $38.6 million, which was a 29.6% adjusted EBITDA margin.
- N-able provided a full-year 2026 outlook projecting Total ARR in the range of $581 to $586 million (representing 8% to 9% year-over-year growth) and Adjusted EBITDA in the range of $167 to $171 million (representing 30% to 31% of total revenue).
- The company also issued first quarter 2026 guidance with total revenue expected between $131 and $132 million and Adjusted EBITDA between $35.5 and $36.5 million.
- N-able International Holdings II, LLC, a subsidiary of N-able, Inc., amended its Credit Agreement on November 26, 2025, increasing the aggregate principal amount of its term loan facility from $336 million to $400 million.
- The amendment extends the maturity of the term loans to November 26, 2032, and the $60 million revolving credit facility to November 26, 2030.
- The interest rate applicable to all borrowings under the Revolving Facility was reduced, and the Term Loan will bear a floating SOFR-based rate with an initial margin of 2.75%.
- N-able expects to use the proceeds from the increased term loans for general corporate purposes, including funding deferred consideration payments for the November 2024 acquisition of Adlumin, Inc., future permitted acquisitions, and share repurchases.
- N-able delivered strong Q3 2025 results, with Annual Recurring Revenue (ARR) reaching $528.1 million, a 14% year-over-year increase, and total revenue of $131.7 million, up 13% year-over-year. The company also reported an adjusted EBITDA margin of 31.4% and non-GAAP earnings per share of $0.13.
- Customer retention improved, with dollar-based net revenue retention at approximately 102% and both gross and net retention increasing year-over-year and quarter-over-quarter. This was supported by successful cross-selling, as 43% of new Unified Endpoint Management (UEM) lands included an additional solution.
- Strategically, N-able is investing in AI capabilities across its platform to enhance cybersecurity solutions and is expanding its channel-first go-to-market motion, including a focus on the reseller channel.
- For the full year 2025, N-able raised its outlook, projecting total revenue between $507.7 million and $508.7 million and ARR between $530 million and $531 million. The company anticipates a full-year adjusted EBITDA of $148.2 million to $149.2 million, representing a 29% adjusted EBITDA margin, and remains committed to achieving a 30% adjusted EBITDA margin in FY2026.
- N-able reported Q3 2025 revenue of $132 million and Adjusted EBITDA of $42 million, resulting in an EBITDA margin of 32%.
- As of September 30, 2025, the company's Annualized Recurring Revenue (ARR) stood at $528 million, with a 102% Net Retention Rate (TTM) and 2,611 customers with ARR greater than $50,000.
- For FY 2025, N-able projects ARR to be between $530 million and $531 million, revenue between $507.7 million and $508.7 million, and Adjusted EBITDA between $148.2 million and $149.2 million.
- The company operates within a $44 billion total addressable market (TAM) for 2025, growing at a projected 14%, and identifies a cross-sell opportunity exceeding $2.5 billion.
- N-able reported total revenue of $131.7 million for the third quarter ended September 30, 2025, marking a 13.1% year-over-year growth.
- Total Annual Recurring Revenue (ARR) reached $528.1 million, representing 14.2% year-over-year growth.
- The company achieved non-GAAP net income of $25.4 million, or $0.13 per diluted share, and Adjusted EBITDA of $41.4 million with a 31.4% margin for Q3 2025.
- N-able raised its full-year 2025 ARR outlook to a range of $530 million to $531 million, projecting 10% year-over-year growth.
- For the full-year 2025, the company anticipates total revenue between $507.7 million and $508.7 million and Adjusted EBITDA between $148.2 million and $149.2 million.
- N-able reported third quarter 2025 total revenue of $131.7 million, representing 13.1% year-over-year growth, and total ARR of $528.1 million, a 14.2% year-over-year increase.
- For the third quarter ended September 30, 2025, the company achieved non-GAAP net income of $25.4 million and non-GAAP diluted earnings per share of $0.13.
- N-able raised its full-year 2025 total ARR outlook to a range of $530 million to $531 million.
- The company expects full-year 2025 total revenue to be in the range of $507.7 million to $508.7 million and Adjusted EBITDA between $148.2 million and $149.2 million.
Quarterly earnings call transcripts for N-able.
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