Tenable Holdings (TENB) Company Report

Tenable Holdings, Inc. announced the appointment of Vlad Korsunsky as Chief Technology Officer (CTO) and Managing Director of Tenable Israel on December 15, 2025.
Korsunsky brings over 25 years of leadership experience in software engineering and cybersecurity, including more than a decade at Microsoft where he served as Corporate Vice President of Cloud and Enterprise Security.
In his new role, Korsunsky will be responsible for Tenable's technical vision, platform strategy, and innovation, with a focus on scaling the Tenable One Exposure Management Platform and advancing the company's AI strategy.

8 days ago

Press Release

Tenable Announces GSA OneGov Agreement for Cloud Security

TENB

New Projects/Investments

Tenable® (NASDAQ: TENB) announced a OneGov agreement with the U.S. General Services Administration (GSA).
This agreement will deliver Tenable's FedRAMP-authorized Cloud Security solution to U.S. federal agencies, including the Department of Defense (DoD).
The solution will be provided at a discount through March 31, 2027, aiming to accelerate secure cloud adoption and enable agencies to protect sensitive data.

Dec 11, 2025, 2:10 PM

Press Release

Tenable Reports Strong Q3 2025 Results and Traction for Exposure Management Platform

TENB

Guidance Update

Product Launch

Revenue Acceleration/Inflection

Tenable reported strong Q3 2025 results, exceeding top and bottom line expectations and providing a strong outlook for the year.
The company achieved 11% revenue growth and a 350 basis point increase in operating margin year-over-year in Q3, despite increasing R&D spend by 18%.
Tenable's exposure management platform, Tenable One, is gaining significant traction, adding over 300 new customers and driving significantly higher average selling prices (ASPs).
Tenable One currently represents approximately one-third of the enterprise business and offers a 50%-80% price uplift for customers transitioning from standalone vulnerability management (VM).
The company is seeing a secular shift towards proactive security and exposure management, with Tenable One customers experiencing 30% less downtime from exploited vulnerabilities compared to VM-only users.

Dec 10, 2025, 9:20 PM

Transcript

Tenable Highlights Strong Q3 2025 Performance and Exposure Management Platform Growth

TENB

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Tenable reported strong Q3 2025 results, exceeding top and bottom line expectations, with 11% revenue growth and a 350 basis point increase in operating margin year-over-year.
The company is experiencing significant traction with its Exposure Management platform (Tenable One), adding over 300 new customers in Q3 and noting higher Average Selling Prices (ASPs) and renewal rates.
Tenable One currently accounts for approximately one-third of their enterprise business and can provide a 50%-80% price uplift for customers transitioning from VM-only solutions.
Management emphasized a secular shift in the security market towards proactive security and exposure management, which is expected to grow significantly from its current 4% of total security spend.
The CFO noted a divergence between CRPO and CCB due to longer contract durations and annual payment options for multi-year deals, prompting a re-evaluation of key financial metrics.

Dec 10, 2025, 9:20 PM

Transcript

Tenable Reports Strong Q3 2025 Performance and Exposure Management Platform Momentum

TENB

Guidance Update

Product Launch

Revenue Acceleration/Inflection

Tenable reported strong Q3 2025 results, exceeding guidance with 11% revenue growth and a 350 basis point year-over-year increase in operating margin.
The company is experiencing significant momentum with its exposure management platform, Tenable One, which added over 300 new customers and now represents approximately one-third of its enterprise business.
Tenable One offers customers a 50%-80% price uplift compared to standalone VM solutions and is expected to drive future growth, with management noting a secular shift in security spending towards proactive exposure management.
While the U.S. public sector, representing 15% of total sales, has faced short-term challenges, Tenable anticipates future growth from modernization and cloud security initiatives.

Dec 10, 2025, 9:20 PM

Transcript

Tenable Discusses Q3 Performance, Tenable One Growth, and Margin Expansion at UBS Conference

TENB

New Projects/Investments

M&A

Tenable One is a primary growth driver, accounting for 40% of new business in Q3 and currently adopted by 17% of enterprise customers, with expectations for continued expansion and higher retention rates.
The company's operating margin saw significant expansion, increasing by 350 basis points year-on-year in Q3 2025 and over 200 basis points year-to-date through Q3, even with an 18% growth in R&D.
Net retention is projected to tick down to 105% next quarter due to trailing 12-month calculations but is expected to stabilize and eventually inflect higher with increased Tenable One adoption.
Tenable is capitalizing on new opportunities in AI, cloud, and OT security, integrating acquisitions like APEX directly into the Tenable One platform to provide comprehensive exposure management.

Dec 2, 2025, 9:55 PM

Transcript

Tenable Discusses AI Threat Landscape, Q3 Performance, and Margin Expansion at UBS Conference

TENB

Product Launch

Revenue Acceleration/Inflection

M&A

Tenable is actively addressing the AI threat landscape with its AI-Aware product and Apex acquisition, promoting a proactive "fireproofing" approach to security through exposure management.
The company reported a strong Q3 performance, with 40% of new business growth attributed to its Tenable One exposure management platform, which also drives higher retention and upsell opportunities.
Tenable achieved a 350 basis point increase in operating margin year-over-year in Q3 2025, alongside an 18% growth in R&D, indicating continued margin expansion through operational efficiency.
Management is focused on executing with current assets rather than large transformational M&A, and observes a healthy pipeline and sustained demand in the cybersecurity market.

Dec 2, 2025, 9:55 PM

Transcript

Tenable Highlights Strong Q3 Performance and Strategic Focus on Exposure Management, AI, and OT

TENB

Revenue Acceleration/Inflection

New Projects/Investments

M&A

Tenable reported a strong Q3, adding almost 450 new enterprise customers, with 40% of new business growth driven by Tenable One, their exposure management platform.
The company achieved significant margin expansion in Q3 2025, with operating margin up 350 basis points year-on-year despite an 18% increase in R&D.
Tenable One, currently adopted by 17% of enterprise customers, is central to future growth, higher retention, and upsell opportunities, although the net retention rate is expected to tick down to 105% next quarter due to a trailing 12-month calculation before stabilizing and inflecting higher.
Tenable is actively addressing the AI threat landscape with its AI-Aware product and recent Apex acquisition, integrating these into Tenable One, and sees the OT space as a growing opportunity.
While open to M&A for technology that fills gaps, Tenable is currently focused on executing with existing assets, making large transformational M&A unlikely.

Dec 2, 2025, 9:55 PM

Transcript

Tenable Provides Business Update at UBS Conference

TENB

Revenue Acceleration/Inflection

New Projects/Investments

M&A

Tenable's operating margin in Q3 2025 increased by 350 basis points year-on-year, and by over 200 basis points year-to-date through Q3, despite an 18% growth in R&D.
The company's exposure management platform, Tenable One, drove 40% of new business growth in Q3 2025 and is central to its strategy for AI, cloud, and OT security.
The net retention rate was 106% in Q3 2025 and is projected to tick down to 105% next quarter before stabilizing and inflecting higher due to Tenable One adoption.
Currently, 17% of enterprise customers use Tenable One, indicating substantial opportunity for migration from point solutions and future growth.
While Tenable has been acquisitive in the past, the company is now focused on executing with its current product portfolio, and large transformational M&A is considered unlikely.

Dec 2, 2025, 9:55 PM

Transcript

Tenable Holdings Inc. Reports Strong Q3 2025 Results and Raises Full-Year Guidance

TENB

Earnings

Guidance Update

Share Buyback

Tenable Holdings Inc. (TENB) reported Q3 2025 revenue of $252.4 million, an 11.2% year-over-year increase, and non-GAAP earnings per share of $0.42, up 31.3% compared to Q3 2024.
The company exceeded its Q3 2025 guided metrics, achieving a 23% operating margin and adding 437 new enterprise platform customers.
Tenable One, the exposure management platform, continued its strong momentum, accounting for approximately 40% of new business in Q3 2025.
Tenable raised its full-year 2025 guidance, with revenue now projected between $988 million and $992 million and non-GAAP EPS between $1.51 and $1.54.
In Q3 2025, Tenable repurchased 2 million shares for $60 million, contributing to a total of 8.3 million shares repurchased for $300 million since November 2023, with $250 million of authorization still available.

Oct 29, 2025, 8:30 PM

Transcript

Earnings Transcripts

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Tenable Holdings (TENB)

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