Tenable Holdings (TENB) Company Report

Tenable Holdings reported Q4 2025 revenue of $260.5 million, an 11% year-over-year growth, and Non-GAAP EPS of $0.48.
The company achieved 82.7% Non-GAAP Gross Margin and 24.4% Non-GAAP Operating Margin in Q4 2025.
For full-year 2026, Tenable forecasts revenue between $1.065 billion and $1.075 billion, with Non-GAAP Diluted EPS projected to be between $1.81 and $1.90.
Tenable One, the AI-powered exposure management platform, accounted for ~46% of new business in Q4 2025, contributing to the company's #1 market share of 26.6% in the Exposure Management market.

2 days ago

Presentation

Tenable Reports Strong Q4 2025 Results, Issues Positive 2026 Guidance, and Increases Share Repurchase Authorization

TENB

Earnings

Guidance Update

Share Buyback

Tenable reported strong Q4 2025 results, with revenue of $260.5 million, a 10.5% year-over-year increase, and non-GAAP EPS of $0.48, up 17.1%. For the full year 2025, non-GAAP operating income grew to $219.0 million, or 21.9% of revenue.
The company issued a positive outlook for 2026, projecting full year revenue between $1.065 billion and $1.075 billion and non-GAAP operating income between $245 million and $255 million, representing a 150 basis point increase year-over-year at the midpoint.
Tenable One platform adoption is gaining momentum, accounting for 46% of new and expansion business in Q4 2025, and the company closed its first seven-figure deal driven by AI exposure.
The board approved a $150 million increase to the share repurchase authorization, bringing the total to $338 million as of year-end, with 2.3 million shares repurchased for $62.5 million in Q4 2025.
Management announced that Calculated Current Billings (CCB) will no longer be a key financial metric or guided in 2026 and beyond, due to diverging growth rates caused by changes in billing patterns and contract durations.

2 days ago

Transcript

Tenable Reports Strong Q4 and Full-Year 2025 Results, Raises Share Repurchase Authorization, and Provides 2026 Guidance

TENB

Earnings

Guidance Update

Share Buyback

Tenable exceeded all guided metrics in Q4 2025, with revenue of $260.5 million, representing 10.5% year-over-year growth, and a non-GAAP operating margin of 24.4%.
For the full year 2025, revenue grew 11.0% year-over-year, and non-GAAP earnings per share increased 23.3% to $1.59 compared to 2024.
The Tenable One exposure management platform achieved a record, accounting for 46% of new business in Q4 2025, driven by strong demand for preemptive security and AI exposure management.
The company's board approved a $150 million increase to its share repurchase authorization, bringing the total authorization to $338 million as of year-end 2025, with $62.5 million used to repurchase 2.3 million shares in Q4 2025.
For full year 2026, Tenable expects revenue in the range of $1.065 billion to $1.075 billion and non-GAAP earnings per share in the range of $1.81 to $1.90, while discontinuing specific guidance for Calculated Current Billings (CCB) due to changes in upfront billing patterns and increasing contract durations.

2 days ago

Transcript

Tenable Reports Strong Q4 2025 Results, Issues 2026 Guidance, and Increases Share Repurchase Authorization

TENB

Earnings

Guidance Update

Share Buyback

Tenable reported strong Q4 2025 financial results, with revenue of $260.5 million (10.5% year-over-year growth) and non-GAAP EPS of $0.48 (17.1% increase year-over-year). For the full year 2025, non-GAAP income from operations reached $219.0 million, or 21.9% of revenue.
The company issued Q1 2026 revenue guidance of $257 million to $260 million and full year 2026 revenue guidance of $1.065 billion to $1.075 billion, which would be the first time exceeding $1 billion. Non-GAAP operating income for full year 2026 is projected to be $245 million to $255 million, representing 23.4% of revenue at the midpoint.
Tenable One, the AI-powered exposure management platform, drove significant momentum, representing 46% of new and expansion business in Q4 2025 and contributing to the addition of over 500 new enterprise platform customers. The company also secured its first seven-figure deal driven by AI exposure.
Tenable announced that Calculated Current Billings (CCB) will no longer be a key financial metric for management, though full year 2026 CCB is expected to be in line with current consensus. Additionally, the board approved a $150 million increase to the share repurchase authorization, bringing the total to $338 million as of year-end 2025.

2 days ago

Transcript

Tenable Announces Fourth Quarter and Full Year 2025 Financial Results and Share Repurchase Authorization Increase

TENB

Earnings

Share Buyback

Guidance Update

Tenable reported fourth quarter 2025 revenue of $260.5 million, an 11% increase year-over-year, and full year 2025 revenue of $999.4 million, also up 11% year-over-year.
Calculated current billings for Q4 2025 were $327.8 million (up 8% year-over-year) and $1.049 billion for the full year 2025 (up 8% year-over-year).
The company achieved non-GAAP diluted earnings per share of $0.48 for Q4 2025 and $1.59 for the full year 2025.
For the full year 2025, Tenable generated net cash provided by operating activities of $266.8 million and unlevered free cash flow of $277.0 million.
Tenable's Board of Directors approved an increase of $150 million to the existing share repurchase program.

2 days ago

8-K

Tenable Announces Fourth Quarter and Full Year 2025 Financial Results

TENB

Earnings

Guidance Update

Share Buyback

Tenable exceeded all guided metrics for the fourth quarter and full year 2025, reporting Q4 2025 revenue of $260.5 million (up 11% year-over-year) and full year 2025 revenue of $999.4 million (up 11% year-over-year).
For Q4 2025, Non-GAAP diluted earnings per share was $0.48, and for the full year 2025, it was $1.59. The company also reported full year 2025 net cash provided by operating activities of $266.8 million and unlevered free cash flow of $277.0 million.
The company announced an increase of $150 million to its share repurchase authorization, raising the total remaining authorization to $338 million.
Tenable issued Q1 2026 revenue guidance in the range of $257.0 million to $260.0 million and full year 2026 revenue guidance between $1.065 billion and $1.075 billion.

2 days ago

Press Release

Tenable Launches AI Exposure Management Platform

TENB

Product Launch

Tenable® Holdings, Inc. announced the general availability of Tenable One AI Exposure, which unifies AI protection, discovery, and usage governance across the enterprise, including SaaS platforms, cloud services, APIs, and agents.
This new offering aims to address the "AI Exposure Gap" by providing continuous discovery of sanctioned and shadow AI, contextualized exposure insight, and actionable exposure reduction and governance.
Gartner recently named Tenable the "company to beat" for AI-Powered Exposure Assessment and a Leader in the 2025 Gartner Magic Quadrant for Exposure Assessment Platforms, recognizing its strong asset and attack surface discovery capabilities, third-party telemetry ingestion, and AI integration.

Jan 27, 2026, 2:00 PM

Press Release

Tenable Appoints Vlad Korsunsky as Chief Technology Officer

TENB

Hiring

Management Change

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.

Dec 15, 2025, 2:00 PM

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

Earnings Transcripts

Quarterly earnings call transcripts for Tenable Holdings.

Q4 2025

Feb 4, 2026

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Q3 2025

Oct 29, 2025

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Q2 2025

Jul 30, 2025

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View All Transcripts

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Tenable Holdings (TENB)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Q4 2025

Executives

Mark Thurmond

Stephen A. Vintz

Matthew Brown

Board Members

A. Brooke Seawell

Arthur W. Coviello, Jr.

George Alexander Tosheff

John C. Huffard, Jr.

Linda Zecher Higgins

Margaret Keane

Niloofar Razi Howe

Raymond Vicks, Jr.

Analyst Coverage

Brian Essex

Saket Kalia

Jonathan Ho

Rudy Kessinger

Shaul Eyal

Patrick Colville

Rob Owens

Joseph Gallo

Michael Cikos

Roger Boyd

Abhishek Murali

Andrew Nowinski

Gray Powell

Hamza Fodderwala

Mike Cikos

Shrenik Kothari

William Kingsley Crane

Adam Borg

Andres Miranda Lopez

Joel Fishbein

Joe Vander

Joe Vandrick

Jonathan Ruykhaver

Joshua Tilton

Junaid Siddiqui

Matt Pers

Oscar Saver

Patrick

Rankin Kothari

Trevor Rambo

Latest news

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Q4 2025

Q3 2025

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