earnings
confidence high
sentiment positive
materiality 0.75
N-able Q2 revenue $131.2M (+9.9% YoY), ARR $513.7M, raises FY25 ARR guidance to $525-530M
N-able, Inc.
2025-Q2 EPS
reported -$0.06
vs consensus $0.09
▼ miss
(-166.4%)
- Revenue $131.2M (+9.9% YoY; 7.9% constant currency); subscription revenue $129.9M (+10.6% YoY).
- Total ARR $513.7M, surpassing $500M milestone; growth 14.5% YoY (12.0% constant currency).
- GAAP net loss $4.0M ($0.02/diluted share); non-GAAP net income $20.4M ($0.11/diluted share); adjusted EBITDA $41.6M (31.7% margin).
- Raised full-year 2025 ARR outlook to $525M-$530M; initiated share repurchase program.
- Appointed Vikram Ramesh (ex-Mandiant, Google) as CMO to accelerate cybersecurity strategy.