The earnings call highlighted notable achievements in ARR growth, data protection, and security operations. However, challenges include a decline in gross margin and stagnation in physical device management. The company's strategic initiatives and strong performance in key areas convey a positive outlook.

Company Guidance

During N-able's Second Quarter 2025 Earnings Call, several key metrics were highlighted, underscoring the company's strong performance and strategic direction. N-able surpassed $500 million of Annual Recurring Revenue (ARR), marking a 14% year-over-year growth, and achieved a 32% adjusted EBITDA margin. The company reported a total revenue of $131.2 million for the quarter, which was $4.7 million above their guidance, representing approximately 10% year-over-year growth. Subscription revenue reached $129.9 million, growing about 11% year-over-year. N-able's customer base expanded, with 2,540 customers contributing $50,000 or more in ARR, up approximately 16% year-over-year. The company's dollar-based net revenue retention was around 102%. The guidance for the third quarter anticipates total revenue between $127 million and $128 million, with a full-year ARR outlook of $525 million to $530 million. N-able is focused on growth-oriented investments, aiming for a 7% to 8% year-over-year growth in total revenue for 2025.

ARR Growth and Profitability

Surpassed $500 million in Annual Recurring Revenue (ARR), growing 14% year-over-year, with a 32% adjusted EBITDA margin, indicating profitable growth at scale.

Cove Data Protection Success

Cove now protects over 3 million Microsoft 365 users and recorded its highest bookings and net new ARR quarter ever, excluding pricing and packaging changes, with 25% year-over-year ARR growth in AI-powered enhanced restore capabilities.

Security Operations Expansion

Adlumin's XDR and MDR offerings showed healthy ARR growth, with threat hunting activity increasing over 100-fold, showcasing the strength of the AI-powered approach.

Revenue and Customer Growth

Total revenue was $131.2 million, $4.7 million above guidance, representing a 10% year-over-year growth. The number of customers contributing $50,000 or more of ARR rose to 2,540, a 16% year-over-year increase.

N-able (NABL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NABL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.09 / -	0.13	―	―	―
Aug 07, 2025	2025 (Q2)	0.09 / 0.11	0.14	-21.43% (-0.03)
May 08, 2025	2025 (Q1)	0.07 / 0.08	0.11	-27.27% (-0.03)
Mar 03, 2025	2024 (Q4)	0.08 / 0.10	0.11	-9.09% (>-0.01)
Nov 07, 2024	2024 (Q3)	0.10 / 0.13	0.09	44.44% (+0.04)
Aug 08, 2024	2024 (Q2)	0.10 / 0.14	0.09	55.56% (+0.05)
May 09, 2024	2024 (Q1)	0.09 / 0.11	0.08	37.50% (+0.03)
Feb 22, 2024	2023 (Q4)	0.08 / 0.11	0.1	10.00% (<+0.01)
Nov 13, 2023	2023 (Q3)	0.08 / 0.09	0.07	28.57% (+0.02)
Aug 10, 2023	2023 (Q2)	0.07 / 0.09	0.09	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NABL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$8.01	$8.20	+2.37%
May 08, 2025	$7.14	$7.55	+5.74%
Mar 03, 2025	$10.03	$7.20	-28.22%
Nov 07, 2024	$12.72	$11.96	-5.97%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does N-able (NABL) report earnings?

N-able (NABL) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is N-able (NABL) earnings time?

N-able (NABL) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NABL EPS forecast?

NABL EPS forecast for the fiscal quarter 2025 (Q3) is 0.09.

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