N-able (NABL)
NYSE:NABL
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.1Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive operational and financial picture: solid ARR and subscription growth, improved retention, strong adjusted EBITDA margin and raised free cash flow expectations. Management emphasized durable market tailwinds driven by a worsening threat landscape and early traction from AI-enabled products that convert labor into software-led capabilities. Headwinds noted include moderated revenue growth guidance into the year, lengthening sales cycles as the company moves upmarket, modest gross margin compression, and early-stage monetization for some new offerings (N-zo and DRaaS). Overall, the positives (growth, retention, margin, cash flow, platform traction and AI innovation) outweigh the manageable near-term execution and timing risks.Company Guidance
Strong ARR and Subscription Growth
Total ARR of $548M, up 11% year-over-year reported and 8% in constant currency; subscription revenue of $132M, up ~13% year-over-year reported and 9% constant currency.
Improved Retention Metrics
Trailing 12-month net revenue retention of ~106% (103% constant currency), with both gross and net revenue dollar retention improving quarter-over-quarter and year-over-year.
Upmarket Momentum
Customers with >$50k ARR rose ~13% year-over-year to 2,710; this cohort now represents ~62% of total ARR (up from ~58% a year ago); customers >$100k ARR represent 41% of ARR.
Profitability and Cash Generation
Q1 adjusted EBITDA of $37M representing a 27% adjusted EBITDA margin; unlevered free cash flow of $22M in Q1; ended quarter with ~$118M cash and net leverage ~1.8x. Full-year unlevered FCF outlook raised to $116M–$120M.
Revenue Beat and Guidance
Total revenue of $134M, ~$2M above the high end of guidance; company reiterated ARR-led view and provided Q2 revenue guidance of $137.5M–$138.5M and full-year revenue outlook of $554M–$559M (7%–9% y/y depending on FX basis).
AI and Product Innovation Driving Efficiency
Launched N-zo AI workflow assistant and MCP server enabling secure connections to external models; certain tasks reported up to 70% faster IT operations, underpinning a strategy to convert labor-intensive services into software-led workflows.
Platform Traction and Strategic Wins
6 of top 10 new customer lands came through UEM; 4 of top 5 new wins were via the VAR channel; named official cybersecurity partner to Manchester City Football Club, demonstrating capability to serve complex global organizations.
Data Protection Momentum
Data protection now covers >3.5M Microsoft 365 users and led net new ARR growth for the quarter; DRaaS in limited preview and Google Workspace backup planned later in the year to expand addressable market.
Security Operations Traction
Security operations customer count nearly doubled since Q2 2025; cross-sell of MDR into base contributed meaningfully to retention and expansion.
NABL Earnings History
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 |
|---|---|---|---|
May 07, 2026 | $5.31 | $5.15 | -3.01% |
Feb 19, 2026 | $5.32 | $4.74 | -10.90% |
Nov 06, 2025 | $7.78 | $8.50 | +9.25% |
Aug 07, 2025 | $8.01 | $8.20 | +2.37% |
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 Aug 06, 2026, Before Open (Confirmed).
What is N-able (NABL) earnings time?
N-able (NABL) earnings time is at Aug 06, 2026, 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 2026 (Q2) is 0.1.