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AvePoint (AVPT)
NASDAQ:AVPT
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a strong set of operational and financial results: accelerating SaaS growth, record ARR and net new ARR, expanding margins, robust cash generation, large-account momentum, and clear product positioning around AI governance (AgentPulse). Management provided confident ARR and revenue guidance for 2026 while signaling deliberate investments in marketing, go-to-market, and platform scalability that may temper margin expansion in the near term. Headwinds discussed were mainly mix- and timing-related (migration impacts on GRR, services mix reducing gross margin, term license mix shifting revenue recognition, and some public sector timing), and management articulated clear plans and rationale to address them.Company Guidance
Strong Q4 and Full-Year Revenue Growth
Q4 total revenues of $114.7M, up 29% year-over-year (25% constant currency). Full-year 2025 revenues of $419.5M, up 27% reported (25% FX-adjusted).
SaaS Momentum and Shift to Recurring Revenue
Q4 SaaS revenue of $88.9M, up 37% year-over-year and representing 78% of Q4 revenue (33% SaaS growth on a constant currency basis). Full-year SaaS revenue of $319.2M, up 38% and 76% of total revenue. Overall recurring revenue was 87% of Q4 revenues.
ARR Acceleration and Record Net New ARR
Total ARR ended at $416.8M, up 27% year-over-year (26% FX-adjusted). Net new ARR in Q4 was $26.8M (+48% YoY) and full-year net new ARR was a record $89.8M (+44% YoY). Guidance for FY2026 ARR midpoint implies ~27% growth to ~$528M (FX-adjusted ~26%).
Profitability and Margin Expansion
Full-year 2025 non-GAAP operating income of $79.2M (18.9% margin) and GAAP operating income of $33.0M (7.9% margin). Q4 non-GAAP operating income of $22.9M (20% margin), representing >370 bps YoY expansion in the quarter. Rule of 40 finished 2025 at 46.
Strong Cash Position and Cash Flow
Ended year with $481M cash, cash equivalents and short-term investments. Cash from operations for 2025 was $85.3M (20% margin) and free cash flow was $81.6M (19% margin).
Enterprise Customer Expansion
800+ enterprise momentum: 820 customers with ARR >$100K (24% YoY increase), 298 customers >$250K (record additions), 100+ customers >$500K, and 31 customers >$1M — signaling strong upsell and large-account traction.
Backlog / Contract Visibility
Remaining performance obligation (RPO) grew to $508.1M, up 36% year-over-year, signaling longer-term customer commitments to the platform.
Product Leadership and AI Positioning
Launched AgentPulse and agentic AI governance/data protection features; platform positioned as a governance/control layer for agentic AI. Gartner referenced AvePoint in M365 Copilot/agentic AI research. Strategic shift to bundled offerings and movement toward hybrid seat/consumption pricing.
AVPT 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
AVPT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $10.38 | $10.78 | +3.85% |
Nov 06, 2025 | $13.84 | $12.08 | -12.72% |
Aug 07, 2025 | $17.50 | $14.33 | -18.11% |
May 08, 2025 | $17.40 | $18.85 | +8.33% |
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 AvePoint (AVPT) report earnings?
AvePoint (AVPT) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is AvePoint (AVPT) earnings time?
AvePoint (AVPT) earnings time is at May 07, 2026, After Close (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 AVPT EPS forecast?
AVPT EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.