Avepoint, Inc. (AVPT)
NASDAQ:AVPT
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
0.06Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial and financial momentum: robust SaaS growth, recurring revenue expansion, ARR acceleration, improved profitability, healthy cash generation and purposeful product investments (AI trust, agent governance, multi‑SaaS protection). Management also disclosed clear near-term headwinds — a SaaS mix effect that reduces upfront revenue, FX pressure, lower-margin services impacting gross margin, and retention impacts from migration offerings. Overall, the positives around growth, margin expansion, cash flow and product-market fit substantially outweigh the manageable near-term challenges.Company Guidance
Strong Top-Line Growth
Total revenues of $117.2M in Q1, up 26% year-over-year (20% on a constant currency basis) and above the high end of guidance.
SaaS Momentum and Mix Shift
SaaS revenues of $93.4M, up 35% year-over-year (29% constant currency), representing 80% of total revenue and exceeding mix expectations.
Recurring Revenue and ARR Expansion
Total ARR of $435.2M, up 26% year-over-year (23% FX-adjusted). Net new ARR was $18.4M in Q1, up 17% year-over-year (excluding $2.8M acquired ARR). This was the 12th straight quarter of double-digit organic net new ARR growth.
Regional Strength
ARR growth by region: North America +21% YoY, EMEA +32% YoY, APAC +27% YoY; SaaS growth in Q1: North America +32%, EMEA +39%, APAC +37% (constant-currency growth also strong).
Customer Expansion
863 customers with ARR > $100k, up 25% year-over-year, indicating strong enterprise traction and successful land-and-expand strategy.
Profitability and Margin Expansion
Non-GAAP operating income of $20.5M with a 17.5% operating margin, reflecting a 310 basis-point expansion YoY. GAAP operating margin expanded by more than 730 basis points YoY to just under 11%.
Cash Generation and Capital Allocation
Cash & equivalents of $444M, operating cash flow of $24.3M (21% margin) and free cash flow of $23.0M (20% margin) in Q1 versus near-zero cash generation a year ago; accelerated share repurchases of ~5.4M shares ($60.8M) in Q1 and additional 1.8M shares (~$17.7M), with buyback program reset to $150M.
Product and Platform Momentum
Product enhancements and integrations: Agent Plus visibility across Copilot Studio, Microsoft Foundry, SharePoint Agents and Gemini; new AI agent risk definition; expanded multi‑SaaS backups (Okta, Confluence, Jira, DocuSign, monday.com, GitHub, Smartsheet) and investments in Google Cloud Protection. Gartner validated AvePoint's platform strategy versus native offerings.
Guidance Raise on ARR and Strong Outlook
Raised full-year ARR guidance to $523.4M–$529.4M (26% growth at midpoint). Full-year revenue guidance $509.4M–$515.4M (22% growth at midpoint) and full-year non-GAAP operating income $91.5M–$94.5M; midpoint Rule of 40 of ~44%.
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 |
|---|---|---|---|
May 07, 2026 | $10.32 | $11.40 | +10.47% |
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% |
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, Inc. (AVPT) report earnings?
Avepoint, Inc. (AVPT) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Avepoint, Inc. (AVPT) earnings time?
Avepoint, Inc. (AVPT) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AVPT EPS forecast?
AVPT EPS forecast for the fiscal quarter 2026 (Q2) is 0.08.