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N-able (NABL)
NYSE:NABL
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.09Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong execution and profitable growth: ARR and revenue growth, a stable 30% adjusted EBITDA margin, successful Adlumin integration and clear AI-driven product progress (including a jump to 90% automated threat handling) are major positives. Headwinds include gross margin compression, FX/seasonality effects, modest net revenue retention relative to high-growth benchmarks, and elevated net leverage following refinancing. Management provided a confident, profitable-growth outlook for 2026 but with reliance on continued cross-sell, VAR expansion and AI monetization to hit higher-end targets.Company Guidance
ARR Growth and Scale
Exited 2025 with $540 million ARR, representing 12% year-over-year growth on a reported basis and 8% year-over-year growth on a constant currency basis.
Revenue Performance
Fourth quarter revenue of $130 million was approximately 12% year-over-year on a reported basis and 9% on a constant currency basis; full year 2025 revenue was $511 million, up ~10% reported / ~9% constant currency.
Profitability and Margins
Delivered fourth quarter adjusted EBITDA of $39 million (30% adjusted EBITDA margin) and full year adjusted EBITDA of $153 million (30% margin); non-GAAP EPS was $0.06 in Q4 and $0.39 for the full year.
Strong Free Cash Flow and Capital Actions
Unlevered free cash flow was $28 million in Q4 and $101 million for the full year; executed $30 million of share repurchases in 2025 and refinanced credit facility to $400 million to increase flexibility.
Adlumin Acquisition and AI SOC Momentum
Adlumin integration successful with cross-sell to MSP customers ahead of plan; security operations solution now automatically handles 90% of identified threats (up from 70% a year ago), accelerating AI-driven security value.
Data Protection Traction and TAM Expansion
Crossed $200 million of ARR in data protection; announced planned DRaaS and Google Workspace workload coverage to expand addressable market and add billable capabilities for ~14,000 data protection customers.
Upmarket and Customer Mix Improvements
2,671 customers contributed $50,000+ ARR (up ~14% year-over-year); customers with >$50k ARR now represent ~61% of total ARR (up from ~57% a year ago), showing consistent upmarket momentum and higher-quality revenue mix.
Product & Brand Recognition
Launched AI-infused capabilities including N-zo (AI workflow assistant in limited preview), received placement in the 2026 Gartner Magic Quadrant for endpoint management, and recognized by Omdia as a cybersecurity titan.
2026 Guide – Continued Profitable Growth
Guidance for FY2026: total revenue $554M–$559M (7%–8% constant currency growth), ARR $581M–$586M (8%–9% YoY), adjusted EBITDA $167M–$171M (30%–31% margin) and unlevered free cash flow $114M–$118M (up to +17% at high end).
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 |
|---|---|---|---|
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% |
May 08, 2025 | $7.14 | $7.55 | +5.74% |
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 May 07, 2026, Before Open (Confirmed).
What is N-able (NABL) earnings time?
N-able (NABL) earnings time is at May 07, 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 (Q1) is 0.09.