The earnings call reflected strong performance, particularly in revenue growth and platform adoption. While there were challenges in the U.S. Federal market, the overall outlook remains positive with increased visibility into renewals and strong recognition from industry analysts.

Company Guidance -

Q3 2025

During Tenable's second quarter 2025 earnings call, the company shared robust results, exceeding all guided metrics. Notably, revenue grew by 12% year-over-year, reaching $247.3 million, while the operating margin stood at 19%. The call highlighted the growing adoption of the Tenable One platform, which accounted for 40% of total new sales. The company added 76 net new six-figure customers and 367 new enterprise platform customers, with a net dollar expansion rate of 107%. Current remaining performance obligations (RPO) grew by 12% year-over-year, and total RPO by 19%, reflecting a 40% increase in long-term RPO. The company also revised its full-year revenue guidance upward, projecting $981 million to $987 million. Moreover, Tenable raised its share repurchase program by an additional $250 million, signaling confidence in sustained profitability and free cash flow generation, which is expected to reach between $265 million and $275 million for the year.

Strong Revenue Growth

Tenable reported a 12% year-over-year growth in revenue, exceeding guided metrics for the quarter.

Tenable One Platform Adoption

Tenable One accounted for 40% of total new sales this quarter, indicating strong adoption and market pull.

U.S. Federal Market Positivity

Incrementally more positive outlook in the U.S. Federal market, especially with improved visibility into renewals.

Recognition by Industry Analysts

Tenable was named a leader in unified vulnerability management by Forrester and recognized as a major player in IDC's CNAPP MarketScape.

Increase in Share Repurchase Program

Tenable announced an additional $250 million increase to their share repurchase program.

Tenable Holdings (TENB) 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

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TENB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.37 / -	0.32	―	―	―
Jul 30, 2025	2025 (Q2)	0.30 / 0.34	0.31	9.68% (+0.03)
Apr 29, 2025	2025 (Q1)	0.28 / 0.36	0.25	44.00% (+0.11)
Feb 05, 2025	2024 (Q4)	0.34 / 0.41	0.25	64.00% (+0.16)
Oct 30, 2024	2024 (Q3)	0.29 / 0.32	0.23	39.13% (+0.09)
Jul 31, 2024	2024 (Q2)	0.24 / 0.31	0.22	40.91% (+0.09)
May 01, 2024	2024 (Q1)	0.17 / 0.25	0.11	127.27% (+0.14)
Feb 06, 2024	2023 (Q4)	0.14 / 0.25	0.12	108.33% (+0.13)	―
Nov 01, 2023	2023 (Q3)	0.18 / 0.23	0.15	53.33% (+0.08)	―
Jul 25, 2023	2023 (Q2)	0.13 / 0.22	0.05	340.00% (+0.17)	―

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

TENB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$32.24	$31.31	-2.88%
Apr 29, 2025	$33.68	$30.57	-9.23%
Feb 05, 2025	$43.21	$39.85	-7.78%
Oct 30, 2024	$41.23	$39.61	-3.93%

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.