Tenable's earnings call highlighted strong revenue growth and success with the Tenable One platform, supported by notable customer wins and industry recognition. However, challenges in the U.S. Federal market and a moderated net dollar expansion rate were noted. The overall sentiment is positive, with highlights significantly outweighing the lowlights.

Company Guidance

During Tenable's second quarter 2025 earnings call, the company reported strong performance, surpassing all guided metrics. They achieved a 12% year-over-year revenue growth and a 19% operating margin. The success was largely attributed to the growing adoption of their exposure management platform, Tenable One, which accounted for 40% of total new sales. The company also saw an addition of 76 net new six-figure customers and 367 new enterprise platform customers, with a net dollar expansion rate of 107%. Tenable's current deferred revenue was $625 million, providing significant visibility into future revenue. The company's guidance for the third quarter 2025 includes revenue between $246 million and $248 million and non-GAAP net income between $44 million and $46 million. For the full year 2025, Tenable expects revenue between $981 million and $987 million, calculated current billings between $1.038 billion and $1.048 billion, and non-GAAP diluted EPS between $1.45 and $1.53.

Revenue Growth and Operating Margin

Tenable reported a 12% year-over-year growth in revenue and a 19% operating margin, beating all guided metrics for the quarter.

Tenable One Platform Success

Tenable One accounted for 40% of total new sales, with the platform seeing high selling prices, close rates, and renewal rates.

Public Sector Performance

The public sector, specifically the U.S. Federal market, showed improvement in visibility and contributed to the quarter's success.

AI and Apex Acquisition

The acquisition of Apex Security is expanding Tenable's AI capabilities, positioning the company to secure the AI attack surface.

Strong Customer Wins

Notable customer wins included large deals in the public sector and private sector, with organizations consolidating on Tenable One.

Industry Recognition

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

Share Repurchase Program

An additional $250 million increase to the share repurchase program was announced, demonstrating a commitment to returning capital to shareholders.

Tenable Holdings (TENB) Earnings, Revenues Date & History

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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.