Tenable Holdings (TENB)
NASDAQ:TENB
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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.34Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive tone: strong execution in Q1 with revenue growth, margin expansion, record free cash flow, accelerated Tenable One adoption, product innovation (Hexa AI, OT discovery), and partnerships with frontier AI providers. Management raised full-year guidance and is actively repurchasing shares. Headwinds are manageable but notable — bookings/CRPO volatility, conservative second-half assumptions, potential higher cloud costs, and the operational challenges posed by AI-driven vulnerability volume. On balance, the positive operational and financial momentum, product-led growth, and strengthened market positioning outweigh the risks noted.Company Guidance
Exceeded Guidance and Revenue Growth
Revenue of $262.1M in Q1, up 9.6% year-over-year; company exceeded all guided metrics for the quarter and raised full-year revenue guidance.
Strong Profitability and Margins
Non-GAAP operating income was $61.9M (23.6% of revenue), up 27.1% year-over-year; non-GAAP gross margin of 82.2% (up from 81.9% prior year); non-GAAP EPS of $0.47, up 30.6%.
Tenable One Momentum and New Business
Tenable One represented 41% of new business (an 8 percentage-point increase year-over-year); added 406 new enterprise customers (+12.5% YoY) and 43 net new six-figure customers; net dollar expansion rate (NRR) at 105%.
Record Cash Generation and Share Repurchase
Generated $88.6M of unlevered free cash flow (record; 33.8% of revenue); cash and short-term investments of $360.3M; repurchased 6.1M shares for $130M in Q1 with $207.6M remaining authorization; diluted shares down ~5% YoY.
Raised Full-Year Financial Outlook
Full-year 2026 revenue guidance raised to $1.068B–$1.078B (≈+7.4% at midpoint); raised non-GAAP operating income guide to $252M–$262M (~24.0% of revenue at midpoint, +210 bps YoY at midpoint); raised non-GAAP EPS guidance to $1.90–$1.98 (≈+22% YoY at midpoint).
Product Innovation — Hexa AI and OT Discovery
Announced Tenable Hexa AI (agentic orchestration engine) in Q1 and general availability targeted in Q2; integrated OT discovery into Tenable One to broaden coverage of cyber-physical assets.
Strategic Partnerships and Market Positioning
Active engagements/partnerships with frontier AI providers (Anthropic, OpenAI), participation in OpenAI's TAC program, positioning Tenable as a leader in exposure management and remediation automation.
Flexible Pricing to Reduce Adoption Friction
Launched 'Flex' pricing: consistent per-asset pricing across all asset types to simplify procurement, reduce friction for customers scaling exposure management, and support expansion.
Early AI-Driven Operational Efficiencies
Company reports early signs of AI improving productivity and limiting headcount growth; expects continued AI-driven efficiency gains across sales and operations.
TENB 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
TENB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $21.02 | $21.16 | +0.67% |
Feb 04, 2026 | $19.72 | $19.76 | +0.20% |
Nov 04, 2025 | $28.06 | $27.66 | -1.43% |
Jul 30, 2025 | $32.24 | $31.31 | -2.88% |
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 Tenable Holdings (TENB) report earnings?
Tenable Holdings (TENB) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Tenable Holdings (TENB) earnings time?
Tenable Holdings (TENB) earnings time is at Jul 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TENB EPS forecast?
TENB EPS forecast for the fiscal quarter 2026 (Q2) is 0.47.
