Core Insights - The interview features Steve Vintz, Co-CEO of Tenable Inc., and Dr. Dustin Ormond discussing the implications of AI in business and the associated security challenges [1] Group 1: AI and Security Risks - Dr. Ormond highlighted that AI can exploit vulnerabilities in organizations, as it allows users to perform complex tasks without sophisticated skills, potentially compromising security [2] - The risk arises when employees input sensitive company information into AI systems without understanding the security implications [2] Group 2: Cybersecurity Challenges - Steve Vintz pointed out that the complexity of modern IT infrastructure, including traditional IT, cloud environments, and IoT, makes cybersecurity a fragmented challenge [3] - He noted that 96% of cybersecurity investment is focused on reactive measures, which has contributed to $10 trillion in cyber losses this year [3] - Vintz advocates for a shift towards proactive exposure management to identify critical vulnerabilities rather than just responding to breaches [3] Group 3: Human Factor in Cybersecurity - Both experts agreed that despite advanced cybersecurity tools, human behavior remains the weakest link, making training on AI usage essential for employees [3]

Visionary and transformative leader to drive Tenable’s next phase of AI and platform innovationCOLUMBIA, Md., Dec. 15, 2025 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced it has appointed Vlad Korsunsky as Chief Technology Officer and Managing Director of Tenable Israel. Korsunsky’s arrival marks a significant milestone for Tenable, accelerating the company’s exposure management vision to secure the modern attack surface. As the strategic leader ...

Core Insights - Tenable has entered into a OneGov agreement with the U.S. General Services Administration (GSA) to provide its FedRAMP-authorized Cloud Security solution to federal agencies, including the Department of Defense, at a discounted rate until March 31, 2027 [1][2] - The partnership aims to support the federal government's cloud-first policy by facilitating secure cloud adoption and enhancing the resilience of mission-critical systems [2][3] - Tenable's cloud security solution is designed to help federal agencies protect sensitive data and modernize their cloud infrastructure, addressing the unique needs of the public sector [3][4] Company Overview - Tenable is recognized as an exposure management company that focuses on identifying and closing cybersecurity gaps that can undermine business value and trust [6] - The company serves approximately 44,000 customers globally, providing a unified security visibility and action platform that spans various environments, including IT infrastructure and cloud [6] GSA Overview - The GSA is responsible for centralized procurement and shared services for the federal government, managing a real estate portfolio of over 360 million rentable square feet and overseeing more than $110 billion in federal contracts [5] - The GSA's mission is to deliver optimal customer experience and value in real estate, acquisition, and technology services to the government and the American public [5]

PresentationSaket KaliaBarclays Bank PLC, Research Division Excellent. Well, good afternoon, everyone. Welcome to day 1 of the Barclays Tech Conference. My name is Saket Kalia. I cover software here. I'm honored to have with us the team here from Tenable. We've got Steve Vintz, Co-CEO; as well as Matt Brown, new CFO. Also have Erin Karney, Head of Investor Relations there in the audience. So we've got about 30 minutes together. Let's spend the first 20 or 25 minutes just going through some fireside chat wit ...

Summary of Tenable's Conference Call Company Overview - **Company**: Tenable - **Industry**: Cybersecurity, specifically focusing on exposure management and vulnerability management Key Points Financial Performance - **Q3 Results**: Exceeded expectations on both revenue and earnings, with an 11% revenue growth [11][5] - **Operating Margin**: Increased by 350 basis points year-over-year despite an 18% increase in R&D spending [13] - **Outlook**: Strong guidance for the full year, indicating positive momentum [11] Product and Market Insights - **Exposure Management Platform**: Significant traction with over 300 new customers added, indicating strong demand for the platform [6][5] - **Average Selling Prices (ASPs)**: Notably higher ASPs for exposure management solutions, reflecting increased customer value [7] - **AI Integration**: Launched AI Exposure to identify vulnerabilities in AI applications, enhancing the platform's capabilities [8] Market Position and Strategy - **Category Creation**: Tenable has established exposure management as a distinct category, gaining recognition from industry analysts [16] - **Market Opportunity**: Gartner identifies exposure management as a major opportunity in cybersecurity, with a shift from reactive to proactive security [17][18] - **Customer Insights**: Organizations face challenges managing data from over 80 different security vendors, creating a need for unified risk management [15] Product Adoption and Growth - **Tenable One**: Represents about one-third of the enterprise business, with expectations for significant growth [22][26] - **Customer Retention**: Higher retention rates for Tenable One compared to other products, indicating stickiness and customer satisfaction [46][40] - **Future Growth**: Anticipated that Tenable One will account for over 60% of new sales in the future [26] Challenges and Considerations - **Public Sector Dynamics**: While Tenable has a strong presence in the U.S. public sector, recent leadership changes and market conditions have made new business transactions more challenging [55] - **Billing Practices**: Shift towards annual billing for multi-year agreements is distorting current metrics, necessitating a reevaluation of how to measure growth [37][38] Future Outlook - **Continued Investment**: Commitment to R&D and potential acquisitions to enhance product offerings and market position [58][59] - **Proactive Security Shift**: The market is moving towards proactive security measures, with expectations that spending on proactive solutions will increase significantly over the next 5-10 years [28] Analyst Recognition - **Industry Validation**: Tenable has been recognized as a leader in exposure management by multiple industry analysts, reinforcing its market position [16][60] Additional Insights - **Vulnerability Landscape**: There are currently 300,000 unique vulnerabilities identified, with over 500 billion instances, highlighting the scale of the cybersecurity challenge [19] - **AI Threats**: The rise of AI is leading to more vulnerabilities and necessitating a shift in security strategies [20] This summary encapsulates the key insights and strategic direction of Tenable as discussed in the conference call, highlighting both opportunities and challenges in the cybersecurity landscape.

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Core Insights - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] Group 1 - The article suggests that users may face blocks if ad-blockers are enabled, indicating a need to disable them for proper access [1]

Tenable Conference Call Summary Company Overview - **Company**: Tenable (NasdaqGS:TENB) - **Industry**: Cybersecurity Key Points and Arguments AI and Security Landscape - The AI threat landscape is challenging traditional reactive security approaches, necessitating a shift towards proactive measures, termed "fireproofing" rather than "firefighting" [5][11][13] - Companies are increasingly focused on three questions regarding AI: integration into products, internal productivity, and safeguarding AI usage [5][7] - Tenable's product, AI-Aware, provides visibility into AI usage within customer environments, helping to protect against misuse and ensuring compliance with policies [7][8] Customer Growth and Tenable One - In Q3, Tenable added nearly 450 new enterprise customers, with 40% of new business growth attributed to Tenable One, the company's exposure management platform [14][16] - Tenable One allows customers to assess vulnerabilities across their environments, providing risk ranking and prioritization tools for overwhelmed security teams [16][17] - The company is optimistic about future growth as more customers transition from point solutions to the comprehensive Tenable One platform [18][32] Market Dynamics and Competitive Landscape - Tenable is experiencing strong win rates against competitors, particularly in transitioning existing VM customers to Tenable One [19][22] - The company sees significant opportunities in both greenfield (new AI and cloud opportunities) and brownfield (existing customer transitions) markets [21][22] - The net retention rate is stable in the 105%-107% range, with expectations of slight declines in the near term due to historical growth comparisons [25][28] Federal Sector Performance - Tenable's public sector business accounts for approximately 15% of revenue, with federal customers representing about half of that [64][66] - The company has successfully navigated uncertainties in the federal sector and expects continued opportunities, especially with FedRAMP certification for Tenable One [71] Operational Efficiency and Margin Expansion - In Q3, Tenable achieved a 23% operating margin, up 350 basis points year-over-year, despite an 18% increase in R&D spending [75][76] - The company is focused on improving sales and marketing efficiency while continuing to invest in product development [87][88] Future Outlook and Demand Environment - Tenable is optimistic about the cybersecurity budget landscape, with a healthy pipeline and continued focus on AI and exposure management [93][96] - The company aims to expand its existing customer base onto Tenable One, which is expected to enhance retention and growth opportunities [96][98] Strategic Positioning - Tenable is well-positioned in the exposure management market, with recognition from industry analysts such as IDC, Forrester, and Gartner [101][102] - The management team is focused on execution and capitalizing on market opportunities, reinforcing confidence in the company's future [101][102] Additional Important Insights - The company is open to future acquisitions if they align with strategic goals, but currently focuses on maximizing the effectiveness of existing technologies [89][90] - Tenable's cloud security offerings are gaining traction, with efforts to increase awareness among potential customers [53][55][59]

Company Participation in Conferences - Tenable Holdings, Inc. will have its CFO, Matt Brown, present at the UBS Global Technology and AI Conference on December 2, 2025, in Scottsdale, AZ [1] - Additionally, co-CEO Steve Vintz and CFO Matt Brown will present at the Barclays Annual Global Technology Conference on December 10, 2025, in San Francisco, CA [2] Company Overview - Tenable is recognized as the exposure management company, focusing on identifying and closing cybersecurity gaps that can undermine business value, reputation, and trust [3] - The company offers an AI-powered exposure management platform that integrates security visibility, insight, and action across various attack surfaces, enabling organizations to defend against threats in IT infrastructure, cloud environments, and critical infrastructure [3] - Tenable serves approximately 44,000 customers globally, helping to mitigate business risks associated with security exposure [3]

Core Insights - Tenable Holdings, Inc. (TENB) has experienced a decline of nearly 5% since the stock was reviewed a month and a half ago [1] Financial Performance - The company reported earnings in October [1]