Financial Data and Key Metrics Changes - Revenue for Q4 was $149 million, representing a 26% year-over-year growth, exceeding the midpoint of guidance by $5 million [28] - Calculated current billings (CCB) grew 29% year-over-year to $194 million, with a notable acceleration from 20% in Q1 to 29% in Q4 [29][30] - The company finished the year with $541.1 million in revenue, a 23% growth year-over-year [28] Business Line Data and Key Metrics Changes - The company added 562 new enterprise platform customers in Q4, a record for a single quarter, and 100 net new six-figure customers, also a record [11][32] - Exposure solutions, including Tenable.io and Tenable.ep, continued to gain traction, driven by customer needs to assess risk across various assets [33] - Accurics' contribution to CCB in Q4 was nominal as the acquisition closed in the same quarter, but it is expected to enhance cloud capabilities moving forward [33][34] Market Data and Key Metrics Changes - The company experienced strong performance across all geographies and both new and renewal business [30] - 86% of enterprises are expected to increase spending on active directory security in 2022, indicating a growing market opportunity [15] - The company noted a significant uptick in expansion rates following the discovery of Log4j, highlighting increased customer demand for coverage [30] Company Strategy and Development Direction - The company aims to integrate new capabilities into its unified exposure platform (EP), enhancing analytics and providing a holistic risk assessment [78] - Recent acquisitions, including Accurics and Cymptom, are expected to strengthen the product suite and expand into strategic markets [21][52] - The focus remains on balancing growth with profitability, with a long-term goal of becoming a rule of 50 company [53] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business outlook for 2022, citing strong performance in Q4 and the full year [50] - The guidance for CCB growth in 2022 is set at 22% to 23%, with some continued tailwinds from Log4j expected in Q1 [51] - Management emphasized the importance of understanding cyber risk in a holistic manner, integrating various exposure solutions [24] Other Important Information - The company achieved a gross margin of 82% for Q4, with expectations for modest impacts on margins due to ongoing investments [35][36] - The company finished the quarter with $512 million in cash and short-term investments, providing strong visibility for 2022 [45] - The company generated $22.4 million of unlevered free cash flow in Q4, totaling $95.2 million for the year, a significant increase over 2020 [46] Q&A Session Summary Question: What was the impact of Log4j in Q4 and expectations for 2022? - Management noted that Log4j surfaced in December, contributing to strong renewal and expansion sales, particularly in the mid-market [58][60] - For 2022, the guidance reflects continued tailwinds from Log4j in Q1, with more modest contributions expected throughout the year [61] Question: Can you provide insight on the impact of Accurics and Cymptom on revenue guidance for 2022? - Management indicated that Accurics will contribute more significantly in the second half of the year, while Cymptom will be integrated into existing products [66][67] Question: What are the expectations for gross margins moving forward? - Management expects gross margins to track modestly lower from Q4 levels due to continued investments, but potential improvements could arise from better-than-expected top-line performance [68][69] Question: How is the bundling strategy for EP performing? - Management reported rapid adoption of EP, with a natural progression to include active directory and cloud capabilities, enhancing the overall value proposition [72][74] Question: What is the current competitive landscape for Tenable? - Management highlighted strong differentiation in the market, particularly in response to high-profile vulnerabilities like Log4j, which has increased visibility and demand for their solutions [102][104]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________ FORM 10-Q __________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended September 30, 2021 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _____ to _____ Commission file number 001-38600 __________________ TENABLE HOLDINGS, INC. (Exact name of registrant as specifie ...

| --- | --- | --- | --- | |--------------|------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | CYBER EXPOSURE | | | | | | | | | ࠀࠁ߿ࠁ October | MANAGING AND MEASURING CYBER RISK IN THE DIGITAL ERA | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Forward-Looking Statements This presentation includes forward-looking statements. All statements contained in this pr ...

Tenable Holdings, Inc. (NASDAQ:TENB) Q3 2021 Earnings Conference Call October 26, 2021 4:30 PM ET Company Participants Erin Karney – Senior Director of Investor Relations Amit Yoran – Chief Executive Officer Steve Vintz – Chief Financial Officer Conference Call Participants Hamza Fodderwala – Morgan Stanley Sterling Auty – JP Morgan Rob Owens – Piper Sandler Andrew Nowinski – Wells Fargo Brian Essex – Goldman Sachs Saket Kalia – Barclays Mike Cikos – Needham & Company Jonathan Ho – William Blair Gray Powel ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________ FORM 10-Q __________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended June 30, 2021 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _____ to _____ Commission file number 001-38600 __________________ TENABLE HOLDINGS, INC. (Exact name of registrant as specified in ...

Tenable Holdings, Inc. (NASDAQ:TENB) Q2 2021 Earnings Conference Call July 27, 2021 4:30 PM ET Company Participants Erin Karney - Senior Director of Investor Relations Amit Yoran - President, Chief Executive Officer & Chairman Stephen Vintz - Chief Financial Officer Conference Call Participants Brian Essex - Goldman Sachs Hamza Fodderwala - Morgan Stanley Rob Owens - Piper Sandler Sterling Auty - JPMorgan Saket Kalia - Barclays Mike Cikos - Needham & Company Jonathan Ho - William Blair Joelle Fishbein - Tru ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q __________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended March 31, 2021 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _____ to _____ Commission file number 001-38600 __________________ TENABLE HOLDINGS, INC. (Exact name of registrant as specified in its charter) _____ ...

| --- | --- | --- | --- | |-------|----------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | A | | | | | | A | | | | *,!&D5D6 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Forward-Looking Statements This presentation includes forward-looking statements All statements contained in this presentation other than statements of historical facts, including statements regardin and financial position, our business strategy and plans and o ...

Tenable Holdings, Inc. (NASDAQ:TENB) Q1 2021 Earnings Conference Call April 27, 2021 4:30 PM ET Company Participants Erin Karney - IR Amit Yoran - President, CEO & Chairman Stephen Vintz - CFO Conference Call Participants Brian Essex - Goldman Sachs Group Sterling Auty - JPMorgan Chase & Co. Hamza Fodderwala - Morgan Stanley Daniel Ives - Wedbush Securities Jonathan Ho - William Blair & Company Andrew Nowinski - D.A. Davidson & Co. Saket Kalia - Barclays Bank Joshua Tilton - Berenberg Brad Reback - Stifel, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________ FORM 10-K ______________________________________ ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2020 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _____ to _____ Commission file number 001-38600 ______________________________________ TENABLE H ...