N-able, Inc. Q4 2025 Earnings Call Summary

Performance was driven by the successful integration of Adlumin, which solidified N-able's presence in the AI Security Operations Center (SOC) market and exceeded cross-sell expectations. Management attributes growth to the 'durable truth' that digital evolution requires expert technology guidance, with AI acting as a fundamental tailwind rather than a threat to their software moat. The company is successfully moving upmarket, with customers contributing over $50,000 in ARR now representing 61% of tot ...