Core Insights - AvePoint has announced the general availability of the AgentPulse Command Center, enhancing governance and cost control for AI agents across Microsoft 365 and Google Cloud environments [1][5] Group 1: Product Features - AgentPulse provides unified observability across various AI agents, including Copilot Studio and Vertex AI, helping organizations prevent shadow AI and manage data leaks [2][3] - The platform offers plug-and-play visibility into AI agent usage, creation, and inventory trends, addressing the challenge of unmanaged agents that can lead to unexpected costs and data exposure [3][6] - The expansion into Google Cloud enhances risk management capabilities, allowing organizations to oversee people, drives, AI agents, and data with elevated governance [4][5] Group 2: Market Needs and Adoption - AgentPulse addresses critical market needs by enabling organizations to track pay-per-use costs, remediate accidental oversharing, and ensure compliance with governance and data security best practices [6][7] - The platform supports the growing trend of responsible AI agent deployment at scale, providing visibility to ensure efficient operation within governance frameworks [7][8] Group 3: Company Overview - AvePoint is recognized as a leader in data protection, with over 28,000 customers relying on its Confidence Platform for data security and governance across multiple cloud environments [11]

Financial Data and Key Metrics Changes - Total revenues for Q4 were $114.7 million, up 29% year-over-year, exceeding guidance [24] - SaaS revenue for Q4 was $88.9 million, growing 37% year-over-year, representing 78% of total revenues [24][25] - Full year total revenues reached $419.5 million, representing 27% reported growth [34] - GAAP operating margin for the year expanded to 7.9%, with non-GAAP operating income of $79.2 million, an 18.9% margin [35] Business Line Data and Key Metrics Changes - Services revenue for Q4 was $14.6 million, representing 13% of total revenues and growing 20% year-over-year [25] - Maintenance revenue continued its decline, accounting for approximately $981,000 or 1% of total revenues [25] - The company ended the year with 826 customers with ARR over $100,000, a 24% year-over-year increase [27] Market Data and Key Metrics Changes - North America total revenue growth accelerated to 25% year-over-year, driven by SaaS revenue growth of 34% [26] - EMEA total revenue growth accelerated to 39% year-over-year, with SaaS revenue growth of 44% [26] - APAC total revenues grew 23% year-over-year, with SaaS revenue growth of 32% [26] Company Strategy and Development Direction - The company aims to reach $1 billion ARR by 2029, focusing on operational discipline and market demand [18][35] - A hybrid pricing model is being developed to balance seat and usage-based licensing [54] - The introduction of AgentPulse for AI governance and data protection is a strategic focus for 2026 [15][58] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growing demand for data governance and protection solutions, particularly in the context of AI [5][19] - The company anticipates continued strong performance in 2026, despite being an investment year focused on marketing and operational efficiency [41][102] - Management highlighted the importance of addressing customer needs for data readiness and governance in AI deployments [48][92] Other Important Information - The company repurchased 1.7 million shares in Q4 for approximately $22.4 million, reflecting confidence in its business strength [33] - The remaining performance obligation crossed the half-billion dollar mark, growing 36% year-over-year to $508.1 million [33] Q&A Session Summary Question: Can you unpack the visibility and confidence regarding the constant currency ARR guide? - Management noted consistent growth across all regions, contributing to confidence in the ARR guidance [44] Question: Are enterprises seeing AI projects materialize into revenue for cybersecurity vendors? - Management indicated that while AI projects are underway, challenges with data readiness affect the rollout of AI tools like Copilot [47] Question: Can you elaborate on the hybrid pricing strategy and its opportunities? - Management confirmed that capacity-based licensing is already in place for certain products and is expanding into IaaS and PaaS [54] Question: What are the expectations for net new ARR pacing throughout the year? - Management expects Q1 to be lower sequentially from Q4, with a typical pickup in Q2 and stronger performance in the second half of the year [63] Question: What is the outlook for free cash flow in 2026? - Management anticipates free cash flow to remain above non-GAAP operating income, despite some one-time tax payments affecting 2025 [83] Question: What investments are being made in 2026? - Management emphasized continued investment in technology and marketing to enhance productivity and market presence [92]

Full year SaaS revenue of $319.2 million, representing 38% year-over-year growth, 36% on a constant currency basisFull year Total revenue of $419.5 million, representing 27% year-over-year growth, 25% on a constant currency basisTotal ARR of $416.8 million, representing 27% year-over-year growth, 26% adjusted for FX JERSEY CITY, N.J., Feb. 26, 2026 (GLOBE NEWSWIRE) -- AvePoint (Nasdaq: AVPT, SGX: AVP), the global leader in AI data protection, unifying security, governance and resilience, today announced fin ...

Core Insights - AvePoint is a global leader in AI data protection, focusing on unifying data security, governance, and resilience [2] - The company announced participation in several upcoming investor conferences, showcasing its commitment to engaging with the investment community [1] Company Overview - AvePoint provides a trusted foundation for AI through its Confidence Platform, which is utilized by over 25,000 customers to secure, govern, and recover data across various cloud environments including Microsoft, Google, and Salesforce [2] - The platform offers lifecycle control, multicloud governance, and rapid recovery, aiming to prevent data overexposure and loss while modernizing legacy data systems [2] - AvePoint has a global partner ecosystem comprising 5,000 managed service providers (MSPs), value-added resellers (VARs), and system integrators (SIs), with solutions available in over 100 cloud marketplaces [2] Upcoming Events - AvePoint will present at the following investor conferences: - Morgan Stanley TMT Conference on March 3, 2026, at 4:00 PM PT [5] - UBS OneASEAN Summit on March 5, 2026 [5] - Cantor Global Technology & Industrial Growth Conference on March 10, 2026, at 11:20 AM ET [5] - Jefferies Asia Forum on March 17, 2026 [5] - SGX Jewels of Singapore Technology Conference on March 26, 2026 [5]

Core Viewpoint - AvePoint, a leader in AI data protection, will announce its Q4 and full year 2025 financial results on February 26, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results will be reported after the US financial markets close on February 26, 2026 [1] - A conference call will be held at 4:30 PM ET on the same day, featuring CEO Dr. Tianyi Jiang and CFO Jim Caci [2] - The call will cover an overview of the financial results, current business trends, and include a Q&A session [2] Group 2: Company Overview - AvePoint is recognized as a global leader in data protection, focusing on data security, governance, and resilience [4] - The AvePoint Confidence Platform is utilized by over 25,000 customers to secure and manage data across various cloud environments, including Microsoft, Google, and Salesforce [4] - The company has a global partner ecosystem comprising 5,000 managed service providers (MSPs), value-added resellers (VARs), and system integrators (SIs) [4]