Financial Performance & Growth - N-able's Annual Recurring Revenue (ARR) reached $528 million as of September 30, 2025[8] - The company achieved a Net Retention Rate of 102% (TTM)[8] - N-able experienced 14% ARR growth[8] - The Non-GAAP Adjusted EBITDA Margin (TTM) was 31%[8] - The Non-GAAP Gross Margin (TTM) was 81%[8] - The company projects full-year 2025 revenue between $507.7 million and $508.7 million, representing a 9% year-over-year growth (8% at constant currency)[62] - The company projects full-year 2025 Adjusted EBITDA between $148.2 million and $149.2 million, with a 29% margin[62] Market Opportunity & Strategy - The Small and Mid-market IT Total Addressable Market (TAM) is estimated at $2.1 trillion in 2025[13] - N-able estimates its total TAM across Unified Endpoint Management (UEM), Data Protection, and Security Operations at $44 billion[22] - N-able sees a cross-sell opportunity of over $2.5 billion across its product lines[52]

Financial Performance & Growth - N-able's Annual Recurring Revenue (ARR) reached $514 million [9] - The company achieved an ARR growth rate of 14% [9] - N-able's Net Retention Rate (TTM) is 102% [9] - The Non-GAAP Adjusted EBITDA Margin (TTM) is 32% [9] - The Non-GAAP Gross Margin (TTM) is 82% [9] Market Opportunity & Strategy - The Small and Mid-market Business (SMB & Mid-market) IT Total Addressable Market (TAM) is estimated at $2.1 trillion in 2025 [13] - N-able estimates a cross-sell opportunity of over $2.5 billion across its product lines [51] - N-able projects an Average Revenue Per Customer TTM of $194000 in Q2 2025 [61] Future Outlook - N-able anticipates Q3 2025 ARR to be between $525 million and $530 million, representing a year-over-year growth of 9-10% [63] - The company forecasts Q3 2025 revenue to be between $127 million and $128 million, a year-over-year increase of 9-10% [63] - N-able expects Q3 2025 Adjusted EBITDA margin to be 28%-29%, translating to $36 million - $37 million [63] - N-able projects FY'25 revenue to be between $500 million and $503 million, a year-over-year increase of 7-8% [63]

Company Overview - N-able's Annual Recurring Revenue (ARR) reached $493 million as of March 31, 2025 [8] - The company boasts a recurring revenue of approximately 100% [8] - N-able achieved a Net Retention Rate (TTM) of 101% [8] - ARR growth is at 11% at constant currency [8] - Non-GAAP Adjusted EBITDA Margin (TTM) stands at 34% [8] - Non-GAAP Gross Margin (TTM) is 83% [8] Market Opportunity - The Small and Mid-market (SMB) IT Total Addressable Market (TAM) is estimated at $2.1 trillion in 2025 [13] - N-able's total addressable market is $44 billion, encompassing Unified Endpoint Management (UEM) at $14 billion, Data Protection at $6 billion, and Security Operations at $24 billion [22] Financial Outlook - Q2 2025 ARR is projected to be between $492 million and $497 million, representing a year-over-year growth of 6-7% or 6-8% at constant currency [60] - FY 2025 ARR is projected to be between $519 million and $525 million, representing a year-over-year growth of 8-9% or 7-9% at constant currency [60]