Core Insights - Tenable reported revenue of $252.44 million for the quarter ended September 2025, reflecting an 11.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $247.52 million by 1.99% [1] - The company's EPS for the quarter was $0.42, up from $0.32 in the same quarter last year, exceeding the consensus EPS estimate of $0.37 by 13.51% [1] Financial Performance Metrics - Current Billings were reported at $267.51 million, exceeding the six-analyst average estimate of $264.72 million [4] - Subscription revenue reached $232.21 million, compared to the estimated $228.77 million, marking an 11.3% increase year-over-year [4] - Revenue from Professional services and other was $9.14 million, surpassing the average estimate of $7.3 million, representing a significant 35.1% year-over-year growth [4] - Revenue from Perpetual license and maintenance was $11.09 million, slightly below the average estimate of $11.1 million, indicating a 5.8% decline year-over-year [4] Stock Performance - Tenable's shares have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Group 1 - Tenable reported $247.3 million in revenue for the quarter ended June 2025, an 11.8% year-over-year increase, with EPS of $0.34 compared to $0.31 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $241.89 million by 2.23%, and the EPS surpassed the consensus estimate of $0.30 by 13.33% [1] - The calculated current billings were $238.59 million, slightly above the average estimate of $237.55 million by analysts [4] Group 2 - Subscription revenue was reported at $228.03 million, exceeding the average estimate of $223.27 million, representing a 12.6% year-over-year change [4] - Revenue from professional services and other was $7.85 million, surpassing the average estimate of $7.13 million, with a year-over-year increase of 17.4% [4] - Revenue from perpetual license and maintenance was $11.41 million, matching the average estimate, but reflecting a 5% year-over-year decline [4] Group 3 - Tenable's shares returned -2% over the past month, while the Zacks S&P 500 composite increased by 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Performance - For the quarter ended March 2025, Tenable reported revenue of $239.14 million, reflecting a year-over-year increase of 10.7% [1] - Earnings per share (EPS) for the quarter was $0.36, up from $0.25 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $233.62 million by 2.36% [1] - The company delivered an EPS surprise of 28.57%, with the consensus EPS estimate being $0.28 [1] Key Metrics - Calculated Current Billings were $215.36 million, surpassing the average estimate of $182.09 million based on seven analysts [4] - Subscription revenue reached $220.44 million, compared to the average estimate of $215.49 million, marking an 11.5% year-over-year increase [4] - Revenue from professional services and other was $7.14 million, exceeding the estimated $6.57 million, representing a 15.8% year-over-year change [4] - Revenue from perpetual license and maintenance was $11.55 million, slightly below the average estimate of $11.71 million, indicating a year-over-year decline of 5% [4] Stock Performance - Shares of Tenable have returned -5.4% over the past month, while the Zacks S&P 500 composite experienced a -0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]