N-able Inc (NYSE:NABL)

Q1 2025 N-Able Inc Earnings Call Transcript

May 8, 2025 / 12:30 PM GMT

Release Date Price: $7.55 (+5.74%)

Transcript 10-Q8-K

Key Points

Positve

N-able Inc (NABL) reported a strong start to the year with Q1 revenue and adjusted EBITDA both exceeding the high end of their guidance range.
The company announced a $75 million share repurchase authorization program, indicating confidence in their business outlook.
N-able Inc (NABL) achieved a 10% year-over-year growth in total ARR on a reported basis and 11% on a constant currency basis.
The company launched new security capabilities, including breach prevention for Microsoft 365 and vulnerability management, enhancing their product differentiation.
N-able Inc (NABL) expanded its go-to-market strategy by adding resellers globally and revamping its partner portal, which is expected to drive future growth.

Negative

First quarter gross margin decreased to 80.6% compared to 84.7% in the same period in 2024.
The company noted some anecdotal evidence of deals taking longer to close due to increased scrutiny and a more cautious macroeconomic environment.
Dollar-based net revenue retention was approximately 101%, indicating limited expansion within existing customer accounts.
N-able Inc (NABL) is facing a competitive landscape with legacy approaches, requiring continuous innovation to maintain its edge.
The company is in the early stages of expanding its reseller network, which may take time to significantly impact revenue growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NABL.N - N-Able Inc
Q1 2025 N-Able Inc Earnings Call
May 08, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

Thank you for your patience. The Enable first quarter 2025 earnings call will begin shortly. During the presentation, you will have the opportunity to ask the question by pressing stop, followed by one on your telephone keypad.

Thank you.

Good morning everyone and welcome to the Enable first quarter 2025 earnings call. My name is Angela and I'll be coordinating your call today. During the presentation, you can register to ask the question by pressing followed by 1 on your telephone keypad. If you change your mind, please press star followed by T. I will now hand you over to your host, Griffin Gear, and investor relations senior manager to begin. Griffin, please go ahead.

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