N-able Inc (NYSE:NABL)

Q3 2025 N-Able Inc Earnings Call Transcript

Nov 6, 2025 / 01:30 PM GMT

Release Date Price: $8.5 (+9.25%)

Transcript 10-Q8-K

Key Points

Positve

N-able Inc (NABL) reported a strong third quarter with an annual recurring revenue (ARR) of $528 million, marking a 14% year-over-year increase.
The company achieved an adjusted EBITDA margin of 31%, highlighting robust profitability.
N-able Inc (NABL) expanded its security capabilities and scaled its channel-first go-to-market strategy, which are key pillars of its long-term growth strategy.
The company is leveraging AI to enhance its cybersecurity offerings, embedding innovative AI capabilities across its platform to provide cutting-edge solutions.
N-able Inc (NABL) has seen success in its Unified Endpoint Management (UEM) solution, which drove a significant ARR win of nearly half a million dollars this quarter.

Negative

The company's gross margin decreased to 81.1% from 83.7% in the same period in 2024.
N-able Inc (NABL) faces challenges from AI-powered threats, which are increasing the complexity of IT management and cybersecurity.
The company is experiencing some impact from foreign exchange (FX) dynamics, which affected its sequential ARR growth outlook for Q4.
Despite strong performance, the company acknowledges the need for continued investment in AI and cybersecurity to maintain its competitive edge.
N-able Inc (NABL) is dealing with the complexities of integrating its recent acquisition, Adlumen, which impacts its ARR growth due to lapping effects.

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

NABL.N - N-Able Inc
Q3 2025 N-Able Inc Earnings Call
Nov 06, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone and thank you for joining the Enable 3rd quarter 2025 earnings call. My name is Lucy and I'll be coordinating your call today.

During the presentation, you can register a question by pressing followed by 1 on your telephone keypad. If you change your mind, please press followed by 2. It is now my pleasure to hand over to your host, Griffin Geer of Investor relations to begin. Please go ahead.

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Unidentified_2 [2]
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Thanks, operator, and welcome everyone to enables 3rd quarter 2025 earnings call.

With me today are John Paliuka, Enables

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