N-able Reports Q1 2026 Earnings with Strong AI Focus and Growth Metrics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy NABL?
Source: seekingalpha
- Revenue Growth: N-able's Q1 annual recurring revenue (ARR) reached $548 million, growing 8% year-over-year, indicating the company's sustained growth potential in automation and cybersecurity, which is expected to drive future market share expansion.
- Customer Expansion: The number of customers with over $50,000 in ARR grew by 13% year-over-year, now representing 62% of total ARR, highlighting the company's increased penetration in high-value customer segments and enhancing its competitive position.
- Financial Performance: Q1 total revenue was $134 million with adjusted EBITDA of $37 million, demonstrating the company's ability to maintain profitability while actively investing in cybersecurity solutions to meet market demand.
- Outlook: The company guided Q2 total revenue between $137.5 million and $138.5 million, with a full-year ARR target of $581 million to $586 million, reflecting management's confidence in future growth despite challenges related to lengthening sales cycles.
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Analyst Views on NABL
Wall Street analysts forecast NABL stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 5.150
Low
8.00
Averages
9.00
High
10.00
Current: 5.150
Low
8.00
Averages
9.00
High
10.00
About NABL
N-able, Inc. is a global software company helping information technology (IT) services providers deliver security, data protection as-a-service and unified endpoint management (UEM). Built on a scalable platform, it offers secure infrastructure and tools to simplify complex ecosystems, as well as resources to navigate evolving IT needs. It delivers a platform of integrated solutions that enables its IT services provider customers, including managed service providers (MSPs), to manage and secure the IT environments and assets for their medium-sized businesses (SMB) and mid-market end customers. Its platform consists of three core solution categories: UEM, security solutions, and data protection as-a-service. Its UEM solutions provide its customers with visibility and insights into the availability and performance of their customers’ networks, infrastructure, devices and applications, all through a centralized dashboard. Its security solutions secure IT environments and data.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
N-able (NABL) Q1 2026 Earnings Transcript
See More
N-able Reports Q1 2026 Earnings with Strong AI Focus and Growth Metrics
- Revenue Growth: N-able's Q1 annual recurring revenue (ARR) reached $548 million, growing 8% year-over-year, indicating the company's sustained growth potential in automation and cybersecurity, which is expected to drive future market share expansion.
- Customer Expansion: The number of customers with over $50,000 in ARR grew by 13% year-over-year, now representing 62% of total ARR, highlighting the company's increased penetration in high-value customer segments and enhancing its competitive position.
- Financial Performance: Q1 total revenue was $134 million with adjusted EBITDA of $37 million, demonstrating the company's ability to maintain profitability while actively investing in cybersecurity solutions to meet market demand.
- Outlook: The company guided Q2 total revenue between $137.5 million and $138.5 million, with a full-year ARR target of $581 million to $586 million, reflecting management's confidence in future growth despite challenges related to lengthening sales cycles.
See More
N-able Q1 Earnings Beat Expectations with Significant Revenue Growth
- Earnings Highlights: N-able's Q1 non-GAAP EPS of $0.09 aligns with expectations, while revenue reached $133.7 million, reflecting a 13.1% year-over-year increase and exceeding forecasts by $2.08 million, indicating strong market performance.
- Cash Position: As of March 31, 2026, N-able reported total cash and cash equivalents of $117.8 million and net debt of $393.1 million, providing a solid financial foundation for future investments and expansion.
- Future Outlook: N-able targets an annual recurring revenue (ARR) of $581 million to $586 million for 2026, showcasing robust growth momentum in AI-driven cybersecurity, which enhances its competitive position in the market.
- Industry Partnership: N-able's collaboration with Google Cloud aims to accelerate AI adoption among enterprises, demonstrating effective alignment between technological innovation and market demand, potentially laying the groundwork for future revenue growth.
See More
VIP Software Appoints New SVP to Drive Expansion
- Executive Appointment: VIP Software has appointed Chris Kennedy as Senior Vice President of Revenue Operations, marking a pivotal moment for scaling the rateIQ™ platform as it gains traction, leveraging his extensive experience to enhance the company's revenue engine.
- Market Release: rateIQ™ is currently in controlled market release, rapidly gaining recognition in the insurance claims economy by enabling users to identify pricing variances in real-time and improve decision-making speed, indicating strong market demand.
- Data-Driven Decisions: The platform processes thousands of claim data points, providing real-time performance benchmarks that drive data generation and usage, further solidifying VIP Software's position as the intelligence layer across insurance workflows.
- Strategic Vision: VIP Software aims to own the data layer that drives decisions in the claims economy, with Kennedy focusing on building efficient and predictable growth systems to support the company's long-term expansion plans.
See More
N-able to Host Q1 2026 Earnings Call on May 7, 2026
- Earnings Call Announcement: N-able will host a conference call on May 7, 2026, at 8:30 a.m. ET to discuss its financial results for Q1 2026, providing investors with crucial financial data and business outlook.
- Live Webcast Availability: The call will be available via live webcast on N-able's Investor Relations website, enhancing transparency and facilitating communication with shareholders.
- Earnings Release Preview: N-able will issue its earnings report prior to the call, expected to detail the company's financial performance and future strategies, aiding market analysts and investors in understanding operational status.
- Global Cybersecurity Services: N-able's AI-powered cybersecurity platform delivers business resilience to over 500,000 organizations worldwide, leveraging advanced end-to-end capabilities and flexible deployment options to improve efficiency and drive critical security outcomes, showcasing its leadership in the cybersecurity sector.
See More
N-able Launches New Disaster Recovery Service
- Disaster Recovery Innovation: N-able's newly launched Cove DRaaS enables organizations to rapidly recover from cyber incidents and site failures, eliminating the high costs and complexities of building and managing disaster recovery environments, thereby enhancing business resilience.
- Business Continuity Assurance: Cove DRaaS ensures that businesses can swiftly failover to secure environments during cyber incidents by maintaining pre-staged virtual servers in N-able's secure cloud, minimizing downtime and safeguarding revenue streams.
- Streamlined Operations: According to Scott Hawkey, Technical Director at PCS, the implementation of Cove DRaaS has made the disaster recovery process significantly more streamlined and intuitive, allowing teams to focus more on customer support rather than infrastructure management, thus improving overall efficiency.
- Flexible Workload Protection: The new service allows organizations to choose which workloads to protect, providing flexibility and cost control, helping businesses maintain continuity in the event of disruptions and driving true operational resilience.
See More
N-able (NABL) Q1 2026 Earnings Transcript
See More
N-able Reports Q1 2026 Earnings with Strong AI Focus and Growth Metrics
- Revenue Growth: N-able's Q1 annual recurring revenue (ARR) reached $548 million, growing 8% year-over-year, indicating the company's sustained growth potential in automation and cybersecurity, which is expected to drive future market share expansion.
- Customer Expansion: The number of customers with over $50,000 in ARR grew by 13% year-over-year, now representing 62% of total ARR, highlighting the company's increased penetration in high-value customer segments and enhancing its competitive position.
- Financial Performance: Q1 total revenue was $134 million with adjusted EBITDA of $37 million, demonstrating the company's ability to maintain profitability while actively investing in cybersecurity solutions to meet market demand.
- Outlook: The company guided Q2 total revenue between $137.5 million and $138.5 million, with a full-year ARR target of $581 million to $586 million, reflecting management's confidence in future growth despite challenges related to lengthening sales cycles.
See More
N-able Q1 Earnings Beat Expectations with Significant Revenue Growth
- Earnings Highlights: N-able's Q1 non-GAAP EPS of $0.09 aligns with expectations, while revenue reached $133.7 million, reflecting a 13.1% year-over-year increase and exceeding forecasts by $2.08 million, indicating strong market performance.
- Cash Position: As of March 31, 2026, N-able reported total cash and cash equivalents of $117.8 million and net debt of $393.1 million, providing a solid financial foundation for future investments and expansion.
- Future Outlook: N-able targets an annual recurring revenue (ARR) of $581 million to $586 million for 2026, showcasing robust growth momentum in AI-driven cybersecurity, which enhances its competitive position in the market.
- Industry Partnership: N-able's collaboration with Google Cloud aims to accelerate AI adoption among enterprises, demonstrating effective alignment between technological innovation and market demand, potentially laying the groundwork for future revenue growth.
See More
VIP Software Appoints New SVP to Drive Expansion
- Executive Appointment: VIP Software has appointed Chris Kennedy as Senior Vice President of Revenue Operations, marking a pivotal moment for scaling the rateIQ™ platform as it gains traction, leveraging his extensive experience to enhance the company's revenue engine.
- Market Release: rateIQ™ is currently in controlled market release, rapidly gaining recognition in the insurance claims economy by enabling users to identify pricing variances in real-time and improve decision-making speed, indicating strong market demand.
- Data-Driven Decisions: The platform processes thousands of claim data points, providing real-time performance benchmarks that drive data generation and usage, further solidifying VIP Software's position as the intelligence layer across insurance workflows.
- Strategic Vision: VIP Software aims to own the data layer that drives decisions in the claims economy, with Kennedy focusing on building efficient and predictable growth systems to support the company's long-term expansion plans.
See More
N-able to Host Q1 2026 Earnings Call on May 7, 2026
- Earnings Call Announcement: N-able will host a conference call on May 7, 2026, at 8:30 a.m. ET to discuss its financial results for Q1 2026, providing investors with crucial financial data and business outlook.
- Live Webcast Availability: The call will be available via live webcast on N-able's Investor Relations website, enhancing transparency and facilitating communication with shareholders.
- Earnings Release Preview: N-able will issue its earnings report prior to the call, expected to detail the company's financial performance and future strategies, aiding market analysts and investors in understanding operational status.
- Global Cybersecurity Services: N-able's AI-powered cybersecurity platform delivers business resilience to over 500,000 organizations worldwide, leveraging advanced end-to-end capabilities and flexible deployment options to improve efficiency and drive critical security outcomes, showcasing its leadership in the cybersecurity sector.
See More
N-able Launches New Disaster Recovery Service
- Disaster Recovery Innovation: N-able's newly launched Cove DRaaS enables organizations to rapidly recover from cyber incidents and site failures, eliminating the high costs and complexities of building and managing disaster recovery environments, thereby enhancing business resilience.
- Business Continuity Assurance: Cove DRaaS ensures that businesses can swiftly failover to secure environments during cyber incidents by maintaining pre-staged virtual servers in N-able's secure cloud, minimizing downtime and safeguarding revenue streams.
- Streamlined Operations: According to Scott Hawkey, Technical Director at PCS, the implementation of Cove DRaaS has made the disaster recovery process significantly more streamlined and intuitive, allowing teams to focus more on customer support rather than infrastructure management, thus improving overall efficiency.
- Flexible Workload Protection: The new service allows organizations to choose which workloads to protect, providing flexibility and cost control, helping businesses maintain continuity in the event of disruptions and driving true operational resilience.
See More
