NABL Earnings Prediction
The chart below shows how NABL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NABL sees a +3.17% change in stock price 10 days leading up to the earnings, and a +0.75% change 10 days following the report. On the earnings day itself, the stock moves by -0.48%. This data can give you a slight idea of what to expect for the next quarter's release.
NABL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
116.51M
7.47%
0.06%
Gross Margin
79.79%
-4.72%
-3.75%
Operating Margin
16.45%
-18.73%
-24.09%
Net Margin
2.82%
-67.32%
-69.48%
EPS
0.02
-60.00%
-66.67%
No Data Available
NABL Earnings Analysis
N-Able Inc Corporation (NABL.N) Earnings Conference Call
Positive
Earnings Per Share Beat: N-able, Inc. reported an EPS of $0.10, exceeding expectations of $0.08, indicating strong financial performance.
Quarterly Revenue Growth: Fourth quarter revenue grew 7% year-over-year in constant currency, showcasing consistent growth.
Revenue Increase at Constant Currency: Full year 2024 revenue increased by 10% at constant currency, reflecting overall business strength.
ARR Growth and Retention: Annual Recurring Revenue (ARR) reached $482 million, growing 10% at constant currency, demonstrating solid customer retention and growth.
Adjusted EBITDA Performance: Adjusted EBITDA for Q4 was $38.1 million, with a margin of 32.7%, and for the full year, it was $169.4 million with a margin of 36.3%, indicating strong profitability.
Acquisition Enhances Product Offerings: The successful acquisition of Adlumin enhances N-able's product offerings and expands its market reach, particularly in the security sector.
Cove Data Protection Success: Cove Data Protection continues to be a leading revenue generator, protecting over 180,000 businesses and outpacing total company growth.
RMM Champion Recognition: N-able was recognized as a 2024 RMM champion by Canalys for the second consecutive year, highlighting its leadership in the market.
Annual Contract Transition Growth: The transition to annual contracts increased from less than 10% to over 50% of revenue, which is expected to strengthen customer relationships and retention.
Security and Data Protection: N-able's focus on security and data protection aligns with market demand, as over 70% of fourth quarter bookings came from these categories.
Negative
Slowing Revenue Growth: Total revenue growth of only 7% year-over-year in Q4 2024, which may indicate slowing growth compared to previous periods.
Gross Margin Decline: Gross margin decreased to 82.3% in Q4 2024 from 84.5% in Q4 2023, suggesting rising costs or pricing pressures.
EBITDA Margin Decline: Adjusted EBITDA margin for Q4 2024 was 32.7%, which is lower than the previous year's margin, indicating potential challenges in maintaining profitability.
Revenue Growth Headwind: The company anticipates a 5% year-over-year revenue growth rate headwind in Q1 2025 due to ASC 606 revenue recognition timing, which could impact short-term performance.
Profitability Challenges Ahead: Expected adjusted EBITDA margin for 2025 is projected to be below target levels due to integration costs from the Adlumin acquisition and other investments, indicating potential profitability challenges ahead.
Interest Expense Impact: The company is facing a significant interest expense of approximately $27 million for 2025, which could impact net income and cash flow.
Net Revenue Retention Insights: Despite a strong customer base, the dollar-based net revenue retention rate of 103% suggests that while existing customers are staying, growth from upselling may be limited.
NABL FAQs
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NABL Earning Call Sentiment
N-able, Inc. (NYSE:NABL) Q4 2024 Earnings Call Transcript
NABL.N
-0.42%Positive
The earnings call reflects a mixed sentiment. While financial performance shows solid growth with a 10% revenue increase and positive EBITDA margins, concerns arise from declining gross margins, regulatory challenges, and economic headwinds. The lack of a shareholder return plan and significant debt also weigh negatively. However, the optimistic guidance and positive reception of the Adlumin acquisition balance these concerns. Given the company's market cap, the stock is likely to remain stable, resulting in a neutral prediction for the next two weeks.
