TENB Earnings Prediction
The chart below shows how TENB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TENB sees a -2.14% change in stock price 10 days leading up to the earnings, and a -3.71% change 10 days following the report. On the earnings day itself, the stock moves by -0.38%. This data can give you a slight idea of what to expect for the next quarter's release.
TENB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
235.73M
10.51%
3.81%
Gross Margin
78.18%
1.37%
0.54%
Operating Margin
5.23%
318.83%
-788.16%
Net Margin
0.79%
107.78%
-119.46%
EPS
0.02
110.53%
-125.00%
No Data Available
TENB Earnings Analysis
Tenable Holdings Inc Corporation (TENB.O) Earnings Conference Call
Positive
CCB Growth Exceeds Guidance: 11% CCB growth, exceeding guidance by $7.5 million.
Strong Operating Margin Performance: Operating margin of 25%, significantly better than expectations.
Unlevered Free Cash Flow Surplus: Generated $86 million in unlevered free cash flow, surpassing previous estimates.
Strong Revenue Performance: Revenue of $235.7 million, representing 11% year-over-year growth and exceeding guidance by $4.7 million.
Customer Growth and Expansion: Added 485 new enterprise platform customers, with a net dollar expansion rate of 108%.
Negative
Q4 2024 Revenue Performance: Revenue for Q4 2024 was $235.7 million, which, despite being an 11% year-over-year growth, fell short of the higher end of expectations, indicating potential market challenges.
R&D Expense Reduction: R&D expenses decreased to $32.5 million from $35.6 million last quarter, reflecting a reduction in investment in product development, which may hinder future growth.
Q1 2025 Revenue Guidance: The guidance for Q1 2025 revenue is projected to be between $232 million and $234 million, indicating a slowdown compared to the previous quarter's performance.
Acquisition Impact on Finances: The acquisition of Vulcan Cyber is expected to add $11 million to $13 million in operating expenses and reduce unlevered free cash flow by $20 million, indicating a potential strain on financial resources.
Cautious Federal Business Outlook: The outlook for U.S. Federal business is described as incrementally more cautious due to the transition of a new administration, suggesting potential revenue instability in that segment.
TENB FAQs
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TENB Earning Call Sentiment
Tenable Holdings, Inc. (NASDAQ:TENB) Q4 2024 Earnings Call Transcript
TENB.O
-0.42%Positive
The earnings call reveals strong financial performance with revenue and EPS exceeding guidance, improved operating margins, and successful product adoption. The share buyback program and increased cash flow indicate financial health. Despite some caution regarding U.S. Federal business, the overall sentiment is positive with strong international growth and strategic acquisitions. The optimistic guidance and shareholder return plan further support a positive stock price movement over the next two weeks.
