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TENB Transcript
Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript
Positive2-4
The earnings call summary and Q&A indicate strong financial performance, with increased revenue, EPS, and gross margins. The company's strategic focus on AI-driven innovations and preemptive security approaches shows promise, as evidenced by new customer additions and a significant 7-figure deal in AI exposure management. Despite some concerns about growth deceleration, the raised guidance and share repurchase plan are positive signals. The overall sentiment is positive, with a likelihood of stock price increase in the short term.
Tenable Holdings, Inc. (TENB) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Neutral12-10
Tenable Holdings, Inc. (TENB) Presents at UBS Global Technology and AI Conference 2025 Transcript
Neutral12-2
Tenable Holdings, Inc. (TENB) Q3 2025 Earnings Call Transcript
Positive10-30
The earnings call reveals strong performance in the U.S. federal vertical, optimistic revenue guidance, and robust enterprise customer growth. The integration of Apex and focus on AI security are strategic positives. Management's confidence in sustaining billings levels and the positive sentiment in the Q&A further support a positive outlook. Despite some lack of clarity on long-term billings, the overall sentiment is positive, suggesting a stock price increase in the short term.
TENB Report
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