Q2 25 EPS
$0.11
BEAT +25.00%
Est. $0.09
Q2 25 Revenue
$131.2M
BEAT +4.27%
Est. $125.9M
vs S&P Since Q2 25
-60.6%
TRAILING MARKET
NABL -38.3% vs S&P +22.3%
Market Reaction
Did NABL Beat Earnings? Q2 2025 Results
N-able posted a strong second quarter, topping Wall Street estimates on both revenue and earnings as its cybersecurity-focused platform gained traction with managed service providers. The company reported non-GAAP EPS of $0.11, clearing the $0.09 con… Read more N-able posted a strong second quarter, topping Wall Street estimates on both revenue and earnings as its cybersecurity-focused platform gained traction with managed service providers. The company reported non-GAAP EPS of $0.11, clearing the $0.09 consensus by 25.00%, while revenue rose 9.9% year-over-year to $131.25 million against expectations of $125.87 million. The most material driver was ARR crossing the $500 million threshold, with total annualized recurring revenue reaching $513.70 million, up 14.5% year-over-year, buoyed in part by a deliberate shift toward annual and multi-year contracts that has already moved 40% of revenue into long-term committed agreements. Subscription revenue of $129.87 million grew 10.6%, underscoring the durability of N-able's recurring model, even as higher sales, marketing, and R&D investment weighed on GAAP profitability. Looking ahead, management raised its full-year ARR outlook to $525 million to $530 million and guided full-year revenue to $500 million to $503 million, reflecting continued confidence in its cyber-resilience positioning for SMB and mid-market customers.
Key Takeaways
- • Surpassed $500M ARR milestone with 14.5% year-over-year growth
- • Subscription revenue grew 10.6% year-over-year
- • Exceeded top-and-bottom-line guidance for the quarter
- • Continued expansion into the cybersecurity channel
NABL YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
NABL Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered solid results this quarter as we executed against our mission to protect businesses from evolving cyberthreats. AI is turbocharging complexity and risk, and our cyber-resiliency platform is designed to provide the comprehensive protection needed in today's landscape. We believe this quarter's progress - highlighted by the continued development of our security suite and further expansion into the channel - strengthens our standing as a cybersecurity vendor of choice.”
— John Pagliuca, Q2 2025 Earnings Press Release
NABL Earnings Trends
NABL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
NABL EPS Trend
Earnings per share: estimate vs actual
NABL Revenue Trend
Quarterly revenue: estimate vs actual
NABL Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.09 | $0.09 | +2.27% | $133.7M | +1.56% |
| Q4 25 MISS FY | $0.10 | $0.06 | -40.00% | $130.3M | +2.52% |
| FY Full Year | $0.42 | $0.39 | -7.52% | $511.4M | +0.63% |
| Q3 25 BEAT | $0.09 | $0.13 | +44.44% | $131.7M | +3.32% |
| Q2 25 BEAT | $0.09 | $0.11 | +25.00% | $131.2M | +4.27% |
| Q1 25 BEAT | $0.06 | $0.08 | +37.22% | $118.2M | +2.29% |