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Tenable Holdings

Tenable Holdings (TENB) Q2 2025 Earnings

Reported Jul 30, 2025 at 4:12 PM ET · SEC Source

Q2 25 EPS

$0.34

BEAT +12.32%

Est. $0.30

Q2 25 Revenue

$247.3M

BEAT +2.13%

Est. $242.1M

vs S&P Since Q2 25

-8.4%

TRAILING MARKET

TENB +9.6% vs S&P +18.0%

Market Reaction

Did TENB Beat Earnings? Q2 2025 Results

Tenable Holdings posted a clean beat across the board in the second quarter of 2025, with non-GAAP diluted EPS of $0.34 clearing the $0.30 consensus by 12.32% and revenue of $247.29 million coming in ahead of the $242.14 million estimate while growin… Read more Tenable Holdings posted a clean beat across the board in the second quarter of 2025, with non-GAAP diluted EPS of $0.34 clearing the $0.30 consensus by 12.32% and revenue of $247.29 million coming in ahead of the $242.14 million estimate while growing 11.8% year over year. The primary engine behind the quarter was accelerating adoption of the Tenable One exposure management platform, as enterprises increasingly consolidated security spending around unified attack surface visibility, a trend that helped the company add 367 new enterprise platform customers and 76 net new six-figure customers during the period. Remaining performance obligations climbed 19% year over year to $889.14 million, with the long-term portion up 41%, underscoring the depth of multi-year commitments. The results arrive even as the stock has faced notable pressure, trading near recent lows despite what management characterized as strong underlying fundamentals. Looking ahead, Tenable guided Q3 revenue of $246.00 million to $248.00 million and full-year 2025 revenue of $981.00 million to $987.00 million, with non-GAAP diluted EPS of $1.45 to $1.53.

Key Takeaways

  • • Adoption of Tenable One exposure management platform
  • • Customers prioritizing preemptive security measures and unified attack surface visibility
  • • Major expansions across industries and competitive wins against major players
  • • Subscription revenue growth of 12.6% year-over-year
  • • Recurring revenue representing 96% of total revenue
24/7 Wall St

TENB YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

TENB Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We beat all of our guided metrics during the quarter, delivering 12% revenue growth and 19% operating margin. Our outperformance was driven by the adoption of our exposure management platform, as customers are becoming more strategic with their security investments, prioritizing preemptive measures and seeking a unified view of their attack surface to reduce risk.”

— Steve Vintz, Q2 2025 Earnings Press Release

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