N-able (NABL) Q4 2025 Earnings Call Transcript

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Feb. 19, 2026, 8:30 a.m. ET

• President and Chief Executive Officer — John Pagliuca

• Executive Vice President and Chief Financial Officer — Timothy James O’Brien

• Chief Communications Officer — Griffin Gyr

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John Pagliuca, N-able, Inc.'s President and CEO, and Tim O’Brien, EVP and CFO. Following our prepared remarks, we volition unfastened the enactment for a question and reply session. This telephone is being simultaneously webcast connected our Investor Relations website astatine investors.n-able.com. There you tin besides find our net property release, which is intended to supplement our prepared remarks during today's call. Certain statements made during this telephone are forward-looking statements, including those concerning our fiscal outlook, our marketplace opportunities, and the interaction of the planetary economical situation connected our business. These statements are based connected presently disposable accusation and assumptions, and we undertake nary work to update this accusation but arsenic required by law.

These statements are besides taxable to a fig of risks and uncertainties, including those highlighted successful today's net merchandise and our filings with the SEC. Additional accusation concerning these statements and the risks and uncertainties associated with them is highlighted successful today's net merchandise and successful our filings with the SEC. Copies are disposable from the SEC oregon connected our Investor Relations website. Furthermore, we volition sermon assorted non-GAAP fiscal measures connected today's call. Unless different specified, erstwhile we notation to fiscal measures, we volition beryllium referring to non-GAAP fiscal measures. A reconciliation of definite GAAP to non-GAAP fiscal measures discussed connected today's telephone is disposable connected our net property merchandise connected our Investor Relations website.

And present I volition crook the telephone implicit to John. Thanks, Griffin. We entered 2026 with momentum, pursuing different twelvemonth of profitable growth,

John Pagliuca: and with assurance that we tin thrust continued beardown performance

Griffin Gyr: Cybersecurity is simply a substance of survival, and our AI-powered cybersecurity platform

Tim O’Brien: delivers the concern resilience customers need. Our 4th fourth and afloat twelvemonth results bespeak the strength, with beardown results crossed our cardinal operating metrics. Both 4th fourth and afloat twelvemonth 2025 gross grew 9% twelvemonth implicit twelvemonth successful changeless currency. We exited 2025 with ARR of $540,000,000, increasing 8% astatine changeless currency. Our adjusted EBITDA successful the 4th fourth was $39,000,000, reflecting a 30% margin, and $153,000,000 for the afloat year, besides reflecting a 30% margin. Beyond the fiscal results, we made exceptional advancement crossed the concern successful 2025.