N-able Q1 Earnings Call Highlights

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MarketBeat

Tue, May 12, 2026 astatine 4:10 AM CDT 8 min read

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Key Points

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N-able bushed Q1 guidance, with gross of $134 cardinal and adjusted EBITDA of $37 million, portion ARR roseate to $548 million, up 8% twelvemonth implicit twelvemonth connected a constant-currency basis. Management besides said retention improved and escaped currency travel remained strong.
The institution is seeing upmarket traction and transmission strength, with customers supra $50,000 of ARR up 13% twelvemonth implicit twelvemonth and present making up astir 62% of full ARR. N-able said galore of its biggest caller wins came done VARs, portion information operations and information extortion continued to turn faster than the institution overall.
AI and caller information extortion products are cardinal to the maturation story, including the rollout of N-zo, its AI workflow assistant, and upcoming offerings specified arsenic DRaaS and Google Workspace backup. N-able expects these products to enactment second-half momentum, on with full-year 2026 ARR maturation of 8% to 9% and higher escaped currency travel guidance.

N-able (NYSE:NABL) reported first-quarter 2026 results that absorption said reflected continued upmarket traction, improved retention and increasing request for cybersecurity, information extortion and unified endpoint absorption offerings arsenic customers respond to a much analyzable menace environment.

President and CEO John Pagliuca said yearly recurring gross reached $548 cardinal successful the quarter, up 8% twelvemonth implicit twelvemonth connected a constant-currency basis, portion adjusted EBITDA borderline was 27%. He said some gross and nett gross dollar retention improved from the anterior 4th and year-earlier period, with trailing 12-month nett retention astatine 106% connected a reported basis.

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“We delivered different 4th of accordant execution with coagulated ARR growth, beardown margins, and applicable AI innovation,” Pagliuca said successful closing remarks.

Upmarket momentum and transmission income thrust show

N-able said customers with much than $50,000 of ARR grew 13% twelvemonth implicit twelvemonth to 2,710, and that radical present represents astir 62% of full ARR, up from astir 58% a twelvemonth earlier. Customers with much than $100,000 of ARR correspond 41% of yearly recurring revenue, Pagliuca said.

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The institution highlighted its enactment arsenic Manchester City Football Club’s authoritative cybersecurity spouse arsenic an illustration of its quality to service larger and much analyzable organizations. Pagliuca said 4 of the company’s apical 5 caller lawsuit wins successful the quarter, including the Manchester City deal, came done value-added resellers.

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