N-able, Inc. (NYSE:NABL ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Griffin Gyr - Investor Relations Senior Manager John Pagliuca - President and Chief Executive Officer Tim O'Brien - Chief Financial Officer Conference Call Participants Mike Cikos - Needham & Company, LLC Brian Essex - JPMorgan Chase & Co. Matthew Hedberg - RBC Capital Markets Keith Bachman - BMO Capital Markets Jason Ader - William Blair & Company Joe Vandrick - Scotiabank Operator Good morning, everyone, and welcome to the N-able First Quarter 2025 Earnings Call. My name is Angela, and I'll be coordinating your call today.
N-able (NABL) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.11 per share a year ago.
I recommend a hold rating for N-able due to uncertain near-term performance despite positive long-term growth potential. NABL's Q4 results exceeded expectations, with 7.5% y/y revenue growth and strong subscription revenue, but gross margins declined, indicating pricing pressures. The acquisition of Adlumin expands NABL's market reach and strengthens its XDR and MDR offerings, crucial for future growth amidst rising cyber threats.
7 Aug 2025 (In 3 weeks) Date | | 0.09 Cons. EPS | - EPS |
22 May 2025 Date | | 0.06 Cons. EPS | 0.08 EPS |
3 Mar 2025 Date | | 0.08 Cons. EPS | 0.1 EPS |
7 Nov 2024 Date | | 0.1 Cons. EPS | 0.13 EPS |
8 Aug 2024 Date | | 0.1 Cons. EPS | 0.14 EPS |
7 Aug 2025 (In 3 weeks) Date | | 0.09 Cons. EPS | - EPS |
22 May 2025 Date | | 0.06 Cons. EPS | 0.08 EPS |
3 Mar 2025 Date | | 0.08 Cons. EPS | 0.1 EPS |
7 Nov 2024 Date | | 0.1 Cons. EPS | 0.13 EPS |
8 Aug 2024 Date | | 0.1 Cons. EPS | 0.14 EPS |
Information Technology Services Industry | Technology Sector | John Pagliuca CEO | NYSE Exchange | 62878D100 Cusip |
US Country | 1,800 Employees | - Last Dividend | - Last Split | 20 Jul 2021 IPO Date |
N-able, Inc. is a leading provider of cloud-based software solutions, primarily serving managed service providers (MSPs) in the United States, the United Kingdom, and other international markets. Incorporated in 2020 and headquartered in Burlington, Massachusetts, N-able aims to empower MSPs with enterprise-grade, integrated software platforms that support the digital transformation and growth of small and medium-sized enterprises. The company's focus on innovation and scalability helps MSP partners manage their operations efficiently, ensuring they can scale as their businesses expand.
These solutions offer MSP partners comprehensive visibility and insights into the availability and performance of their customers' networks, infrastructure, devices, and applications. Utilizing a centralized dashboard, MSPs can proactively manage and monitor their client’s environments efficiently, ensuring optimal performance and minimizing downtime.
Including backup and disaster recovery services for servers, virtual machines, workstations, and key cloud-based applications, these solutions offer multi-tenant platforms and secure, remote delivery architecture. They ensure that MSPs can provide robust data protection services, safeguarding their customers' critical data against the ever-evolving threat landscape.
Comprising patch management, endpoint security, managed detection and response, web protection, email security, archiving, and vulnerability assessment solutions. These security services enable MSPs to deliver comprehensive, layered security strategies, protecting their customers from cyber threats and ensuring compliance with industry regulations.
This streamline operations by automating routine tasks, facilitating efficient resource management, and improving billing and reporting processes. By integrating professional services automation into their workflow, MSPs can optimize their business processes, enhancing productivity and profitability.
This feature allows MSPs to automate repetitive tasks and scripts across their managed networks, reducing manual effort, minimizing errors, and increasing operational efficiencies. Automation and scripting management tools are essential for MSPs looking to scale their businesses without proportionately increasing their workload or operational costs.
Offering robust password management solutions, N-able ensures that MSPs can enforce strong password policies across their customers' environments. This service includes comprehensive reporting capabilities, allowing MSPs to monitor compliance and identify areas of vulnerability within password management practices.
Analytics tools provided by N-able give MSPs the ability to analyze vast amounts of data, generating actionable insights that drive decision-making and strategic planning. By leveraging analytics, MSPs can identify trends, monitor performance metrics, and uncover opportunities for improvement across all aspects of their operations.