NASDAQ$AVPT

Avepoint Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

AvePoint reported Q1 2026 total revenue of $117.2M (+26% YoY) and net income of $15.3M on SaaS ARR growth to $435.2M.

Q1 2026 total revenue was $117.2 million (+26% YoY) with SaaS revenue of $93.4 million (+35%). Net income was $15.3 million; total ARR reached $435.2 million (+26%). North America revenue rose 21% to $44.2 million on expanding Microsoft 365 governance attach.

  • Total revenue $117.2M (+26%); SaaS $93.4M (+35%).
  • Total ARR $435.2M (+26%).
  • Net income $15.3M.
  • Constant-currency growth 20% on revenue.
  • Microsoft ecosystem governance leader.

Headline financials

Total Revenue

$117M

Previous: $93.1M+26.0%
EPS (adj)

$0.07

Previous: $0.02+250.0%
Capital Expenditures

-$1.28M

Previous: -$1.51M+15.7%
Net Income

$15.3M

Previous: $3.57M+327.7%
Operating Income

$12.7M

Previous: $3.29M+287.2%
Gross Profit

$85.4M

Previous: $69.2M+23.4%

Revenue & EPS history

Avepoint · Revenue · Quarterly

$117M

Q1 2026+26%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Avepoint · $27.6M total across 1 segment · Q2 2022

  • SaaS
    $27.6M

Forward guidance

MD&A discusses ARR growth, Rule of 40 progress, and international expansion without quarterly EPS guidance.

Tailwinds

  • High-growth SaaS with profitability.
  • Strong ARR and net retention trends.

Headwinds

  • Competition in Microsoft 365 management.
  • FX headwinds on international revenue.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.4%

Avg return

Earnings day

+4.1%

Avg return

5 days after

+7.2%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+13.8%

Q3 2024

Best reaction

-12.6%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%-2.0%+4.7%
Q4 2025+4.1%+7.0%-9.1%
Q3 2025-12.6%-4.5%-3.1%
Q1 2025+8.2%+14.0%+12.4%
Q4 2024-12.5%-10.4%-14.4%
Q3 2024+13.8%+21.1%+44.3%
Q2 2024+3.0%+10.5%+17.6%
Q1 2024+1.3%+3.4%+10.5%
Q4 2023+1.3%-5.7%+0.1%
Q3 2023-4.0%+7.5%+3.5%
Q2 2023-1.9%+6.6%+14.8%
Q1 2023+3.6%+19.7%+46.0%
Q4 2022-2.2%-17.6%-21.4%
Q3 2022+3.1%+30.7%+23.7%
Q2 2022-0.7%-3.1%-14.9%
Q1 2022+3.4%+18.0%+30.5%
Q4 2021+3.9%+12.3%+0.8%
Q3 2021-9.6%-20.2%-29.4%
Q2 2021-2.9%-7.7%-5.2%
Q1 2021+1.0%+0.6%+12.5%
Q2 2020+4.0%+9.0%+4.5%
Q4 2020+4.0%+9.0%+4.5%
Q3 2020+0.4%-0.9%+38.5%
Q4 2019-0.2%+1.8%+1.3%

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