NYSE$NABL

N-able Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

N-able's Q2 2022 results surpassed expectations, driven by multi-product sales approach and strong growth in security and data protection offerings.

N-able reported Q2 2022 total revenue of $91.6 million, representing approximately 7% year-over-year growth. GAAP net income was $4.3 million, or $0.02 per diluted share, and non-GAAP net income was $16.0 million, or $0.09 per diluted share. Adjusted EBITDA was $27.6 million, representing an adjusted EBITDA margin of 30.1%.

  • Total revenue of $91.6 million, approximately 7% year-over-year growth.
  • Subscription revenue of $89.4 million, approximately 8% year-over-year growth.
  • GAAP gross margin of 84.5% and non-GAAP gross margin of 85.5%.
  • Adjusted EBITDA of $27.6 million, representing an adjusted EBITDA margin of 30.1%.

Headline financials

Total Revenue

$91.6M

Previous: $85.3M+7.4%
EPS (adj)

$0.09

Previous: $0.01+800.0%
GAAP Gross Margin

84.5%

No prior period
Non-GAAP Gross Margin

85.5%

No prior period
Adjusted EBITDA

$27.6M

No prior period
Adjusted EBITDA Margin

30.1%

No prior period
Capital Expenditures

-$5.43M

Previous: -$12.8M+57.5%
Free Cash Flow

-$1.1M

Previous: -$12.3M+91.1%
Net Income

$4.33M

Previous: $462K+836.6%
Operating Income

$10.3M

Previous: $9.88M+4.2%
Gross Profit

$77.5M

Previous: $72.5M+6.8%
Cash & Equivalents

$86.6M

Previous: $49.6M+74.6%
Total Assets

$1.04B

Previous: $1.04B-0.0%
Stock-Based Comp

$9.8M

Previous: $4.27M+129.2%

Revenue & EPS history

N-able · Revenue · Quarterly

$91.6M

Q2 2022+7.4%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

N-able · $91.7M total across 2 segments · Q2 2022

  • Subscription Revenue
    $89.4M+7.9%
  • Other Revenue
    $2.26M-10.4%

Forward guidance

N-able is providing its financial outlook for the third quarter of 2022 and full year 2022.

Tailwinds

  • Total revenue in the range of $92.5 to $93.0 million for Q3 2022, representing approximately 5% year-over-year growth, or approximately 11% to 12% growth on a constant currency basis.
  • Adjusted EBITDA in the range of $26.5 to $27.0 million for Q3 2022, representing approximately 29% of total revenue.
  • Total revenue in the range of $370 to $372 million for full year 2022, representing 7% year-over-year growth, or 12% to 13% year-over-year growth on a constant currency basis.
  • Adjusted EBITDA in the range of $107.0 to $109.0 million for full year 2022, representing approximately 29% of total 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 Q2 2022

Historical avgQ2 2022

+0.4%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-0.4%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+20.1%

Q3 2022

Best reaction

-28.2%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.2%-26.6%-28.4%
Q4 2025-10.8%-15.4%-5.6%
Q3 2025+9.1%+2.2%-3.6%
Q1 2025+5.2%+14.7%+14.0%
Q4 2024-28.2%-26.7%-25.7%
Q3 2024-11.7%-13.4%-18.9%
Q2 2024-1.4%-2.9%-5.4%
Q1 2024-0.2%+0.0%+11.8%
Q4 2023+5.9%+3.0%+2.1%
Q3 2023-11.6%-13.8%-8.0%
Q2 2023+1.3%+0.1%+0.4%
Q1 2023+8.0%+10.4%+14.2%
Q4 2022+19.5%+15.4%+16.8%
Q3 2022+20.1%+19.5%+15.2%
Q2 2022-2.1%+0.2%-2.1%
Q1 2022+6.1%+9.2%+20.2%
Q1 2021+6.1%+9.2%+20.2%
Q4 2019+4.6%-3.3%-16.3%
Q4 2021+2.3%+2.4%-13.9%
Q3 2021-3.9%-4.9%-12.3%
Q2 2020-1.6%-1.5%+6.6%
Q2 2021-1.6%-0.4%+4.9%
Q4 2020-1.6%-0.4%+4.9%
Q3 2020
Q1 2020

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