NYSE$NABL

N-able Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

N-able's Q2 2024 performance underscored the need for IT solutions among small and medium-sized businesses and MSPs.

N-able's second quarter performance showed a 13% year-over-year increase in revenue. The company raised its full-year revenue and adjusted EBITDA margin outlook. Subscription revenue grew by 13.6% year-over-year, and adjusted EBITDA increased by 34.1%.

  • Total revenue reached $119.4 million, representing 12.6% year-over-year growth.
  • Subscription revenue was $117.4 million, a 13.6% year-over-year increase.
  • GAAP net income was $9.5 million, or $0.05 per diluted share.
  • Adjusted EBITDA totaled $46.8 million, up 34.1% year-over-year, with a margin of 39.2%.

Headline financials

Total Revenue

$119M

Previous: $106M+12.6%
EPS (adj)

$0.14

Previous: $0.09+55.6%
Capital Expenditures

-$6.68M

Previous: -$6.97M+4.1%
Free Cash Flow

$2.78M

Previous: -$2.46M+212.8%
Net Income

$9.46M

Previous: $4.51M+109.7%
Operating Income

$22M

Previous: $15.8M+38.8%
Gross Profit

$100M

Previous: $89.1M+12.6%
Cash & Equivalents

$158M

Previous: $109M+44.3%
Total Assets

$1.17B

Previous: $1.11B+5.5%
R&D Expense

$22.3M

No prior period
Stock-Based Comp

$11.8M

Previous: $11.7M+0.5%

Revenue & EPS history

N-able · Revenue · Quarterly

$119M

Q2 2024+12.6%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

N-able · $108M total across 2 segments · Q3 2023

  • Subscription Revenue
    $105M+15.4%
  • Other Revenue
    $2.36M+1.9%

Forward guidance

N-able provided its financial outlook for the third quarter and full year 2024.

Tailwinds

  • Total revenue for Q3 2024 is expected to be in the range of $114.5 to $115.0 million, representing 6% to 7% year-over-year growth.
  • Adjusted EBITDA for Q3 2024 is expected to be in the range of $39.5 to $40.0 million, representing approximately 35% of total revenue.
  • Total revenue for full-year 2024 is expected to be in the range of $463.0 to $465.0 million, representing approximately 10% year-over-year growth.
  • Adjusted EBITDA for full-year 2024 is expected to be in the range of $165.5 to $167.5 million, representing approximately 36% 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 2024

Historical avgQ2 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro