NYSE$NABL

N-able Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

N-able Inc reported Q2 2025 results with revenue growth and a net loss.

N-able reported total revenue of $131.2 million for the three months ended June 30, 2025, up 9.9% year-over-year, driven by subscription growth. The company posted a net loss of $4.0 million and operating income of $10.1 million. ARR reached $513.7 million, reflecting 14.5% year-over-year growth.

  • Total revenue grew 9.9% to $131.2 million, with subscription revenue at 99.0% of total.
  • Net loss of $4.0 million compared to net income of $9.5 million in Q2 2024.
  • ARR increased 14.5% year-over-year to $513.7 million, with 2,540 customers exceeding $50k ARR.
  • Operating income declined to $10.1 million amid higher sales, marketing, and acquisition-related costs.

Headline financials

Total Revenue

$131M

Previous: $119M+9.9%
EPS (adj)

-$0.02

Previous: $0.14-114.3%
Total ARR

$514M

No prior period
ARR growth YoY

14.5%

No prior period
Capital Expenditures

-$7.08M

Previous: -$6.68M-5.9%
Net Income

-$4.02M

Previous: $9.46M-142.5%
Operating Income

$10.1M

Previous: $22M-53.9%

Revenue & EPS history

N-able · Revenue · Quarterly

$131M

Q2 2025+9.9%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

N-able · $131M total across 2 segments · Q2 2025

  • Subscription revenue
    $130M
  • Other revenue
    $1.38M

Forward guidance

Management expects continued focus on long-term contracts, product development, and international expansion amid macroeconomic uncertainty.

Tailwinds

  • Strong recurring revenue base and ARR growth
  • Expansion of security and data protection offerings

Headwinds

  • Impact of foreign exchange and interest rates
  • Potential delays in IT spending decisions

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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