NYSE$NABL

N-able Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

N-able's Q3 2024 performance reflected revenue growth and strong adjusted EBITDA margin.

N-able reported total revenue of $116.4 million, an 8.3% year-over-year increase, with subscription revenue reaching $115.0 million, a 9.3% year-over-year increase. GAAP net income was $10.8 million, or $0.06 per diluted share, while non-GAAP net income was $24.3 million, or $0.13 per diluted share. The adjusted EBITDA stood at $44.8 million, representing a 38.5% margin.

  • Total revenue reached $116.4 million, representing an 8.3% year-over-year growth.
  • Subscription revenue amounted to $115.0 million, reflecting a 9.3% year-over-year increase.
  • GAAP net income was reported at $10.8 million, or $0.06 per diluted share.
  • Adjusted EBITDA was $44.8 million, representing an adjusted EBITDA margin of 38.5%.

Headline financials

Total Revenue

$116M

Previous: $108M+8.3%
EPS

$0.06

Previous: $0.09-33.3%
Adjusted EBITDA

$44.8M

Previous: $36.6M+22.7%
Adjusted EBITDA Margin

38.5%

Previous: 34.0%+13.2%
GAAP Operating Margin

20.5%

No prior period
Non-GAAP Operating Margin

32.2%

No prior period
Capital Expenditures

-$10.4M

Previous: -$10.5M+0.6%
Free Cash Flow

$337K

Previous: -$4.47M+107.5%
Net Income

$10.8M

Previous: $6.01M+78.9%
Operating Income

$23.9M

Previous: $18.4M+30.3%
Gross Profit

$96.5M

Previous: $90.2M+7.0%
Cash & Equivalents

$174M

Previous: $127M+36.9%
Total Assets

$1.22B

Previous: $1.12B+9.0%
R&D Expense

$23M

Previous: $19.7M+16.7%
Stock-Based Comp

$11.5M

Previous: $11.3M+1.9%

Revenue & EPS history

N-able · Revenue · Quarterly

$116M

Q3 2024+8.3%vs Q3 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 fourth quarter and full year 2024, expecting total revenue between $111.5 to $113.0 million for Q4 and between $461.2 to $462.7 million for the full year. Adjusted EBITDA is projected to be in the range of $38.0 to $38.5 million for Q4 and $169.3 to $169.8 million for the full year.

Tailwinds

  • Expected total revenue growth of 3% to 4% year-over-year for Q4 2024.
  • Q4 2024 Adjusted EBITDA is expected to be approximately 34% of total revenue.
  • Full-year 2024 total revenue is expected to grow by approximately 9% to 10% year-over-year.
  • Full-year 2024 Adjusted EBITDA is expected to be approximately 37% of total revenue.
  • Company is confident in delivering resiliency and efficiency to customers.

Headwinds

  • Uncertainty regarding the potential variability of excluded items in future periods.
  • Changing foreign exchange rates could impact business.
  • Current macroeconomic dynamics could impact business.
  • Potential for reduced information technology spending due to economic conditions.
  • Purchasing decisions may be delayed as a result of inflation and rising interest rates.

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 Q3 2024

Historical avgQ3 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