•
Mar 31, 2023

N-able Q1 2023 Earnings Report

N-able's Q1 2023 results were announced, exceeding revenue and adjusted EBITDA outlook, reflecting the value of their platform and disciplined cost management.

Key Takeaways

N-able reported strong Q1 2023 results with total revenue of $99.8 million, representing approximately 10% year-over-year growth. The company exceeded both revenue and adjusted EBITDA outlook, and raised full-year 2023 constant currency revenue and adjusted EBITDA outlook.

Total revenue reached $99.8 million, a 10% year-over-year increase (13% on a constant currency basis).

Subscription revenue was $97.4 million, also representing approximately 10% year-over-year growth (13% on a constant currency basis).

GAAP net income was $3.5 million, or $0.02 per diluted share, while non-GAAP net income was $15.0 million, or $0.08 per diluted share.

Adjusted EBITDA amounted to $32.7 million, with an adjusted EBITDA margin of 32.8%.

Total Revenue
$99.8M
Previous year: $90.9M
+9.9%
EPS
$0.08
Previous year: $0.09
-11.1%
GAAP Gross Margin
83.8%
Non-GAAP Gross Margin
84.6%
Adjusted EBITDA
$32.7M
Previous year: $27M
+21.1%
Gross Profit
$83.6M
Previous year: $76.6M
+9.2%
Cash and Equivalents
$98.1M
Previous year: $70.4M
+39.2%
Free Cash Flow
$7.23M
Previous year: $10.4M
-30.7%
Total Assets
$1.09B
Previous year: $1.05B
+4.0%

N-able

N-able

N-able Revenue by Segment

Forward Guidance

N-able provided financial outlook for Q2 2023 and full-year 2023, expecting total revenue in the range of $102.5 to $103.0 million for Q2 and $414 to $417 million for the full year. Adjusted EBITDA is expected to be in the range of $32.0 to $32.5 million for Q2 and $127 to $130 million for the full year.

Positive Outlook

  • Total revenue in the range of $102.5 to $103.0 million for Q2 2023, representing approximately 12% year-over-year growth.
  • Adjusted EBITDA in the range of $32.0 to $32.5 million for Q2 2023, representing approximately 31% to 32% of total revenue.
  • Total revenue in the range of $414 to $417 million for full-year 2023, representing 11% to 12% year-over-year growth.
  • Total revenue in the range of $414 to $417 million for full-year 2023, representing 12% to 13% year-over-year growth on a constant currency basis.
  • Adjusted EBITDA in the range of $127 to $130 million for full-year 2023, representing approximately 31% of total revenue.