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Mar 31

N-able Q1 2025 Earnings Report

N-able reported results for its first quarter ended March 31, 2025.

Key Takeaways

N-able exceeded its first quarter revenue and Adjusted EBITDA guidance, driven by continued progress in cyber-resiliency and strong partner program growth. The company reported total revenue of $118.2 million and Adjusted EBITDA of $31.6 million.

Total revenue for Q1 2025 was $118.2 million, a 3.9% year-over-year growth.

Subscription revenue reached $116.8 million, showing a 4.8% year-over-year increase.

Adjusted EBITDA for the quarter was $31.6 million, resulting in a 26.8% margin.

The company raised the mid-point of its full-year 2025 revenue outlook.

Total Revenue
$118M
Previous year: $114M
+3.9%
EPS
$0.08
Previous year: $0.11
-27.3%
GAAP Gross Margin
76.6%
Non-GAAP Gross Margin
80.6%
Adjusted EBITDA
$31.6M
Previous year: $39.6M
-20.2%
Gross Profit
$90.5M
Previous year: $95.5M
-5.2%
Cash and Equivalents
$94.1M
Previous year: $139M
-32.4%
Free Cash Flow
$13.6M
Previous year: $746K
+1723.2%
Total Assets
$1.35B
Previous year: $1.15B
+17.6%

N-able

N-able

N-able Revenue by Segment

Forward Guidance

N-able provided financial outlook for the second quarter and full-year 2025, expecting continued revenue and Adjusted EBITDA growth.

Positive Outlook

  • Mid-point of full-year 2025 revenue outlook raised from $489.5M to $494.5M.
  • Second quarter 2025 total revenue expected in the range of $125.5M to $126.5M, representing 5% to 6% year-over-year growth.
  • Second quarter 2025 Adjusted EBITDA expected in the range of $34.0M to $35.0M, representing approximately 27% to 28% of total revenue.
  • Full-year 2025 total ARR expected in the range of $519M to $525M, representing 8% to 9% year-over-year growth.
  • Full-year 2025 Adjusted EBITDA expected in the range of $134M to $139M, representing approximately 27% to 28% of total revenue.

Challenges Ahead

  • Forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially.
  • Adverse economic conditions could impact results.
  • Ability to sell to new customers and increase usage by existing customers may be affected.
  • Decline in renewal or net retention rates is a risk.
  • Impact of changing foreign exchange rates is a factor.