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Jun 30, 2022

N-able Q2 2022 Earnings Report

N-able's Q2 2022 results surpassed expectations, driven by multi-product sales approach and strong growth in security and data protection offerings.

Key Takeaways

N-able reported Q2 2022 total revenue of $91.6 million, representing approximately 7% year-over-year growth. GAAP net income was $4.3 million, or $0.02 per diluted share, and non-GAAP net income was $16.0 million, or $0.09 per diluted share. Adjusted EBITDA was $27.6 million, representing an adjusted EBITDA margin of 30.1%.

Total revenue of $91.6 million, approximately 7% year-over-year growth.

Subscription revenue of $89.4 million, approximately 8% year-over-year growth.

GAAP gross margin of 84.5% and non-GAAP gross margin of 85.5%.

Adjusted EBITDA of $27.6 million, representing an adjusted EBITDA margin of 30.1%.

Total Revenue
$91.6M
Previous year: $73.6M
+24.6%
EPS
$0.09
Previous year: $0.01
+800.0%
GAAP Gross Margin
84.5%
Non-GAAP Gross Margin
85.5%
Adjusted EBITDA
$27.6M
Gross Profit
$77.5M
Previous year: $72.5M
+6.8%
Cash and Equivalents
$86.6M
Previous year: $49.6M
+74.6%
Free Cash Flow
$20M
Previous year: -$420K
-4865.2%
Total Assets
$1.04B
Previous year: $1.04B
+-0.0%

N-able

N-able

N-able Revenue by Segment

Forward Guidance

N-able is providing its financial outlook for the third quarter of 2022 and full year 2022.

Positive Outlook

  • Total revenue in the range of $92.5 to $93.0 million for Q3 2022, representing approximately 5% year-over-year growth, or approximately 11% to 12% growth on a constant currency basis.
  • Adjusted EBITDA in the range of $26.5 to $27.0 million for Q3 2022, representing approximately 29% of total revenue.
  • Total revenue in the range of $370 to $372 million for full year 2022, representing 7% year-over-year growth, or 12% to 13% year-over-year growth on a constant currency basis.
  • Adjusted EBITDA in the range of $107.0 to $109.0 million for full year 2022, representing approximately 29% of total revenue.