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Jun 30, 2023

N-able Q2 2023 Earnings Report

Exceeded $100 Million Quarterly Revenue Milestone with Q2 Revenue of $106.1 Million

Key Takeaways

N-able reported a strong second quarter with total revenue of $106.1 million, representing approximately 16% year-over-year growth. GAAP net income was $4.5 million, or $0.02 per diluted share, and non-GAAP net income was $16.3 million, or $0.09 per diluted share. Adjusted EBITDA was $34.9 million, representing an adjusted EBITDA margin of 32.9%.

Total revenue of $106.1 million, representing approximately 16% year-over-year growth.

Subscription revenue of $103.4 million, representing approximately 16% year-over-year growth.

GAAP gross margin of 84.0% and non-GAAP gross margin of 84.8%.

Adjusted EBITDA of $34.9 million, up approximately 26% year-over-year, representing an adjusted EBITDA margin of 32.9%.

Total Revenue
$106M
Previous year: $91.6M
+15.8%
EPS
$0.09
Previous year: $0.09
+0.0%
GAAP Gross Margin
84%
Previous year: 84.5%
-0.6%
Non-GAAP Gross Margin
84.8%
Previous year: 85.5%
-0.8%
Adjusted EBITDA
$34.9M
Previous year: $27.6M
+26.5%
Gross Profit
$89.1M
Previous year: $77.5M
+15.0%
Cash and Equivalents
$109M
Previous year: $86.6M
+26.1%
Free Cash Flow
$17.2M
Previous year: $20M
-14.3%
Total Assets
$1.11B
Previous year: $1.04B
+7.1%

N-able

N-able

N-able Revenue by Segment

Forward Guidance

N-able is providing its financial outlook for the third quarter of 2023 and full-year 2023. For the third quarter, N-able expects total revenue in the range of $106.5 to $107.0 million and adjusted EBITDA in the range of $34.5 to $35.0 million. For the full year 2023, N-able expects total revenue in the range of $419.5 to $421.0 million and adjusted EBITDA in the range of $135.5 to $137.0 million.

Positive Outlook

  • Total revenue in the range of $106.5 to $107.0 million for Q3 2023.
  • Adjusted EBITDA in the range of $34.5 to $35.0 million for Q3 2023.
  • Total revenue in the range of $419.5 to $421.0 million for full year 2023.
  • Adjusted EBITDA in the range of $135.5 to $137.0 million for full year 2023.
  • Represents approximately 13% year-over-year revenue growth for full year 2023.