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Jun 30, 2024

N-able Q2 2024 Earnings Report

N-able's Q2 2024 performance underscored the need for IT solutions among small and medium-sized businesses and MSPs.

Key Takeaways

N-able's second quarter performance showed a 13% year-over-year increase in revenue. The company raised its full-year revenue and adjusted EBITDA margin outlook. Subscription revenue grew by 13.6% year-over-year, and adjusted EBITDA increased by 34.1%.

Total revenue reached $119.4 million, representing 12.6% year-over-year growth.

Subscription revenue was $117.4 million, a 13.6% year-over-year increase.

GAAP net income was $9.5 million, or $0.05 per diluted share.

Adjusted EBITDA totaled $46.8 million, up 34.1% year-over-year, with a margin of 39.2%.

Total Revenue
$119M
Previous year: $106M
+12.6%
EPS
$0.14
Previous year: $0.09
+55.6%
GAAP Gross Margin
84%
Previous year: 84%
+0.0%
Non-GAAP Gross Margin
84.7%
Previous year: 84.8%
-0.1%
Adjusted EBITDA
$46.8M
Previous year: $34.9M
+34.1%
Gross Profit
$100M
Previous year: $89.1M
+12.6%
Cash and Equivalents
$158M
Previous year: $109M
+44.3%
Free Cash Flow
$24M
Previous year: $17.2M
+40.1%
Total Assets
$1.17B
Previous year: $1.11B
+5.5%

N-able

N-able

N-able Revenue by Segment

Forward Guidance

N-able provided its financial outlook for the third quarter and full year 2024.

Positive Outlook

  • Total revenue for Q3 2024 is expected to be in the range of $114.5 to $115.0 million, representing 6% to 7% year-over-year growth.
  • Adjusted EBITDA for Q3 2024 is expected to be in the range of $39.5 to $40.0 million, representing approximately 35% of total revenue.
  • Total revenue for full-year 2024 is expected to be in the range of $463.0 to $465.0 million, representing approximately 10% year-over-year growth.
  • Adjusted EBITDA for full-year 2024 is expected to be in the range of $165.5 to $167.5 million, representing approximately 36% of total revenue.