•
Dec 31, 2021

N-able Q4 2021 Earnings Report

N-able reported strong Q4 2021 results, driven by security and data protection solutions and healthy expansion among existing MSP partners.

Key Takeaways

N-able announced its Q4 and Full-Year 2021 results, with subscription revenue increasing 13% year-over-year (14% in constant currency). The company's trailing twelve months dollar-based net retention rate remained consistent at 110%.

Total revenue was $89.5 million, representing approximately 12% year-over-year growth (approximately 13% year-over-year growth on a constant currency basis).

Subscription revenue was $87.3 million, representing approximately 13% year-over-year growth (approximately 14% year-over-year growth on a constant currency basis).

GAAP net income was $2.1 million, or $0.01 per diluted share, and non-GAAP net income was $13.4 million, or $0.07 per diluted share.

Adjusted EBITDA was $27.8 million, representing an adjusted EBITDA margin of 31.0%.

Total Revenue
$89.5M
Previous year: $69.3M
+29.1%
EPS
$0.07
Previous year: -$0.07
-200.0%
GAAP Gross Margin
85.1%
Non-GAAP Gross Margin
86.6%
Adjusted EBITDA
$27.8M
Gross Profit
$76.2M
Previous year: $63.1M
+20.7%
Cash and Equivalents
$66.7M
Previous year: $99.8M
-33.1%
Free Cash Flow
$7.93M
Previous year: $10.7M
-25.6%
Total Assets
$1.06B
Previous year: $1.08B
-2.2%

N-able

N-able

N-able Revenue by Segment

Forward Guidance

N-able provided its financial outlook for the first quarter and full year 2022.

Positive Outlook

  • Total revenue in the range of $90.1 to $90.6 million for Q1 2022, representing approximately 9% year-over-year growth, or approximately 11% growth on a constant currency basis.
  • Adjusted EBITDA in the range of $26.5 to $27.0 million for Q1 2022, representing approximately 30% of total revenue.
  • Total revenue in the range of $384 to $388 million for full year 2022, representing 11% to 12% year-over-year growth, or 13% to 14% year-over-year growth on a constant currency basis.
  • Adjusted EBITDA in the range of $118 to $122 million for full year 2022, representing approximately 31% of total revenue.
  • Expectations of increased FX headwinds.