AVPT
AvePoint, Inc.13.71
+0.31+2.31%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms guide, AI details emerge.
Q&A reinforced the scripted beat on Q4 results and FY2026 ARR guide accelerating 26% FX-adjusted versus 2025 ex-acquisition, driven by balanced regional pipelines. Management surfaced early agentic AI monetization via AgentPulse for cost and risk controls, hybrid pricing blending seats with capacity for IaaS/PaaS, and GRR headwinds from higher migration offset by cross-sell initiatives. No AI disruption fears; data governance moat holds firm. Fed business lagged but public sector stays strategic. Flat margins ahead from GTM investments. Q&A adds color, not contradictions. Investors watch GRR durability. Momentum intact.
Key Stats
Market Cap
2.96BP/E (TTM)
-Basic EPS (TTM)
-0.01Dividend Yield
0%Recent Filings
8-K
Q4 revenue up 29%
10-K
FY2025 results
AvePoint crushed FY2025 with revenue jumping 27% to $419.5M, fueled by SaaS surging 38% to $319.2M—now 76% of total—while ARR hit $416.8M, up 27% y/y. Q4 delivered the year's strongest punch, true to seasonal strength, with EMEA and APAC accelerating to 35% and 26% growth amid robust channel scaling. Gross margins held firm at 74%, non-GAAP operating income doubled to $79M (19% margin), and operating cash flow topped $85M. Q4 buybacks chipped $100M remaining capacity; $481M cash, no debt. Third-party cloud dependencies risk quarterly disruptions.
10-Q
Q3 FY2025 results
AvePoint posted Q3 revenue of $109.7M, up 23.6% y/y, with SaaS surging 38% to $84.0M while term license/support fell 21% and maintenance plunged 72%; gross margin slipped to 74.4% yet operating income rose to $8.1M from $7.7M. Operating cash flow stayed robust at $55.6M YTD; cash swelled to $471.6M on $168M warrant exercises, no debt drawn on $30M revolver. Closed Ydentic in Jan 2025 for $20.4M (cash plus obligation), booking $17.2M goodwill and $3.9M intangibles (5.9-year life). Diluted EPS of $0.06 tracks 232.9M shares. Cash pile grows fast.
8-K
Q3 revenue beats, guidance up
8-K
AvePoint prices SGX listing offering
AvePoint entered an underwriting agreement on September 16, 2025, for selling securityholders to offer 13,290,360 shares of common stock at S$19.50 each, roughly US$15.21, generating about US$202 million in proceeds for them. The company receives no proceeds but covers certain expenses. This fuels a secondary listing on the Singapore Exchange's Main Board, with trading starting September 19, 2025, under AVP. Shares stay locked from Nasdaq transfers for 30 days. Listing boosts Asian visibility, yet hinges on market risks.
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