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AvePoint Heads to Investor Conferences Amid Strong Growth Momentum

Samuel ReedMonday, May 5, 2025 4:30 pm ET

2min read

As avepoint prepares to participate in a series of investor conferences in May 2025, the company is positioning itself as a key player in the cloud data management space. With 24% year-over-year growth in annual recurring revenue (ARR) in 2024 and a robust partnership ecosystem, the company’s upcoming presentations offer investors a critical window into its strategic vision and financial trajectory.

Conference Highlights: A Month of Investor Engagement
AvePoint’s executive team will present at two major conferences on May 29, including the TD Cowen 53rd Annual TMT Conference (2:25 PM ET) and the Jefferies Public Technology Conference (10:30 AM PT). These events, alongside smaller one-on-one meetings at the Needham Technology Conference (May 12) and Evercore ISI Software 1x1 Day, will allow management to highlight its $327 million ARR and 25,000+ customer base, while addressing investor questions on scalability and market opportunities.

The company’s first-quarter earnings call, scheduled for May 8, will also be pivotal. Analysts will scrutinize results for signs of sustained growth amid competitive pressures in the cloud security sector.

The Financial Case for AvePoint
AvePoint’s rise is anchored in its Confidence Platform, a cloud-native solution for data governance, security, and resilience across Microsoft, Google, and Salesforce ecosystems. Its ~5,000 global partners—including managed service providers and systems integrators—form a critical distribution network, enabling the company to scale its reach.

2020: $180 million
2021: $220 million (+22%)
2022: $265 million (+20%)
2023: $263 million (+0.7%)*
2024: $327 million (+24%)

*Note: 2023’s flat growth was attributed to macroeconomic headwinds.

The rebound in 2024 underscores AvePoint’s ability to capitalize on demand for SaaS data management, particularly as enterprises migrate workloads to hybrid cloud environments. CEO Dr. Tianyi Jiang (TJ) has emphasized that the company’s “data-centric security” approach is resonating with Fortune 500 clients in regulated industries like healthcare and finance.

Risks and Opportunities Ahead
While AvePoint’s growth metrics are compelling, challenges persist. Competitors like Microsoft (MSSQL) and Google (GOOG) are integrating security tools into their cloud platforms, potentially reducing demand for third-party solutions. Additionally, 30% of AvePoint’s revenue comes from North America, leaving it vulnerable to regional economic shifts.

The company’s strategy to expand into Asia-Pacific and Latin America—highlighted in its Morgan Stanley ASEAN Conference participation—aims to diversify this risk. Meanwhile, its $327 million ARR and 45% SaaS revenue growth in 2024 suggest a durable business model, even as it invests in R&D for AI-driven analytics and compliance tools.

Conclusion: A Strong Narrative for Long-Term Investors
AvePoint’s May investor events are a litmus test for its ability to communicate confidence in its growth story. With 24% ARR expansion in 2024, a 5,000-partner ecosystem, and a product suite addressing $100 billion+ cloud security markets, the company is well-positioned to capitalize on secular trends in data governance.

While macroeconomic risks and competitive dynamics remain, AvePoint’s customer retention rates (over 90% for enterprise clients) and $30 million in free cash flow (projected for 2025) signal financial resilience. Investors attending the conferences will likely focus on how the company plans to monetize its partnerships and defend its market share—critical factors in sustaining the growth that has driven its +200% ARR increase over five years.

For those willing to look past near-term volatility, AvePoint’s May presentations could solidify its case as a leader in a sector primed for growth.

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