What is the revenue and EPS growth rate for AvePoint year over year?

What does AvePoint do and what are its main business segments?

What were the key takeaways from AvePoint’s earnings call?

What is AvePoint's latest dividend and current dividend yield?

What factors drove the changes in AvePoint's revenue and profit?

Did AvePoint beat or miss consensus estimates last quarter?

What guidance did AvePoint's management provide for the next earnings period?

What is the market's earnings forecast for AvePoint next quarter?

- **Record Growth**: Q4 2025 revenue up 29% YoY, SaaS up 37%, ARR up 27% to $416.8M.
- **AI Leadership**: Launched AgentPulse for Agentic AI governance, with 298 customers >$250k ARR.
- **Profitability**: GAAP operating margin 7.9%, non-GAAP 18.9%, free cash flow $81.6M.
- **2026 Outlook**: $525-531M ARR (+27% YoY), hybrid pricing model gaining traction.
- **Customer Expansion**: 64 new $100k+ ARR customers in Q4, 100+ customers >$500k ARR.

**【CEO Summary Section】**
- AvePoint achieved 29% year-over-year revenue growth in Q4 2025, driven by SaaS revenue up 37% YoY. 
- Launched AgentPulse, a governance and operational cockpit for Agentic AI, addressing customer demand for AI data protection.
- Announced hybrid pricing strategy combining seat-based and usage-based models, with early adoption in migration and data protection solutions.
- Ended 2025 with $416.8 million ARR, up 27% YoY, and added 64 new $100k+ ARR customers in Q4 alone.
- Highlighted $1.3 million cost savings for a construction customer through real-time data governance and risk mitigation.

**【CFO Financial Commentary】**
- Q4 2025 total revenue: $114.7 million (29% YoY growth)
- SaaS revenue: $88.9 million (78% of total, +37% YoY)
- GAAP operating margin: 7.9% for full year (vs. 3.2% in 2024)
- Non-GAAP operating margin: 18.9% (vs. 14.4% in 2024)
- Free cash flow: $81.6 million (19% of revenue)
- 2026 guidance: $525-531 million ARR (+27% YoY midpoint)
- Share buybacks: $50 million in 2025, $33.5 million YTD 2026

**【Q&A Key Highlights】**
- **AI Adoption**: 82% of enterprises have AI projects, but 70% struggle with data readiness. AvePoint's governance solutions are critical enabler.
- **ARR Growth**: 2026 ARR guidance acceleration reflects strong pipeline in migration, data protection, and AI governance.
- **Margins**: 2026 will be investment year with marketing spend increase, but GAAP margins expected to expand due to lower stock comp.
- **Customer Mix**: 57% ARR via channel, 87% recurring revenue, and 298 customers >$250k ARR.
- **FX Impact**: Constant currency ARR growth 26% YoY vs. 27% reported, driven by EMEA (+33%) and APAC (+31%).

AvePoint, Inc. (AVPT) Q4 2025 Earnings Call Transcript

- **Revenue and Profit Beats**: Q3 revenue up 24% YoY to $109.7 million, non-GAAP operating margin 22% (highest ever). ARR growth 26% to $390 million.
- **AI Governance Leadership**: 86% of organizations delaying AI rollouts due to governance concerns; AvePoint's platform provides end-to-end visibility and control for agentic AI.
- **Customer Expansion**: Added 41 new $100k+ ARR customers, including major financial services and telecom wins.
- **Federal Sector Caution**: Public sector ARR growth 21% YoY but Q4 guidance cautious due to government shutdown risks.
- **Non-Microsoft Growth Ambition**: Target 30% of ARR from non-Microsoft by 2029, with new solutions for Google, Salesforce, and SaaS apps.

**【CEO Summary Section】**
- AvePoint delivered strong Q3 results, outperforming guidance with revenue growth of 24% YoY and non-GAAP operating income of $24.1 million. CEO emphasized the company's platform-driven approach to governing agentic AI, highlighting the need for visibility, control, and holistic governance across multi-SaaS and multi-cloud environments.
- Key customer wins included a Fortune 500 financial services firm, a major food and beverage company, and a Japanese telecom provider, showcasing the platform's ability to address diverse AI-driven use cases.
- Future focus areas include autonomous governance workflows, ecosystem-wide agent management, and strategic governance as a business enabler.

**【CFO Financial Commentary】**
- Total Q3 revenue: $109.7 million (24% YoY growth), with SaaS contributing 77% of total revenue ($84 million, 38% YoY growth). ARR reached $390 million (26% YoY growth), driven by net new ARR of $22.4 million.
- Gross margin: 75.1% (down 1.9pts YoY due to higher services mix). Operating expenses: $58.2 million (53% of revenue), with non-GAAP operating margin at 22% (highest as a public company).
- Q4 guidance: Revenue $110-112 million (23-26% YoY), non-GAAP operating income $21-22 million. Full-year ARR target: $412.8-418.8 million (27% YoY growth).

**【Q&A Key Highlights】**
- **AI Governance Use Cases**: Immediate focus on AI readiness for specific use cases (e.g., data accuracy, access controls), with future emphasis on agentic AI agents as digital employees requiring full licensing and governance.
- **Federal Sector Impact**: Public sector ARR growth of 21% YoY despite federal downsell, impacting GRR (88% vs. 90% ex-migration) and NRR (110% vs. prior year). Q4 guidance cautious due to government shutdown uncertainty.
- **Non-Microsoft Growth**: Non-Microsoft SaaS revenue now <10%, but target to reach 30% of ARR by 2029. New solutions for monday.com, Docusign, Smartsheet, and GCP show early momentum.
- **Contract Duration**: Average contract length improved YoY, reflecting customer confidence in long-term value.
- **AI Integration**: Internal AI adoption (e.g., AI-powered IDEs, security monitoring) and product enhancements (e.g., auto-taxonomy labeling) driving efficiency and differentiation.

AvePoint, Inc. (AVPT) Q3 2025 Earnings Call Transcript

- **Q2 Milestone**: $102 million revenue, $367.6 million ARR, and 76% SaaS mix highlight strong execution and platform adoption.
- **Innovation Leadership**: Launch of three new command centers positions AvePoint as a multi-cloud governance leader, driving 44% SaaS growth.
- **Customer Expansion**: Mid-market ARR surpasses $100 million, with 21% growth in large customers, reflecting enterprise trust in AvePoint's unified platform.
- **Financial Strength**: 18.4% operating margin and $430 million cash enable strategic investments and share buybacks, supporting the $1 billion ARR vision.

**【CEO Summary Section】**
- Q2 revenue reached $102 million, surpassing $100 million for the first time, with ARR of $367.6 million. SaaS revenue grew 44% YoY to $77.3 million, comprising 76% of total revenue.
- Introduced three new command centers: Risk Posture Command Center for real-time threat detection, Optimization and ROI Command Center for cost efficiency, and Resilience Command Center for multi-cloud governance.
- Secured major customer wins across industries, including a global airline, U.S. insurer, and cancer research hospital, with mid-market ARR exceeding $100 million.
- Emphasized multi-cloud governance and AI-driven data management, targeting $1 billion ARR by 2029.

**【CFO Financial Commentary】**
- Q2 non-GAAP operating income was $18.8 million (18.4% margin), up 700 basis points YoY, driven by 32% sales and marketing expense as a percentage of revenue.
- Updated FY25 guidance: ARR $412.8M-$418.8M (26%-28% growth), revenue $406.6M-$410.6M (23%-24% growth), operating income $68.3M-$70.8M.
- Ended Q2 with $430.1 million in cash, repurchasing 1.2 million shares year-to-date, with $130 million remaining in buyback authorization.

**【Q&A Key Highlights】**
- **Macro Environment**: Federal sector cautious, commercial demand strong across regions. Q3 revenue guidance $104.6M-$106.6M (18%-20% growth).
- **Go-to-Market**: Channel sales contributed 62% of incremental ARR, with MSP segment growing fastest. Cross-selling governance and resilience solutions boosted NRR to 112%.
- **Customer Focus**: AI governance (e.g., Microsoft Copilot) and cyber resilience dominate conversations, with 80% of companies deploying AI solutions.
- **Future Growth**: Expanding multi-cloud governance to Google Workspace and Salesforce, with Agentic AI governance as a key growth driver.

AvePoint, Inc. (AVPT) Q2 2025 Earnings Call Transcript

- **Record Q1 Growth**: 25% revenue growth, 26% ARR expansion, and 57% net new ARR growth highlight strong execution.\n- **SaaS Dominance**: 74% of revenue from SaaS, with 34% YoY growth, driving margin improvement to 75%.\n- **Channel Strength**: 55% ARR via channel, with MSP segment growing 60% CAGR and 14% ARR contribution.\n- **AI-Driven Demand**: 80% of customers testing co-pilot, accelerating need for data governance solutions.\n- **Profitability**: 14.4% operating margin and $13.4M operating income reflect cost discipline and scale benefits.

**【CEO Opening Remarks】**
- Q1 2025 revenue reached $93.1M, up 25% YoY, driven by 34% growth in SaaS revenue ($68.9M). ARR rose to $345.5M (+26% YoY), with net new ARR of $18.5M (57% YoY growth).\n- North America, EMEA, and APAC SaaS revenues grew 31%, 36%, and 40% YoY respectively. 55% of ARR now comes through the channel.\n- Key wins include a global HCM leader with 74,000 users, a EMEA business school, and a APAC design firm, showcasing platform's ability to deliver comprehensive data governance solutions.\n- 89% gross retention rate and 111% net retention rate reflect strong customer loyalty.\n- FY29 $1B ARR target remains on track, with Q1 progress aligning with Investor Day roadmap.\n\n**【CFO Financial Highlights】**
- Q1 GAAP gross margin improved to 75% (vs 74.1% Q1 2024), driven by higher-margin SaaS mix (74% of total revenue).\n- Operating expenses declined to 61% of revenue (from 65% YoY), enabling 14.4% operating margin ($13.4M operating income).\n- Q2 guidance: $95.3M-$97.3M revenue (22%-25% YoY), $13.2M-$14.2M non-GAAP operating income.\n- Full year ARR guidance: $411.8M-$417.8M (+26%-28% YoY), with $397.4M-$405.4M revenue and 15.5%-15.9% operating margin.\n- Free cash flow negative $1M Q1 due to one-time tax payments, but strong cash position of $351.8M.\n\n**【Q&A Key Takeaways】**
- **Demand Environment**: TJ reports no change in enterprise software buying patterns, with AI and security remaining top priorities.\n- **Competitive Position**: Control suite (data governance) is fastest-growing product line, with 60%+ YoY growth.\n- **MSP Channel**: MSP ARR grew 60% CAGR 2020-2024, now 14% of total ARR. New Elements platform enables multi-tenant management for both SMBs and large enterprises.\n- **AI Adoption**: 80% of customers testing co-pilot, but <10% deployed. AI readiness is accelerating need for data governance solutions.\n- **FX Impact**: Full year guidance includes $13.8M FX tailwind, with >50% flowing to operating income.

AvePoint, Inc. (AVPT) Q1 2025 Earnings Call Transcript

- **24% ARR Growth**: Driven by SaaS expansion (73% of Q4 revenue), with 30% YoY net new ARR growth.
- **Profitability Leap**: Non-GAAP operating margin 16.2% (up 240bps YoY), enabling $88.9M FY24 operating cash flow.
- **Strategic Acquisitions**: Ydentic acquisition bolsters MSP offerings; Google Workspace solutions expand multi-cloud reach.
- **Customer Loyalty**: 111% net retention rate, with 22% YoY increase in high-ARR customers.
- **Investment Focus**: 2025 sales & marketing spend to fuel future growth, balanced with 26% free cash flow margin in FY24.

**【CEO Summary Section】**
- **Strategic Focus on Data Management**: Highlighted AvePoint’s platform approach to solving global data challenges, including hybrid cloud transformation, AI-driven data optimization, and regulatory compliance. Key wins included expansions with a global automaker, a leading renewable packaging company, and a Canadian defense firm.
- **AI Integration and Growth**: Emphasized AI’s role in amplifying data management needs, with customers leveraging AvePoint’s solutions to govern and secure data for AI adoption. Q4 saw 24% ARR growth, driven by SaaS revenue (73% of total Q4 revenue).
- **Strategic Acquisitions**: Announced acquisition of Ydentic to enhance MSP offerings and expand into multi-tenant management, complementing the Elements platform. Also launched new data security solutions for Google Workspace, targeting multi-cloud environments.
- **Customer Retention Excellence**: Achieved all-time high gross retention rate (89%) and net retention rate (111%), reflecting strong platform stickiness.

**【CFO Financial Highlights】**
- **Revenue Performance**: Q4 total revenue $89.2M (+20% YoY), with SaaS revenue at $64.8M (+43% YoY). Full-year ARR reached $327M (+24% YoY), driven by 30% YoY net new ARR growth.
- **Profitability and Cash Flow**: Non-GAAP operating margin 16.2%, up 240bps YoY. Operating cash flow $32.8M (Q4) and $88.9M (FY24), with free cash flow margin doubling to 26%.
- **Regional Growth**: EMEA ARR +24%, APAC ARR +29%, North America ARR +21%, reflecting balanced global expansion.
- **Recurring Revenue**: 86% of Q4 revenue from recurring streams, with 55% of ARR via channel partners.

**【Q&A Key Takeaways】**
- **Federal Government Exposure**: U.S. public sector accounts for ~2% of ARR, with ongoing digital transformation discussions despite staff reductions.
- **ARR vs. Revenue Gap**: 2025 guidance shows wider gap due to FX impacts and declining term license revenue (now 11% of Q4 revenue).
- **Investment Strategy**: 2025 plans include sales & marketing and R&D investments to support long-term growth, with 2026+ contribution expected.
- **Competitive Position**: Differentiated by holistic platform vs. point solutions, with 22% YoY increase in customers with >$100K ARR.
- **Cash Utilization**: $290.9M cash balance, with $87.3M from Q1 warrant exercises, supporting M&A and growth initiatives.


AvePoint, Inc. (AVPT) Q4 2024 Earnings Call Transcript

AvePoint (AVPT)-7 Nov 24-2024 Q3 Earnings call transcript

AvePoint (AVPT)-8 Aug 24-2024 Q2 Earnings call transcript

AvePoint Inc - Ordinary Shares (AVPT)-9 May 24-2024 Q1 Earnings call transcript

AvePoint Inc - Ordinary Shares (AVPT)-29 Feb 24-2023 Q4 Earnings call transcript

- **Revenue and ARR growth**: Q3 revenue up 16% YoY to $72.8M, SaaS revenue +40% YoY. ARR hits $250.6M (23% YoY, 25% FX-adjusted). 
- **AI-powered innovation**: AvePoint Opus launched to help enterprises manage data for generative AI adoption. Early wins with government and financial services customers. 
- **Financial strength**: Operating income $9.3M (12.8% margin), free cash flow positive $11.8M YTD. Shares repurchased: 6.6M ($37.7M). 
- **Guidance upgrade**: FY23 ARR to $261-263M, revenue $267.7-269.7M, operating income $20-21M. 
- **Channel momentum**: 72% of Q3 incremental ARR via partners, up from 61% in Q2. 
- **AI opportunity**: 80% of enterprises to adopt generative AI by 2026, creating demand for AvePoint's data governance solutions. 


**【CEO Summary Section】**
- Q3 2023 total revenue of $72.8 million, up 16% YoY, with SaaS revenue growing 40% YoY to $41.9 million (58% of total revenue). ARR reached $250.6 million, up 23% YoY (25% adjusted for FX). 
- Introduced AvePoint Opus, an AI-powered information lifecycle management solution, to address enterprise data quality and governance challenges. 
- Highlighted customer wins: 
  - U.S. federal agency expanded to include AvePoint Opus for Microsoft 365 governance. 
  - Global financial services company reduced Power Platform costs by optimizing 106,000 user licenses. 
  - UK public sector agency adopted AvePoint Secure Backup for Microsoft 365 resilience. 
- Emphasized channel growth: 72% of Q3 incremental ARR came through partners, up from 61% in Q2. 
- Targeting 90%+ gross retention rate and 110-115% net retention rate. 

**【CFO Financial Commentary】**
- Non-GAAP operating income of $9.3 million (12.8% margin), up from $2.4 million (3.8% margin) in Q3 2022. 
- Gross margin improved to 73.7%, driven by declining services revenue share. 
- Free cash flow of $11.8 million for first nine months, vs. negative $10.3 million in 2022. 
- Repurchased 6.6 million shares ($37.7 million) year-to-date. 
- Updated FY23 guidance: 
  - ARR: $261-263 million (22% YoY growth). 
  - Revenue: $267.7-269.7 million (16% YoY). 
  - Operating income: $20-21 million (7.6% margin). 

**【Q&A Key Highlights】**
- **Opus monetization**: Both incremental SaaS revenue and strategic platform expansion opportunity. Early wins with government agencies demonstrate value. 
- **North America performance**: 8% revenue growth driven by 28% SaaS growth, offset by 10% term license decline. ARR growth in line with company average. 
- **AI impact**: 80% of enterprises will adopt generative AI by 2026 (Gartner). AvePoint's data governance solutions position it to benefit from AI-driven enterprise transformation. 
- **ARR growth dynamics**: Q4 net new ARR expected to decline sequentially due to macro uncertainty and term license revenue timing. 
- **Retention trends**: Gross retention rate 87% (85% reported), net retention 107% (104% reported). Enterprise customers have higher retention rates than mid-market/SMB. 
- **FX impact**: FY23 ARR growth adjusted for FX is 25%, vs. 22% reported. Currency fluctuations offset across regions. 


Actual	0.2518	0.053	-0.04	-0.0147	0.007	0.0132	-0.01	-0.0038	-0.0144	0.053	0.0675	0.0346	-0.0105	0.0599	-0.0385	0.0649	0.061	0.1079	0.1061
Forecast	-0.0507	0.012	0.0017	-0.0317	-0.0117	0.0059	0.0131	-0.0067	0.0102	0.0256	0.0353	0.0118	0.024	0.0497	0.0488	0.0485	0.0543	0.0724	0.0894
Surprise	+596.65%	+341.67%	-2452.94%	+53.63%	+159.83%	+123.73%	-176.34%	+43.28%	-241.18%	+107.03%	+91.22%	+193.22%	-143.75%	+20.52%	-178.89%	+33.81%	+12.34%	+49.03%	+18.68%

AVPT

AVPT fundamentals

AVPT Q4 2025 Earnings

Earnings Call

You can ask Aime

AVPT

AVPT fundamentals

AVPT Q4 2025 Earnings

Earnings Call

AVPT Earnings Call Summary for Q4/20254:30 PM on Feb 26, 2026

AVPT Earnings Call Summary for Q3/20254:30 PM on Nov 6, 2025

AVPT Earnings Call Summary for Q2/20254:30 PM on Aug 7, 2025

AVPT Earnings Call Summary for Q1/20254:30 PM on May 8, 2025

AVPT Earnings Call Summary for Q4/20244:30 PM on Feb 27, 2025

You can ask Aime