NABL earnings / call / takeaways

NABL earnings call: key takeaways

What NABL said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 5, 2026·AI-generated from the call transcript and Lician data

NABL reported third quarter 2026 revenue of $137.10 million, which exceeded the $135.03 million consensus estimate (14:36)
The company also reported non-GAAP EPS of $0.12, which was in line with expectations. (18:18)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.07	–	–
Revenue	$135.0M	–	–

What changed since last quarter

The company raised its full year 2026 revenue guidance to $541 to $542 million, up from previous estimates. (18:18)
The company's fourth quarter 2026 revenue is expected to be in the range of $133 to $134 million, representing three to four percent year-over-year growth. (18:18)
The company's full year 2026 adjusted EBITDA is expected to be $158.5 to $159.5 million, representing an adjusted EBITDA margin of approximately 29%. (18:18)

Guidance

Metric	This call	Previous call
Revenue	Full-year 2026 revenue outlook is $541 to $542 million (18:18)	not captured
Revenue	Fourth quarter 2026 revenue is expected to be $133 to $134 million (18:18)	not captured
EBITDA	Fourth quarter 2026 adjusted EBITDA is expected to be $39.6 to $40.6 million (18:18)	not captured

What analysts pressed on

Whether renewal rates will improve in the future. (24:11)
How the company plans to improve gross retention rates. (31:35)
The impact of AI on MSPs and their need to redefine their strategies. (43:26)

In their words

Defenders are overrun. They face more attacks, more alerts, and more complexity than they can absorb. John Pagliuca (3:50)
Cove replaces complexity with simplicity. And is ready when it matters most. John Pagliuca (6:56)
We are making real progress with two recent advances standing out. John Pagliuca (10:05)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.