N able : Investor Day 2025

Published: 2025-03-15 00:46:04 ET NABL

Investor Day

2025

Forward Looking Statements

This presentation contains "forward-looking" statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements regarding our financial outlook for the first quarter and full-year 2025, the impact of macroeconomic conditions on our business and potential uses of capital. These forward-looking statements are based on management's beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements that are not historical facts and may be signified by terms such as "aim," "anticipate," "believe," "continue," "expect," "feel," "intend," "estimate," "seek," "plan," "may," "can," "could," "should," "will," "would" or similar expressions and the negatives of those terms. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially and adversely different from any future results, performance or achievements expressed or implied by the forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, the following: (a) the impact of adverse economic conditions; (b) our ability to sell subscriptions to new customers, to sell additional solutions to our existing customers and to increase the usage of our solutions by our existing customers, as well as our ability to generate and maintain customer loyalty; (c) any decline in our renewal or net retention rates; (d) the possibility that general economic, political, legal and regulatory conditions and uncertainty may cause information technology spending to be reduced or purchasing decisions to be delayed, including as a result of inflation, actions taken by central banks to counter inflation, rising interest rates, war and political unrest, military conflict (including between Russia and Ukraine and in the Middle East), terrorism, sanctions, trade or other issues in the U.S. and internationally, including increased tariffs or trade wars, or other geopolitical events globally, or that such factors may otherwise harm our business, financial condition or results of operations; (e) any inability to generate significant volumes of high-quality sales leads from our digital marketing initiatives and convert such leads into new business at acceptable conversion rates; (f) any inability to successfully identify, complete and integrate acquisitions and manage our growth effectively; (g) any inability to resell third-party software or integrate third-party software into our solutions, or find suitable replacements for such third-party software; (h) risks associated with our international operations; (i) foreign exchange gains and losses related to expenses and sales denominated in currencies other than the functional currency of an associated entity; (j) risks that cyberattacks, including the cyberattack on SolarWinds' Orion Software Platform and internal systems announced by SolarWinds in December 2020 (the "Cyber Incident"), and other security incidents may result in compromises or breaches of our, our customers', or their SMB and mid-market customers' systems, the insertion of malicious code, malware, ransomware or other vulnerabilities into our, our customers', or their SMB and mid-market customers' environments, the exploitation of vulnerabilities in our, our customers', or their SMB and mid-market customers' security, the theft or misappropriation of our, our customers', or their SMB and mid-market customers' proprietary and confidential information, and interference with our, our customers', or their SMB and mid-market customers' operations, exposure to legal and other liabilities, higher customer and employee attrition and the loss of key personnel, negative impacts to our sales, renewals and upgrades and reputational harm and other serious negative consequences, any or all of which could materially harm our business; (k) our status as a controlled company; (l) our ability to attract and retain qualified employees and key personnel; (m) the timing and success of new product introductions and product upgrades by us or our competitors; (n) our ability to maintain or grow our brands, including the Adlumin brand; (o) our ability to protect and defend our intellectual property and not infringe upon others' intellectual property; (p) the possibility that our operating income could fluctuate and may decline as a percentage of revenue as we make further expenditures to expand our operations in order to support growth in our business; (q) our indebtedness, including increased borrowing costs resulting from rising interest rates, potential restrictions on our operations and the impact of events of default;

Our Discussion Today

Welcome and Introduction

Griffin Gyr, Investor Relations

End-to-End Security For SMBs and the Mid-market

John Pagliuca, President and CEO

The N-able Solution

Michael Adler, CTO

Our Winning GTM Approach

Frank Colletti, CRO

Strong and Balanced

Financial Profile

Tim O'Brien, CFO

Welcome and Introduction

9-9:05

End-to-End Security For SMBs and the Mid-market

9:05-9:40

The N-able Solution

9:40-10:15

Break

10:15-10:30

Our Winning GTM Approach

10:30-11:00

Strong & Balanced Financial Profile

11:00-11:30

Q&A

11:30-12:00

Conclusion

12:00

End-to-End Security For

SMBs and the Mid-market

John Pagliuca, CEO

John Pagliuca, President and CEO

Enabling the digital evolution of businesses, making them more effective & secure.

N-able at a Glance

1,700+$518M

Employees

500K+

SMBs & Mid-market Businesses

2025E ARR(1)

~100%

Recurring Revenue

Unified Endpoint

Management

Note: Measures are as of 12/31/2024.

(1) Based on mid-point of guidance of $514 - $522M provided on 3/3/2025.

Security

Operations

Data

Protection

Small and mid-market businesses are going digital

SMB &

Mid-market

IT TAM

$2.1T

(2025)

AI, Data,

Compliance,

IT Sprawl

Cloud

Security

Break/Fix/

Help Desk

Note: Company and third-party estimates.

This Increased Digitalization Poses Risks and Challenges

Rising IT

Increasing

Growing

Complexity

Cyberattacks

Data Management

55% 60% 25%+

of IT professionals say they struggle

of SMB owners state cybersecurity

Projected CAGR in global data volume

to manage SaaS sprawl(1)

is a top concern(2)

from 2024 - 2028(3)

(1) BetterCloud 2024 State of SaaS Ops Report (2) Small Business Index Q1 2024 Report (3) Statista Volume of Data Created and Stored 2024-2028; % represents CAGR over that timeframe

…And Organizations Look To The Channel For Help

End Customer

Mid-market

Key Trends

Preferred

Solution Provider

Has internal IT team.

Needs software.

Disti/VAR

Mix of in-house and external IT.

Needs support and/or software.

MSPs

No internal IT team.

Needs support and software.

Disclaimer

N-Able Inc. published this content on March 13, 2025, and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on March 15, 2025 at 04:45:05.270.