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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
AvePoint
AvePoint (AVPT) investor relations material
AvePoint Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved strong Q4 and full year 2025 results, with total revenue of $419.5M, up 27% year-over-year, and ARR of $416.8M, up 27% year-over-year; SaaS revenue reached $319.2M, up 38% year-over-year.
Delivered double-digit GAAP and non-GAAP operating margins, with non-GAAP operating income margin improving to 18.9% and 11th consecutive quarter of double-digit net new ARR growth.
Platform differentiation in AI-ready data governance and protection cited as a key competitive advantage, validated by customer wins, industry recognition, and new agentic AI governance features.
Customer base expanded to 28,604, with significant growth in large enterprise customers and robust demand across all regions, customer sizes, and verticals.
Channel transformation continued, with 57% of ARR from channel partners and a 48% CAGR in channel partners since 2022.
Financial highlights
Q4 total revenue was $114.7M, up 29% year-over-year; SaaS revenue grew 37% to $88.9M, representing 78% of total revenue.
Full year 2025 revenue reached $419.5M, up 27% year-over-year; SaaS revenue was $319.2M, up 38% and 76% of total revenue.
Q4 gross profit was $85.1M (74.2% margin); Q4 non-GAAP operating income was $22.9M (19.9% margin); full year non-GAAP operating income was $79.2M (18.9% margin).
Ended 2025 with $416.8M ARR, up 27% year-over-year; net new ARR for the year was $89.8M, up 44%.
Cash and equivalents at year-end were $481.1M; free cash flow for the year was $81.6M (19% margin).
Outlook and guidance
Q1 2026 revenue guidance: $115M–$117M (25% growth at midpoint); non-GAAP operating income: $19.5M–$20.5M.
Full year 2026 revenue guidance: $509.4M–$517.4M (22% growth at midpoint); ARR guidance: $525.1M–$531.1M (27% growth at midpoint); non-GAAP operating income: $92.6M–$96.6M.
2026 is positioned as an investment year, with increased marketing spend and continued focus on long-term non-GAAP operating margin targets of 25–30%.
Long-term targets include 80% gross margin and 27.5% operating margin by 2029.
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Next AvePoint earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
AvePoint
Next AvePoint earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
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Frequently asked questions
AvePoint, Inc. is a leading global provider of Microsoft 365 data management solutions that migrate, scale, protect and preserve data in hybrid cloud environments. The company's flagship product, AvePoint Migration Platform (MP), is platform agnostic and works with any on-premises or cloud environment such as Microsoft Azure, Office 365 and other SaaS applications. MP is Microsoft Certified Data Management Solution, making it easy to deploy and use. AvePoint Inc is based in Jersey City, New Jersey.
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