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AvePoint (AVPT) investor relations material

AvePoint UBS’s 2025 Global Technology and AI Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025

Company evolution and platform expansion

  • Originated as a SharePoint backup service, evolving into a comprehensive SaaS and data management platform over 20+ years.

  • Early investment in cloud enabled expansion from regulated industries to broader Office ecosystem.

  • Now the largest SaaS data protection and governance provider for Microsoft Office Cloud, with a strong Azure partnership.

  • Covers about 20% of regulated industry user seats, with significant growth potential outside regulated sectors.

  • Aggressive channel investments since 2021 have enabled scaling to SMBs and new industries.

Multi-cloud strategy and revenue mix

  • Over 90% of revenue currently comes from the Microsoft ecosystem.

  • Targeting up to 30% of revenue from non-Microsoft sources by 2029 as multi-cloud adoption grows.

  • Global presence and channel investments support expansion beyond Microsoft.

AI, governance, and Agent Pulse

  • Launched Agent Pulse to address governance and security for AI agents and applications.

  • Enables organizations to inventory, monitor, and control AI agents across cloud environments.

  • Addresses regulatory and compliance needs, especially in highly regulated industries.

  • Product enhancements align with emerging regulations like the EU AI Act and anticipated US changes.

AI regulation's impact on security demand
Growth vs. profitability for $1B ARR target
MSP channel's multi-cloud growth contribution
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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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