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Tenable (TENB) investor relations material
Tenable Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 revenue reached $252.4 million, up 11.2% year-over-year, surpassing expectations and guidance, with 95% recurring revenue and a 15% CAGR over four years.
Operating margin improved to 23.3% non-GAAP, with non-GAAP income from operations at $58.9 million, and GAAP net income at $2.3 million, reversing a prior loss.
Tenable One platform drove 40% of new business, with accelerated adoption and over 3,000 enterprise customers.
Added 437 new enterprise platform customers and 38 net new six-figure customers, expanding the high-value customer base.
Recognized as a leader in exposure and vulnerability management by IDC and Forrester, holding 26.6% market share.
Financial highlights
Calculated current billings (CCB) rose 7.7% year-over-year to $267.5 million; short-term remaining purchase obligations (CRPO) grew 12.9% to $669 million.
Non-GAAP gross margin was 81.6%, up from 81.4% in Q3 2024; non-GAAP EPS was $0.42, up from $0.32.
Unlevered free cash flow was $58.5 million for Q3 and $189.6 million year-to-date.
Number of $100K+ ACV customers reached 2,156 in Q3 2025.
Share repurchases totaled $60 million in Q3; $250 million authorization remains.
Outlook and guidance
Full-year 2025 revenue guidance raised to $988–$992 million; Q4 2025 revenue expected between $249.1–$253.1 million.
Full-year non-GAAP operating income guidance increased to $211–$215 million (21.5% margin); non-GAAP net income projected at $185.0–$189.0 million.
Full-year non-GAAP EPS guidance raised to $1.51–$1.54; Q4 non-GAAP EPS forecasted at $0.39–$0.43.
Calculated current billings for full year guided to $1.040–$1.048 billion.
FY 2025 unlevered free cash flow expected at $265–$275 million.
Tenable AI Exposure: early customer feedback?
Rationale for Q3 $60M share repurchase?
Why did billings growth lag revenue growth?
AI's impact on exposure management demand?
Drivers of billings metric divergence?
Tenable's strategy for OT market growth?
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Frequently asked questions
Tenable Holdings, Inc., a technology company, provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Its platform enables visibility into an organization's cyber exposure across the attack surface and identifies which vulnerabilities are exploitable and where they can be found; and provides prioritization and remediation of vulnerabilities based on risk. The company was founded in 2002 and is headquartered in Columbia, Maryland..
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