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Tenable (TENB) investor relations material
Tenable UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
AI and exposure management trends
AI is reshaping security, prompting organizations to focus on proactive risk management and visibility into AI usage within their environments.
The AI-Aware product and recent Apex acquisition enhance capabilities to monitor, protect, and ensure compliance for AI models.
Exposure management is shifting budgets from reactive detection to preemptive security, with Tenable One positioned as a key platform.
Companies are prioritizing fireproofing over firefighting, seeking holistic risk assessment across IT, OT, cloud, and AI assets.
Customer growth and platform adoption
Q3 saw strong enterprise customer growth, with nearly 450 new adds, driven largely by Tenable One adoption.
40% of new business growth came from Tenable One, which offers broad vulnerability visibility and risk prioritization.
Both greenfield (AI, cloud) and brownfield (existing VM customers) opportunities are fueling expansion.
Win rates remain strong against competitors, with third-party data integration supporting displacement in brownfield accounts.
Tenable One currently represents about 17% of enterprise customers, with significant runway for further adoption.
Financial performance and metrics
Net retention rates are expected to stabilize after a near-term dip, with Tenable One adoption as a key driver for future inflection.
Customers are committing to longer-term, larger deals, shifting contract duration up but billings duration down due to annual installment billing.
Revenue is considered the most reliable metric amid temporary distortions in CCB and CRPO.
Q3 operating margin rose by 350 basis points year-over-year, with 18% R&D growth and improved sales and marketing efficiency.
Margin expansion is expected to continue, supported by a focus on platform development and leveraging channel sales.
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Barclays 23rd Annual Global Technology Conference10 Dec, 2025
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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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