AvePoint (AVPT) Cantor Fitzgerald Global Technology & Industrial Growth Conference summary

Platform overview and product innovation

• Provides a global platform for managing enterprise unstructured data, focusing on security, governance, and resilience.

• Launched AgentPulse technology to monitor both human and AI agent activities, supporting hybrid environments.

• Platform supports regulated industries with FedRAMP certification and emphasizes privacy and data lineage.

• Offers a single pane of glass for security teams, integrating with major productivity clouds like Microsoft 365 and Google Workspace.

• Enables organizations to manage policies for both users and AI agents from one platform.

AI strategy and licensing evolution

• AI is viewed as an enabler, with the platform positioned as a trust layer for agentic systems.

• Supports hybrid licensing models to accommodate both user-based and agent-based environments.

• Prepared for evolving value units as organizations shift to more automated, agent-driven operations.

• Recent product launches and platform enhancements are designed to help clients leverage AI securely.

Financial performance and outlook

• Achieved Rule of 46 in 2025, surpassing the Rule of 40 target for software companies.

• Reached GAAP profitability a year ahead of plan, with 7.9% GAAP margins in 2025.

• Delivered 27% ARR and revenue growth in 2025, with continued strong guidance for 2026.

• Reduced stock-based compensation from over 20% to under 10% of revenue, with further declines expected.