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AVPT guided for 22% year-over-year revenue growth in 2026 and up to $96.6M in non-GAAP operating income.
AvePoint (AVPT - Free Report) reported fourth-quarter 2025 non-GAAP earnings of 10 cents per share, which surpassed the Zacks Consensus Estimate by 11.11% and increased 350% year over year.
AvePoint revenues climbed 29% year over year to $114.7 million, beating the Zacks Consensus Estimate by 3.22%.
AVPT shares have soared 2.79% at the time of writing this article.
Top-Line Details of AVPT
SaaS revenues (77.5% of total revenues) increased 37.1% year over year to $88.9 million. Term license and support revenues (8.8% of total revenues) rose 7.4% to $10.1 million, whereas Services revenues (12.8% of total revenues) grew 19.8% to $14.7 million. Maintenance revenues (0.9% of total revenues) decreased 63.4% to $1 million.
Annual recurring revenues (ARR) climbed 27% year over year or 26% on a constant currency basis to $416.8 million.
AVPT’s Operating Details
In the fourth quarter, AvePoint’s non-GAAP gross margin contracted 130 basis points year over year to 74.2%
Research and development expenses, as a percentage of revenues, decreased 210 bps year over year to 10%. Sales and marketing expenses, as a percentage of revenues, fell 250 bps year over year to 31.2%.
General and administrative expenses, as a percentage of revenues, declined 40 bps year over year to 13.1%.
The operating margin expanded 370 bps on a year-over-year basis to 19.9%
AVPT’s Balance Sheet & Cash Flow
As of Dec. 31, 2025, cash, cash equivalents and short-term investments totaled $481.1 million, up from $471.6 million at the end of the third quarter of 2025.
During 2025, cash generated through operating activities was $85.3 million and free cash flow was $81.6 million.
AvePoint Initiates Q126 and FY26 Outlook
For the first quarter of 2026, the company expects total revenues between $115 million and $117 million, implying 25% year-over-year growth at the midpoint. On a constant currency basis, the company anticipates revenue growth of 20% at the midpoint.
Non-GAAP operating income is estimated between $19.5 million and $20.5 million.
For 2026, the company expects total revenues between $509.4 million and $517.4 million, suggesting 22% year-over-year growth at the midpoint. On a constant currency basis, the company projects revenue growth of 20% at the midpoint.
The company anticipates total ARR between $525.1 million and $531.1 million, indicating 27% year-over-year growth at the midpoint. On a constant currency basis, ARR growth is expected to be 26% at the midpoint.
Non-GAAP operating income is estimated between $92.6 million and $96.6 million.
Micron Technology shares have gained 343.8% in the past 12 months. This Zacks Rank #1 (Strong Buy) company is scheduled to release second-quarter 2026 results on March 18. You can see the complete list of today’s Zacks #1 Rank stocks here.
MongoDB shares have returned 25.8% in the past 12 months. MDB is scheduled to release its fourth-quarter 2026 results on March 2. The company currently sports a Zacks Rank #1.
Adobe shares have lost 40.8% in the past 12 months. ADBE is set to report its first-quarter fiscal 2026 results on March 12. The company currently carries a Zacks Rank #3 (Hold).
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AvePoint Q4 Earnings and Revenues Beat Estimates, Sales Rise Y/Y
Key Takeaways
AvePoint (AVPT - Free Report) reported fourth-quarter 2025 non-GAAP earnings of 10 cents per share, which surpassed the Zacks Consensus Estimate by 11.11% and increased 350% year over year.
AvePoint revenues climbed 29% year over year to $114.7 million, beating the Zacks Consensus Estimate by 3.22%.
AVPT shares have soared 2.79% at the time of writing this article.
Top-Line Details of AVPT
SaaS revenues (77.5% of total revenues) increased 37.1% year over year to $88.9 million. Term license and support revenues (8.8% of total revenues) rose 7.4% to $10.1 million, whereas Services revenues (12.8% of total revenues) grew 19.8% to $14.7 million. Maintenance revenues (0.9% of total revenues) decreased 63.4% to $1 million.
AvePoint, Inc. Price, Consensus and EPS Surprise
AvePoint, Inc. price-consensus-eps-surprise-chart | AvePoint, Inc. Quote
Annual recurring revenues (ARR) climbed 27% year over year or 26% on a constant currency basis to $416.8 million.
AVPT’s Operating Details
In the fourth quarter, AvePoint’s non-GAAP gross margin contracted 130 basis points year over year to 74.2%
Research and development expenses, as a percentage of revenues, decreased 210 bps year over year to 10%. Sales and marketing expenses, as a percentage of revenues, fell 250 bps year over year to 31.2%.
General and administrative expenses, as a percentage of revenues, declined 40 bps year over year to 13.1%.
The operating margin expanded 370 bps on a year-over-year basis to 19.9%
AVPT’s Balance Sheet & Cash Flow
As of Dec. 31, 2025, cash, cash equivalents and short-term investments totaled $481.1 million, up from $471.6 million at the end of the third quarter of 2025.
During 2025, cash generated through operating activities was $85.3 million and free cash flow was $81.6 million.
AvePoint Initiates Q126 and FY26 Outlook
For the first quarter of 2026, the company expects total revenues between $115 million and $117 million, implying 25% year-over-year growth at the midpoint. On a constant currency basis, the company anticipates revenue growth of 20% at the midpoint.
Non-GAAP operating income is estimated between $19.5 million and $20.5 million.
For 2026, the company expects total revenues between $509.4 million and $517.4 million, suggesting 22% year-over-year growth at the midpoint. On a constant currency basis, the company projects revenue growth of 20% at the midpoint.
The company anticipates total ARR between $525.1 million and $531.1 million, indicating 27% year-over-year growth at the midpoint. On a constant currency basis, ARR growth is expected to be 26% at the midpoint.
Non-GAAP operating income is estimated between $92.6 million and $96.6 million.
Zacks Rank and Stocks to Consider
Currently, AVPT has a Zacks Rank #4 (Sell).
Micron Technology (MU - Free Report) , MongoDB (MDB - Free Report) , and Adobe (ADBE - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector.
Micron Technology shares have gained 343.8% in the past 12 months. This Zacks Rank #1 (Strong Buy) company is scheduled to release second-quarter 2026 results on March 18. You can see the complete list of today’s Zacks #1 Rank stocks here.
MongoDB shares have returned 25.8% in the past 12 months. MDB is scheduled to release its fourth-quarter 2026 results on March 2. The company currently sports a Zacks Rank #1.
Adobe shares have lost 40.8% in the past 12 months. ADBE is set to report its first-quarter fiscal 2026 results on March 12. The company currently carries a Zacks Rank #3 (Hold).