Enable Holdings, Inc.

Enable Holdings, Inc. Earnings Recaps

TENB Consumer Discretionary 3 recaps
Q1 2026 Apr 30, 2026

Headline Summary: Shares closed up 2.2% following Tenable's Q1 2026 earnings, as results largely met prior expectations and management emphasized continued adoption of Tenable One and investments in AI-enhanced security. The market's neutral-to-modestly positive reaction suggests the outlook and reported metrics were generally in line with what investors anticipated. Key Takeaways:

Key takeaways
  • Q1 revenue grew 10% year-over-year, with operating margin reported at 24%.
  • Tenable One represented 41% of new business this quarter, up 8 percentage points from the prior year.
  • The company added 406 new enterprise platform customers and 43 net new six-figure customers.
  • Management spotlighted heightened customer interest driven by AI advancements but did not indicate changes to its full-year guidance or financial targets.
  • New product launches, including Hexa AI for automated remediation and orchestration, were positioned as foundational to Tenable’s exposure management roadmap.
Full recap
Q3 2025 Oct 30, 2025

Tenable delivered robust Q3 2025 results, achieving 11% year-over-year revenue growth and a 23% operating margin, driven by strong demand for its exposure management platform.

Key takeaways
  • Tenable One, the company’s exposure management platform, accounted for approximately 40% of new business, signaling a shift towards preemptive cybersecurity solutions.
  • The addition of 437 new enterprise platform customers represents a 13% year-over-year increase, indicating strong market momentum.
  • R&D investment surged over 20% year-to-date, with new innovations like Tenable AI Exposure launched to address emerging risks associated with generative AI.
  • The platform now boasts over 300 validated integrations, enhancing unified visibility and operational efficiency across various security domains.
  • Tenable's enhanced vulnerability priority rating provides sharper insights to assist customers in focusing remediation efforts on critical exposures.
Full recap
Q2 2025 Aug 1, 2025

Tenable reported a robust Q2 2025 with a 12% year-over-year revenue growth and a 19% operating margin, driven by strong adoption of its exposure management platform, Tenable One.

Key takeaways
  • Tenable One accounted for 40% of total new sales, highlighting increasing customer consolidation on the platform.
  • The company closed the acquisition of Apex Security, enhancing its AI capabilities to address the growing AI attack surface.
  • Strong performance in the public sector, particularly in the SLED business, contributed to improved visibility and renewal optimism for U.S. Federal contracts.
  • Tenable surpassed 300 third-party integrations, solidifying its position as a leading interconnected exposure management platform.
  • The company is making strides in AI to enhance asset discovery, contextual risk prioritization, and remediation efficiency.
Full recap