AVPT · AvePoint, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. AvePoint reported record net new ARR of $29.9 million and raised full-year ARR guidance, while FX headwinds more than offset Q2 outperformance in revenue and non-GAAP operating income guidance. The company is increasing second-half investments in technology and go-to-market, which slightly pressures near-term operating income.
- + Record net new ARR of $29.9 million, up 35% year-over-year, with total ARR reaching $465.1 million (+27% YoY).
- + Raised full-year ARR guidance to $522.1M–$528.1M (26% growth at midpoint).
- + Larger customer cohorts ($250K, $500K, $1M ARR) each grew at or above 30%, with record net new logo adds.
- + Channel-sourced ARR rose to 59% of total ARR (vs. 56% a year ago), with two-thirds of incremental ARR coming through the channel.
- − FX headwinds more than offset the Q2 revenue outperformance in the full-year revenue guide.
- − Non-GAAP operating margin contracted to 16.3% from 18.4% a year ago on increased investments.
- − GAAP gross margin declined to 73.1% from 74.0% year-over-year due to lower services gross margins.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Dollar-based gross retention rate | 89% | Q2 2026 | — |
| Dollar-based net retention rate | 111% | Q2 2026 | — |
| Non-GAAP general and administrative as a % of revenue non-GAAP | 11.7% | Six Months Ended June 30, 2026 | — |
| Non-GAAP gross margin non-GAAP | 73.5% | Six Months Ended June 30, 2026 | — |
| Non-GAAP operating margin non-GAAP | 16.9% | Six Months Ended June 30, 2026 | — |
| Non-GAAP research and development as a % of revenue non-GAAP | 11.1% | Six Months Ended June 30, 2026 | — |
| Non-GAAP sales and marketing as a % of revenue non-GAAP | 33.8% | Six Months Ended June 30, 2026 | — |
| Total ARR | $465.1M | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AVPT
this stock
AvePoint, Inc.
|
$2.84B | +1.3% | +26.9% | 43.2 | 5.2% |
|
MSFT
Microsoft Corp
|
$3.83T | +7.0% | +6.9% | 28.8 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$455.79B | +6.2% | +56.2% | 162.1 | 2.5% |
|
ORCL
Oracle Corp
|
$414.55B | -27.0% | +17.3% | 21.5 | 1.7% |
|
PANW
Palo Alto Networks Inc
|
$306.54B | +118.9% | +29.0% | — | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AVPT | +8.2% | +3.7% | +48.6% | -0.1% | +1.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +8.5% | +4.1% | +36.4% | -1.0% | -11.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.