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N-able (NABL) guidance and outlook
N-able (NABL) lowered its guidance on Nov 5, 2026: EBITDA $39.6M–$40.6M for Q4 2026; EBITDA $158M–$160M for FY2026. N-able's 10-Q filed Nov 5, 2026 makes 17 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | Q4 2026 | $39.6M–$40.6M | new |
| EBITDA | FY2026 | $158M–$160M | lowered |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- On July 20, 2026, we approved a plan to reorganize our global workforce, reducing headcount by approximately 6%, as part of cost-reduction initiatives intended to align investments with highest priority opportunities, operate a streamlined organization, and drive high levels of productivity.
- We expect the reorganization to result in annual cash compensation savings of approximately $11.0 million to $13.0 million and non-cash savings of approximately $1.5 million to $2.5 million related to previously granted, unvested stock-based compensation that would have vested over the next twelve months.
- As acquired customers migrate to our solutions, we expect to recognize revenue from those customers on a gross basis, which will result in higher reported revenue from those customers than the net revenue share recognized before migration.
- We expect stock-based compensation expense to continue to decrease during the remainder of the year ending December 31, 2026.
- We expect to continue to grow our sales and marketing organization over time to drive new customer adds, retain and expand with existing customers, and pursue initiatives designed to help our customers succeed and grow.
- We expect to continue to grow our research and development organization over time and also to incur additional expenses associated with bringing new product offerings to market and our enhancements of security, monitoring and authentication of our solutions.
- We expect to continue to grow our general and administrative organization over time to support continued growth of our business.
- Our effective tax rate will be affected by many factors including changes in tax laws, regulations or rates, new interpretations of existing laws or regulations, valuation allowance, uncertain tax positions, stock-based compensation, permanent nondeductible book and tax differences, shifts in the allocation of income earned throughout the world and changes in overall levels of income before tax.
- We would not have awarded these bonuses absent the reorganization, the related expense is limited to the defined retention period, and we do not intend to offer similar bonuses as part of our ongoing compensation practices.
- Our presentation of adjusted EBITDA should not be construed as an implication that our future results will be unaffected by the types of items excluded from the calculation of adjusted EBITDA.
- Although we are not currently a party to any material definitive agreement regarding potential investments in, or acquisitions of, complementary businesses, applications or technologies, we may enter into these types of arrangements, which could reduce our cash and cash equivalents, require us to seek additional equity or debt financing or repatriate cash generated by our international operations.
- We expect cash inflows from operating activities to be affected by the timing of our sales and the consumption of our solutions by our customers.
N-able's latest quarter
N-able, Q3 2026: revenue $137M (+5% year over year), operating margin 11.2%, net loss $4.4M, operating cash flow $28.8M. The chart follows the revenue to costs, profit and cash.
Questions
Did N-able raise or lower its guidance?
N-able (NABL) lowered its guidance on Nov 5, 2026: EBITDA $39.6M–$40.6M for Q4 2026; EBITDA $158M–$160M for FY2026.
What does N-able expect?
On July 20, 2026, we approved a plan to reorganize our global workforce, reducing headcount by approximately 6%, as part of cost-reduction initiatives intended to align investments with highest priority opportunities, operate a streamlined organization, and drive high levels of productivity. We expect the reorganization to result in annual cash compensation savings of approximately $11.0 million to $13.0 million and non-cash savings of approximately $1.5 million to $2.5 million related to previously granted, unvested stock-based compensation that would have vested over the next twelve months.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.