Workflow
AvePoint(AVPT)
icon
搜索文档
AvePoint Confidence Platform Adds New ROI and Resilience Command Centers Plus Agentic AI Security to Drive Operational Excellence
Globenewswire· 2025-06-24 21:00
New features include debut of the Optimization and ROI Command Center, Resilience Command Center, and scalable security for agentic AI JERSEY CITY, N.J., June 24, 2025 (GLOBE NEWSWIRE) -- AvePoint (Nasdaq: AVPT), the global leader in data security, governance and resilience, today announced significant updates to the AvePoint Confidence Platform, including the launch of two new Command Centers – the Optimization and ROI Command Center and the Resilience Command Center – along with expanded agentic AI govern ...
AvePoint Launches New Advanced Security and Optimization Features to Elements Platform
Globenewswire· 2025-06-17 21:00
Newest features enable MSPs to maximize their margins, minimize client risk, and accelerate profitable growthJERSEY CITY, N.J., June 17, 2025 (GLOBE NEWSWIRE) -- AvePoint (NASDAQ: AVPT), the global leader in data security, governance and resilience, today announced new capabilities for the AvePoint Elements Platform that enable managed service providers (MSPs) to enhance data security offerings, streamline IT management, and provide optimization services at scale. Through seamless marketplace integration, d ...
AvePoint (AVPT) FY Conference Transcript
2025-06-04 22:00
AvePoint (AVPT) FY Conference June 04, 2025 09:00 AM ET Speaker0 morning. Thanks for being here. Jason Ader with William Blair. I'm very pleased to introduce TJ and Jim from Half Point. Before we begin, I'm required to inform you that a complete list of research disclosures or potential conflicts of interest is available on our website at williamblair.com. Jim and TJ are going to go through some slides and then we'll have some time for Q and A and then we'll have a breakout upstairs right afterwards. Take i ...
AvePoint(AVPT) - 2025 FY - Earnings Call Transcript
2025-05-30 03:25
AvePoint (AVPT) FY 2025 Conference May 29, 2025 02:25 PM ET Speaker0 Thanks everybody. I'm Derrick Wood, Senior Analyst covering enterprise software at TD Cowen. We've got the AbPoint team here, Mario and Jamie. Why don't Mario kick off with introduction about you and then let's start with just kind of a brief overview of AppPoint and talk about kind of the core pillars of the product services. Speaker1 Sure. Well, thank you for having us. Mario Carvajal. I serve as the chief strategy and marketing officer. ...
AvePoint (AVPT) Conference Transcript
2025-05-30 02:30
纪要涉及的行业和公司 - 行业:数据治理、数据安全、软件SaaS行业 - 公司:AvePoint (AVPT) 核心观点和论据 业务增长情况 - 各业务板块和地区均实现两位数增长,企业级(员工超5000人)、中型和SMB(员工500人及以下)业务以及所有主要运营地区都有增长,APAC增长最快,日本是增长最快的国家,AI就绪数据治理和控制是增长最快的垂直领域 [2][3] - SaaS在APAC地区过去几年增长超40% [4] 各地区业务策略和情况 - **APAC地区**:本地化做得好,如在日本运营超10年,像本地供应商,覆盖所有行政区、中央政府和大型商业客户;新加坡业务主要是服务,占营收12%,利用其进行IP生成并与政府达成大额交易,再将IP销售到其他地区;澳大利亚和新西兰类似EMEA模式,在中小企业领域有快速增长飞轮,并持续拓展公共部门和商业业务 [5][7][8] - **北美地区**:历史上采用直销模式,上市后投资渠道销售,SMB和中端市场渠道飞轮运转良好,直销团队专注大型企业客户,Q1有创纪录的大型ARR订单;公共部门业务占四分之一,国防和州及地方业务强劲,联邦机构受人员削减影响,但通过与客户沟通维持合同价值,大型SI受影响为公司创造了更多业务机会 [11][12][13][14][15] 财务和盈利情况 - 2022年决定专注盈利性增长,目标是到2025年2月实现40法则和GAAP盈利;2024年提前一年实现GAAP盈利,40法则指标达到38,预计2025年底实现40法则(定义为ARR增长和非GAAP运营收入占营收百分比),若采用其他行业常用指标公司已达到40法则 [17][18][19][20][21] AI相关业务 - AI部署需要对数据进行整理、分类、标记、权限管理和生命周期管理,公司专注非结构化数据(占比80%,且AI生成数据占比达10%),帮助企业避免AI幻觉、错误信息和权限风险,如JPMorgan Chase在启用Teams Copilot前先启用公司的Teams治理解决方案 [25][26][27][28] 生态系统合作 - 是微软云生态系统重要组成部分,参与产品咨询委员会,常作为新发布产品的合作伙伴,能预测微软路线图带来的货币化机会;同时积极拓展谷歌生态系统,认为谷歌在企业级市场的投入带来了复制微软生态系统成功的机会,多云战略是顺应客户需求,可获取新市场和扩大现有业务 [32][33][34][35][36] 竞争优势 - 没有单一竞争对手,在不同地区和细分市场有针对性竞争对手;销售平台产品,向客户销售两种或以上产品时客户粘性更高,净留存率更高,可从不同切入点进入客户业务,然后进行产品追加销售 [38][39][40][41] 资本分配策略 - 有3.5亿美元现金,自由现金流良好且预计增加,资本分配主要有三个方向:确保团队有足够资源继续增长和交付;继续进行并购,过去做过六次小的并购,未来可能进行更大规模交易,并购重点是IP扩张和有机代码集成;有股票回购计划,未来三年可回购1.5亿美元股票,但在资本分配中优先级相对较低 [43][45][46][47] 其他重要但可能被忽略的内容 - 公司目标是到2029年实现10亿美元ARR,25%的营收复合年增长率,主要通过有机增长实现,并购主要围绕IP扩张,且注重有机代码集成以避免技术债务和确保客户体验无缝 [48][49][50] - AI就绪、控制和治理业务占ARR超20%,是增长最快的套件;微软Purview是E5许可证一部分,但E5部署七年后覆盖座位不到20%,客户有多种许可证类型,公司提供与不同许可证类型相结合的一致数据管理策略 [52][53][54]
AvePoint to Participate in June Investor Conferences
Globenewswire· 2025-05-16 04:05
JERSEY CITY, N.J., May 15, 2025 (GLOBE NEWSWIRE) -- AvePoint (Nasdaq: AVPT), the global leader in data security, governance and resilience, today announced that members of the Company’s executive management team will present at the William Blair 45th Annual Growth Stock Conference in Chicago, Illinois. The presentation is scheduled for Wednesday, 6/4, at 8:00am CT. In addition, AvePoint will attend the following investor conferences: Baird 2025 Global Consumer, Technology & Services Conference (New York, NY ...
AvePoint, Inc. (AVPT) Beats Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-09 07:00
AvePoint, Inc. (AVPT) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced a loss of $0.04, delivering a surprise of -166.67%.Over the last four quarters, the company has ...
AvePoint(AVPT) - 2025 Q1 - Earnings Call Transcript
2025-05-09 05:32
AvePoint (AVPT) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants James Arestia - VP - Investor RelationsTianyi Jiang - Co-Founder, CEO & DirectorJim Caci - Chief Financial OfficerJoe Vandrick - Associate Director - Equity ResearchJason Ader - Co-Group Head - Technology, Media & CommunicationsNehal Chokshi - Managing DirectorChirag Ved - Vice PresidentCole Erskine - Vice President - Equity ResearchBrett Knoblauch - Managing Director Operator Good day, and welcome to the Airfind Inc. First ...
AvePoint(AVPT) - 2025 Q1 - Earnings Call Transcript
2025-05-09 05:30
AvePoint (AVPT) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good day, and welcome to the Airfind Inc. First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. Please note this event is being recorded. I would now like to tu ...
AvePoint(AVPT) - 2025 Q1 - Quarterly Report
2025-05-09 05:04
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to ___________. Commission file number: 001-39048 AvePoint, Inc. (Exact name of registrant as specified in its charter) (State or other jurisd ...