公司概况 - Tenable Holdings Inc 是一家专注于漏洞管理的网络安全公司 提供解决方案帮助组织识别和管理网络安全风险 [1] - 公司在竞争格局中面临 Rapid7、Varonis Systems、Qualys、Elastic N V 和 Smartsheet 等同行 这些公司的资本效率各不相同 [1] 资本效率分析 - Tenable 的投资资本回报率为 -0.97% 低于其 7.20% 的加权平均资本成本 负的ROIC表明公司产生的回报不足以覆盖其资本成本 [2] - 相比之下 Rapid7 的ROIC为 1.29% WACC为 5.90% ROIC与WACC比率为 0.22 表明其资本回报效率高于Tenable 但仍非最佳 [3] - Varonis Systems 表现更强 ROIC为 9% WACC为 6.26% ROIC与WACC比率达 1.43 表明其产生的回报远高于资本成本 资本效率更好 [3] - Qualys 表现最为突出 ROIC高达 27.75% WACC为 6.58% ROIC与WACC比率达 4.21 在同行中最高 突显其资本利用效率远超Tenable及其他竞争对手 [4]

As we head through a choppy Q3 earnings season, there is one fact we can't avoid: the stock market has become incredibly expensive, especially amid a slate of weaker-than-expected earnings, particularly among consumer-facing stocks. I continue to be of the mindset that we're due forWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping t ...

For the quarter ended September 2025, Tenable (TENB) reported revenue of $252.44 million, up 11.2% over the same period last year. EPS came in at $0.42, compared to $0.32 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $247.52 million, representing a surprise of +1.99%. The company delivered an EPS surprise of +13.51%, with the consensus EPS estimate being $0.37.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

Tenable (TENB) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.51%. A quarter ago, it was expected that this cybersecurity software company would post earnings of $0.3 per share when it actually produced earnings of $0.34, delivering a surprise of +13.33%.Over the last four quarte ...

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Tenable (NasdaqGS:TENB) Q3 2025 Earnings Call October 29, 2025 04:30 PM ET Company ParticipantsJoseph Gallo - SVPJonathan Ho - PartnerShrenik Kothari - Sector Head DirectorErin Carney - VP of Investor RelationsSaket Kalia - Managing DirectorJoshua Tilton - DirectorMatt Brown - CFOMeta Marshall - Managing DirectorGray Powell - Managing DirectorJohnathan Ruykhaver - Managing DirectorMark Thurmond - Co-CEOJoe Vandrick - Equity Research Associate DirectorSteve Vintz - Co-CEOAdam Borg - Managing Director of Equi ...

Tenable (NasdaqGS:TENB) Q3 2025 Earnings Call October 29, 2025 04:30 PM ET Speaker6Greetings and welcome to the Q3 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Erin Carney, Vice Preside ...

EXPOSURE MANAGEMENT REDUCING RISK IN A CLOUD-FIRST WORLD October 2025 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform of 1995. All statements contained in this presentation other than statements of historical facts, including statements regarding our future results of operations and financial position, our business strategy and plans and our objectives for future operations, a ...

Tenable Exceeds Q3 Revenue and Profit Expectations, Raises Full-Year Outlook COLUMBIA, Maryland, October 29, 2025 — Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter ended September 30, 2025. Tenable Announces Third Quarter 2025 Financial Results "We delivered better-than-expected results on both the top and bottom line driven by strong demand for our Tenable One Exposure Management platform," said Steve Vintz, Co-CEO of Ten ...

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