AvePoint, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
AvePoint reported Q2 2026 total revenue of $124.5M (+22% YoY) with SaaS revenue of $98.5M (+27% YoY). Annual Recurring Revenue reached $465.1M (+27% YoY, +24% FX-adjusted). The company raised full-year 2026 guidance: ARR now $522.1M–$528.1M (26% growth at midpoint), total revenue $508.5M–$512.5M (22% growth), and non-GAAP operating income $86.4M–$88.4M. Dollar-based net retention rate was 111% (110% FX-adjusted); gross retention 89%. Cash on hand: $417.3M as of June 30, 2026.
Why this rating
Strong topline growth (+27% SaaS, +22% total) with ARR acceleration, raised FY guidance, and 111% NRR demonstrate market momentum. At $3.3B market cap, ~$465M ARR is material (~14% of valuation). Execution on AI/trust positioning is real. FX headwinds and margin compression (73.1% vs 74.0%) noted but offset by growth. Moderate-to-significant event.
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