Tenable (TENB) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, April 30, 2026 astatine 11:23 AM CDT 48 min read

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Date

Wednesday, April 29, 2026 astatine 4:30 p.m. ET

Call participants

• Co-Chief Executive Officer — Stephen Vintz

• Co-Chief Executive Officer — Mark Thurmond

• Chief Financial Officer — Matthew Brown

• Vice President of Investor Relations — Erin Karney

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Full Conference Call Transcript

Erin Karney: Thank you, operator, and convey you each for joining america connected today's league telephone to sermon Tenable's First Quarter and Full Year 2026 Financial Results. With maine connected the telephone contiguous are Co-Chief Executive Officer, Steve Vintz and Mark Thurmond, and Chief Financial Officer, Matt Brown. Prior to this call, we issued a property merchandise announcing our fiscal results for the quarter. You tin find the property merchandise connected our IR website astatine tenable.com.

We volition marque forward-looking statements during the people of this call, including statements relating to our guidance and expectations for the 2nd 4th and afloat twelvemonth 2026, maturation and drivers successful our business, changes successful the menace scenery successful the information industry, peculiarly regarding AI security, the expected interaction of frontier AI models similar Anthropic Mythos connected accelerated vulnerability find and the displacement to preemptive security, our competitory presumption successful the market, maturation successful lawsuit request for and adoption of our solutions, including Tenable One, our vulnerability absorption platform, the enlargement of Tenable One, including agentic AI information and orchestration done Hexa AI and OT discovery, probe and improvement investments successful Tenable One and our aboriginal results of operations and fiscal position.

These forward-looking statements impact risks and uncertainties, immoderate of which are beyond our control, which could origin existent results to disagree materially from those anticipated by these statements. You should not trust upon forward-looking statements arsenic a prediction of aboriginal events. Forward-looking statements correspond our beliefs and assumptions lone arsenic of contiguous and should not beryllium considered typical of our views arsenic of immoderate consequent day and we disclaim immoderate work to update immoderate forward-looking statements oregon outlook. For a further treatment of the worldly risks and different important factors that could impact our existent results, delight notation to those contained successful our astir caller yearly study connected Form 10-K and consequent reports that we record with the SEC.

In addition, each of the fiscal results we volition sermon contiguous are non-GAAP fiscal measures with the objection of revenue. These non-GAAP fiscal measures are successful summation to and not a substitute for oregon superior to, measures of fiscal show prepared successful accordance with GAAP. There are a fig of limitations related to the usage of these non-GAAP fiscal measures versus their closest GAAP equivalents. Our property merchandise includes GAAP to non-GAAP reconciliations for these measures. I'll present crook the telephone implicit to Steve.