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Tenable (TENB) investor relations material
Tenable Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Key business highlights
Achieved strong Q3 results, exceeding top and bottom line expectations and providing a robust outlook for the year.
Exposure management platform gained significant traction, adding over 300 new customers and integrating with 300+ third-party security solutions.
AI-driven features now identify vulnerabilities in AI applications and cloud environments, creating new growth opportunities.
Exposure management is recognized as a major market opportunity, with industry analysts placing the platform as a leader.
Shift from reactive to proactive security is driving customer adoption and market expansion.
Financial performance and metrics
Q3 revenue grew 11% year-over-year, with a 350 basis point increase in operating margin despite an 18% rise in R&D spend.
Higher average selling prices and improved retention rates are seen with the exposure management platform.
Transition to longer-term, strategic deals is impacting billing metrics, with contract duration rising and upfront billing requirements reduced.
Considering new performance metrics as traditional billing measures become less reflective of business health.
Revenue is viewed as a stable, reliable metric amid evolving contract and billing practices.
Product and market strategy
Exposure management expands the addressable market beyond traditional vulnerability management, addressing unified risk across cloud, network, and identity.
Tenable One platform is driving higher sales, faster growth, and better customer retention, now representing about a third of enterprise business.
Customers moving from standalone VM to Tenable One see a 50%-80% price uplift, reflecting increased value.
Asset-based pricing and new packaging are expected to further drive adoption and revenue.
AI and third-party data integrations are enhancing platform capabilities and customer insight.
How will future metrics address CCB distortion?
Quantify proactive security market shift opportunity
Key drivers for Tenable One's 2/3 enterprise conversion
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Q4 20256 Feb, 2026
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Frequently asked questions
Tenable Holdings, Inc., a technology company, provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Its platform enables visibility into an organization's cyber exposure across the attack surface and identifies which vulnerabilities are exploitable and where they can be found; and provides prioritization and remediation of vulnerabilities based on risk. The company was founded in 2002 and is headquartered in Columbia, Maryland..
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