Tenable (TENB) Investor presentation summary

Strategic vision and market context

• Positioned for durable growth with over $1B in LTM revenue and 95% recurring revenue.

• Cybersecurity market projected to grow from $300B in 2026 to $400B in 2029, with AI security reaching ~$75B.

• AI is rapidly expanding the attack surface, accelerating both vulnerability discovery and exploitation.

• AI as a threat multiplier is seen as the top defining factor for cyber risk by 2027.

• Tenable is transforming into an AI-native company, integrating AI across R&D and operations.

Product innovation and platform evolution

• Tenable One platform offers a system of action, integrating visibility, insight, and automated remediation.

• Hexa AI Agentic Engine enables manual, assisted, and autonomous remediation workflows.

• Over 300 data integrations and advanced threat intelligence feed the Exposure Data Fabric.

• Automated remediation and predictive risk prioritization streamline vulnerability management.

• Platform supports expansion across domains: cloud, OT, identity, and AI security.

Operational excellence and AI-driven transformation

• 100% global R&D AI adoption, with cross-functional acceleration squads and AI-native development.

• Productivity gains include 1.7x more commits/week and 40% faster cycle times.

• AI-powered GTM operations enhance enablement, demand generation, and customer engagement.

• Channel-led sales motion with 8,200 partners and 40K+ customers in 160 countries.

• AI-driven efficiencies in sales, product development, and administration support margin expansion.