AvePoint inc.

At the Citi Global TMT Conference 2026, AvePoint presented a growth plan based on AI governance, data sovereignty and an expanded multi-cloud strategy. The company is targeting $1 billion ARR by 2029 and, according to management, is ahead of schedule, with net revenue retention around 110–111% and a cross‑selling target of 115%. The Control Suite has become the primary pipeline driver through bundling; business outside the Microsoft ecosystem is currently just under 10% and is expected to rise to 10–20% by 2029. AvePoint sees a growing market opportunity in governance for agent‑based AI and is expanding products such as the AvePoint Virtual Assistant (AVA) for real‑time risk detection and control. » Mere på de.investing.com

AvePoint reports strong double-digit net-new ARR growth at the Oppenheimer conference for the 13th consecutive quarter and cites the second quarter as a record for newly closed recurring revenue. The company positions itself as an “AI Trust Layer” with new products such as AgentPulse, Kinetic Classification and Rapid Intelligence Recovery, and expands support for multi-cloud environments (Microsoft 365, Google, Salesforce, Atlassian). About 87% of revenue comes from subscriptions; AvePoint is increasing go-to-market investments while improving efficiency, and emphasizes compliance certifications as well as a focus on AI risks, AI drift and security. Management sees a large addressable market opportunity and plans a revised TAM model at the next investor day. » Mere på de.investing.com

At the Technology Leadership Forum 2026, AvePoint reported sustained double‑digit Net New ARR growth (13 consecutive quarters) and beat expectations for the 14th time. Free cash flow for the last 12 months was $100 million, GAAP profitability and software margins remained stable in the mid‑80% range; the company targets $1 billion ARR by 2029. Growth is being driven by the product AgentPulse, which significantly increases deal sizes, and AvePoint is expanding its platform beyond Microsoft to Google Workspace, Salesforce, Atlassian, Jira and Okta. Management sees opportunities in AI risk management and the SMB segment, is exploring M&A to accelerate growth, and is keeping the share buyback program as a capital allocation priority. » Mere på de.investing.com