N-able Inc 2026年季度报告

FORM 10-Q (Mark One) ☑QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACOF 1934 For the quarterly period ended June 30, 2026or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACOF 1934 For the transition period fromtoCommission File Number: 001-40297 N-able, Inc. (Exact name of registrant as specified in its charter) 30 Corporate DriveSuite 400Burlington, Massachusetts 01803(781) 328-6490(Address and telephone number of principal executive offices) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to suchfiling requirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).☐YesNo On August5, 2026, 188,906,050 shares of common stock, par value $0.001 per share, were outstanding. N-able, Inc. Table of Contents PART I - FINANCIAL INFORMATION Item 1.Financial Statements (Unaudited)Consolidated Balance Sheets as of June 30, 2026 and December 31, 2025Consolidated Statements of Operations for the Three and Six Months Ended June 30, 2026 and 2025Consolidated Statements of Comprehensive Income for the Three and Six Months Ended June 30, 2026 and 2025Consolidated Statements of Stockholders' Equity for the Three and Six Months Ended June 30, 2026 and 2025Consolidated Statements of Cash Flows for the Six Months Ended June 30, 2026 and 20251Notes to the Consolidated Financial Statements11. Organization and Nature of Operations2. Summary of Significant Accounting Policies3. Acquisitions4. Goodwill5. Relationship with Parent and Related Entities6. Fair Value Measurements7. Accrued Liabilities and Other8. Debt9. Earnings Per Share10. Income Taxes11. Commitment and Contingencies12. Operating Segments and Geographic Information13. Subsequent EventsItem 2.Management's Discussion and Analysis of Financial Condition and Results of Operations3Item 3.Quantitative and Qualitative Disclosures of Market Risk4Item 4.Controls and Procedures4PART II - OTHER INFORMATIONItem 1.Legal Proceedings4Item 1A.Risk Factors4Item 2.Unregistered Sales of Equity and Use of Proceeds4Item 5.Other Information4Item 6.Exhibits4Signature5 Safe Harbor Cautionary Statement This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of Section21E of the SecuritiesExchange Act of 1934, as amended (the “Exchange Act”), and the Private Securities Litigation Reform Act of 1995. Such statements maybe signified by terms such as “aim,” “anticipate,” “believe,” “continue,” “expect,” “feel,” “intend,” “estimate,” “seek,” “plan,”“may,” “can,” “could,” “should,” “will,” “would” or similar expressions and the negatives of those terms. In this report, forward-looking statements include statements regarding our financial projections, future financial performance and plans and objectives for futureoperations including, without limitation, the following: •expectations regarding our financial condition and results of operations, including revenue, revenue growth, revenue mix, cost ofrevenue, operating expenses, operating income, non-GAAP operating income, non-GAAP operating margin, adjusted EBITDA andadjusted EBITDA margin, ARR, cash flows and effective income tax rate; •expectations regarding the impact of AI on our business;•expectations regarding the impact of foreign exchange rates and macroeconomic conditions on our business;•expectations regarding investment in product development and our expectations about the results of those efforts;•expectations concerning acquisitions and opportunities resulting from our acquisitions, including our acquisition of Adlumin, Inc.(“Adlumin”) in November 2024;•expectations regarding hiring additional personnel globally in the areas of sales and ma