AvePoint, Inc. Class A Common StockAVPT
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AvePoint, Inc. Class A Common Stock The KeyBanc Technology Leadership Forumis 2026

Review the key takeaways and the transcript of this earnings call.

Period 2026Duration26 minParticipants3

Transcript

Preview the first fifteen paragraphs, organized by speaker.

Eric HeathEquity Research Analyst

EJ, Jamie, thanks for being here. Pleasure to have you on day one at KeyBank's conference in Park City. Hopefully, the weather's great, views are great, all that.

Eric HeathEquity Research Analyst

Thank you, Eric. Want to dive into it, and then just, I don't know, think a great place to start is on 2Q earnings from last week.

Eric HeathEquity Research Analyst

Want to get your perspective on how things transpired from your perspective, where you saw strength in the quarter, where you're pleased with where you're seeing progress on the fronts with resiliency and control and AgentPulse and all that kind of stuff, and we'll take it from there.

TJ JiangCEO

Yeah, we had our double-digit net new ARR growth.

TJ JiangCEO

Right 13th quarter in a row.

TJ JiangCEO

I think 14 quarter outperformance, consecutive quarter. We are very pleased with net new logo acquisitions.

TJ JiangCEO

Yeah. Also the top-tier cohorts, whether it is a million, half million, quarter, 100,000 ARR cohorts have all markedly increased.

TJ JiangCEO

Yeah. I think 250,000 above cohorts are 30%-plus increase.

TJ JiangCEO

Right. We also see growth, 20%-plus growth in all major geos that we operate in, North America, EMEA, and APAC.

TJ JiangCEO

EMEA's highest growth, because our pretty much 100% channel model over there.

TJ JiangCEO

North America, we have a very strong direct sales organization in the enterprise segment.

TJ JiangCEO

Yeah Where we do have high NRR retention as well.

TJ JiangCEO

Right For the customer. What's also pleasing to see is our momentum around governance, AI governance.

TJ JiangCEO

Specifically, our SaaS platform has the modernization, has the resilience, has the control. Modernization is data analytics, data integration, data migration. Resiliency is backup, storage optimization, archiving, and also ransomware detection recovery. Governance is lifecycle management, identity management, access control.

TJ JiangCEO

Right record management. That is our core.

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