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N-able: Data Protection Is Going Proactive — But Will This Strategy Meaningfully Improve Retention & ARR Mix?

N-able delivered a strong third quarter of 2025, characterized by a 14% year-over-year increase in annual recurring revenue, reaching $528 million. The adjusted EBITDA margin stood at 31%, reflecting effective cost management alongside growth. These financial metrics underscore the robust demand for N-able’s cybersecurity solutions, positioning the company well amid escalating cyber threats, particularly those exacerbated by the use of AI by threat actors. One of the notable aspects of this earnings report was N-able’s expansion in its security offerings. The company continues to embed AI capabilities across its platform, which is designed to empower organizations in preemptively managing cyber threats. Leveraging data from over 11 million IT assets, N-able is uniquely positioned to drive innovation in AI for cybersecurity. This strategic approach could potentially set the company apart in a competitive industry where understanding data flow and threat responses are critical.