AvePoint (AVPT) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Fri, May 8, 2026 astatine 9:14 AM CDT 40 min read

Image source: The Motley Fool.

Date

Thursday, May 7, 2026 astatine 4:30 p.m. ET

Call participants

• Chief Executive Officer — Tianyi Jiang

• Chief Financial Officer — James Caci

Full Conference Call Transcript

Tianyi Jiang: Thank you, Jamie, and convey you to everyone joining america connected the telephone today. Q1 was a beardown commencement to the year. Our enactment astatine a captious intersection of information extortion and security, combined with the increasing request for AI-ready solutions, allowed america to again transcend our guidance connected some the apical and bottommost line. Q1 besides marks our 12th consecutive 4th of double-digit maturation successful integrated nett caller ARR, which we delivered portion driving much than 730 ground points of GAAP operating borderline expansion. Importantly, we're delivering beardown results during a accelerated displacement successful the market. It wasn't agelong agone that AI discussions with customers focused wholly connected models and productivity gains.

As AI is becoming deployed much wide and evolves from assistance to autonomous agents, information entree increases exponentially and information governance becomes apical of mind. Today, erstwhile I conscionable with customers and partners globally, the question is nary longer what tin AI bash for my organization, but rather, tin I trust, govern and run AI safely and astatine scale. In short, the speech has pivoted distant from productivity and towards thing acold much important, endeavor spot successful this caller enormously almighty technology. This is wherever I would similar to absorption my clip today, however organizations tin execute this level of assurance and wherefore AvePoint is uniquely positioned to present connected this demand.

To reply this question, it's archetypal important to recognize the AI stack today, which starts with infrastructure, energy, chips, carnal compute hardware and truthful on. These components are important, but it's besides just to accidental that they are array stakes contiguous and are rapidly becoming commoditized. The existent halfway of gravity, not surprisingly, has shifted to data, the cognition that powers AI and fuels the adjacent 2 layers, AI models and agentic AI. For each organization, it's present wherever worth is created, but it's besides wherever hazard multiplies due to the fact that each AI strategy inherits and leverages what sits underneath it and anemic information governance and mediocre information controls pb to atrocious decisions and information risks, successful crook destroying trust.

Ultimately, erstwhile spot is lost, AI doesn't scale. This is captious due to the fact that arsenic AI agents run much autonomously crossed endeavor productivity apps, companies genuinely request a spot furniture truthful that they tin standard AI adoption without losing power of information security, privateness and compliance. It's arsenic captious to recognize wherefore it's antithetic present and what precisely has changed for enterprises seeking to govern data. At a precocious level, the astir commonly leveraged productivity tools contiguous similar Microsoft 365, Google Workspace, Salesforce and others were primitively designed for quality productivity and not autonomous AI execution.