CLAIM #64584 · AvePoint, Inc. (AVPT) · 2025Q2 earnings call · Aug 7, 2025 · due Jan 31, 2026
“And it's obviously one of the reasons that we're actually increasing guidance is seeing that healthy demand continuing, obviously, not only in Q2, but we're seeing that for the rest of the year as well.”
Jim Caci · CFO
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Look at: Full-year revenue (or revenue growth rate) as per raised guidance
It came true if: Full-year reported revenue meets or exceeds the raised guidance range given on this call
Where: Company quarterly earnings release / income statement and guidance commentary for fiscal year
In context
“ding that into our guidance really from the beginning of the year. And so we focused on that, at least from the federal point of view. So, we haven't really seen any change to that in terms of our guidance. We're still kind of really considering the same kind of aspects that we thought about a number of months ago. We haven't seen that get worse. And again, we feel really good about that piece. And on the commercial side, as you saw from our last quarter, we're seeing really nice progress and nice growth and nice demand really across the board, both geographically. We see nice growth in North America, EMEA and APAC. And then also, we're seeing really strong and healthy growth across all 3 customer segments. So from that point of view, we really haven't seen any change on the federal side. And it's obviously one of the reasons that we're actually increasing guidance is seeing that healthy demand continuing, obviously, not only in Q2, but we're seeing that for the rest of the year as well. Joseph Anthony Gallo: No, that's great to hear and helpful. As a follow-up, can you just talk through your go-to-market investments, both on the channel side and direct? You raised operating margin guidance, which is great. So, I'm just curious how we should think about sales capacity and headcount going forward? James Caci: Yes, great question. Again, we spend a lot of time thinking about capacity, efficiency. And we've seen a couple of things over the past -- really past 2 years, and I've talked about it a few other times, too, that we've seen really the efficiency of our sales teams improve and we measure that in a few different ways. Obviously, you can see it in the bottom line in the P&L, where we're reducing our sales and marketing spend as a percentage of revenue, obviously, headin”
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SEC filings for AVPT ↗ · Claim quote is verbatim from the 2025Q2 earnings call.