Tenable

Q3 FY2026 EarningsQ3 FY26 beat consensus across all key metrics, with revenue of $276.4M vs. $271.6M expected, and non-GAAP gross margin reaching 81.8% (fully in-line). Subscription revenue grew 10% YoY, driving the top-line beat, while GAAP Net Income of $11.3M significantly outperformed the $4.3M mean estimate. A major balance sheet overhaul was completed via $800M in convertible notes, leading to $223.8M in share repurchases during the quarter.