Tenable Holdings, Inc. (TENB) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings and welcome to the Tenable Q2 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Erin Carney, Vice President, Investor Relations. Thank you. You may begin. Thank you, Operator, and thank you all for joining us on today's conference call to discuss Tenable's second quarter financial results. With me on the call today are Co-Chief Executive Officers Steve Vintz and Mark Thurmond and Chief Financial Officer Matt Brown. Prior to this call, we issued a press release announcing our financial results for the quarter. You can find the press release on our IR website at tenable.com. We will make forward-looking statements during the course of this call including statements relating to our guidance and expectations for the third quarter and full year of 2026, growth and drivers in our business, changes in the threat landscape in the security industry, particularly regarding AI security, the expected impact of frontier AI models and accelerated vulnerability discovery, and the shift to preemptive security, our competitive position in the market, growth in customer demand for and adoption of our solutions, including the impact of new pricing and packaging models, the expansion of Tenable One, including agentic AI security, orchestration through Hexa AI, and planned AI exposure coverage across third-party models. The expected benefits of our strategic partnerships with Frontier AI Labs are ongoing research and development investments, our capital allocati...