Tenable Holdings

Sources - 24

Every claim above cites one of these, or states the reasoning that derived it. The quote is frozen at the date it was read: a link can rot, and an agent fetch returns a reading of a page rather than the page. Backs counts the whole claim ledger, so it can name a claim this page does not surface.

1. S01primarycompany filing2026-02-27
   Tenable FY2025 Form 10-K
   Item 1 business and the named competitor classes; customer count and the no-customer-above-2% disclosure; the ten-year income statement; stock compensation by line; the share repurchase authorisation history; the statement that operating losses are expected to continue; the retirement of calculated current billings as a performance metric
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2. S02primarycompany filing2026-08-04
   Tenable Q2 2026 Form 10-Q
   the balance sheet and the issued/treasury share reconciliation; remaining performance obligations; the six-month cash flow statement including treasury purchases; the first lien net leverage ratio and the lapsed revolving facility
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3. S03primarycompany filing2026-07-29
   Tenable Q2 2026 results release (8-K Exhibit 99.1)
   the quarter's GAAP and non-GAAP reconciliation line by line; the Q3 and full-year 2026 guidance ranges; the RPO table; free and unlevered free cash flow
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4. S04primarytranscript2026-07-29
   Tenable Q2 2026 earnings call transcript
   the net dollar expansion rate and management's statement that it had not risen quarter-on-quarter since Q1 2022; the buyback average price and remaining authorisation; Tenable One as 50% of new business; management's answers on Microsoft's bundling; and the Wells Fargo question putting the guidance against the call's own enthusiasm

   my favorite metric of the quarter was our net dollar expansion rate, which improved to 106%, up from 105% in the prior quarter. This is the first quarter since Q1 2022, more than 4 years ago that we have seen a percentage point quarter-over-quarter increase in the net dollar expansion rate... So far this year, we've repurchased 11.4 million shares for approximately $230 million, reflecting an average repurchase price of $20.23... and have $108 million remaining on our current share repurchase authorization as of the end of the quarter.

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5. S05primarycompany filing2026-05-21
   Tenable Investor Day presentation (8-K Exhibit 99.1)
   the exiting-2029 financial targets; the revenue growth algorithm splitting platform from non-platform; the 2026 GAAP-to-non-GAAP reconciliation carrying full-year stock compensation; Tenable One pricing uplifts; the plug-in and integration counts; the 60%-of-breaches statistic
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6. S06primaryvendor data2026-09-08
   Research pack, frozen at content/TENB/research-pack.json
   price, the 20-day range and the return series; market value and enterprise value; the analyst split and forward estimates; FINRA short interest; Form 4 insider rows; the filed competitor cohort and its multiples; the company's own six-year multiple medians
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7. S07primarycompany filing2026-02-20
   Qualys FY2025 Form 10-K QLYS
   a direct competitor's own description of the same product sold to the same buyer, its naming of Tenable back, and the filed operating margin a rival earns on it
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8. S08primarycompany filing2026-02-19
   Rapid7 FY2025 Form 10-K RPD
   Exposure Command described as the same product; the competitor classes Rapid7 names; the detection-and-response half that sets its perimeter
   read, but no claim rests on it
9. S09primarycompany filing2026-03-05
   CrowdStrike FY2026 Form 10-K CRWD
   Exposure Management listed as one of eleven module categories on an endpoint platform - the perimeter that keeps it beside the cohort rather than in it
   read, but no claim rests on it
10. S10primarycompany filing2025-08-29
    Palo Alto Networks FY2025 Form 10-K PANW
    attack surface management and vulnerability management as features inside Cortex, in a company whose revenue is network security
    read, but no claim rests on it
11. S11primarygovernment data2026-04-01
    NIST - NVD Updates Operations to Address Record CVE Growth NIST
    the rate behind the driver, measured by the agency that runs the national vulnerability database rather than by anyone selling scanners

    CVE submissions, which increased 263% between 2020 and 2025. Submissions during the first three months of 2026 are nearly one-third higher than the same period last year. We don't expect this trend to let up anytime soon.

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12. S12primaryregulator2026-06-10
    CISA Binding Operational Directive 26-04 - Prioritizing Security Updates Based on Risk CISA
    a regulator mandating continuous external asset identification and seven-day machine-readable reporting across every federal civilian agency, with a December 2026 compliance date

    BOD 26-04: Prioritizing Security Updates Based on Risk, issued June 10, 2026. Agencies must continuously identify and tag all agency-owned assets that can be reached from outside the agency network, and regularly report this information to CISA every seven days.

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13. S13primaryindustry data2026-08-07
    Microsoft Defender Vulnerability Management - product documentation Microsoft
    the attacker's own documentation: Microsoft has moved its vulnerability management product under the category name Tenable uses for itself

    The Vulnerability Management section in the Microsoft Defender portal is now located under Exposure management. With this change, you can now consume and manage security exposure data and vulnerability data in a unified location.

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14. S14primaryindustry data2026-04-13
    Microsoft - Compare Defender Vulnerability Management plans and capabilities Microsoft
    which capabilities Microsoft ships at no incremental price inside a subscription enterprises already hold, and which it charges an add-on for

    Defender for Endpoint Plan 2 includes the following core Defender Vulnerability Management capabilities: Device discovery, Device inventory, Vulnerability assessment, Configuration assessment, Risk based prioritization, Remediation tracking, Continuous monitoring, Software inventory, Software usages insights.

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15. S15primaryindustry data2026-06-02
    Anthropic - Expanding Project Glasswing Anthropic
    the size of the programme management describes as privileged early access, from the party that runs it

    approximately 150 new organizations were added, joining the roughly 50 initial partners who had access to Claude Mythos Preview, and partners have so far found more than 10,000 high- or critical-severity security flaws.

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16. S16primarycompany release2026-03-09
    Tenable - Named a Challenger in the 2026 Gartner Magic Quadrant for CPS Protection Platforms
    an independent scorer's placement in the operational-technology category management calls out as a strength - reported by the company itself, and a Challenger rather than a Leader

    Tenable Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that it has been named a Challenger in the 2026 Gartner Magic Quadrant for CPS Protection Platforms

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17. S17primaryother2026-09-08
    Filed competitor set, data/reference/competitors.json
    the cohort membership judgement: which of the five companies Tenable's 10-K names clear the product gate against their own filings, and the perimeter each carries
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18. S18primarycompany filing2026-02-04
    Tenable Q4 and full-year 2025 results release (8-K Exhibit 99.1)
    the original 2026 guidance, against which the two raises since can be measured; the full-year 2025 GAAP loss from operations beside the non-GAAP profit; the 2025 buyback share count and cost, at a very different price from 2026's; the $150M authorisation increase; the S&P Global credit upgrade; the GSA OneGov agreement; and the fourth-quarter customer adds that show how weak 2025 was
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19. S19primarycompany filing2026-09-15
    Tenable 8-K, 0.25% Convertible Senior Notes due 2031, capped calls, concurrent repurchase and termination of the credit agreement (Items 1.01, 1.02, 2.03, 3.02, 8.01), with Exhibits 4.1, 4.2, 10.1, 99.1 and 99.2
    the $800M note terms - 0.25% coupon, September 2031 maturity, 22.3005 shares per $1,000 (about $44.84), cash settlement of the face value, 17,840,400 underlying shares and a 24,976,560 maximum; the $64.06 cap on the capped calls and their $64.1M cost; $778.8M of net proceeds; the $170.5M concurrent repurchase of about 5.3 million shares at $32.03; repayment of the term loans and termination of the 2021 credit agreement on 15 September 2026; and, in Exhibit 99.1, the stated intention to enter a new secured revolving facility
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20. S20primarycompany filing2026-09-10
    Tenable pricing release for the convertible notes (8-K Exhibit 99.2)
    the upsizing to $725M before the option, the $58.1M capped call cost before the option, and the concurrent repurchase of about 5.3 million shares for about $170.5M at the 10 September close
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21. S21primarycompany filing2026-09-15
    Indenture for the 0.25% Convertible Senior Notes due 2031 (8-K Exhibit 4.1)
    the conversion-rate ceiling of 31.2207 shares per $1,000 after make-whole adjustments, which gives the 24,976,560-share maximum
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22. S22primarycompany filing2026-09-15
    Form of capped call confirmation (8-K Exhibit 10.1)
    the capped call's structure and its 15 September 2031 expiration; the strike and cap are left blank in the filed form
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23. S23primarycompany filing2026-04-02
    Tenable Holdings proxy statement (DEF 14A), filed April 2, 2026
    executive officers and their tenure, beneficial ownership as of March 17, 2026, the 2025 cash bonus and PSU metrics, weightings and payouts, and the 2026 shift of equity to 50% PSUs
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24. S24primarycompany filing2026-10-28
    Tenable Q3 2026 results release (8-K Exhibit 99.1)
    Q3 2026 GAAP and non-GAAP results, stock compensation by line, dollar-based net expansion rate, six-figure customer adds, repurchases, RPO table, fourth-quarter and full-year guidance
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