Tenable Holdings, Inc. develops cybersecurity exposure management software centered on the Tenable One Exposure Management Platform and the company’s Nessus vulnerability-management heritage. News about TENB commonly covers quarterly financial results, enterprise platform adoption, product and packaging updates, and AI-driven exposure-management capabilities such as Tenable Hexa AI.
Company updates also address cloud, identity, operational technology and cyber-physical systems security, including OT asset discovery and Tenable One OT Security. Additional recurring themes include investor communications, executive appointments, research on emerging exposure risks, and market recognition for the company’s exposure assessment and CPS protection offerings.
Tenable (TENB) reported third-quarter 2026 revenue of $276.4 million and raised its full-year outlook as earnings and operating cash flow improved.
Revenue rose 9.5% year over year. GAAP net income reached $11.3 million, or $0.10 per diluted share, versus $2.3 million, or $0.02. GAAP operating margin increased to 6.0% from 2.8%; non-GAAP operating margin reached 27.1%, versus 23.3%. Operating cash flow rose to $72.5 million from $53.9 million.
Tenable expects 2026 revenue of $1.084 billion to $1.087 billion and non-GAAP diluted earnings of $2.16 to $2.19 per share. It closed an $800 million convertible senior notes offering and a $400 million secured revolving credit facility, and repurchased 6.8 million shares for $223.8 million during the quarter. Stockholders’ equity shifted to a $26.472 million deficit at September 30, from positive equity at year-end 2025.
Tenable (TENB) has been selected by Atos to power its Continuous Threat Exposure Management cybersecurity service. Atos will use the Tenable One platform for its global operations under the service, which focuses on continuously identifying and prioritizing security exposures. Atos also counts Tenable among its preferred partners.
Tenable says the combined approach is designed to help customers move from reactive fixes to proactive risk reduction. The platform covers IT, cloud, identity and operational technology environments.
Tenable Holdings (TENB) launched OPEN for AI, expanding its technology partner ecosystem to connect exposure data with customers’ preferred AI tools. The program supports standardized MCP connectors and direct APIs, which connect software systems, for workflows across security platforms.
Launch partners include BeyondTrust, Corelight, SentinelOne, Snyk and Splunk. Available workflows cover security alert investigation, network threat mapping, code-to-runtime vulnerability checks and identity-based risk assessment. Tenable says the program enables customers to combine data across vendors without custom software development.
Tenable Holdings (NASDAQ: TENB) will release its third-quarter 2026 financial results after the U.S. market close on October 28, 2026.
The quarter ended September 30, 2026. A conference call will follow at 4:30 p.m. ET, with a live webcast on Tenable's Investor Relations website and an archived replay available afterward.
Tenable (NASDAQ: TENB) has closed a $400.0 million senior secured revolving credit facility that is initially undrawn.
Together with September’s convertible note financing, it completes refinancing of the prior credit agreement and replaces the revolver that matured in July. Loans mature on October 13, 2031, subject to an earlier maturity 91 days before other material indebtedness matures, with certain exceptions and limitations.
Tenable (TENB) expanded its CyberAgents Exchange with an AI Inspector that uses OpenAI GPT cyber models to review selected components. The tool reviews open-source AI agents, skills and servers through automated inspection, a model assessment and expert review by Tenable’s security research team. Tenable designed the process to help organizations deploy these components more securely. Exchange Inspector was developed through Tenable’s participation in the OpenAI Daybreak Defense Network.
Tenable (NASDAQ: TENB) has appointed Charlie Bell to its Board of Directors, adding an executive with cloud engineering and security experience.
Bell brings nearly four decades of software engineering and operational leadership experience. He spent over two decades at Amazon Web Services, where he served as Senior Vice President and led core engineering, utility computing and operational teams. Most recently, he served as Microsoft's Executive Vice President of Security, Compliance, Identity and Management, overseeing enterprise security strategy, product engineering and threat intelligence operations.
Tenable Holdings (TENB) priced an upsized private offering of $725.0 million aggregate principal amount of 0.25% Convertible Senior Notes due 2031 on September 10, 2026.
The notes, offered to qualified institutional buyers under Rule 144A, were increased from $650.0 million, with an option for initial purchasers to buy up to an additional $75.0 million. Tenable expects net proceeds of approximately $705.6 million, or $778.8 million if the option is fully exercised, and plans to use them to fund $58.1 million of capped call transactions, repurchase about $170.5 million of common stock, repay term loans under its senior secured credit facility, and for general corporate purposes. The notes carry a 0.25% annual coupon, mature on September 15, 2031, and are initially convertible at 22.3005 shares per $1,000, implying a conversion price of $44.84, a 40.0% premium to the $32.03 share price.
Tenable (TENB) has been ranked first in worldwide market share for device vulnerability and exposure management in IDC’s August 2026 Market Shares report.
The report states that Tenable holds 24.6% share of the global market, nearly $260 million ahead of its nearest competitor. Tenable attributes this leadership to ongoing innovation in the Tenable One Exposure Management Platform, including autonomous, always-on Tenable Hexa AI capabilities, expanded AI exposure coverage, application security integrations, and continuous security control validation. The company is also working with OpenAI and Anthropic and has enabled Claude Mythos 5 within Tenable One.
Tenable Holdings (TENB) plans a private placement of $650.0 million aggregate principal amount of convertible senior notes due 2031 to qualified institutional buyers under Rule 144A.
The company will grant initial purchasers a 13-day option to buy up to an additional $65.0 million of notes. The notes will be senior unsecured, bear semiannual interest, and are convertible with Tenable settling principal in cash and any excess in cash, stock or both. Tenable expects to use proceeds for capped call transactions, up to $200.0 million of concurrent share repurchases, full repayment of term loans under its existing credit facility, and general corporate purposes. Tenable also expects to enter into capped call transactions to limit conversion dilution, and may later seek a new revolving credit facility.