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What Do They Do?

Sells software for managing devices, cybersecurity and data protection to IT services providers and businesses, including smaller organizations.

Who Are Their Customers?

Most commercial relationships are with IT services providers, including managed service providers, resellers and distributors, who deliver the software to businesses. The company also sells directly to businesses, with distributors and resellers supplementing its direct sales force.

How Are They Changing?

Since the FY2025 annual report
Latest quarter: Q2 FY2026, the three months to Jun 30, 2026
Revenue
▲ +6%
vs $130.5M in Q2 FY2025
Net income
▲ Now profitable
vs −$4.6M in Q2 FY2025
Subscription revenue share of revenue vs 99.0% in Q2 FY2025
  • Aug 10, 2026 Updated full-year 2026 outlook and announced workforce reorganization The company plans to reduce its workforce by approximately 6% and provided full-year outlook for ARR, revenue and adjusted EBITDA.
  • Jul 13, 2026 Chief Revenue Officer left and successor was appointed Frank Colletti left the role, and Russell Rosa joined as Chief Revenue Officer.

Broader customer focus The latest report broadens its framing from software for IT service providers serving small and medium-sized enterprises to businesses of all sizes, while retaining a focus on smaller organizations and channel partners.

Revenue over time
Subscription Revenue Other Revenue
$1B$500M$0

Who Do They Compete With?

Competes with ConnectWise, Kaseya, NinjaOne, Acronis, Veeam, ArcticWolf, Sophos, TeamViewer, and LogMeIn

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