AvePoint projects a 26% FX-adjusted ARR growth for 2026, driven by ongoing demand, pipeline strength across regions, and strategic investments in marketing and technology.
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What drove the acceleration in constant-currency ARR guidance for 2026?
AvePoint guided FX-adjusted (constant-currency) ARR growth of 26% for 2026, and management explicitly framed this as an acceleration versus 2025. 1
Management said the acceleration is driven by seeing the “same demand moving forward,” plus “nice pipeline building across all of those metrics,” and that this confidence supports the ARR guidance acceleration. 2
They also emphasized that growth is “across all three regions” (i.e., consistent demand and execution geographically), which they view as helpful for achieving balanced growth and visibility into the future. 2
Management noted that 2026’s constant-currency ARR acceleration is measured against 2025, but 2025 ARR benefited from acquisition-related timing: their 2025 ARR included $2.8 million in Q1 from the acquisition of Identik. 1
They then stated that after adjusting for this, the company’s FX-adjusted ARR guidance implies an acceleration over 2025. 1
Management explained that the difference between ARR growth and revenue growth in guidance comes from two items:
Because ARR excludes services and is not driven the same way by term license upfront timing, this mix affects reported revenue timing more than ARR pacing—supporting the stronger constant-currency ARR trajectory. 1
In the guidance commentary, management reiterated a guidance philosophy of setting expectations consistent with current demand trends. 1 They also stated FX-adjusted ARR guidance for the year is 26% growth, “in line with 2025,” immediately after noting the Identik Q1 adjustment. 1
Taken together, the net message is: even if headline FX-adjusted ARR growth is framed as consistent with the prior-year framework, the company also argues that comparability adjustments plus ongoing demand/pipeline strength yield an acceleration versus the underlying 2025 run-rate. 1
Management said 2026 will be an investment year, focused on strengthening go-to-market through meaningful increases in marketing spend. 1 Separately, they indicated they are continuing the profitable growth strategy while making outsized investments—particularly in marketing—to capitalize on the current environment and improve go-to-market positioning. 3
This matters because it suggests the ARR acceleration is not based on pulling back growth investments, but on scaling distribution/visibility while preserving underlying growth discipline. 13
The acceleration in constant-currency ARR guidance for 2026 is primarily supported by (1) management’s expectation of continued broad demand and pipeline strength across regions and customer segments, 2 (2) a comparability adjustment to 2025 ARR due to a $2.8M Identik-related Q1 contribution, meaning 2026’s guidance represents an acceleration over the underlying 2025 trend, 1 and (3) guidance dynamics where services and term license revenue timing/mix reduce revenue growth pressure relative to ARR, allowing ARR to step up more clearly in constant currency. 1
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