AvePoint, Inc. (AVPT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.79K FollowersFollow5ShareSaveCommentsQ4: 2026-02-26 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.10 beats by $0.01 | Revenue of $114.69M (28.60% Y/Y) beats by $3.75M AvePoint, Inc. (AVPT) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 7:05 PM EST Company Participants Mario Carvajal - Chief Marketing & Chief Strategy OfficerJames Caci - Chief Financial Officer Conference Call Participants Da Wei Lee - Morgan Stanley, Research Division Presentation Da Wei LeeMorgan Stanley, Research Division Welcome to day 2 of Morgan Stanley TMT Conference. My name is Da Wei, morgan Stanley's Southeast Asia TMT analyst based in Singapore. And today, we are very honored to have here with us Jim Caci and Mario Carvajal. Before we begin, let me just read out the disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. Question-and-Answer Session Da Wei LeeMorgan Stanley, Research Division And with that out of the way, I think we're just like set the stage and starting with you, Mario, who is the Chief Strategy and Marketing Officer for AvePoint. How about you give us a brief overview of the company and talk about what are the main problems that you're actually solving for your customers? And then perhaps subsequent to that also talk about what do you see AvePoint's key competitive advantages? Mario CarvajalChief Marketing & Chief Strategy Officer Yes, sure. Hi, everyone. Thank you for having us. Thank you to the Morgan Stanley team and yourself, Da Wei for sitting down and chatting with us. So we're a global provider in modern data protection. We help organizations secure, govern and operationalize their data estates. We primarily focus our efforts on unstructured data, which if you think about unstructured data, it makes up about 80% of an organization's data today. The unstructured data that's coming in through your different applications, whether it's productivity applications, applications that you're using to communicate with your supply chain partners, all of