AvePoint, Inc.

The grade, in three tenses

Headline 6.1 out of ten, 9 of 9 metrics filed: past 4.9 out of ten, present 5.9 out of ten, future 7.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 2.0 out of ten. 4 warning events since 2019; the latest 2021-08-24. 20th percentile among 230 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 6.2 out of ten. +23.9% a year over 7 filed years; profitable in 1 of 7. 62nd percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 5.0 out of ten. Share count grew 8.0% a year. 58% of cash flow returned. Insiders: 16 sales, 0 purchases. 50th percentile among 152 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 5.1 out of ten. ROE 7%: 7¢ of profit per shareholder dollar. Leverage 39%: owes 39¢ per asset dollar. 51st percentile among 217 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 6.3 out of ten. top 37% of 218 in its family; net margin 8.3%. 63rd percentile among 218 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 6.8 out of ten. top 32% of 137 in its family for leadership; chief executive since 2021. 68th percentile among 137 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 6.0 out of ten. top 40% of 216 in its family for room to expand. 60th percentile among 216 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 6.7 out of ten. top 33% of 213 in its family for growth drivers. 67th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 8.0 out of ten. top 20% of 194 in its family for expectations against reality. 80th percentile among 194 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 4, 2026-10-08. Filings on record since 2019. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2025: SAAS 76%, Service 13%, Termed License and Support 10%, Maintenance 1%. By geography: North America 39%, EMEA 32%, Asia Pacific 29%. As tagged in its annual report (Form 10-K, filed 2026-02-26).

Who runs it

Jiang, Tianyi (Chief Executive Officer); Epstein, Jeff (Co-CEO, CFO and Secretary); Gong, Xunkai (Executive Chairman); Caci, James (Chief Financial Officer); Brown, Brian Michael (Chief Legal Officer); Ho, John Chi On (director); Schijns, Janet (director); Teper, Jeff (director). 8 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-08.

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