KnowBe4, Inc.

KNBE

$24.89

+0.00%

2026-04-15 09:30:00 EDT+$0.00

Technology

Software - Infrastructure

NASDAQ

Inactive

KnowBe4, Inc. develops, markets, and sells a Software-as-a-Service (SaaS) platform dedicated to enhancing cybersecurity awareness within organizations. This innovative platform integrates comprehensive ...

Price Action of KNBE

$24.89

+0.00%+$0.00

High—

Low—

52W High-3.1%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Company Overview of KNBE

KnowBe4, Inc. is a prominent cybersecurity company headquartered in Clearwater, Florida, founded in 2010 by industry veteran Stu Sjouwerman. The company specializes in a Software-as-a-Service (SaaS) platform designed to educate employees on how to identify and avoid cybersecurity threats such as phishing, ransomware, and social engineering. Since its inception, the ...KnowBe4, Inc. is a prominent cybersecurity company headquartered in Clearwater, Florida, founded in 2010 by industry veteran Stu Sjouwerman. The company specializes in a Software-as-a-Service (SaaS) platform designed to educate employees on how to identify and avoid cybersecurity threats such as phishing, ransomware, and social engineering. Since its inception, the company has expanded its scope from simple training modules to a comprehensive human risk management platform. Product offerings include the flagship Kevin Mitnick Security Awareness Training, which utilizes realistic simulated phishing campaigns to test employee vigilance. The portfolio has grown to include 'PhishER' for security orchestration, automation, and response (SOAR), 'Compliance Plus' for diverse regulatory training, and 'Security Coach' to mitigate real-time human behavior risks. Recently, the company has integrated AI-driven defensive agents to combat emerging AI-based cyber threats, positioning itself at the forefront of modern organizational security. Financially, the company historically demonstrated strong gross profit margins (approx. 85%) and robust revenue growth, reflecting the scalable nature of its SaaS model. While the company was formerly a publicly traded entity on the NASDAQ under the ticker KNBE, recent corporate restructuring and ownership changes (including the appointment of Bryan Palma as CEO in 2025) have marked a new era in its operational trajectory. The business utilizes a hybrid sales model, employing direct enterprise sales teams alongside a vast global network of managed service providers (MSPs) and channel partners. By addressing the 'human firewall,' KnowBe4 assists over 70,000 organizations worldwide in reducing risk, fulfilling compliance requirements, and automating complex security workflows. The company's strategy relies on continuous innovation, high-quality content delivery, and strategic partnerships, aiming to remain the dominant player in the security culture and awareness training market segment.ExpandCollapse

Founded

2010

Employees

1366

CEO

Sjoerd Sjouwerman

Full Name

KnowBe4, Inc.

Sector

Technology

Industry

Software - Infrastructure

ROE

-11.06%

Market Cap

$5.56B

Current Ratio

1.58

ROIC

5.71%

Contact Information

https://www.knowbe4.com

855 566 9234

33 North Garden Avenue, Clearwater, FL 33755

Key Metrics of KNBE

Snapshot

Latest / TTM · 2 periods

Market Cap

$5.56B

ROCE

-2.4%

EV / EBITDA

-50.99x

+0.0% YoY

FCF Yield

—

n/a

Cash Conversion Cycle

-311.1d

Current Ratio

1.58

Quick take

TTM —

No major risk flags in selected headline metrics.

Financial Highlights of KNBE

Profitability trend

Latest / TTM · 2 periods

Gross Margin

85.7%

Net Margin

-4.8%

P/E Ratio

-358.13x

n/a

Debt / Equity

0.06

n/a

Current Ratio

1.58

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Financial Statements of KNBE

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$246.3M	—	+6.3%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-11.8M	—	+94.6%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+85.7%	—	+0.2%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-3.1%	—	+74.1%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-4.8%	—	+83.1%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$71.3M	—	+59.1%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+28.9%	—	+49.7%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	6.2%	—	-4.5%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.58x	—	+1.2%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$537.7M	—	+5.1%

Actual vs Estimate

A —Q —

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	—	—	—	—
Revenue Surprise	—	—	—	—

Insider Transactions of KNBE

Acquisitions (A)

Since Feb 1, 2023

Disposals (D)

Since Feb 1, 2023

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Feb 1, 2023	KKR Knowledge Investors L.P.	—	Class A Common Stock	D	12,048,193	$24.90
Feb 1, 2023	KKR Knowledge Investors L.P.	—	Class B Common Stock	D	14,067,702	—
Feb 1, 2023	KKR Group Partnership L.P.	—	Class B Common Stock	D	14,067,702	—
Feb 1, 2023	KKR Group Partnership L.P.	—	Class A Common Stock	D	12,048,193	$24.90
Feb 1, 2023	Daly Jeremiah	director, 10 percent owner:	Class B Common Stock	D	20,000,000	—

Earnings Call Transcript of KNBE

1 transcript segments

Q2 2022

Unknown Speaker

Operator: Ladies and gentlemen, thank you for standing by and welcome to KnowBe4 Second Quarter 2022 Results Conference Call. [Operator Instructions] Thank you. Now it is my pleasure to turn the call over to Ken Talanian, KnowBe4’s Senior Vice President of FP&A and Investor Relations. Please go ahead. Ken Talanian: As a reminder, our commentary today will include non-GAAP financial measures. Information regarding our non-GAAP financial results, their limitations and reconciliations of our GAAP and non-GAAP results can be found in our earnings release, which was furnished with our Form 8-K today with the SEC and may also be found in the supplementary financial information available on our Investor Relations website at investors.knowbe4.com. In addition, some of our comments today, including those related to our guidance, may contain forward-looking statements that are subject to risks, uncertainties and assumptions. Should any of these materialize or should our assumptions prove to be incorrect, actual company results could differ materially from those projected or implied during this call. These risks are described in our Form 10-Q that will be filed in accordance with the filing deadlines established by the SEC. These documents can be found on the SEC’s website, sec.gov, and on our Investor Relations website. During today’s call, you will hear prepared remarks from our Founder, CEO and President, Stu Sjouwerman; and CFO, Bob Reich. Lars Letonoff, our Chief Revenue Officer and Co-President, will join our question-and-answer session. And with that, I will turn the call over to Stu. Stu Sjouwerman: Thank you, Ken and thank you all for joining us today. We are excited to share our results with you this morning. We’ve had another record quarter of strong execution with second quarter results exceeding our guidance. This has resulted in over 36% year-over-year annual recurring revenue growth and a strong 23.7% free cash flow margin. As many of you know, I started KnowBe4 to help organizations manage the ongoing problem of social engineering. We are the only public company dedicated to securing the human layer, a layer that continues to prove itself exceedingly critical to organizations of all sizes, public or private. The environment that we find ourselves in today has transformed this even further. We believe that securing the human layer is a matter of national security. Now before I go through the highlights of our record performance, I first wanted to take a moment to talk about what this economic environment means for KnowBe4. I want to reiterate that while we are constantly monitoring all of our forward-looking metrics, we have not seen any material indication of a change in our sales pipeline that could impact our proven go-to-market strategy. Our investment philosophy remains on track as well, especially regarding international expansion. To specifically address our SMB segment, we continue to see strong logo and dollar retention. Our average …

Leadership Team of KNBE

10 executives

Name	Title	Compensation	Gender	Year Born	Status
Lars Letonoff	Pres, Chief Revenue Officer & Board Observer	USD 1,537,699	Male	1964	Active
Sjoerd Sjouwerman	Founder, Chairman & Chief Executive Officer	USD 1,530,022	Male	1957	Active
Kevin Mitnick	Chief Hacking Officer	USD 207,770	Male	—	Active
Amanda Tarantino	Senior Mang. of PR	—	—	—	Active
Ken Talanian	Vice President of Investor Reporting	—	—	—	Active
Colin Murphy	Chief Information Officer	—	Male	—	Active
Michael Williams	Chief Marketing Officer	—	Male	—	Active
Robert F. Reich	Chief Financial Officer	—	Male	1960	Active
Ani Banerjee	Chief HR Officer	—	Male	—	Active
Robert Henley	Vice President of Corporation Devel.	—	Male	—	Active

Historical Employee Count of KNBE

Current

1,366

Minimum

1,366

Maximum

1,366

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2021	1,366	10-K	Mar 10, 2022	View

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