WK
Workiva Inc.87.38
+1.08+1.25%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A spotlights 30% AI adoption
Q&A largely reaffirmed prepared remarks on durable growth and 2026 guidance, but surfaced 30% customer AI adoption driving premium tier uptake and multi-solution wins. Iskow tied AI directly to recent deals, crediting its role in a trusted environment, while Larson modeled 110% NRR from 40% new/60% expansions. New CRO Pinto eyes GTM scaling and partners; financial services vertical leads. Cap markets optimism baked in cautiously amid macro risks. Management addressed queries crisply. AI adoption hits 30% of customers. Confident tone holds; investors watch GTM leverage.
Key Stats
Market Cap
4.90BP/E (TTM)
-Basic EPS (TTM)
-0.83Dividend Yield
0%Recent Filings
8-K
Q4 revenue up 20%
Workiva crushed Q4 with $239M total revenue, up 20% year-over-year, and subscription revenue up 21% to $219M. Full-year revenue hit $885M (up 20%), non-GAAP operating margin expanded to 9.9% from 4.3%, while free cash flow margin reached 15.6%. Board boosted share repurchase authorization by $250M. Growth accelerates.
10-K
FY2025 results
Workiva grew revenue 19.7% to $884.6M in FY2025 ended December 31, 2025, with subscription revenue accelerating 21.7% to $812.6M on 5.1% customer growth to 6,624 and net retention of 112.8%. Q4 saw $11.5M in Class A share repurchases under the 2024 plan, leaving $28M available. Operating loss narrowed to $42.4M while cash hit $891.6M. Gross retention held at 97.2%. Cybersecurity threats loom large.
8-K
Board adds finance experts
Workiva's board reshuffled swiftly: David Mulcahy resigned as Lead Independent Director on January 27, 2026, with no disagreements cited. Suku Radia steps in immediately; ex-Cisco CFO Scott Herren joins March 1, ex-Workday leader Mark Peek June 1, expanding board to eight. Finance heavyweights arrive. Their scaling expertise bolsters governance amid growth push.
8-K
Workiva names new CFO Larson
Workiva appointed Barbara Larson as EVP, CFO, and Treasurer effective January 20, 2026, with $485,000 base salary and $8M initial RSU grant. CEO Julie Iskow steps in as interim CFO from December 27 amid Jill Klindt's exit. New CFO brings Workday scaling chops. Smooth transition bolsters finance leadership.
8-K
Q3 revenue up 21%, guide raised
Workiva posted Q3 revenue of $224M, up 21% year-over-year, with subscription revenue surging 23% to $210M and non-GAAP operating margin hitting 12.7% from 4.1%. Large customers (ACV >$500K) grew 42%; raised FY25 revenue guide to $880-882M. CSO Hawkins departs, Pinto named CRO effective November 6. Leadership shifts mid strong growth.
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