UPLD
Upland SoftwareDDocument history
Earnings documents stored for UPLD.
Investor releaseQuarter not tagged2026-05-01Upland Software: Q1 Earnings Snapshot
Associated Press
Upland Software: Q1 Earnings Snapshot
AUSTIN, Texas (AP) — AUSTIN, Texas (AP) — Upland Software Inc. (UPLD) on Friday reported a loss of $1.2 million in its first quarter. On a per-share basis, the Austin, Texas-based company said it had a loss of 9 cents. Earnings, adjusted for one-time gains and costs, were 16 cents per share. The maker of cloud-based enterprise work-management software posted revenue of $48.7 million in the period. For the current quarter ending in June, Upland Software said it expects revenue in the range of $47.1 million to $50.1 million. The company expects full-year revenue in the range of $192.5 million to $201.5 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on UPLD at https://www.zacks.com/ap/UPLD
Investor releaseQuarter not tagged2026-05-01Upland Software Reports First Quarter 2026 Financial Results
Business Wire
Upland Software Reports First Quarter 2026 Financial Results
AUSTIN, Texas, May 01, 2026--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a leader in AI-powered knowledge and content management software, today announced its financial and operating results for the first quarter 2026 and issued guidance for its second quarter and full year of 2026. First Quarter 2026 Financial Highlights Total revenue was $48.7 million, a decrease of 24% from $63.7 million in the first quarter of 2025, primarily due to divestitures completed in 2025. Subscription and support revenue was $46.1 million, a decrease of 23% from $60.2 million in the first quarter of 2025, primarily due to divestitures completed in 2025. GAAP net loss was $1.2 million compared to a GAAP net loss of $25.8 million in the first quarter of 2025. GAAP net loss attributable to common stockholders was $2.7 million compared to GAAP net loss attributable to common stockholders of $27.3 million in the first quarter of 2025. GAAP net loss per share attributable to common stockholders was $0.09 per share, compared to a GAAP net loss per share attributable to common stockholders of $0.97 per share in the first quarter of 2025. Adjusted EBITDA was $12.7 million, or 26% of total revenue, compared to $13.1 million, or 21% of total revenue, in the first quarter of 2025. GAAP operating cash flow was $5.6 million, compared to GAAP operating cash flow of $8.3 million in the first quarter of 2025. Free cash flow was $5.5 million, compared to free cash flow of $7.9 million in the first quarter of 2025. Cash on hand as of the end of the first quarter of 2026 was $29.8 million. "I am excited to be joining Upland as CEO, and we delivered a solid Q1 — beating our guidance midpoints for total revenue, recurring revenue, and Adjusted EBITDA, while also generating strong free cash flow," said Sean Nathaniel, Upland's Chief Executive Officer. "Our AI-powered knowledge and content management solutions serve as a core intelligence layer for the agentic enterprise, enabling customers to unlock the full value of their knowledge, content, and data as they scale AI and agent-driven operating models." First Quarter Business Highlights We welcomed 107 new customers to Upland in the first quarter, including 7 new major customers. We also expanded relationships with 189 existing customers, 16 of which were major expansions. We earned 42 badges in G2’s Spring 2026 market reports, showcasing i...
Investor releaseQuarter not tagged2026-05-01Upland Software’s (NASDAQ:UPLD) Q1 CY2026 Earnings Results: Revenue In Line With Expectations But Stock Drops
StockStory
Upland Software’s (NASDAQ:UPLD) Q1 CY2026 Earnings Results: Revenue In Line With Expectations But Stock Drops
Cloud software provider Upland Software (NASDAQ:UPLD) met Wall Street’s revenue expectations in Q1 CY2026, but sales fell by 23.5% year on year to $48.69 million. On the other hand, next quarter’s revenue guidance of $48.6 million was less impressive, coming in 2.6% below analysts’ estimates. Its non-GAAP profit of $0.16 per share was 23.1% above analysts’ consensus estimates. Is now the time to buy Upland Software? Find out in our full research report. Revenue: $48.69 million vs analyst estimates of $48.5 million (23.5% year-on-year decline, in line) Adjusted EPS: $0.16 vs analyst estimates of $0.13 (23.1% beat) Adjusted Operating Income: $6.01 million vs analyst estimates of $4.5 million (12.3% margin, 33.6% beat) The company dropped its revenue guidance for the full year to $197 million at the midpoint from $200.2 million, a 1.6% decrease EBITDA guidance for the full year is $54 million at the midpoint, below analyst estimates of $55.72 million Operating Margin: 10.4%, up from -1.7% in the same quarter last year Free Cash Flow Margin: 11.3%, down from 14.7% in the previous quarter Billings: $47.81 million at quarter end, down 25.6% year on year Market Capitalization: $18.35 million Operating under the mantra "land and expand," Upland Software (NASDAQ:UPLD) provides cloud-based applications that help organizations manage projects, workflows, and digital transformation across various business functions. Examining a company’s long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years. Upland Software’s demand was weak over the last five years as its sales fell at a 7.5% annual rate. This was below our standards and is a sign of poor business quality. Long-term growth is the most important, but within software, a half-decade historical view may miss new innovations or demand cycles. Upland Software’s recent performance shows its demand remained suppressed as its revenue has declined by 16.8% annually over the last two years. This quarter, Upland Software reported a rather uninspiring 23.5% year-on-year revenue decline to $48.69 million of revenue, in line with Wall Street’s estimates. Company management is currently guiding for a 9% year-on-year decline in sales next quarter. Looking further ahead, sell-side analysts expect revenue to remain flat over the next 12 months. Although thi...
Investor releaseQuarter not tagged2026-04-28Upland Software to Release First Quarter 2026 Financial Results on May 1, 2026
Business Wire
Upland Software to Release First Quarter 2026 Financial Results on May 1, 2026
AUSTIN, Texas, April 28, 2026--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD) today announced it will release financial results for the first quarter 2026 before market opens on Friday, May 1, 2026. About Upland Software Upland Software (Nasdaq: UPLD) is a leader in AI-powered knowledge and content management software. Our solutions help enterprises unlock critical knowledge, automate content workflows, and drive measurable ROI—enhancing customer and employee experiences while supporting regulatory compliance. More than 1,100 enterprise customers rely on Upland to solve complex challenges and provide a trusted path for AI adoption. For more information, visit www.uplandsoftware.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260428789248/en/ Contacts Investor Relations Contact: Mike Hill 512-960-1031 [email protected] Media Contact: Lloyd Berry 512-960-1010 [email protected]
Investor releaseQuarter not tagged2026-04-17Q4 Earnings Roundup: Upland Software (NASDAQ:UPLD) And The Rest Of The Sales And Marketing Software Segment
StockStory
Q4 Earnings Roundup: Upland Software (NASDAQ:UPLD) And The Rest Of The Sales And Marketing Software Segment
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the sales and marketing software industry, including Upland Software (NASDAQ:UPLD) and its peers. The Internet and the exploding amount of data have transformed how businesses interact with, market to, and transact with their customers. Personalization of offerings, e-commerce, targeted advertising and data-empowered sales teams are now table stakes for modern businesses, and sales and marketing software providers are becoming the tools of evolving customer interaction. The 19 sales and marketing software stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was in line. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. Operating under the mantra "land and expand," Upland Software (NASDAQ:UPLD) provides cloud-based applications that help organizations manage projects, workflows, and digital transformation across various business functions. Upland Software reported revenues of $49.31 million, down 27.5% year on year. This print fell short of analysts’ expectations by 1.4%. Overall, it was a disappointing quarter for the company with full-year revenue and EBITDA guidance missing analysts’ expectations. Upland Software delivered the slowest revenue growth of the whole group. Unsurprisingly, the stock is down 27.7% since reporting and currently trades at $0.64. Read our full report on Upland Software here, it’s free. Powering billions of daily ad impressions across the open internet, PubMatic (NASDAQ:PUBM) operates a technology platform that helps publishers maximize revenue from their digital advertising inventory while giving advertisers more control and transparency. PubMatic reported revenues of $80.05 million, down 6.4% year on year, outperforming analysts’ expectations by 6.2%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts’ expectations. PubMatic scored the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 37% since reporting. It currently trades at $9.69. Is now the time to buy PubMatic? Access our full analysis of the earnings results here, it’s free. Built as an alternative to...
Investor releaseQuarter not tagged2026-03-04Upland Software Inc (UPLD) Q4 2025 Earnings Call Highlights: Strong Profitability Amid Revenue ...
GuruFocus.com
Upland Software Inc (UPLD) Q4 2025 Earnings Call Highlights: Strong Profitability Amid Revenue ...
This article first appeared on GuruFocus. Release Date: March 03, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Upland Software Inc (NASDAQ:UPLD) achieved an adjusted EBITDA margin of 31% in Q4 2025, up from 22% in Q4 2024, indicating improved profitability. The company exceeded its free cash flow target for 2025, generating $24.4 million against a target of $20 million. Upland Software Inc (NASDAQ:UPLD) welcomed 110 new customers in Q4 2025, including 15 major customers, and expanded relationships with 199 existing customers. The company earned 49 badges in G2's winter 2026 market reports, highlighting consistent value and customer validation for its products. Upland Software Inc (NASDAQ:UPLD) was recognized as a major player in the IDC MarketScape and Gartner Market Guide, showcasing the impact of its AI-powered solutions. The core organic growth rate was flat in Q4 2025 due to tough comparisons with Q4 2024. New customer additions and major expansions were flat or down year-over-year, reflecting challenges in sales execution. The company expects a decline in total revenue of 24% for Q1 2026 compared to Q1 2025, primarily due to divestitures. Upland Software Inc (NASDAQ:UPLD) anticipates a decline in adjusted EBITDA for the full year 2026, with a midpoint decrease of 4% from 2025. The adjusted EBITDA margin guidance for 2026 is 28%, a step down from the 31% achieved in recent quarters. Warning! GuruFocus has detected 6 Warning Signs with UPLD. Is UPLD fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide context on the customer metrics, given the business changes due to divestitures? How would you characterize sales execution in Q4, and what does the pipeline look like for 2026? A: We had a stronger Q3 with major deals, but Q4 bookings were disappointing. However, the pipeline for 2026 looks decent, especially for core knowledge management growth products. Execution is key, and we need to improve from Q4's performance. - Jack McDonald, Chairman and CEO Q: Why is there a step down in EBITDA margins from the last couple of quarters to the 28% guidance? A: Typically, our EBITDA margins are highest at the end of the year and lowest at the start due to calendar-based payroll taxes impacting Q1 and Q2. This pattern is reflected in the guidance. - Mike Hill, CFO Q: Why the chan...
Investor releaseQuarter not tagged2026-03-03Upland Software: Q4 Earnings Snapshot
Associated Press Finance
Upland Software: Q4 Earnings Snapshot
AUSTIN, Texas (AP) — AUSTIN, Texas (AP) — Upland Software Inc. (UPLD) on Tuesday reported earnings of $1.1 million in its fourth quarter. The Austin, Texas-based company said it had net loss of 1 cent per share. Earnings, adjusted for one-time gains and costs, came to 24 cents per share. The maker of cloud-based enterprise work-management software posted revenue of $49.3 million in the period. For the year, the company reported a loss of $38.9 million, or $1.56 per share. Revenue was reported as $216.9 million. For the current quarter ending in March, Upland Software said it expects revenue in the range of $47 million to $50 million. The company expects full-year revenue in the range of $194.2 million to $206.2 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on UPLD at https://www.zacks.com/ap/UPLD
Investor releaseQuarter not tagged2026-03-03Upland Software Reports Fourth Quarter 2025 Financial Results
Business Wire
Upland Software Reports Fourth Quarter 2025 Financial Results
AUSTIN, Texas, March 03, 2026--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a leader in AI-powered knowledge and content management software, today announced its financial and operating results for the fourth quarter 2025 and issued guidance for its first quarter and full year of 2026. Fourth Quarter 2025 Financial Highlights Total revenue was $49.3 million, a decrease of 28% from $68.0 million in the fourth quarter of 2024, primarily due to divestitures completed in Q1 and Q2 of 2025. Subscription and support revenue was $46.7 million, a decrease of 27% from $64.3 million in the fourth quarter of 2024, primarily due to divestitures completed in Q1 and Q2 of 2025. GAAP net income was $1.1 million compared to a GAAP net loss of $3.4 million in the fourth quarter of 2024. GAAP net loss attributable to common stockholders was $0.4 million compared to GAAP net loss attributable to common stockholders of $4.9 million in the fourth quarter of 2024. GAAP net loss per share attributable to common stockholders was $0.01 per share, compared to a GAAP net loss per share attributable to common stockholders of $0.18 per share in the fourth quarter of 2024. Adjusted EBITDA was $15.3 million, or 31% of total revenue, compared to $14.9 million, or 22% of total revenue, in the fourth quarter of 2024. GAAP operating cash flow was $7.3 million, compared to GAAP operating cash flow of $9.3 million in the fourth quarter of 2024. Free cash flow was $7.2 million, compared to free cash flow of $9.0 million in the fourth quarter of 2024. Cash on hand as of the end of the fourth quarter of 2025 was $29.4 million. "With our Q4 results, we are pleased to report that revenue, Adjusted EBITDA, and margins all came in as expected, while free cash flow was stronger than expected, bringing our 2025 free cash flow to $24.4 million," said Jack McDonald, Upland’s Chairman and Chief Executive Officer. "Our AI product portfolio continues to gain traction, marked by continued major customer contract renewals, expansions, and new customer wins." Fourth Quarter Business Highlights We welcomed 110 new customers to Upland in the fourth quarter, including 15 new major customers. We also expanded relationships with 199 existing customers, 27 of which were major expansions. We earned 49 badges in G2’s Winter 2026 market reports, highlighting consistent value and customer validation for our pro...
TranscriptFY2025 Q42026-03-03FY2025 Q4 earnings call transcript
Earnings source - 27 paragraphs
FY2025 Q4 earnings call transcript
Thank you for standing by, and welcome to the Upland Software, Inc. Fourth Quarter 2025 Earnings Call. All participants are in listen-only mode. Later, we will conduct a question-and-answer session, and instructions for that will be given at that time. The conference call will be recorded and simultaneously webcast at investors.uplandsoftware.com. A replay will be available there for 12 months. By now, everyone should have access to the fourth quarter 2025 earnings release, which was distributed today at 8:05 AM Central Time. If you have not received the release, it is available on Upland Software, Inc.’s website. I would now like to turn the call over to Jack McDonald, Chairman and CEO of Upland Software, Inc. Please go ahead, sir.
Alright. Thank you, and welcome to our Q4 2025 earnings call. I am joined today by Michael D. Hill, our CFO. On today’s call, I will start with a Q4 review, and following that, Mike will provide some detail on the Q4 numbers and our guidance. We will then open the call up for Q&A. But before we get started, Mike will read the safe harbor statement. Mike?
Yeah. Thank you, Jack. During today’s call, we will include statements that are considered forward-looking within the meanings of securities laws. Detailed discussion of the risks and uncertainties associated with such statements is contained in our periodic reports filed with the SEC. The forward-looking statements made today are based on our views and assumptions and on information currently available to Upland Software, Inc. management. We do not intend or undertake any duty to release publicly any updates or revisions to any forward-looking statements. On this call, Upland Software, Inc. will refer to non-GAAP financial measures that, when used in combination with GAAP results, provide Upland Software, Inc. management with additional analytical tools to understand its operations. Upland Software, Inc. has provided reconciliations of non-GAAP measures to the most comparable GAAP measures in our press release announcing our financial results, which are available on the Investor Relations section of our website. Please note that we are unable to reconcile any forward-looking non-GAAP financial measures to their directly comparable GAAP financial measures because the information which is needed to complete a reconciliation is unavailable at this time without unreasonable effort. And with that, I will turn the call back over to Jack.
Alright. Thanks, Mike. The headlines in Q4: revenue, adjusted EBITDA, and margins came in roughly as expected. Our Q4 core organic growth rate was flat due to a tough compare to Q4 2024 which contained some lumpy additional usage volume revenue. As we have said on previous calls, our core organic growth rate will bounce around a bit from quarter to quarter. The general trend has been improving. The growth rates were negative 2% three years ago, negative 1% two years ago, roughly 1% positive last year, and we are targeting 1% to 2% this year. So a generally improving trend. Annual net dollar retention rate was 96% in 2025, consistent with the prior year. Q4 2025 adjusted EBITDA of $15,300,000 resulted in an adjusted EBITDA margin of 31%. Free cash flow for Q4 was $7,200,000, stronger than expected due to successful collection efforts, which brought our full-year 2025 free cash flow to $24,400,000, exceeding our $20,000,000 target. We welcomed 110 new customers to Upland Software, Inc. in Q4, including 15 new major customers. We also expanded relationships with 199 existing customers, 27 of which were major expansions. These new and expanded relationships continue to be spread across our AI-powered product portfolio. On the product front in Q4, I would note that we continue to perform well based on insights from customers, as evidenced by earning 49 badges in G2’s Winter 2026 market reports, highlighting consistent value and customer validation for our products. Upland Software, Inc. was recognized as a Major Player in the IDC MarketScape Worldwide General-Purpose Knowledge Discovery Software, 2025 Vendor Assessment, which was published in November 2025. Upland Software, Inc. believes its recognition in this report highlights the value of our AI-powered knowledge management solution, Upland Right Answers, which is driving scalable, smarter support for enterprise contact centers and help desks. Upland Software, Inc. was recognized in the Gartner Market Guide for RFP Response Management Applications, which was published in October 2025. We believe our inclusion in that report showcases the impact of our AI-powered RFP response and proactive sales proposal creation software of Qvidian. So our Q4 results support and illustrate improvements that we have made in the business. Adjusted EBITDA margins expanded from 2024 and 2025, again, up to north of 30% in the fourth quarter. We continue to see healthy cash flow. We are targeting continued strong cash flow in the $20,000,000 range for the year. In other important news, last week we announced the fact that Sean Nathaniel is going to be joining Upland Software, Inc. as our new CEO. I will be transitioning to Chairman as a part of that. I am just super happy to announce this news. Sean has deep familiarity with our business and our operating model, and our customers and our products having been with Upland Software, Inc. from 2013 to 2020, and previously serving as our CTO, but also serving in senior general management roles across a significant chunk of our product portfolio. Significantly, Sean brings highly relevant experience, particularly around AI initiatives that are focused on enterprise knowledge and content and data. I welcome folks to take a look at some of the materials that Sean has published over the last few years on AI and the importance of solid knowledge and content and data foundations as a prerequisite for successful enterprise AI implementations. Sean’s vision really centers on reinforcing Upland Software, Inc.’s role in enabling organizations to convert that knowledge and content and data into trusted operational intelligence to support AI- and agent-driven operating models, which is obviously where the market is going. Upland Software, Inc. already has meaningful capabilities aligned with this vision, and Sean’s priority moving forward is going to be to sharpen that execution and translate those capabilities into measurable customer and shareholder value. So Sean will be joining us, will be on, I think, our next call, and then will be running the calls going forward. You will have an opportunity to hear directly from Sean his vision and for the business going forward, and I am just super happy to welcome Sean back to Upland Software, Inc. and to support him in executing his vision, and looking forward to that. So with that, I am going to turn the call back over to Mike.
Alright. Thanks, Jack. I think Jack covered most of the main points in the financials for the quarter, so I will just take a few additional comments here. For the Q4 income statement, revenues were as expected when taking into consideration our divestitures in Q1 2025. Q4 gross margin continued to represent an increase from earlier in 2025, as expected, as a result of the higher margins realized on our ongoing product lines. Our adjusted EBITDA and adjusted EBITDA margin came in as expected with our adjusted EBITDA margin of 31%, up from 22% in the fourth quarter of 2024, so a big improvement there. For the fourth quarter 2025, GAAP operating cash flow was $7,300,000 and free cash flow was $7,200,000, making our free cash flow for the full year 2025 of $24,400,000. That exceeded our target free cash flow of $20,000,000. On the balance sheet at the end of Q4, we had outstanding net debt of approximately $290,000,000, factoring in the approximately $29,000,000 of cash on our balance sheet. At year-end, our net debt leverage was 3.6x trailing adjusted EBITDA, which came in better than our target. For guidance, for the quarter ending 03/31/2026, we expect reported total revenue to be between $47,000,000 and $50,000,000, including subscription and support revenue between $44,800,000 and $47,300,000, for a decline in total revenue of 24% at the midpoint from the quarter ended 03/31/2025. Just a reminder, this year-over-year decline is primarily due to the divestitures completed in Q1 2025. First quarter 2026 adjusted EBITDA is expected to be between $11,900,000 and $13,400,000, which at the midpoint is a decline of 3% from the quarter ended 03/31/2025. First quarter 2026 adjusted EBITDA margin is expected to be 26% at the midpoint, which is a 500 basis point increase from the 21% adjusted EBITDA margin in the year-ago quarter. For the full year ending 12/31/2026, we expect reported total revenue to be between $194,200,000 and $206,200,000, including subscription and support revenue between $103,600,000 and $193,700,000, for a decline in total revenue of 8% at the midpoint from the year ended 12/31/2025. This year-over-year decline, as I mentioned earlier, is primarily due to divestitures that we completed in Q1 2025. Full year 2026 adjusted EBITDA is expected to be between $52,600,000 and $58,600,000, which at the midpoint is a decline of 4% from the year ended 12/31/2025. Full year 2026 adjusted EBITDA margin is expected to be 28% at the midpoint, which is a 100 basis point increase from the 27% adjusted EBITDA margin that we had for 2025. And so to recap, our product portfolio is now much more focused around the KCM market, knowledge and content management market. As Jack mentioned, our core organic growth rate is in a positive multiyear uptrend from negative 2% three years ago to negative 1% two years ago to roughly positive 1% last year in 2025, and we are targeting 1% to 2% positive here for 2026. The big new customer wins during 2025 have validated our product-market fit in several key markets, and those major wins have validated our product AI strategies. Our adjusted EBITDA margin is in a significant multiyear expansion trend with adjusted EBITDA margins expanding from 20% in 2024 to 27% last year in 2025 to our guidance midpoint of 28% here this year in 2026. Cash flows, as we mentioned, remained strong as we generated over $24,000,000 of free cash flow in 2025, and we are targeting around $20,000,000 of free cash flow here this year in 2026. I will note that we beat our 2025 free cash flow target by over $4,000,000 really due to early receivables collections, which would have otherwise occurred in 2026. So without those early collections, our 2026 free cash flow target would have actually been higher. Alright. And with that, I will turn the call back to Jack.
Alright. Thanks, Mike. We are ready to open the call up for Q&A.
Press star and then the number one on your telephone keypad. Your first question comes from the line of David E. Hynes with Canaccord Genuity. Please go ahead.
Hey. Thank you, guys. Jack, congrats to you on the transition. I know you are still going to remain, you know, involved in the business, but appreciate all the help over the years. Maybe we can just start on the customer metrics a bit. So look, new customer adds flat year-over-year. Majors were down. Expansions down year-over-year. It is just hard to put context around those metrics, given the business is different than it was a year ago with the divestitures. So just how would you characterize sales execution in the quarter? Do you have comparable metrics for continuing ops? And I guess most importantly, like, what is the pipeline look like going into 2026? And any color there would be helpful.
Yeah. We had a stronger Q3 in terms of, I would say, winning sizable major deals. When we look at the pipe, so a little bit disappointed in the Q4 bookings performance. But the pipeline for this year looks decent, particularly around some of the core knowledge management growth products where we are starting to build a healthier pipeline of larger deals. But, you know, we have got to execute against it. And, yeah, the Q4 numbers could have come in a little bit better.
Okay. And then, Mike, for you, just so EBITDA margins north of 31% the last couple of quarters obviously shows the earnings power of kind of the new leaner Upland Software, Inc. I look at the guide for 28% margins, it is obviously a bit of a step down from where the business has been running the last couple of quarters. Just talk about what is contemplated in that guide and why we would see a step down in margins from where the business has been running?
Yeah, DJ. So, you know, as you may remember, typically our EBITDA margins through the course of the calendar year, we tend to exit the year at the highest margins, and we start the year at the lowest margins. Things like, you know, calendar-based payroll taxes kind of take a bigger hit in Q1 and Q2. So we have always had sort of a tilted, you know, if you will, calendar year ramp-up, and so that is mainly what we are seeing here this year again.
Okay. Alright. Got it. Thank you, guys.
Your next question comes from the line of Scott Randolph Berg with Needham & Company. Please go ahead.
Hi, everyone. Thanks for taking my questions, and I hope you can hear me okay. It is quite windy where I am at. Two questions. First of all, Jack, why step down now? Why the change in CEO leadership today in particular? Did not know if there is anything that drove it specifically, or was it just time to maybe relax on the beach a little bit?
Well, I would say principal reason is that the business has changed. Right? At one point, we were really about growth through acquisitions. And now the focus is really more on advancing our AI-enabled product portfolio. And Sean is a product-centric and AI-focused CEO. And so I think he is the right person for the job. He knows our products and our markets and our customers. And so, you know, from an operating perspective, I think that is the kind of executive we need driving the business.
Got it. Understood. And then I know you all made significant changes to your go-to-market strategy the last couple of years and with all the divestitures and whatnot. Do you think you are with those changes? Are we eighth to ninth inning? You are in full execution mode. Is there any more of that that still gets some change that need to be unveiled? Just help us understand with everything that is going on as you enter 2026, is this the right, I guess, right horsepower, you know, properly framed to really drive the growth that, you know, you all are seeking?
Yeah. I mean, one of the things I wanted to get done before doing this transition was taking really the first phase of streamlining the business. And, obviously, we sold a number of assets. We got the debt refinanced. So really wanted to sort of clear the decks on that and hand over a business that is on firmer footing. It will be interesting to see what the next few years bring with AI and its impact on enterprise SaaS. I think we have got some products that can do well in this environment. We have got some other products that are going to face some headwinds. But I like Sean’s vision, which I think aligns closely with what Dan Dohmen has been driving in the business and doing a great job on. And so, you know, I think we have got a core set of products that can do well in this environment. I think there is obviously execution that needs to happen, and, you know, we are here to support those guys.
Well, understood. Thanks for taking my question.
Your last question comes from the line of Jeffrey Van Rhee with Craig-Hallum. Please go ahead.
Great. Thanks. Thanks for taking the questions. Got a couple. First, maybe, Jack, just trying to get maybe a brief refresher on what the revenue mix is now in terms of the core capabilities. How would you bucket the revenue streams by the focus of the underlying software or the underlying capability?
Well, Jeff, this is Mike. So roughly two-thirds to three-quarters of our revenue, maybe even a little bit more than that as I think about it, is really our growth products versus our specialized markets products. And those growth products, you know, most of those are AI-enabled. So really, the vast majority of our products are in this sort of knowledge and content management market area and using the AI winds as a tailwind as opposed to a headwind.
Yep. Got it. And, Jack, when you look at AI, you mentioned it. I mean, it is front and center for all SaaS companies right now trying to figure out winners and losers. You know, high level, when you are looking at the SaaS landscape, and obviously we can compare to what you own, but when you look at the SaaS landscape, what models do you think are defensible, and what do you think will ultimately get consumed by AI?
Well, I think the products that we have that are systems of record I think are going to have the strongest moat. And there are opportunities there to become a key part and to be a key part of larger enterprise AI implementations. Also, the products that we have that form an enabling layer of infrastructure, that intelligence layer that Sean calls it. You think about products like BAI. And so I, you know, I look back over the past year, and it is funny, Jeff, because on the one hand, it has been a tougher market environment because of AI. But on the other hand, we landed over the past 12 months some of the biggest bookings we have had in the past few years. When you look at major hospitality companies that are doing 40,000,000 customer touches a year and spending big on agentic AI implementations, and then bringing in products like Upland Right Answers because they need a trusted, auditable, governable knowledge layer to train that AI on so that you get the kind of output that you need. So that is one example. Or some of the work we have done with major consulting firms around global enterprise AI-driven portals for customers and for internal use. Some of the bigger sales we have had to major hyperscalers for their own internal use, and then some of the partnerships that we have now got underway in the market with some of the brand name hyperscalers to bring the capabilities of products like Upland Right Answers and BAI into their customer base. So it is sort of a tale of two markets in that regard. So I think those products that can get positioned as enabling tech or systems of record or, you know, and in some cases, systems of process, will be more defensible, and others will not be.
Yep. Got it. Great. I will leave it there. Thanks so much.
That concludes our Q&A session. I will now turn the call back over to Jack McDonald.
Alright. Thank you so much, and we will see you on our next earnings call.
Ladies and gentlemen, that does conclude our conference call. Thank you all for joining, and you may now disconnect. Everyone have a great day.
Investor releaseQuarter not tagged2026-03-02What To Expect From Upland Software’s (UPLD) Q4 Earnings
StockStory
What To Expect From Upland Software’s (UPLD) Q4 Earnings
Cloud software provider Upland Software (NASDAQ:UPLD) will be reporting results this Tuesday before the bell. Here’s what you need to know. Upland Software beat analysts’ revenue expectations last quarter, reporting revenues of $50.53 million, down 24.2% year on year. It was a softer quarter for the company, with revenue guidance for next quarter missing analysts’ expectations significantly and EBITDA guidance for next quarter missing analysts’ expectations significantly. Is Upland Software a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Upland Software’s revenue to decline 26.5% year on year, a further deceleration from the 5.8% decrease it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Upland Software rarely misses Wall Street’s revenue estimates. Looking at Upland Software’s peers in the sales and marketing software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Sprout Social delivered year-on-year revenue growth of 12.9%, beating analysts’ expectations by 1.8%, and PubMatic reported a revenue decline of 6.4%, topping estimates by 6.2%. Sprout Social traded down 9.3% following the results while PubMatic was up 14.9%. Read our full analysis of Sprout Social’s results here and PubMatic’s results here. Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the sales and marketing software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 9.7% on average over the last month. Upland Software is down 30.9% during the same time and is heading into earnings with an average analyst price target of $4.33 (compared to the current share price of $0.91). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profita...
Investor releaseQuarter not tagged2026-02-24Upland Software to Release Fourth Quarter 2025 Financial Results on March 3, 2026
Business Wire
Upland Software to Release Fourth Quarter 2025 Financial Results on March 3, 2026
AUSTIN, Texas, February 24, 2026--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD) today announced it will release financial results for the fourth quarter 2025 before market opens on Tuesday, March 3, 2026. A conference call and webcast will follow at 10:00 a.m. Central Time / 11:00 a.m. Eastern Time. The call can be accessed via a webcast on investor.uplandsoftware.com, or by dialing 1 (800) 715-9871 toll-free (recommended for participants in North America) or 1 (646) 307-1963 (recommended for participants outside North America, standard international rates may apply). Attendees will need to use conference ID 8422976 to join the call. Following the completion of the call, a recording of the webcast will be made available on investor.uplandsoftware.com. About Upland Software Upland Software (Nasdaq: UPLD) is a leader in AI-powered knowledge and content management software. Our solutions help enterprises unlock critical knowledge, automate content workflows, and drive measurable ROI—enhancing customer and employee experiences while supporting regulatory compliance. More than 1,100 enterprise customers rely on Upland to solve complex challenges and provide a trusted path for AI adoption. For more information, visit www.uplandsoftware.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260224454636/en/ Contacts Investor Relations Contact: Mike Hill 512-960-1031 [email protected] Media Contact: Lloyd Berry 512-960-1010 [email protected]
Investor releaseQuarter not tagged2026-01-30Q3 Earnings Roundup: Upland Software (NASDAQ:UPLD) And The Rest Of The Sales And Marketing Software Segment
StockStory
Q3 Earnings Roundup: Upland Software (NASDAQ:UPLD) And The Rest Of The Sales And Marketing Software Segment
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at sales and marketing software stocks, starting with Upland Software (NASDAQ:UPLD). The Internet and the exploding amount of data have transformed how businesses interact with, market to, and transact with their customers. Personalization of offerings, e-commerce, targeted advertising and data-empowered sales teams are now table stakes for modern businesses, and sales and marketing software providers are becoming the tools of evolving customer interaction. The 20 sales and marketing software stocks we track reported a strong Q3. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.7% since the latest earnings results. Operating under the mantra "land and expand," Upland Software (NASDAQ:UPLD) provides cloud-based applications that help organizations manage projects, workflows, and digital transformation across various business functions. Upland Software reported revenues of $50.53 million, down 24.2% year on year. This print exceeded analysts’ expectations by 1.2%. Despite the top-line beat, it was still a softer quarter for the company with revenue guidance for next quarter missing analysts’ expectations significantly and EBITDA guidance for next quarter missing analysts’ expectations significantly. "With our Q3 results, we are pleased to report continued positive core organic growth, and a significant expansion of our Adjusted EBITDA margin,” said Jack McDonald, Upland’s Chairman and Chief Executive Officer. Upland Software delivered the slowest revenue growth of the whole group. Unsurprisingly, the stock is down 28.9% since reporting and currently trades at $1.37. Read our full report on Upland Software here, it’s free. With a proprietary AI engine processing 450 million data points daily across 30+ digital channels, Sprinklr (NYSE:CXM) provides cloud-based software that helps large enterprises manage customer experiences across social, messaging, chat, and voice channels. Sprinklr reported revenues of $219.1 million, up 9.2% year on year, outperforming analysts’ expectations by 4.5%. The business had an exceptional quarter with an impressi...

