WK

NEW YORK, July 06, 2026--(BUSINESS WIRE)--Workiva Inc. (NYSE:WK), a leading, AI-powered platform for trust, transparency, and accountability, today announced that it will release financial results for the second quarter ended June 30, 2026 following the close of the market on August 4, 2026. The company will host a conference call and a live webcast to discuss its financial results. The conference call will begin at 5:00 p.m. Eastern Time on August 4, 2026, and can be accessed by dialing 1-833-630-1956 (U.S. domestic) or 1-412-317-1837 (international). Additionally, a live webcast and replay will be available at https://investor.workiva.com/news-events/events. About Workiva Workiva Inc. (NYSE: WK) powers trust, transparency, and accountability. Accounting, finance, sustainability, risk and audit teams from more than 6,600 organizations, including over 85% of Fortune 1,000 companies rely on Workiva for their mission-critical work. We transform how customers connect data, unify processes, and empower teams in a secure, audit-ready, AI-powered collaborative platform. Learn more at workiva.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260706810175/en/ Contacts Media:Lauren CovelloWorkiva [email protected] Investor: Katie WhiteWorkiva [email protected]

Workiva’s stock price has taken a beating over the past six months, shedding 47.7% of its value and falling to $45.75 per share. This might have investors contemplating their next move. Following the pullback, is now an opportune time to buy WK? Find out in our full research report, it’s free. Nicknamed "the Excel killer" by some finance professionals for its ability to eliminate spreadsheet chaos, Workiva (NYSE:WK) provides a cloud-based platform that enables organizations to streamline financial reporting, ESG, and compliance processes with connected data and automation. While reported revenue for a software company can include low-margin items like implementation fees, annual recurring revenue (ARR) is a sum of the next 12 months of contracted revenue purely from software subscriptions, or the high-margin, predictable revenue streams that make SaaS businesses so valuable. Workiva’s ARR punched in at $901.4 million in Q1, and over the last four quarters, its year-on-year growth averaged 22.1%. This performance was impressive and shows that customers are willing to take multi-year bets on the company’s technology. Its growth also makes Workiva a more predictable business, a tailwind for its valuation as investors typically prefer businesses with recurring revenue. What makes the software-as-a-service model so attractive is that once the software is developed, it usually doesn’t cost much to provide it as an ongoing service. These minimal costs can include servers, licenses, and certain personnel. Workiva’s robust unit economics are better than the broader software industry, an output of its asset-lite business model and pricing power. They also enable the company to fund large investments in new products and sales during periods of rapid growth to achieve outsized profits at scale. As you can see below, it averaged an excellent 79.4% gross margin over the last year. That means Workiva only paid its providers $20.60 for every $100 in revenue. The market not only cares about gross margin levels but also how they change over time because expansion creates firepower for profitability and free cash generation. Workiva has seen gross margins improve by 3.4 percentage points over the last 2 years, which is very good in the software space. The customer acquisition cost (CAC) payback period represents the months required to recover the cost of acquiring a new custom...

Recently, Workiva was upgraded by Zacks Investment Research to a Rank #1 (Strong Buy) after analysts steadily raised their earnings estimates over the past three months. This shift in analyst sentiment highlights how improving expectations for Workiva’s earnings power are increasingly influencing professional views of the company’s prospects. Now, we’ll examine how this Zacks Rank upgrade, rooted in rising earnings estimates, may reshape Workiva’s existing investment narrative. We've uncovered the 9 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Workiva, you need to believe its cloud platform can remain a core tool for complex financial, GRC, and sustainability reporting as regulations and enterprise needs evolve. In the near term, the key catalyst is execution on multi solution, large enterprise deals, while a major risk is regulatory uncertainty in regions like Europe that could affect demand for sustainability reporting. The Zacks Rank upgrade, based on rising earnings estimates, reinforces this near term earnings story but does not materially change these core drivers. Among recent announcements, the Q1 2026 earnings and guidance update directly connects to the Zacks Rank move, since analysts raised estimates following Workiva’s GAAP profitability and updated revenue and EPS outlook for 2026. That progress supports the idea that tighter operational discipline and growing international and sustainability reporting demand are feeding into improved earnings power, but it also brings more attention to whether Workiva can sustain margin improvement while continuing to invest in AI capabilities and global expansion. Yet, while earnings expectations are improving, investors should still pay close attention to how regulatory uncertainty, particularly around CSRD in Europe, could... Read the full narrative on Workiva (it's free!) Workiva's narrative projects $1.5 billion revenue and $153.9 million earnings by 2029. This requires 16.3% yearly revenue growth and about a $139.7 million earnings increase from $14.2 million today. Uncover how Workiva's forecasts yield a $78.73 fair value, a 60% upside to its current price. Some of the lowest estimate analysts were already cautious, assuming Workiva’s margins would only rise to about 11.4 percent by 2029 on roughly US$1.5 billion of revenue, and the Zacks upgrade may...

Let’s dig into the relative performance of Workiva (NYSE:WK) and its peers as we unravel the now-completed Q1 finance and hr software earnings season. Organizations are constantly looking to improve organizational efficiencies, whether it is financial planning, tax management or payroll. Finance and HR software benefit from the SaaS-ification of businesses, large and small, who much prefer the flexibility of cloud-based, web-browser delivered software paid for on a subscription basis than the hassle and expense of purchasing and managing on-premise enterprise software. The 12 finance and HR software stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was in line. While some finance and HR software stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.9% since the latest earnings results. Nicknamed "the Excel killer" by some finance professionals for its ability to eliminate spreadsheet chaos, Workiva (NYSE:WK) provides a cloud-based platform that enables organizations to streamline financial reporting, ESG, and compliance processes with connected data and automation. Workiva reported revenues of $247.3 million, up 19.9% year on year. This print exceeded analysts’ expectations by 0.9%. Overall, it was a strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates. The stock is down 9.2% since reporting and currently trades at $50.31. We think Workiva is a good business, but is it a buy today? Read our full report here, it’s free. Initially created to solve the challenges of international student tuition payments, Flywire (NASDAQ:FLYW) provides specialized payment processing and software solutions that help educational institutions, healthcare systems, travel companies, and businesses manage complex payments. Flywire reported revenues of $184 million, up 42.9% year on year, outperforming analysts’ expectations by 7.2%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA and revenue estimates. Flywire delivered the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 10% since reporting. It currently trades at $15...

Workiva’s first quarter results were shaped by robust demand for its cloud reporting platform, with management attributing growth to strong momentum in large enterprise deals and broad-based adoption across multiple solution categories. CEO Julie Iskow pointed to a 38% increase in contracts over $300,000 and a 39% rise in contracts over $500,000, highlighting customer consolidation onto the Workiva platform for compliance and reporting needs. Despite delivering non-GAAP operating margin improvements and notable expansion in subscription revenue, management acknowledged that macroeconomic caution and evolving regulatory requirements continue to influence customer decision-making and platform adoption. Is now the time to buy WK? Find out in our full research report (it’s free). Revenue: $247.3 million vs analyst estimates of $245.2 million (19.9% year-on-year growth, 0.9% beat) Adjusted EPS: $0.77 vs analyst estimates of $0.65 (17.6% beat) Adjusted Operating Income: $45.42 million vs analyst estimates of $38.54 million (18.4% margin, 17.8% beat) The company slightly lifted its revenue guidance for the full year to $1.04 billion at the midpoint from $1.04 billion Management raised its full-year Adjusted EPS guidance to $2.90 at the midpoint, a 7% increase Operating Margin: 6.2%, up from -12% in the same quarter last year Annual Recurring Revenue: $901.4 million vs analyst estimates of $897.5 million (21.5% year-on-year growth, in line) Billings: $211.4 million at quarter end, up 10.9% year on year Market Capitalization: $2.61 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Robert Oliver (Baird): Asked about changes in sales cycles given AI adoption and regulatory demand. CEO Julie Iskow responded that sales cycles have become shorter, noting “enthusiasm from our customers” and a positive impact from recent go-to-market changes. Adam Hotchkiss (Goldman Sachs): Inquired about the nature of large IPO deals and whether Workiva is selling more solutions to pre-IPO companies. Iskow explained that deal sizes are increasing, with more multi-solution sales to both private and IPO-ready firms. Adam Hotchkiss (Goldman Sac...

Workiva (WK) reported Q1 adjusted earnings late Tuesday of $0.77 per diluted share, up from $0.14 a

AMES, Iowa (AP) — AMES, Iowa (AP) — Workiva Inc. (WK) on Tuesday reported first-quarter net income of $19 million. On a per-share basis, the Ames, Iowa-based company said it had profit of 33 cents. Earnings, adjusted for stock option expense and amortization costs, were 77 cents per share. The results exceeded Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 66 cents per share. The maker of software for managing regulatory filings posted revenue of $247.3 million in the period, which also beat Street forecasts. Three analysts surveyed by Zacks expected $245.1 million. For the current quarter ending in June, Workiva expects its per-share earnings to range from 62 cents to 65 cents. The company said it expects revenue in the range of $250 million to $252 million for the fiscal second quarter. Workiva expects full-year earnings in the range of $2.85 to $2.95 per share, with revenue expected to be $1.04 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on WK at https://www.zacks.com/ap/WK

Workiva (WK) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.25%. A quarter ago, it was expected that this maker of software for managing regulatory filings would post earnings of $0.68 per share when it actually produced earnings of $0.78, delivering a surprise of +14.71%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Workiva, which belongs to the Zacks Internet - Software industry, posted revenues of $247.31 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.90%. This compares to year-ago revenues of $206.28 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Workiva shares have lost about 34.4% since the beginning of the year versus the S&P 500's gain of 5.2%. While Workiva has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Workiva was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks...

Fiscal first quarter subscription & support revenue increased by 21% Total revenue was $247 million, up 20% year-over-year GAAP operating margin was 6.2%, non-GAAP operating margin was 18.4% Repurchased $50 million worth of Class A common stock under the 2024 share repurchase plan NEW YORK, May 05, 2026--(BUSINESS WIRE)--Workiva Inc. (NYSE: WK), a leading, AI-powered platform for trust, transparency, and accountability, today announced financial results for its first quarter ended March 31, 2026. "Q1 2026 was another strong quarter as organizations across every industry turn to Workiva as their platform of trust for the Office of the CFO," said Julie Iskow, President & Chief Executive Officer. "In a world where AI is accelerating the pace of change, the tolerance for error in financial reporting, sustainability, and governance, risk and compliance is zero, and our customers increasingly rely on us to ensure that every number and every narrative is accurate, traceable, and audit-ready." "Our first quarter results reflect strong execution across the business, with 21% subscription revenue growth and a non-GAAP operating margin of 18.4%, a 1,600 basis-point improvement compared to a year ago," said Barbara Larson, Chief Financial Officer. "This level of margin expansion, while sustaining durable top-line growth, demonstrates the operating leverage we are building in the business and reflects the disciplined foundation we've established to drive growth at scale." First Quarter 2026 Financial Results Revenue: Total revenue for the first quarter of 2026 reached $247 million, an increase of 20% from $206 million in the first quarter of 2025. Subscription and support revenue contributed $225 million, up 21% versus the first quarter of 2025. Professional services revenue was $22 million, up slightly from the first quarter of 2025. Operating Margin: GAAP operating margin for the first quarter of 2026 was 6.2% compared to (12.0)% in the prior year's first quarter. Non-GAAP operating margin was 18.4% compared to 2.4% in the first quarter of 2025. GAAP Net Income (Loss): GAAP net income for the first quarter of 2026 was $19 million compared with a net loss of $(21) million for the prior year's first quarter. GAAP net income per basic share and diluted share was $0.33, compared with a net loss per basic and diluted share of $(0.38) in the first quarter of 2025. Non-GAAP N...

Workiva (WK) reported $247.31 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 19.9%. EPS of $0.77 for the same period compares to $0.14 a year ago. The reported revenue represents a surprise of +0.9% over the Zacks Consensus Estimate of $245.1 million. With the consensus EPS estimate being $0.66, the EPS surprise was +17.25%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Workiva performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- Subscription and support: $225.36 million versus the three-analyst average estimate of $224.47 million. The reported number represents a year-over-year change of +21.5%. Revenue- Professional Services: $21.95 million versus the two-analyst average estimate of $20.6 million. The reported number represents a year-over-year change of +5.7%. Gross profit- Professional services (non-GAAP): $9.78 million versus the two-analyst average estimate of $8.13 million. Gross profit- Subscription and support (non-GAAP): $194.02 million versus the two-analyst average estimate of $190.19 million. View all Key Company Metrics for Workiva here>>> Shares of Workiva have returned -5.3% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Workiva Inc. (WK) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Image source: The Motley Fool. Tuesday, May 5, 2026 at 5 p.m. ET Chief Executive Officer — Julie Iskow Chief Financial Officer — Barbara Larson Senior Director of Investor Relations — Katie White Need a quote from a Motley Fool analyst? Email [email protected] Operator: Good afternoon, ladies and gentlemen. Welcome to Workiva Inc.'s Q1 2026 Earnings Call. My name is Dasey, and I will be your host operator on this call. After the prepared comments, we will conduct a question and answer session. Instructions will be provided at that time. Please note that this call is being recorded on 05/05/2026, at 5 PM Eastern Time. I would now like to turn this meeting over to your host for today's call, Katie White, Senior Director of Investor Relations at Workiva Inc. Please go ahead. Katie White: Good afternoon, and thank you for joining Workiva Inc.'s Q1 2026 Conference Call. During today's call, we will review our first quarter 2026 results and discuss our guidance for the second quarter and full year 2026. Today's call will include comments from our Chief Executive Officer, Julie Iskow, followed by our Chief Financial Officer, Barbara Larson. We will then open up the call for a Q&A session. After market close today, we issued a press release, which is available on our Investor Relations website along with our quarterly investor presentation. This conference call is being webcast live and following the call, an audio replay will be available on our website. During today's call, we will be making forward-looking statements regarding future events and financial performance, including guidance for the second quarter and full fiscal year 2026. These forward-looking statements are based on our assumptions as to the macroeconomic, political, and regulatory environment as of today, reflect management's current expectations and beliefs, based on factors currently known to us, and are subject to significant risks and uncertainty. Workiva Inc. cautions that these forward-looking statements are not guarantees of future performance. We undertake no obligation to update or revise these statements. If the call is reviewed after today, the information presented during the call may not contain current or accurate information. Please refer to the company's Annual Report on Form 10-K and subsequent filings with the SEC for factors that may cause our actual results to differ materially from t...

Performance beat was driven by broad-based demand for the multi-solution platform, particularly in large contract cohorts where $300k+ and $500k+ deals grew nearly 40% year-over-year. Management attributes the 1,600 basis point operating margin improvement to deliberate operational discipline, including restructuring for efficiency and embedding automation into internal workflows. The 'Office of the CFO' is increasingly centralizing financial and non-financial data on Workiva to ensure audit-readiness and data lineage as regulatory complexity increases globally. Strategic go-to-market changes under new leadership are focused on building a leaner, sharper sales organization designed to scale beyond $1 billion in revenue. The value proposition remains resilient against potential SEC filing cadence changes because the platform serves as a continuous 'trusted data foundation' rather than just a filing tool. Sustainability demand is shifting from voluntary to mandatory, with CSRD requirements driving significant account expansions and competitive wins over point solutions. Full-year 2026 operating margin outlook was raised by 100 basis points to 16.0%-16.5%, reflecting confidence in ongoing operational rigor and productivity gains. Q2 revenue guidance assumes typical seasonality where Q1 is the smallest bookings quarter, leading to the smallest sequential growth in the second quarter. The company is transitioning to an 'Agentic' platform approach, planning to roll out AI agents across all solutions to automate time-pressured tasks like internal tie-outs. Guidance assumes subscription revenue growth of approximately 19% for the full year, while professional services revenue is expected to remain relatively flat as partners take on more low-margin work. Management expects the healthy backlog of IPO-ready companies to eventually drive capital markets growth as market conditions stabilize. The Audit Committee approved the appointment of Grant Thornton as the company's new independent auditor as part of a normal governance process. Workiva repurchased $50 million of Class A common stock in Q1, with $228 million remaining under the current $350 million authorization. Foreign currency fluctuations provided an approximately 2 percentage point favorable impact on reported revenue growth and net retention rates in Q1. Management noted that while AI enthusiasm is high, the...