Earnings summaries and quarterly performance for WORKIVA.
Executive leadership at WORKIVA.
Julie Iskow
Detailed
President and Chief Executive Officer
CEO
BZ
Brandon Ziegler
Executive Vice President, Chief Legal and Administrative Officer and Corporate Secretary
JK
Jill Klindt
Executive Vice President, Chief Financial Officer and Treasurer
MH
Michael Hawkins
Executive Vice President, Chief Sales Officer
Board of directors at WORKIVA.
Research analysts who have asked questions during WORKIVA earnings calls.
Adam Hotchkiss
Goldman Sachs
6 questions for WK
Also covers: ALKT, ALRM, BL +15 more
AS
Alex Sklar
Raymond James & Associates, Inc.
3 questions for WK
Also covers: ALKT, BL, INTA +6 more
BH
Brett Huff
Stephens Inc.
3 questions for WK
Also covers: BRZE, CSGP, DOMO +3 more
DJ
Daniel Jester
BMO Capital Markets
3 questions for WK
Also covers: ADP, BL, BSY +12 more
Dominique Manansala
Truist Securities
3 questions for WK
Also covers: BL, PATH, PCTY
Jacob Roberge
William Blair
3 questions for WK
Also covers: APPN, BL, DDOG +14 more
Robert Oliver
Robert W. Baird & Co.
3 questions for WK
Also covers: AMPL, ASAN, AZPN +17 more
Ryan Krieger
Wolfe Research
3 questions for WK
Also covers: BL, DAY, OS
SE
Steve Enders
Citigroup
3 questions for WK
Also covers: APPN, ASAN, BL +11 more
AS
Alexander Sklar
Raymond James Financial, Inc.
2 questions for WK
Also covers: AIOT, BL, DUOL +11 more
AD
Andrew DeGasperi
BNP Paribas
2 questions for WK
Also covers: CDNS, DDOG, IOT +5 more
KA
Kyle Aberasturi
BMO Capital Markets
2 questions for WK
Also covers: BL
NA
Nick Altman
BTIG
2 questions for WK
RO
Rob Oliver
Baird
2 questions for WK
Also covers: AMPL, ASAN, BLKB +3 more
SE
Steven Enders
Citigroup Inc.
2 questions for WK
Also covers: APPN, ASAN, BL +14 more
TT
Terry Tillman
Truist Financial Corporation
2 questions for WK
Also covers: QTWO, TYL, XZO +1 more
George Michael Kurosawa
Citigroup
1 question for WK
Also covers: BL, MANH, OTEX +2 more
JR
Jake Roberge
William Blair & Company, L.L.C
1 question for WK
Also covers: ADBE, APPN, ARCT +13 more
John Messina
Raymond James
1 question for WK
Also covers: GLBE, PCTY
PS
Patrick Schulz
Baird
1 question for WK
Also covers: BL, OS, PRO +2 more
Recent press releases and 8-K filings for WK.
Workiva Announces Q4 and Full Year 2025 Results, Provides 2026 Guidance, and Details Leadership Changes
WK
Earnings
Guidance Update
Management Change
- Workiva reported strong Q4 2025 results, with total revenue of $239 million (up 20% year-over-year) and a non-GAAP operating margin of 19.1%. For the full year 2025, total revenue was $885 million (up 20%), with a non-GAAP operating margin of 9.9% and a free cash flow margin of 15.6%.
- The company issued Q1 2026 total revenue guidance of $244 million-$246 million and a non-GAAP operating margin of 15.5%-16%. For full-year 2026, total revenue is projected to be $1.036 billion-$1.04 billion, with subscription revenue growth of approximately 19%, a non-GAAP operating margin of 15%-15.5%, and a free cash flow margin of approximately 19%.
- Workiva announced significant leadership changes, including Barbara Larson as the new CFO, Michael Pinto as CRO, and Deepak Bharadwaj as CPO, alongside the appointment of two new board members.
- The board authorized a $250 million increase to the share repurchase program in February 2026, with $28 million remaining from the previous authorization as of December 31, 2025.
- AI capabilities are seeing increasing adoption, with almost 30% of customers having enabled AI on their platform, and are being monetized through premium tiers and usage-based pricing.
Feb 19, 2026, 10:00 PM
Workiva Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance, and Expands Share Repurchase Program
WK
Earnings
Guidance Update
Share Buyback
- Workiva reported strong financial results for Q4 2025, with total revenue growing 20% to $239 million and subscription revenue increasing 21% to $219 million. For the full year 2025, total revenue reached $885 million, up 20%, and subscription revenue was $813 million, up 22%.
- The company achieved a Q4 non-GAAP operating margin of 19.1% and a full-year 2025 non-GAAP operating margin of 9.9%, demonstrating significant improvement.
- Key customer metrics remain strong, with 6,624 customers at year-end 2025, a 97% gross retention rate, and a 113% net retention rate. Contracts valued over $100K grew 22% to 2,507, and those over $300K increased 42% to 592.
- Workiva provided Q1 2026 revenue guidance of $244 million to $246 million and full-year 2026 revenue guidance of $1.036 billion to $1.04 billion, with expected subscription revenue growth of approximately 19%. The company also projects a full-year 2026 non-GAAP operating margin of 15% to 15.5% and a free cash flow margin of approximately 19%.
- The board authorized a $250 million increase to its share repurchase program in February 2026, following $72 million in repurchases during 2025. Workiva also highlighted increasing customer adoption of its AI capabilities, with almost 30% of customers having enabled AI on their platform, contributing to momentum in premium tiers.
Feb 19, 2026, 10:00 PM
Workiva Reports Strong Q4 and Full-Year 2025 Results, Issues Optimistic 2026 Guidance, and Expands Share Repurchase Program
WK
Earnings
Guidance Update
Share Buyback
- Workiva reported strong financial performance for Q4 2025, with total revenue of $239 million (up 20% year-over-year) and subscription revenue of $219 million (up 21% year-over-year). For the full year 2025, total revenue was $885 million (up 20%), and subscription revenue was $813 million (up 22%).
- The company demonstrated significant profitability improvements, achieving a Q4 2025 non-GAAP operating margin of 19.1% and a full-year 2025 non-GAAP operating margin of 9.9%. The full-year 2025 free cash flow margin was 15.6%.
- Workiva issued optimistic guidance for 2026, projecting full-year total revenue between $1.036 billion and $1.04 billion, with subscription revenue growth of approximately 19% year-over-year. The full-year 2026 non-GAAP operating margin is expected to range from 15% to 15.5%, and free cash flow margin is anticipated to be approximately 19%.
- The board authorized a $250 million increase to the share repurchase program in February 2026, building on the $28 million remaining from the prior authorization as of December 31, 2025.
- Customer metrics remained robust, with 6,624 customers at the end of Q4 2025, a gross retention rate of 97%, and a net retention rate of 113%. Contracts valued over $300K increased 42% year-over-year.
Feb 19, 2026, 10:00 PM
Workiva Announces Strong Q4 and Full Year 2025 Financial Results, Raises Share Repurchase Plan
WK
Earnings
Guidance Update
Share Buyback
- Workiva announced Q4 2025 total revenue of $239 million, a 20% year-over-year increase, and full-year 2025 total revenue of $885 million, also up 20% year-over-year.
- The company reported a non-GAAP operating margin of 19.1% for Q4 2025 and 9.9% for full-year 2025, showing significant improvement from the prior year.
- Workiva issued Q1 2026 revenue guidance of $244 million to $246 million and full-year 2026 revenue guidance of $1.036 billion to $1.040 billion.
- The board of directors increased the share repurchase plan by an additional $250 million, after repurchasing $72 million of Class A common stock in 2025.
Feb 19, 2026, 9:05 PM
Workiva Announces Strong Q4 and Full Year 2025 Financial Results and Positive 2026 Outlook
WK
Earnings
Guidance Update
Share Buyback
- Workiva reported total revenue of $239 million for Q4 2025, an increase of 20% year-over-year, and $885 million for the full year 2025, also up 20% year-over-year.
- The company achieved a non-GAAP operating margin of 19.1% in Q4 2025 and 9.9% for the full year 2025, demonstrating improved profitability.
- Workiva repurchased $72 million worth of Class A common stock in 2025 and announced an increase of $250 million to its share repurchase plan.
- For fiscal year 2026, Workiva expects total revenue between $1.036 billion and $1.040 billion, with a non-GAAP operating margin of 15.0% to 15.5%.
Feb 19, 2026, 9:05 PM
Workiva Discusses Platform, Growth Drivers, and Profitability Initiatives
WK
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- Workiva offers a cloud-native AI-powered platform for financial reporting, governance, risk and compliance (GRC), and sustainability, serving 6,500 clients, including 85% of the Fortune 1,000.
- The company has experienced strong year-to-date bookings driven by broad-based demand, with notable performance in financial services, multi-entity reporting, capital markets, and private company reporting. While sustainability demand has seen some moderation, it remains a strategic focus.
- Workiva is committed to improving profitability and sales & marketing leverage, targeting a 200 basis point improvement in its medium-term sales and marketing targets and having raised operating margin targets by 400 basis points this year.
- Key growth drivers include stratified packaging (e.g., SEC Advance offering north of 20% uplift), 30% ARR growth in GRC as of Q2, and international expansion. The company is also integrating AI to deliver pragmatic customer value.
- Workiva's Net Revenue Retention (NRR) is 114% (with 100 basis points currency impact), and it is pursuing share repurchases as part of its capital allocation strategy.
Dec 9, 2025, 3:00 PM
Workiva Discusses Strong Bookings, Profitability Focus, and Strategic Growth Drivers
WK
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- Workiva (WK) reported strong year-to-date bookings across its cloud-native, AI-powered platform, which serves 6,500 companies including 85% of the Fortune 1000. Growth is particularly strong in financial services, multi-entity reporting, and capital markets.
- The company is prioritizing profitability and sales efficiency, targeting a 200 basis point improvement in sales and marketing leverage and raising its operating margin target by 400 basis points this year. This reflects a deliberate organizational shift towards balancing growth and productivity.
- Workiva is tracking key performance indicators such as 114% Net Revenue Retention (NRR) and over 40% growth in large contract cohorts ($300K and $500K) in Q3. The company maintains a long-term revenue target of $1.1 billion-$1.2 billion by year-end 2027.
- Specific solutions are performing well, with Governance, Risk, and Compliance (GRC) Annual Recurring Revenue (ARR) growing 30% as of Q2, and the SEC solution achieving an uplift of over 20% from its Standard to Advanced packaging. Sustainability, contributing 10%-15% of revenue, remains a strategic market with durable long-term demand.
- With an expanding margin profile, Workiva anticipates generating more cash, offering increased optionality for capital allocation, including strategic M&A and share repurchases.
Dec 9, 2025, 3:00 PM
Workiva Discusses Strong Bookings, Profitability Focus, and AI Strategy
WK
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- Workiva is experiencing strong year-to-date bookings in a challenging software market, driven by its cloud-native AI-powered platform across financial reporting, governance, risk and compliance (GRC), and sustainability solutions.
- The company is deliberately focusing on improving profitability and sales and marketing leverage, having raised its operating margin target by 400 basis points and its medium-term targets by two points.
- Workiva is leveraging AI for product innovation, such as SEC Intelligence and GRC capabilities, and has introduced stratified packaging (good, better, best) for solutions like SEC, leading to over 20% uplift from standard to advanced versions.
- Growth continues in GRC, with 30% ARR growth as of Q2, and while sustainability demand has seen some moderation, it remains a strategic market with long-term durable demand, supported by international expansion.
Dec 9, 2025, 3:00 PM
Workiva Reports Strong Q3 2025 Results and Raises Full Year Guidance
WK
Earnings
Guidance Update
Product Launch
- Workiva delivered strong financial performance in Q3 2025, with total revenue of $224 million, an increase of 21% over Q3 2024, and subscription revenue of $210 million, up 23% from Q3 2024.
- The company achieved a non-GAAP operating margin of 12.7% in Q3 2025, marking an 860 basis point improvement compared to Q3 2024.
- Workiva raised its full year 2025 guidance, now expecting total revenue to range from $880 million-$882 million and non-GAAP operating margin to be 9.2%-9.4%, reflecting a 200 basis point improvement at the midpoint.
- Growth in large contracts continued, with contracts valued over $100,000 increasing 23%, over $300,000 increasing 41%, and over $500,000 increasing 42% compared to Q3 2024.
- The company launched new AI extensions, including Intelligent Finance, Intelligent Sustainability, and Intelligent GRC, leveraging its intelligence-ready platform.
Nov 5, 2025, 10:00 PM
Workiva Inc. Announces Third Quarter 2025 Financial Results and Updates Full Year Guidance
WK
Earnings
Guidance Update
Share Buyback
- Workiva Inc. reported Q3 2025 total revenue of $224 million, an increase of 21% year-over-year, with subscription and support revenue growing 23% over Q3 2024.
- The company achieved a non-GAAP operating margin of 12.7% and non-GAAP net income of $35 million for Q3 2025, resulting in non-GAAP diluted EPS of $0.55.
- Workiva repurchased $10 million of Class A common stock during Q3 2025, with approximately $40 million remaining available under the share repurchase plan as of September 30, 2025.
- For Full Year 2025, Workiva updated its guidance, expecting total revenue in the range of $880 million to $882 million and non-GAAP operating margin between 9.2% and 9.4%.
Nov 5, 2025, 9:08 PM
Quarterly earnings call transcripts for WORKIVA.
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