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
4 questions for WK
Also covers: ALKT, ALRM, BL +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
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: DDOG, IOT, NAVN +4 more
KA
Kyle Aberasturi
BMO Capital Markets
2 questions for WK
Also covers: BL
SE
Steven Enders
Citigroup Inc.
2 questions for WK
Also covers: APPN, ASAN, BL +14 more
AS
Alex Sklar
Raymond James & Associates, Inc.
1 question for WK
Also covers: INTA, IOT, KARO +2 more
BH
Brett Huff
Stephens Inc.
1 question for WK
Also covers: BRZE, CSGP, DOMO +2 more
DJ
Daniel Jester
BMO Capital Markets
1 question for WK
Also covers: ADP, BL, DAY +11 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
PS
Patrick Schulz
Baird
1 question for WK
Also covers: BL, OS, PRO +1 more
SE
Steve Enders
Citigroup
1 question for WK
Also covers: APPN, ASAN, BL +11 more
Recent press releases and 8-K filings for WK.
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
Workiva Inc. Announces Strong Q3 2025 Results and Raises Full-Year Guidance
WK
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Workiva Inc. reported total revenue of $224 million for Q3 2025, representing 21% year-over-year growth, driven by a 23% increase in subscription and support revenue.
- The company achieved a non-GAAP operating margin of 12.7% and a GAAP net income of $3 million in Q3 2025, a notable improvement from the prior year.
- Workiva raised its full-year 2025 guidance, now expecting total revenue between $880 million to $882 million and a non-GAAP operating margin of 9.2% to 9.4%.
- Customer growth was strong, with the number of customers having an annual contract value over $500,000 increasing by 42% year-over-year to 236 as of September 30, 2025.
Nov 5, 2025, 9:05 PM
Workiva: Irenic Capital Management Outlines Value Creation Recommendations
WK
Board Change
M&A
Takeover Bid
- Irenic Capital Management, a significant shareholder holding approximately 2% of Workiva's outstanding shares, has issued a presentation detailing recommendations to address the company's significant share price underperformance.
- Irenic attributes Workiva's underperformance to a failure in achieving the appropriate mix of growth and operating profitability.
- The firm advocates for a revamped Board to conduct a Strategic & Operating review, evaluating options such as operating as a more profitable public company or pursuing a sale to a sponsor or strategic buyer.
- Irenic calls on Workiva to either adopt a "Rule of 40" operating model, balancing growth and increased profitability, or to sell the company.
Sep 29, 2025, 7:03 PM
Workiva Inc. Announces Second Quarter 2025 Financial Results and CFO Departure
WK
Earnings
Guidance Update
CFO Change
- Workiva Inc. reported total revenue of $215 million in the second quarter of 2025, representing 21% year-over-year growth, with subscription and support revenue increasing by 23%.
- The company achieved a non-GAAP operating margin of 3.8% and non-GAAP net income of $11 million for Q2 2025.
- Workiva's customer base with an annual contract value over $500,000 grew 35% year-over-year, and the company repurchased $10 million of Class A common stock during the quarter.
- Workiva provided financial guidance for Q3 2025 and the full year 2025, projecting full-year total revenue to be in the range of $870 million to $873 million.
- Jill Klindt is stepping down from her role as Chief Financial Officer, with her departure expected by December 2025 or upon the appointment of a successor.
Jul 31, 2025, 8:15 PM
Workiva Discusses FY 2024 Performance, 2025 Outlook, and Growth Strategy
WK
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Workiva reported over $700 million in revenue last year and serves over 6,300 customers.
- The company anticipates 20% subscription revenue growth in 2025 and reported a strong $1.175 billion in Remaining Performance Obligation (RPO), setting a positive outlook for the year.
- Key growth areas include sustainability (fastest-growing solution, 21% of TAM) and financial services, with a strategic focus on multi-solution platform sales and leveraging its partner network to drive larger deals and higher close rates.
- Workiva is investing in go-to-market activities to fuel growth, while pursuing efficiency in other areas to achieve profitability targets, and sees potential for future AI monetization through its existing metric-based pricing model.
Mar 3, 2025, 1:05 PM
Workiva Outlines Growth Strategy and Financial Outlook for FY 2025
WK
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- Workiva reported over $700 million in revenue last year and serves over 6,300 customers, with an expectation to grow subscription revenue by 20% in 2025.
- The company's Remaining Performance Obligation (RPO) reached $1.175 billion, demonstrating strong Q4 execution and setting up 2025.
- Growth is driven by a broad solution portfolio, including sustainability (a fast-growing area representing approximately 21% of their Total Addressable Market (TAM)), and a focus on multi-solution deals and leveraging a partner network.
- Workiva is investing in go-to-market activities and integrating AI into its platform for content creation and quality control, with a metric-based pricing model expected to facilitate future AI monetization.
- The company's M&A strategy focuses on tuck-in acquisitions to accelerate strategy, exemplified by the acquisition of Sustain.Life to form Workiva Carbon.
Mar 3, 2025, 1:05 PM
Quarterly earnings call transcripts for WORKIVA.
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