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Vertex
Vertex (VERX) investor relations material
Vertex Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Fourth quarter revenue reached $194.7 million, up 9.1% year-over-year, and full-year revenue grew 12.2% to $748.4 million, with double-digit growth and improved profitability.
Adjusted EBITDA for Q4 was $42.5 million, exceeding guidance, and full-year adjusted EBITDA was $161.5 million (21.6% margin).
The company is accelerating growth through AI-driven innovation, expanding compliance and e-invoicing offerings, and improving customer retention.
E-invoicing business accelerated, with mandates in France and Germany expected to drive growth, and early traction for AI-driven Smart Categorization.
Q4 net loss narrowed to $7.0 million from $67.8 million prior year; full-year net income was $7.2 million versus a $52.7 million loss prior year.
Financial highlights
Q4 2025 total revenues were $194.7 million, up 9.1% year-over-year; cloud revenues grew 23% to $94.6 million.
Full-year 2025 revenues were $748.4 million, up 12.2%; cloud revenues were $352.9 million, up 27.9%.
Subscription revenue for Q4 was $166.2 million, up 8.9%; full-year subscription revenue was $639.7 million, up 12.8%.
Annual recurring revenue (ARR) at year-end was $671 million, up 11.3% year-over-year.
Free cash flow for 2025 was $47.6 million, down from $77.7 million prior year.
Outlook and guidance
2026 revenue guidance is $823.5–$831.5 million, with cloud revenue growth of 25%.
Adjusted EBITDA for 2026 is expected to be $188–$192 million (23% margin midpoint).
Q1 2026 revenue guidance is $193.5–$196.5 million; adjusted EBITDA $40.5–$43.5 million (21.5% margin midpoint).
Management expects continued double-digit revenue growth and improving profit margins.
Quantify AI and e-invoicing growth impact
Why did NRR and GRR decline in 2025?
What is the strategy for the remaining buyback?
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Next Vertex earnings date
Q1 20266 May, 2026
Vertex
Next Vertex earnings date
Q1 20266 May, 2026
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Frequently asked questions
Vertex Inc is a provider of tax technology solutions for corporate customers. The company offers software and services that support indirect tax processes including sales, use, and value-added tax determination, compliance, and reporting. It serves clients across retail, manufacturing, and service sectors. Vertex Inc is headquartered in King of Prussia, Pennsylvania, and its shares are listed on the NASDAQ.
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