Upland Software (UPLD) Q4 2025 Earnings Transcript

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Tuesday, March 3, 2026 astatine 11 a.m. ET

• Chairman — Jack McDonald

• Chief Financial Officer — Michael D. Hill

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Jack McDonald: Alright. Thank you, and invited to our Q4 2025 net call. I americium joined contiguous by Michael D. Hill, our CFO. On today’s call, I volition commencement with a Q4 review, and pursuing that, Mike volition supply immoderate item connected the Q4 numbers and our guidance. We volition past unfastened the telephone up for Q&A. But earlier we get started, Mike volition work the harmless harbor statement. Mike?

Michael D. Hill: Yeah. Thank you, Jack. During today’s call, we volition see statements that are considered forward-looking wrong the meanings of securities laws. Detailed treatment of the risks and uncertainties associated with specified statements is contained successful our periodic reports filed with the SEC. The forward-looking statements made contiguous are based connected our views and assumptions and connected accusation presently disposable to Upland Software, Inc. management. We bash not mean oregon undertake immoderate work to merchandise publically immoderate updates oregon revisions to immoderate forward-looking statements. On this call, Upland Software, Inc. volition notation to non-GAAP fiscal measures that, erstwhile utilized successful operation with GAAP results, supply Upland Software, Inc. absorption with further analytical tools to recognize its operations.

Upland Software, Inc. has provided reconciliations of non-GAAP measures to the astir comparable GAAP measures successful our property merchandise announcing our fiscal results, which are disposable connected the Investor Relations conception of our website. Please enactment that we are incapable to reconcile immoderate forward-looking non-GAAP fiscal measures to their straight comparable GAAP fiscal measures due to the fact that the accusation which is needed to implicit a reconciliation is unavailable astatine this clip without unreasonable effort. And with that, I volition crook the telephone backmost implicit to Jack.

Jack McDonald: Alright. Thanks, Mike. The headlines successful Q4: revenue, adjusted EBITDA, and margins came successful astir arsenic expected. Our Q4 halfway integrated maturation complaint was level owed to a pugnacious comparison to Q4 2024 which contained immoderate lumpy further usage measurement revenue. As we person said connected erstwhile calls, our halfway integrated maturation complaint volition bounce astir a spot from 4th to quarter. The wide inclination has been improving. The maturation rates were antagonistic 2% 3 years ago, antagonistic 1% 2 years ago, astir 1% affirmative past year, and we are targeting 1% to 2% this year. So a mostly improving trend. Annual nett dollar retention complaint was 96% successful 2025, accordant with the anterior year.