{"filings":[{"id":2080198,"accession_number":"0001505155-26-000062","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-08-05T20:40:47+00:00","items":["3.01"],"status":"ready","headline":"Upland Software receives Nasdaq deficiency notice for failing $15M MVPHS requirement","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received notice on July 31, 2026 for non-compliance with Nasdaq's $15M minimum market value of publicly held shares.","Has 180 days, until January 27, 2027, to regain compliance with the MVPHS requirement.","If not regained, Nasdaq will issue a delisting notice; company may appeal to a Nasdaq Hearings Panel.","Common stock continues trading on Nasdaq Global Market under symbol UPLD during the cure period.","Company will monitor and consider options but cannot assure it will regain compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":"2026-08-05","daily_digest_url":"/daily/2026-08-05","daily_digest_rank":1},{"id":1777476,"accession_number":"0001505155-26-000059","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-07-21T21:03:45+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Upland Software appoints Jennifer Simon as CFO effective August 17, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jennifer Simon, CPA, appointed CFO; previously SVP Finance at NextGen Healthcare and interim CFO at Quest Software.","Compensation: $350k base salary, 75% bonus target, 30,000 RSUs (3-year vest), and PRSUs up to 25,000.","Outgoing CFO Mike Hill retiring after founding team tenure; Simon to lead finance, capital allocation, and AI strategy.","Simon drove $120M in cost savings at Quest Software and led M&A diligence and debt restructuring."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1509316,"accession_number":"0001505155-26-000055","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-07-08T13:07:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Upland Software regains Nasdaq minimum bid price compliance after 10-day closing bid above $1.00","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq letter on July 2, 2026 confirming compliance with minimum bid price rule.","Common stock closing bid price at or above $1.00 for 10 consecutive business days (June 17–July 1, 2026).","Regained compliance with Nasdaq Listing Rule 5450(a)(1) for continued listing on The Nasdaq Global Market.","Nasdaq considers the matter closed; no further action required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1488996,"accession_number":"0001505155-26-000049","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-07-07T16:01:36+00:00","items":["5.02"],"status":"ready","headline":"Upland Software CFO Michael Hill to retire July 27; David Tamez named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael D. Hill notified board of his retirement as CFO, effective July 27, 2026.","David Tamez, SVP Treasury Management since June 2023, appointed interim CFO effective same date.","Board has initiated a search for a permanent successor to Hill.","Hill's retirement is not due to any disagreement with the company's operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":844596,"accession_number":"0001505155-26-000039","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-06-04T13:17:47+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Upland Software stockholders approve 1-for-10 reverse split and 2024 plan share increase","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reverse stock split at 1-for-10 ratio effective June 17, 2026; no fractional shares, cash in lieu.","Stockholders approved amendment to 2024 Omnibus Incentive Plan, raising share reserve from 3.2M to 5.2M shares.","Class III director John T. (Jack) McDonald reelected with 16.2M votes for, 3.2M withheld.","KPMG ratified as FY 2026 auditor; advisory Say-on-Pay approved with 17.1M votes for.","All six proposals passed at June 3, 2026 annual meeting; broker non-votes recorded on three items."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93257,"accession_number":"0001505155-26-000034","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q1 revenue $48.7M (-24% YoY); net loss narrows to $0.09/share; guides FY revenue decline ~9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $48.7M, down 24% YoY; subscription revenue $46.1M, down 23%, mainly from 2025 divestitures.","GAAP net loss attributable to common $2.7M ($0.09/share) vs $27.3M ($0.97) last year; Adjusted EBITDA $12.7M (26% margin).","Operating cash flow $5.6M; free cash flow $5.5M; cash on hand $29.8M.","Outlook: Q2 revenue $47.1-$50.1M; FY revenue $192.5-$201.5M (both down ~9% at midpoint); Adj. EBITDA margin ~27%.","New CEO Sean Nathaniel: 'solid Q1; beating guidance midpoints'; 107 new customers added in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":48690000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93256,"accession_number":"0001505155-26-000030","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Upland inadvertently released preliminary Q1 2026 data in ARS; corrected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company's Annual Report to Stockholders accidentally included preliminary, unaudited Q1 2026 financials.","Corrected ARS filed with SEC; correct 2025 10-K attached; new copies mailed to requesting stockholders.","Preliminary Q1 data is not an intentional disclosure and should not be relied upon.","Upland will report Q1 2026 results after completing normal quarter-end close and review."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93255,"accession_number":"0001505155-26-000015","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Upland Software receives Nasdaq bid price deficiency notice; has 180 days to cure","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Closing bid price below $1.00 for 30 consecutive business days triggers deficiency letter.","Compliance deadline is October 5, 2026; must close at $1.00 for 10 consecutive business days.","If not cured, may qualify for second 180-day period by transferring to Nasdaq Capital Market.","Company will monitor bid price and evaluate options, but cannot assure compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104731,"accession_number":"0001505155-26-000009","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Upland Software dismisses EY as auditor, appoints KPMG for FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed EY effective March 9, 2026, and appointed KPMG for fiscal year 2026.","KPMG appointment subject to completion of client acceptance procedures and engagement letter.","No disagreements with EY on accounting principles, audit scope, or financial statement disclosure.","EY's reports on 2024 and 2025 financial statements were unqualified and not modified as to uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104730,"accession_number":"0001505155-26-000005","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q4 revenue $49.3M (-28% YoY); GAAP net loss $0.01/share; Adj EBITDA margin 31%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $49.3M, down 28% YoY due to divestitures; subscription revenue $46.7M (-27% YoY).","GAAP net loss attributable to common stockholders $0.4M, or $0.01 per share, improved from $0.18 loss in Q4 2024.","Adjusted EBITDA $15.3M (31% margin) vs $14.9M (22% margin) in Q4 2024; free cash flow $7.2M.","Q1 2026 guidance: revenue $47-50M, Adj EBITDA $11.9-13.4M; FY2026 revenue $194.2-206.2M, Adj EBITDA $52.6-58.6M.","Cash on hand $29.4M at year-end; added 110 new customers in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104729,"accession_number":"0001505155-26-000001","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Upland Software CEO John McDonald to retire; Sean Nathaniel named successor effective May 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John T. McDonald retires as CEO effective April 30, 2026; remains Chairman of the Board.","Sean Nathaniel appointed CEO effective May 1, 2026; previously CEO of DryvIQ and former Upland CTO.","Nathaniel receives $600,000 base salary, $400,000 bonus target, 500,000 RSUs, and PRSUs up to 500,000.","McDonald's 250,000 unvested PSUs cancelled; receives 250,000 RSUs and 24 months health benefit.","McDonald's retirement is not due to any disagreement with the Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121014,"accession_number":"0001505155-25-000104","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q3 revenue falls 24% to $50.5M; adj EBITDA margin expands to 32% from 21%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $50.5M (-24% YoY) due to divestitures; subscription revenue $47.7M (-25%).","GAAP net loss $1.1M vs $1.7M loss a year ago; adj EBITDA $16.0M (32% margin vs 21%).","Free cash flow $6.7M; cash $22.8M; debt refinanced extending maturity to July 2031.","Q4 2025 guidance: revenue $46.4-$52.4M; adj EBITDA $13.8-$16.8M (31% margin at midpoint).","Full-year 2025 revenue guidance $214-$220M; adj EBITDA $56.5-$59.5M (27% margin, +700 bps YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":167564000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137633,"accession_number":"0001505155-25-000096","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-08-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Upland Software board authorizes up to $10M stock repurchase program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to $10M (incl. taxes) for repurchases of common stock.","Repurchases may occur in open market or negotiated transactions including ASR.","Program has no specified expiration; ends when repurchases exhausted or Board terminates.","Repurchases subject to applicable securities laws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137632,"accession_number":"0001505155-25-000085","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q2 revenue down 23% to $53.4M; Adj EBITDA margin expands to 25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $13.0M ($0.51 EPS loss) vs $11.4M loss prior year; revenue decline due to divestitures.","Adjusted EBITDA of $13.6M (25% margin) flat vs $13.6M (20% margin) in Q2 2024.","Completed post-quarter refinancing: $240M term loan, $30M revolver, maturity July 2031; paid down $18M.","Q3 2025 guide: revenue $46.8-$52.8M, Adj EBITDA $14.5-$17.5M (32% margin midpoint).","FY 2025 guide: revenue $211.8-$223.8M, Adj EBITDA $55.8-$61.8M (27% margin midpoint)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":117038000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137631,"accession_number":"0001505155-25-000080","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Upland Software completes $240M debt refinancing with Sound Point Capital, maturity extended to 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $240M term loan matures July 2031; proceeds redeemed $258M prior facility.","Interest rate set at SOFR + 6.00% (floor 1.50%); quarterly amortization begins at 2.5% p.a.","Also received $30M revolving credit facility for working capital and general corporate purposes.","Covenant tested quarterly: secured leverage ratio limited to 6.0x.","CEO cites enhanced financial flexibility to invest in AI-powered software solutions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137630,"accession_number":"0001505155-25-000076","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Upland Software COO Karen Cummings retiring July 31; Daniel Doman named Chief Product and Operating Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["President and COO Karen Cummings will retire effective July 31, 2025, with no disagreement with the company.","Daniel Doman, current Chief Product Officer since May 2021, appointed Chief Product and Operating Officer effective August 1, 2025.","CEO Jack McDonald will also serve as President starting August 1, 2025, in addition to his CEO role.","No family relationships or material interests between Doman and other directors/officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154993,"accession_number":"0001505155-25-000059","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Upland Software stockholders elect three directors, ratify auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["David Chung, Timothy W. Mattox, David D. May elected Class II directors; 20.99M, 21.61M, 21.10M votes for respectively.","Ratification of Ernst & Young as FY2025 auditor passed with 27.83M for, 15.7K against, 11.6K abstain.","Advisory vote on named executive officer compensation approved: 23.04M for, 1.30M against, 25.8K abstain, 3.50M broker non-votes.","Quorum of 27.86M shares (78% of eligible votes) present at the June 4, 2025 meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154992,"accession_number":"0001505155-25-000054","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q1 revenue $63.7M (-10% YoY); net loss narrows; divests mobile messaging unit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $63.7M (-10% YoY); GAAP net loss $25.8M vs $96.1M loss a year ago.","Adjusted EBITDA $13.1M (21% margin) flat YoY; free cash flow $7.9M vs $4.9M.","Sold mobile messaging product lines post-quarter, lowering FY revenue guidance by ~$25M; Adj EBITDA guidance unchanged.","Q2 revenue guidance $50.3-$56.3M (down 23% YoY); Adj EBITDA $12.1-$15.1M (flat).","FY 2025 Adj EBITDA guidance $55-$64M (up 7% midpoint); margin expected to expand to 27% vs 20% in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":63655000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154991,"accession_number":"0001505155-25-000039","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Upland Software eliminates CSO role, terminates Oliver Yates without cause","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["On April 1, 2025, Upland Software eliminated the Chief Sales Officer position.","Oliver Yates was terminated without cause, effective immediately.","Mr. Yates will receive severance under his Executive Employment Agreement dated Jan 9, 2023.","The departure is not due to any dispute or disagreement with the company, including accounting matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173508,"accession_number":"0001505155-25-000021","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q4 revenue $68M (-6% YoY), net loss narrows; guides 2025 revenue down 11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $68.0M (-6% YoY); subscription revenue $64.3M (-6%). GAAP net loss $3.4M vs $16.0M loss in Q4 2023.","Adjusted EBITDA $14.9M (22% margin), up from $14.1M (19% margin) in prior year.","Cash on hand $56.4M after $188M debt paydown in 2024; additional $32.9M paydown post-quarter.","Full year 2025 revenue guidance $231.5-255.5M (-11% YoY midpoint); Adj. EBITDA margin 24% midpoint.","Divested two non-strategic product lines after year-end; reduces 2025 revenue guide by ~$18M with no Adj. EBITDA impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173507,"accession_number":"0001505155-25-000016","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Upland Software amends bylaws to clarify voting standard for non-director matters","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Board approved amendment to Second Amended and Restated Bylaws on Feb 25, 2025, effective immediately.","Amendment clarifies the voting standard for matters other than election of directors; no other changes.","Bylaws otherwise unchanged; full text of amendment filed as Exhibit 3.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173506,"accession_number":"0001505155-25-000010","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Upland Software CRO Matthew Breslin resigns effective Feb 7, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew Breslin resigns as Chief Revenue Officer, effective February 7, 2025.","Resignation not due to any disagreement on operations, policies, or procedures.","Breslin's responsibilities will be assumed by current Upland executives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190494,"accession_number":"0001505155-24-000101","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q3 revenue down 10% to $66.7M; net loss narrows to $0.12/share; guides Q4 revenue down 5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $66.7M (-10% YoY); subscription revenue $63.8M (-9% YoY); GAAP net loss $1.7M vs $8.7M loss last year.","GAAP EPS loss $0.12 vs $0.31 loss in Q3 2023; Adjusted EBITDA $14.0M (21% margin) vs $16.2M (22% margin).","Operating cash flow $4.3M vs $18.3M; free cash flow $4.2M; paid down $177M in Term Loans; cash $59.7M.","Q4 2024 guidance: revenue $65.9-71.9M (midpoint -5% YoY); Adjusted EBITDA $13.4-16.4M (22% margin).","Full year 2024 guidance: revenue $272.6-278.6M (midpoint -7% YoY); Adjusted EBITDA $54.1-57.1M (20% margin, -14% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":206767000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206986,"accession_number":"0001505155-24-000068","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q2 revenue falls 7% to $69.3M; GAAP loss $0.47/share improves from $0.51; guides FY revenue down 7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $69.3M, down 7% YoY; subscription & support $65.5M, down 7%.","GAAP net loss $11.4M vs $15.1M loss in Q2 2023; EPS loss $0.47 vs $0.51.","Adjusted EBITDA $13.6M (20% margin), down from $16.6M (22%) a year ago.","Q3 guidance: revenue $63.2-69.2M (midpoint -11% YoY); FY revenue $269.6-281.6M (-7% YoY).","155 new customers, 275 expansions; cash on hand $232.4M; free cash flow $5.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":140075000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224286,"accession_number":"0001505155-24-000054","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["1.01","5.07","3.03","5.02","9.01"],"status":"ready","headline":"Shareholders approve NOL-protection rights plan and new equity plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approved 2024 Tax Benefit Preservation Plan to guard NOLs; one preferred stock purchase right per share dividend.","Approved 2024 Omnibus Incentive Plan authorizing up to 3.2M new shares plus shares from prior plan.","Elected directors Steven E. Courter and Teresa Miles Walsh; ratified EY as auditor for 2024.","Advisory say-on-pay approved with ~96% of votes cast in favor (22.6M for, 1.05M against).","Rights dividend record date June 15, 2024; Broadridge Corporate Issuer Solutions as Rights Agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224285,"accession_number":"0001505155-24-000038","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q1 revenue down 8% YoY to $70.7M; guides FY24 revenue down 8% at midpoint","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $70.7M, down 8% YoY; subscription revenue $67.1M, also down 8%.","GAAP net loss $96.1M ($3.37/share), improved from $140M loss in Q1 2023 due to lower goodwill impairment ($87.2M vs $128.8M).","Adjusted EBITDA $13.1M (19% margin), down from $17.6M (23%) in Q1 2023; free cash flow $4.9M vs $15.6M.","Q2 2024 guidance: revenue $64.4M-$70.4M (down 10% at midpoint YoY); Adj. EBITDA $11.8M-$14.8M (down 20%).","FY 2024 guidance: revenue $264.7M-$282.7M (down 8% at midpoint); Adj. EBITDA $50.8M-$59.8M (down 14%)."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":70736000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243625,"accession_number":"0001505155-24-000012","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q4 revenue $72.2M (-8% YoY); FY24 guidance implies continued decline","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $72.2M (-8% YoY); subscription revenue $68.2M (-8% YoY).","GAAP net loss per share $0.56 (vs $0.75 loss in Q4'22); Adjusted EBITDA $14.1M (19% margin), down from $24.3M (31%).","Q1 2024 revenue guidance $65-71M (midpoint -12% YoY); FY24 revenue guidance $259-283M (midpoint -9% YoY).","Adjusted EBITDA guide Q1 $11.3-14.3M (-27% YoY); FY24 $49-61M (-15% YoY).","Cash on hand $236.6M; repurchased $10.8M of common stock in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":297852000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243624,"accession_number":"0001505155-24-000004","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Upland Software promotes Karen Cummings to President and COO, appoints Matt Breslin as Chief Revenue Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Karen Cummings promoted to President and COO effective Jan 25, 2024; she was previously EVP and Senior General Manager since March 2021.","Base salary increased to $375,000; outstanding equity awards to vest on June 30, 2025 subject to continued service.","Matt Breslin appointed Chief Revenue Officer effective Feb 6, 2024; he was formerly EVP at Infor for over 9 years.","No family relationships or material interests between new officers and other directors/executives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261031,"accession_number":"0001505155-23-000059","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-12-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Upland Software director resignation, new director, and COO departure","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Joe Ross resigns effective Jan 1, 2024; Tim Mattox appointed as Class II director.","Tim Mattox (former President/COO) returns to board; not independent; served as strategic advisor since 2021.","David May replaces Ross on the Nominating and Corporate Governance Committee.","COO Paul Miller resigns effective Jan 31, 2024 to pursue other opportunities; no disagreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261030,"accession_number":"0001628280-23-036453","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Upland Q3 revenue down 7% YoY to $74.1M; net loss widens; Q4 adj EBITDA guide down 42%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $8.7M ($0.31 per share) vs loss of $6.5M ($0.22) a year ago.","Adjusted EBITDA $16.2M (22% margin) vs $24.9M (31% margin) in Q3 2022.","Q4 2023 revenue guidance $69-75M; adj EBITDA $12.6-15.6M (20% margin at midpoint).","Board authorized $10M increase to share repurchase program; no expiration date.","Operating cash flow benefited from $20.5M one-time interest rate swap liquidation."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":225674000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278295,"accession_number":"0001193125-23-227722","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-09-01T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"Upland Software CLO resigns; Board authorizes $15M share buyback","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kin Gill resigns as CLO and Secretary effective September 30, 2023.","CFO Michael D. Hill will serve as interim Secretary starting September 30.","Board authorizes stock repurchase program of up to $15M of common stock with no expiration date.","Repurchases may be made in open market or negotiated transactions under applicable securities laws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278294,"accession_number":"0001505155-23-000055","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Software Q2 revenue $74.5M (-7% YoY); guides FY2023 revenue down 6% at midpoint","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $74.5M, down 7% YoY from $80.2M; subscription & support $70.5M (-6%).","GAAP net loss $15.1M ($0.51 per share) vs $16.4M loss YoY; adjusted EBITDA $16.6M (22% margin) vs $24.5M (31%).","Free cash flow $6.7M vs $13.9M; cash on hand $262.6M.","Q3 rev guidance $70.4-$76.4M (midpoint -8% YoY); adj EBITDA $14.5-$17.5M.","FY2023 rev guidance $292.1-$304.1M (midpoint -6% YoY); adj EBITDA $63.2-$69.2M (22% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":151553000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296420,"accession_number":"0001505155-23-000052","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-06-08T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Upland Software stockholders approve 50% increase in authorized common stock and officer exculpation amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Authorized common stock increased from 50M to 75M shares; amendment effective June 7, 2023.","Stockholders also approved adding officer exculpation under Delaware law (For: 23.96M, Against: 4.59M).","Director John T. McDonald re-elected with 26.85M votes for 2.61M withheld; broker non-votes 3.94M.","Advisory say-on-pay approved (For: 24.19M, Against: 5.25M); ratification of Ernst & Young approved (For: 31.28M).","Issuance of shares underlying Series A Preferred Stock in excess of 20% of common authorized (For: 21.99M, Against: 1.16M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296419,"accession_number":"0001505155-23-000046","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q1 revenue $77.1M (-2% YoY); GAAP net loss $140M on $128.8M goodwill impairment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $77.1M, down 2% YoY; subscription revenue $72.9M, down 1% (flat ex-FX). Beat Q1 guidance midpoint.","GAAP net loss $140.0M inclusive of $128.8M non-cash goodwill impairment; GAAP EPS loss $4.38 vs $0.73 loss YoY.","Adjusted EBITDA $17.6M (23% margin) vs $23.4M (30%) a year ago; free cash flow $15.6M, up from $8.0M.","Q2 2023 guidance: revenue $69.8-$75.8M, Adj EBITDA $15-$18M (23% margin); full-year 2023 reaffirmed.","Added 20 new major customers and 207 new customers in Q1; cash $257.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":77056000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296418,"accession_number":"0001505155-23-000040","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["1.01","3.03","5.03","7.01","9.01"],"status":"ready","headline":"Upland Software adopts poison pill to protect ~$147M in NOLs; triggers at 4.9% stake","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["As of March 31, 2023, Upland had approximately $147 million in U.S. federal net operating loss carryforwards (NOLs).","Plan issues one right per share; rights become exercisable if a person/group acquires 4.9% or more of UPLD common stock without board approval.","Rights expire May 1, 2024; board may redeem at $0.0001 per right prior to distribution date.","Existing 4.9%+ holders may continue owning but cannot acquire additional shares without triggering the plan.","Plan designed to deter an ownership change under Section 382 that would limit use of NOLs to offset future income tax."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316893,"accession_number":"0001505155-23-000007","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["1.01","2.02","9.01"],"status":"ready","headline":"Upland Software Q4 revenue $78.8M (+4% YoY), guides Q1 revenue down 5% YoY; announces growth plan","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $78.8M (+4% YoY, +7% constant currency); subscription & support $74.1M (+3%).","GAAP net loss $22.7M (incl. $12.5M goodwill impairment); GAAP EPS loss $0.75 vs $0.24 loss YoY.","Adjusted EBITDA $24.3M (31% margin) vs $25.1M (33% margin) in Q4 2021; free cash flow $5.7M.","Q1 2023 guidance: revenue $72-78M (midpoint -5% YoY), Adj EBITDA $15.5-18.5M (23% margin). Full year 2023 revenue $288-312M, Adj EBITDA $63-75M.","Appointed Oliver Yates as Chief Sales Officer, Michael Frannea as head of marketing; promoted Karen Cummings to EVP and Senior GM."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":317303000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335143,"accession_number":"0001505155-22-000090","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q3 revenue $79.5M (+5% YoY), beats guidance; closes $115M HGGC investment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $79.5M, up 5% YoY (3% FX headwind); subscription & support revenue $75.1M (+4% YoY).","GAAP net loss $6.5M, improved from $11.0M loss in Q3 2021; EPS loss $0.22 vs $0.36 loss.","Adjusted EBITDA $24.9M (31% margin) vs $25.0M (33% margin) a year ago; free cash flow $1.5M.","Closed $115M strategic equity investment from HGGC in convertible preferred at $17.50/share.","Q4 2022 total revenue guided to $74.1-$80.1M; FY22 revenue $312.6-$318.6M with FX headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":238492000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352583,"accession_number":"0001505155-22-000071","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-08-23T23:59:59+00:00","items":["1.01","3.02","3.03","5.02","5.03","9.01"],"status":"ready","headline":"Upland closes $115M Series A convertible preferred issuance to HGGC affiliate; appoints David Chung to board","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 115,000 shares of Series A Convertible Preferred at $1,000/share to HGGC affiliate for aggregate $115M.","Proceeds for general corporate purposes and transaction fees.","Preferred stock carries 4.5% annual dividend (7% after 7 yrs), convertible at $17.50 per share.","Board expanded to six; David Chung (HGGC Partner) appointed as Class II director.","Registration rights agreement requires shelf registration within 60 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352582,"accession_number":"0001505155-22-000054","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Software reports Q2 revenue $80.2M, beats guidance; announces $115M HGGC investment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $80.2M (+5% YoY); subscription & support $75.0M (+4% YoY); GAAP net loss $16.4M ($0.52/share loss).","Adjusted EBITDA $24.5M (31% margin); free cash flow $13.9M, up from $10.6M in Q2 2021.","After quarter close, announced $115M strategic equity investment from HGGC at $17.50/share convertible preferred with 4.5% dividend.","Q3 2022 guidance: revenue $75.7-81.7M, Adj. EBITDA $23.2-26.2M; FY22 revenue $310.5-322.5M, Adj. EBITDA $94.5-100.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":158943000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352581,"accession_number":"0001505155-22-000049","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-07-14T23:59:59+00:00","items":["1.01","3.02","5.02","7.01","9.01"],"status":"ready","headline":"Upland receives $115M HGGC investment; President Favaron to resign Aug 31","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["HGGC invests $115M in convertible preferred stock at $1,000/share; conversion price $17.50 (30% premium to July 13 close).","Preferred stock carries 4.5% dividend, payable in cash or in-kind; after 7 years 7%. Represents ~17% of common shares as-converted.","David Chung of HGGC to join Board as Series A Director; company reaffirms Q2 2022 guidance.","Proceeds to fund M&A and general corporate purposes; pro forma cash ~$240M and net debt/AEBITDA ~2.9x as of Mar 31, 2022.","President Rod Favaron resigns effective Aug 31; CEO Jack McDonald assumes President role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370153,"accession_number":"0001505155-22-000042","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Upland shareholders reject advisory vote on executive compensation at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay proposal received 3.3M For, 15.5M Against, and 4.3M broker non-votes.","Class II directors David D. May and Joe Ross were elected despite May receiving more withheld votes (9.7M) than For (9.1M).","Ratification of Ernst & Young as auditor passed with 22.6M For vs 601K Against.","Meeting quorum was 74% of eligible votes (23.2M shares represented)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.15,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370152,"accession_number":"0001505155-22-000035","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Software Q1 revenue $78.7M (+6% YoY), beats guidance; guides Q2 rev $77.5-81.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $22.8M ($0.73 loss per share) vs $20.7M loss a year ago.","Adjusted EBITDA $23.4M (30% margin); operating cash flow $8.2M, free cash flow $8.0M.","Cash on hand $130.4M; subscription and support revenue $73.6M (+4% YoY).","Q2 2022 revenue guidance $77.5-81.5M; full-year 2022 revenue $313-329M.","Added 120 new customers (25 major); expanded 280 existing relationships; 49 major expansions."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":78716000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":389257,"accession_number":"0001505155-22-000015","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Upland Q4 revenue $75.7M (-3% YoY); net loss $7.5M; acquires BA Insight for $33.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $75.7M (-3% YoY); subscription & support $72.3M (-4% YoY).","GAAP net loss $7.5M ($0.24 loss per share) vs $5.7M loss in Q4 2020.","Adjusted EBITDA $25.1M (33% margin) vs $26.6M (34% margin) in Q4 2020.","Acquired BA Insight for $33.4M cash (net of cash) plus $0.6M holdback; expects immediate Accretion to Adj. EBITDA per share.","FY2022 guidance: revenue $313-329M, Adj. EBITDA $95-103M; Q1 revenue $75-79M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":302016000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":389256,"accession_number":"0001505155-22-000003","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2022-01-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Upland Software acquires Objectif Lune for $34.3M total; expects $13M annual revenue, $5.2M EBITDA","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $29.0M cash at closing plus $5.3M cash holdback payable in 12 months.","Expected annual revenue of at least $13.0M, including at least $12.0M recurring revenue.","Acquisition expected to generate at least $5.2M in Adjusted EBITDA annually and be immediately accretive.","Contribution of at least $0.3M Adjusted EBITDA in Q1 2022 and at least $2.6M for full-year 2022.","Deferred revenue discount estimated at $4.0M for remainder of 2022 and $1.0M for 2023 due to GAAP purchase accounting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407161,"accession_number":"0001505155-21-000050","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q3 revenue $76.1M (+3% YoY); net loss $11.0M; sales performance misses expectations","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $11.0M ($0.36/share); Adjusted EBITDA $25.0M (33% margin), flat YoY.","Subscription revenue $72.3M (+2% YoY); total revenue $76.1M (+3%).","CEO: 'did not see uptick in new logo bookings and renewals' as expected.","Q4 guidance: revenue $73.2-$77.2M, Adj. EBITDA $23.4-$25.4M; full-year revenue $299.5-$303.5M.","Free cash flow $4.9M vs $18.5M prior year; cash on hand $179.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":226286000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":426172,"accession_number":"0001505155-21-000045","cik":1505155,"company_name":"Upland Software, Inc.","ticker":"UPLD","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Upland Q2 revenue +7% to $76.3M; GAAP loss widens to $19.0M; acquires Panviva","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $76.3M (+7% YoY); subscription & support $72.4M (+7%).","GAAP net loss $19.0M ($0.63 loss per share) vs $14.2M loss ($0.57) in Q2 2020.","Adjusted EBITDA $23.7M (31% margin) flat YoY; free cash flow surged to $10.6M from $0.4M.","Completed acquisition of Panviva; appointed Dan Doman as Chief Product Officer.","Q3 guidance: revenue $75.4-79.4M; FY 2021 revenue outlook $300.8-312.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":150233000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":21640000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}