{"filings":[{"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}],"next_cursor":null}