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cloud revenue $80.2M (+29.6%); subscription revenue $150.8M (+14.4%).","ARR $618.5M (+17.9%; 15.1% organic); NRR 109%; GRR 95%.","GAAP net income $11.1M ($0.07 EPS) vs $2.7M ($0.02 EPS) YoY; Non-GAAP EPS $0.15.","Adjusted EBITDA $37.2M (21.0% margin) vs $36.7M (23.4% margin) YoY; operating income $4.5M vs loss $1.6M.","CEO highlights progress on e-invoicing and AI; includes investment in Kintsugi AI with IP sharing agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":177062000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2131130000.0,"market_cap_bucket":"not_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":178283,"accession_number":"0001558370-25-003260","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2025-03-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Vertex holds Investor Day, presents financial highlights and strategy","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Investor Day held March 19, 2025 at Philadelphia headquarters.","Presentation includes financial highlights and industry overview (no specifics provided in filing).","Materials available on Vertex IR website; 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existing convertible debt schedule attached.","Borrowing capacity expanded for general corporate purposes, including potential acquisitions."],"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":2131130000.0,"market_cap_bucket":"not_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":194930,"accession_number":"0001558370-24-014524","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Vertex Q3 revenue $170.4M, up 17.5% YoY; net income $7.2M vs year-ago loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $170.4M (+17.5% YoY) above high end of guidance; software subscription $146.3M (+20.6%).","GAAP net income $7.2M ($0.04 diluted EPS) vs net loss $3.4M ($0.02 loss) prior year.","Non-GAAP diluted EPS $0.16; Adj EBITDA $38.6M (22.7% margin) vs $26.6M (18.4%) prior year.","ARR $576.8M, up 19% YoY (incl. acquisitions); organic ARR growth 16.1%.","Completed acquisition of ecosio (Austrian e-invoicing & EDI) in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":488320000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2131130000.0,"market_cap_bucket":"not_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":211227,"accession_number":"0001104659-24-087306","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Vertex acquires ecosio GmbH; 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GAAP net income positive for third straight quarter","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $161.1M, up 15.3% YoY; cloud revenue $66.3M, up 29.6%.","GAAP net income $5.2M vs loss $(6.9M) in prior year; diluted EPS $0.03 vs $(0.05).","Adjusted EBITDA $38.5M (margin 23.9%) vs $22.0M (15.7%) prior year.","ARR grew 17.3% YoY to $548.4M; Net Revenue Retention 110%.","Announced intent to acquire ecosio, an e-invoicing/EDI company based in Austria."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":317885000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2131130000.0,"market_cap_bucket":"not_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":229780,"accession_number":"0001104659-24-072839","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Vertex shareholders elect directors, ratify auditor, approve say-on-pay on triennial basis","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors Amanda Westphal Radcliffe, Stefanie Westphal Thompson, and Bradley Gayton with ~898M to ~903M votes For each.","Ratified Crowe LLP as independent auditor for FY2024: 925.8M For, 30K Against.","Advisory vote on executive compensation approved: 921.6M For, 776.9K Against.","Preferred frequency of future say-on-pay votes set at every three years: 881.1M For triennial."],"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":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2131130000.0,"market_cap_bucket":"not_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":229779,"accession_number":"0001558370-24-007190","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Vertex Q1 revenue $156.8M (+18.1%), net income turns positive; 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initial conversion price ~$36.32/share.","Net proceeds ~$333.7M after discounts and expenses; ~$42.4M used for capped call transactions.","Remainder for working capital, potential acquisitions, or general corporate purposes; no specific uses designated.","Capped call transactions (cap price $55.88/share) reduce potential dilution upon conversion.","Notes sold in Rule 144A private placement; shares issuable upon conversion not registered."],"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":2131130000.0,"market_cap_bucket":"not_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":229777,"accession_number":"0001558370-24-005519","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Vertex prices upsized $300M 0.75% convertible notes due 2029 at ~$36.32 conversion price","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Upsized from $250M; 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proposes $250M notes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2024 revenue expected $155.5-$157.5M, up 17-19% from $132.8M in Q1 2023.","Net income expected $2.4-$3.1M vs net loss of $18.1M in prior year quarter.","Adjusted EBITDA expected $35.5-$37.5M, up 76-86% from $20.2M in Q1 2023.","ARR expected $523.5-$525.5M (+17-18% YoY); net revenue retention 111-113%.","Proposes $250M convertible notes due 2029; grants initial purchasers option for additional $37.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":156781000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2131130000.0,"market_cap_bucket":"not_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":248269,"accession_number":"0001558370-24-002104","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Vertex Q4 revenue up 18% to $155M; net income $15.3M vs loss of $5.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $154.9M (+18.1% YoY); subscription rev $130.7M (+17.9%).","ARR $512.5M (+18.9% YoY); NRR 113% vs 110% prior year; GRR 95%.","Net income $15.3M ($0.10 basic) vs net loss $5.3M in Q4 2022; Non-GAAP diluted EPS $0.13.","Adjusted EBITDA $32.0M (20.7% margin) vs $21.0M (16.0%) prior year; full-year free cash flow $6.1M.","Full-year 2023 rev $572.4M (+16.4%), net loss $13.1M, adjusted EBITDA $100.8M ($78.7M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":572387000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2131130000.0,"market_cap_bucket":"not_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":248268,"accession_number":"0001104659-24-028765","cik":1806837,"company_name":"Vertex, Inc.","ticker":"VERX","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Vertex appoints Ryan Leib as Principal Accounting Officer effective March 15, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ryan Leib (age 46) will become CAO on March 15, 2024, succeeding Lisa Butler who is retiring.","Leib previously served as VP of M&A and Portfolio Transformation at Trinseo PLC.","Compensation includes base salary of $325,000, target bonus of 40%, and sign-on bonus of $12,000.","Received 32,218 RSUs vesting starting February 2025; eligible for annual RSU awards of 125% of base salary."],"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":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2131130000.0,"market_cap_bucket":"not_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}