earnings
confidence high
sentiment positive
materiality 0.78
Vertex Q4 revenue $194.7M (+9% YoY); ARR $671M (+11%); net loss narrows to $7M
Vertex, Inc.
- Q4 total revenue $194.7M (+9.1% YoY); cloud revenue $94.6M (+23%); ARR $671M (+11.3%).
- Q4 non-GAAP operating income $36.1M vs $32.5M; adjusted EBITDA $42.5M (21.8% margin).
- Net loss per diluted share $0.04 vs $0.43 loss YoY; non-GAAP EPS $0.17.
- Full year revenue $748.4M (+12.2%); net income $7.2M vs loss $52.7M in 2024.
- CEO cites e-invoicing mandates in France/Germany and AI Smart Categorization as growth drivers.