---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-056674"
form_type: "8-K"
ticker: "VERX"
cik: "0001806837"
company_name: "Vertex, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:58:40.282660+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Vertex Q1 revs up 11.1% to $196.6M; GAAP net loss $2.5M; acquires Brinta

## Summary
- Total revenues $196.6M (+11.1% YoY); Cloud revenue $96.8M (+20.7%); ARR $687.6M (+11.2%).
- GAAP operating loss $10.6M vs profit $4.5M; Non-GAAP op income $37.6M; Adj. EBITDA $44.1M (22.4% margin).
- Net loss $2.5M ($0.02/sh) vs prior net income $11.1M; Non-GAAP net income $28.7M ($0.17 diluted EPS).
- Acquired Brinta, an AI-first e-invoicing startup in Latin America, to expand real-time compliance capabilities.
- Announced Value Creation Plan to accelerate profitability and free cash flow; management cites stable customer demand.

## SEC filing metadata
- accession: 0001104659-26-056674
- form_type: 8-K
- ticker: VERX
- cik: 0001806837
- company_name: Vertex, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1806837/000110465926056674/0001104659-26-056674-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806837/000110465926056674/verx-20260507x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-056674
- JSON: https://secwatch.observer/filing/0001104659-26-056674.json
- Plain text: https://secwatch.observer/filing/0001104659-26-056674.txt

## Source-grounded claims
- claim_id: 77e95636e100926897586f650ab80e5b21ec7cea
  claim: Vertex, Inc. reported first quarter ended March 31, 2026 results: revenue $196.6 million, net income $(2.5) million, EPS $0.02.
  evidence_excerpt: confident in the strength of our customer relationships, our market position, and the significant opportunity ahead.” ​ First Quarter 2026 Financial Results ● Total revenues of $196.6 million, up 11.1% year-over-year. ● Software subscription revenues of $167.1 million, up 10.9% year-over-year. ● Cloud revenues of $96.8 million, up 20.7% year-over-year. ● Annual
  evidence_url: https://www.sec.gov/Archives/edgar/data/1806837/000110465926056674/0001104659-26-056674-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.