---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-089802"
form_type: "8-K"
ticker: "VERX"
cik: "0001806837"
company_name: "Vertex, Inc."
filed_at: "2026-08-03T20:15:14+00:00"
generated_at: "2026-08-03T20:16:10.665385+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Vertex Q2 2026 revenue $204M (+10.5% YoY), net income $9M vs loss, adjusted EBITDA $51M beats guidance

## Summary
- Total revenues $204.0M, up 10.5% YoY; cloud revenues $101.7M, up 17.9% YoY.
- Net income $9.0M ($0.06 per share) vs net loss $1.0M in prior year; non-GAAP diluted EPS $0.20.
- Adjusted EBITDA $51.0M (25.0% margin) vs $38.4M (20.8% margin) in prior year.
- ARR $703.4M, up 10.5% YoY; NRR 105%, GRR 95%.
- CEO cites 'AI-First' strategy progress, stable retention, and e-invoicing momentum.

## SEC filing metadata
- accession: 0001104659-26-089802
- form_type: 8-K
- ticker: VERX
- cik: 0001806837
- company_name: Vertex, Inc.
- filed_at: 2026-08-03T20:15:14+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1806837/000110465926089802/0001104659-26-089802-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806837/000110465926089802/verx-20260803x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-089802
- JSON: https://secwatch.observer/filing/0001104659-26-089802.json
- Plain text: https://secwatch.observer/filing/0001104659-26-089802.txt

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