secwatch.observer — SEC 8-K summary
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Issuer:     Vertex, Inc. (VERX)
CIK:        0001806837
Form:       8-K
Filed at:   2026-08-03T20:15:14+00:00
Accession:  0001104659-26-089802
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1806837/000110465926089802/0001104659-26-089802-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1806837/000110465926089802/verx-20260803x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-089802

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer