---
schema_version: "secwatch.filing_event.v1"
accession: "0001558370-21-011220"
form_type: "8-K"
ticker: "VERX"
cik: "0001806837"
company_name: "Vertex, Inc."
filed_at: "2021-08-11T23:59:59+00:00"
generated_at: "2026-06-29T15:30:03.759302+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Vertex Q2 2021 revenue $104.9M (+15% YoY); cloud revenue jumps 59.5%

## Summary
- Revenue $104.9M (+15% YoY); software subscription revenue $89.6M (+15.9%).
- Cloud revenue $32.1M (+59.5% YoY); ARR $336.2M (+14.1% YoY).
- Net income $0.8M vs net loss $29.1M prior year; GAAP EPS $0.01.
- Non-GAAP operating income $16.3M; Adjusted EBITDA $19.2M (18.3% margin).
- NRR 106% (105% in Q1); over 4,175 customers at quarter end.

## SEC filing metadata
- accession: 0001558370-21-011220
- form_type: 8-K
- ticker: VERX
- cik: 0001806837
- company_name: Vertex, Inc.
- filed_at: 2021-08-11T23:59:59+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/1806837/000155837021011220/0001558370-21-011220-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806837/000155837021011220/verx-20210811x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001558370-21-011220
- JSON: https://secwatch.observer/filing/0001558370-21-011220.json
- Plain text: https://secwatch.observer/filing/0001558370-21-011220.txt

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