---
schema_version: "secwatch.filing_event.v1"
accession: "0001558370-25-001684"
form_type: "8-K"
ticker: "VERX"
cik: "0001806837"
company_name: "Vertex, Inc."
filed_at: "2025-02-27T23:59:59+00:00"
generated_at: "2026-05-26T02:23:58.873869+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Vertex Q4 revenue $178.5M (+15%); GAAP net loss $67.8M vs income $15.3M

## Summary
- Q4 revenue $178.5M (+15.2% YoY); cloud revenue $76.9M (+27.0% YoY).
- GAAP net loss $67.8M ($0.43/diluted share) vs year-ago net income $15.3M ($0.10/diluted).
- Non-GAAP diluted EPS $0.15; adjusted EBITDA $38.1M (21.3% margin), up from $32.0M (20.7%).
- Full-year revenue $666.8M (+16.5%); GAAP net loss $52.7M vs $13.1M prior year.
- ARR $603.1M (+17.7% YoY); NRR 109%, GRR 95% consistent.

## SEC filing metadata
- accession: 0001558370-25-001684
- form_type: 8-K
- ticker: VERX
- cik: 0001806837
- company_name: Vertex, Inc.
- filed_at: 2025-02-27T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- 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/1806837/000155837025001684/0001558370-25-001684-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806837/000155837025001684/verx-20250227x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001558370-25-001684
- JSON: https://secwatch.observer/filing/0001558370-25-001684.json
- Plain text: https://secwatch.observer/filing/0001558370-25-001684.txt

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