---
schema_version: "secwatch.filing_event.v1"
accession: "0001558370-25-010402"
form_type: "8-K"
ticker: "VERX"
cik: "0001806837"
company_name: "Vertex, Inc."
filed_at: "2025-08-06T23:59:59+00:00"
generated_at: "2026-05-17T19:53:24.251278+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Vertex Q2 revenue up 14.6% to $184.6M; GAAP net loss of $1.0M

## Summary
- Total revenue $184.6M (+14.6% YoY); cloud revenue $86.2M (+29.9% YoY).
- GAAP net loss $1.0M ($0.01 diluted loss/share); Non-GAAP diluted EPS $0.15.
- ARR $636.6M (+16.1% YoY); excludes ecosio acquisition, growth 14.1%.
- Adjusted EBITDA $38.4M, margin 20.8% vs 23.9% prior year.
- Net Revenue Retention 108% vs 110% YoY; GRR steady at 95%.

## SEC filing metadata
- accession: 0001558370-25-010402
- form_type: 8-K
- ticker: VERX
- cik: 0001806837
- company_name: Vertex, Inc.
- filed_at: 2025-08-06T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1806837/000155837025010402/0001558370-25-010402-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806837/000155837025010402/verx-20250806x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001558370-25-010402
- JSON: https://secwatch.observer/filing/0001558370-25-010402.json
- Plain text: https://secwatch.observer/filing/0001558370-25-010402.txt

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