Highest-materiality recent filing
Upland Q1 revenue $48.7M (-24% YoY); net loss narrows to $0.09/share; guides FY revenue decline ~9%
Total revenue $48.7M, down 24% YoY; subscription revenue $46.1M, down 23%, mainly from 2025 divestitures.
Upland inadvertently released preliminary Q1 2026 data in ARS; corrected
Company's Annual Report to Stockholders accidentally included preliminary, unaudited Q1 2026 financials.
Upland Software receives Nasdaq bid price deficiency notice; has 180 days to cure
Closing bid price below $1.00 for 30 consecutive business days triggers deficiency letter.
Upland Software dismisses EY as auditor, appoints KPMG for FY2026
Audit Committee dismissed EY effective March 9, 2026, and appointed KPMG for fiscal year 2026.
Upland Q4 revenue $49.3M (-28% YoY); GAAP net loss $0.01/share; Adj EBITDA margin 31%
Total revenue $49.3M, down 28% YoY due to divestitures; subscription revenue $46.7M (-27% YoY).
Upland Software CEO John McDonald to retire; Sean Nathaniel named successor effective May 1, 2026
John T. McDonald retires as CEO effective April 30, 2026; remains Chairman of the Board.
Upland Q3 revenue falls 24% to $50.5M; adj EBITDA margin expands to 32% from 21%
Total revenue $50.5M (-24% YoY) due to divestitures; subscription revenue $47.7M (-25%).
Upland Software board authorizes up to $10M stock repurchase program
Board authorized up to $10M (incl. taxes) for repurchases of common stock.
Upland Q2 revenue down 23% to $53.4M; Adj EBITDA margin expands to 25%
GAAP net loss of $13.0M ($0.51 EPS loss) vs $11.4M loss prior year; revenue decline due to divestitures.
Upland Software completes $240M debt refinancing with Sound Point Capital, maturity extended to 2031
New $240M term loan matures July 2031; proceeds redeemed $258M prior facility.
President and COO Karen Cummings will retire effective July 31, 2025, with no disagreement with the company.
Upland Software stockholders elect three directors, ratify auditor at annual meeting
David Chung, Timothy W. Mattox, David D. May elected Class II directors; 20.99M, 21.61M, 21.10M votes for respectively.
Upland Q1 revenue $63.7M (-10% YoY); net loss narrows; divests mobile messaging unit
Q1 revenue $63.7M (-10% YoY); GAAP net loss $25.8M vs $96.1M loss a year ago.
Upland Software eliminates CSO role, terminates Oliver Yates without cause
On April 1, 2025, Upland Software eliminated the Chief Sales Officer position.
Upland Q4 revenue $68M (-6% YoY), net loss narrows; guides 2025 revenue down 11%
Revenue $68.0M (-6% YoY); subscription revenue $64.3M (-6%). GAAP net loss $3.4M vs $16.0M loss in Q4 2023.
Upland Software amends bylaws to clarify voting standard for non-director matters
Board approved amendment to Second Amended and Restated Bylaws on Feb 25, 2025, effective immediately.
Upland Software CRO Matthew Breslin resigns effective Feb 7, 2025
Matthew Breslin resigns as Chief Revenue Officer, effective February 7, 2025.
Upland Q3 revenue down 10% to $66.7M; net loss narrows to $0.12/share; guides Q4 revenue down 5%
Total revenue $66.7M (-10% YoY); subscription revenue $63.8M (-9% YoY); GAAP net loss $1.7M vs $8.7M loss last year.
Total revenue $69.3M, down 7% YoY; subscription & support $65.5M, down 7%.
Shareholders approve NOL-protection rights plan and new equity plan at annual meeting
Approved 2024 Tax Benefit Preservation Plan to guard NOLs; one preferred stock purchase right per share dividend.
Upland Q1 revenue down 8% YoY to $70.7M; guides FY24 revenue down 8% at midpoint
Total revenue $70.7M, down 8% YoY; subscription revenue $67.1M, also down 8%.
On April 1, 2025, Upland Software, Inc. (the “Company”) eliminated the Chief Sales Officer (“CSO”) position and terminated Oliver Yates, the Company’s CSO, without cause, effective immediately.
On January 28, 2025, Matthew Breslin, the Chief Revenue Officer of Upland Software, Inc. (the “Company”), informed the Company that he will resign effective February 7, 2025.
Max materiality 0.80 · Median 0.60 · Most common event earnings