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Upland Software (UPLD)
NASDAQ:UPLD
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.13Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but balanced message: strong margin expansion, solid free cash flow performance, product validation, and a strategic refocus on AI-enabled knowledge and content management are clear positives. However, meaningful revenue declines (primarily from prior divestitures), flat organic growth and disappointing Q4 bookings, and elevated leverage represent tangible near-term challenges. Management provided clear guidance and a leadership transition intended to sharpen AI/product execution, but execution risk remains as the company seeks to convert pipeline into growth.Company Guidance
Strong Q4 Adjusted EBITDA and Margin Expansion
Q4 2025 adjusted EBITDA was $15.3M with an adjusted EBITDA margin of 31%. This represents a material improvement versus the prior-year quarter (up from 22% in Q4 2024, ~+900 basis points) and is part of a multi-year margin expansion trend (management noted margins expanded from ~20% in 2024 to ~27% in 2025).
Robust Free Cash Flow and Outperformance Versus Target
Free cash flow for Q4 was $7.2M and full-year 2025 free cash flow was $24.4M, exceeding the $20.0M target by $4.4M. Management attributed the beat largely to successful early receivables collections.
Customer Wins, Expansions, and Product Validation
In Q4 Upland added 110 new customers (including 15 new major customers) and expanded relationships with 199 existing customers (27 major expansions). The company earned 49 G2 Winter 2026 badges and received recognition in IDC MarketScape and the Gartner Market Guide, signaling continued product validation and momentum for its AI-powered offerings.
Focused Product Strategy on AI-enabled Knowledge & Content Management (KCM)
Management confirmed a sharpened portfolio focus: roughly two-thirds to three-quarters (or more) of revenue is from growth products that are primarily AI-enabled and concentrated in the knowledge and content management market—positioning Upland to participate in enterprise AI initiatives.
Clear Guidance with Continued Margin Improvement
Despite divestiture-related revenue declines, management provided explicit guidance: full-year 2026 adjusted EBITDA expected $52.6M–$58.6M with a midpoint adjusted EBITDA margin of 28% (an increase of ~100 basis points versus 27% for 2025), indicating continued margin expansion is a priority.
Leadership Transition to AI- and Product-Focused CEO
Announced appointment of Sean Nathaniel as incoming CEO (effective soon), a returnee with prior Upland experience and AI/product expertise. Management framed the transition as aligning leadership to the company’s AI-centered product strategy.
UPLD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UPLD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $1.92 | $1.84 | -4.17% |
Jun 30, 2025 | $1.76 | $1.95 | +10.80% |
May 12, 2025 | $2.37 | $2.84 | +19.83% |
Mar 12, 2025 | $2.86 | $3.10 | +8.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Upland Software (UPLD) report earnings?
Upland Software (UPLD) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Upland Software (UPLD) earnings time?
Upland Software (UPLD) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UPLD EPS forecast?
UPLD EPS forecast for the fiscal quarter 2026 (Q1) is 0.13.