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Workiva Inc (WK)
NYSE:WK
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.65Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated broad-based durable growth, accelerating profitability, strong cash generation, multi-product momentum, and rising AI adoption — with management providing confident 2026 guidance toward $1B+ revenue and improved margins. Noted headwinds were moderation in sustainability demand, measured IPO activity in Q4, flat professional services revenue, and modest favorable FX impacts. On balance, the positives — including revenue beats, margin outperformance, strong retention and cash flow — materially outweigh the limited challenges discussed.Company Guidance
Strong Q4 and Full-Year Revenue Growth
Q4 total revenue of $239M, up 20% year-over-year; Q4 subscription revenue of $219M, up 21% year-over-year. Full-year 2025 total revenue of $885M, up 20% and subscription revenue of $813M, up 22%.
Accelerating Profitability and Margins
Q4 non-GAAP operating margin of 19.1%, a 160 basis point beat versus the high end of guide and a 1,170 basis point improvement versus Q4 2024. Full-year 2025 non-GAAP operating margin of 9.9%, up 560 basis points versus 2024 and beating the high end of the guidance by 50 basis points.
Strong Cash Flow and Balance Sheet
Cash, cash equivalents and marketable securities totaled $892M (up $35M vs prior quarter). Full-year 2025 free cash flow margin of 15.6%, a 390 basis point improvement year-over-year and 360 basis points above guide.
Durable Renewal and Expansion Metrics
Gross retention rate of 97% (above 96% target) and net retention rate of 113% (vs 112% in Q4 2024). Customer count of 6,624, up 319 year-over-year. Large contract growth: contracts >$100K up 22% to 2,507; >$300K up 42% to 592; >$500K up 37% to 248.
Strong Sales Momentum and Multi-Solution Adoption
74% of subscription revenue from multi-solution customers (up from 70% in Q4 2024). New customers added in last 12 months accounted for ~40% of the increase in Q4 subscription revenue. Several mid-6-figure and 7-figure new logos and expansions across financial reporting, financial services, GRC and sustainability highlighted.
Product and AI Innovation Adoption
AI capabilities embedded across the platform with ~30% of customers having enabled AI; launched AI features for data querying, evidence ingestion/validation in GRC and narrative/insight generation in financial reporting. Company is monetizing via premium tiers (good/better/best pricing).
Confident Forward Guidance and Capital Allocation
Q1 2026 revenue guide $244M–$246M. Full-year 2026 revenue guide $1.036B–$1.04B (subscription growth ~19%) with non-GAAP operating margin guidance 15%–15.5% and free cash flow margin ~19%. Board increased share repurchase capacity (authorized additional $250M) and $72M repurchased in FY2025.
International Expansion
Revenue outside the U.S. represented 27% of total revenue for 2025, up 300 basis points versus the prior year, reflecting continued international growth.
WK 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
WK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $59.26 | $61.43 | +3.66% |
Nov 05, 2025 | $82.11 | $86.91 | +5.85% |
Jul 31, 2025 | $63.83 | $84.30 | +32.07% |
May 01, 2025 | $74.39 | $67.41 | -9.38% |
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 Workiva Inc (WK) report earnings?
Workiva Inc (WK) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Workiva Inc (WK) earnings time?
Workiva Inc (WK) earnings time is at May 05, 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 WK EPS forecast?
WK EPS forecast for the fiscal quarter 2026 (Q1) is 0.65.