Q4 2025 Yext Inc Earnings Call Transcript
Key Points
- Yext Inc (YEXT) has successfully integrated Hearsay, generating expected go-to-market and cost synergies.
- Product innovation is accelerating, with the launch of Yext Scout receiving enthusiastic customer responses.
- Gross and net retention rates are increasing, with gross ARR retention in the high-80s.
- EBITDA margins are over 20%, with a strong outlook for over $100 million in EBITDA for fiscal year 2026.
- The company is seeing momentum in key verticals like healthcare and financial services, driven by industry-specific factors.
- The macroeconomic environment remains unchanged, with spending scrutiny persisting.
- Sequential ARR decline was noted, partly due to FX impacts and downgrades rather than logo churn.
- The company is still facing challenges related to store closures and reduced number of licenses.
- Despite product developments, the demand environment remains challenging, with no significant tailwinds.
- Yext Inc (YEXT) is not providing a full-year revenue guide, reflecting uncertainty in the revenue picture.
Good afternoon and welcome to the Yext Incorporated fourth-quarter fiscal 2025 financial results conference call. (Operator Instructions)
Please note this event is being recorded. I would now like to turn the conference over to Nils Erdmann, Senior Vice President of Investor Relations. Please go ahead.
Thank you, operator, and good afternoon, everyone. Welcome to Yext's fourth-quarter fiscal 2025 earnings conference call. With me today are CEO and Chair of the Board, Michael Walrath; and CFO, Darryl Bond.
During this call, we will make forward-looking statements including statements related to our future financial performance, statements regarding the expected effects of our recent acquisitions, expectations regarding the growth of our business, our outlook for the first-quarter and full-year fiscal 2026, our strategy and estimates of financial and operating metrics, capital expenditures, and other indications of future opportunities as further described in our fourth
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