Q4 2025 Workiva Inc Earnings Call Transcript
Key Points
- Workiva Inc (WK) reported a strong Q4 2025 with a 21% increase in subscription revenue and a 20% increase in total revenue compared to Q4 2024.
- The company achieved a non-GAAP operating margin of 19% in Q4, which was a 160 basis point improvement over the high end of their guidance.
- Workiva Inc (WK) saw significant customer growth, ending Q4 2025 with 6,624 customers, an increase of 319 year-over-year.
- The company reported a gross retention rate of 97% and a net retention rate of 113% for Q4 2025, indicating strong customer loyalty and expansion.
- Workiva Inc (WK) continues to see strong momentum in multi-solution sales, with 74% of subscription revenue generated from customers using multiple solutions.
- Despite strong revenue growth, professional services revenue remained relatively flat, indicating potential challenges in expanding this segment.
- The sustainability reporting demand moderated in 2025 compared to 2024, reflecting potential volatility in this market segment.
- Q4 IPO activity was more measured compared to Q3, influenced by external factors such as the timing of the government shutdown.
- The company faces significant risks and uncertainties in its forward-looking statements, particularly related to macroeconomic, political, and regulatory environments.
- Workiva Inc (WK) acknowledges that the SaaS market is evolving with AI, which could potentially impact the perceived value of traditional SaaS platforms.
Good afternoon, ladies and gentlemen. Welcome to Workiva's Q4 2025 Earnings Call. My name is Bailey, and I will be your host operator on this call. (Operator Instructions) Please note that this call is being recorded on February 19, 2026 at 5PM ET.
I would now like to turn the meeting over to your host for today's call, Katie White, Senior Director of Investor Relations. Please go ahead.
Good afternoon, and thank you for joining Workiva's Q4 2025 Conference Call. During today's call, we will review our fourth quarter and full year 2025 results and discuss our guidance for the first quarter and full year 2026.
Today's call will include comments from our Chief Executive Officer, Julie Iskow; followed by our Chief Financial Officer, Barbara Larson. We will then open up the call for a Q&A session.
After market closed today, we issued a press release, which is available on our Investor Relations website along with our quarterly investor presentation. This conference
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