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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Upland Software
Upland Software (UPLD) investor relations material
Upland Software Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $47.5M, down 6% YoY and above the guidance midpoint; Adjusted EBITDA was $12.6M, or 27% of revenue, versus $16.0M and 32% a year earlier.
Strategy: simplify and deleverage through early 2027, stabilize and expand in 2027, then grow from 2028; target ~35% Adjusted EBITDA margin in 1H28.
Priorities include retention, channel expansion, AI-driven use cases and operating-margin improvement, supported by an installed base of 1,100+ enterprise customers.
Financial highlights
Q3 revenue was $47.5M, down 6% YoY; subscription and support revenue was $45.3M, down 5% and 95% of total revenue.
Of the $3.0M revenue decline, $0.6M came from divested product lines and Sunset Assets; $2.4M came from core products, including churn-related subscription and services declines.
Q3 professional services revenue fell 34% to $1.1M, while perpetual license revenue rose 2% to $1.2M; gross profit was $36.0M and operating income was $5.3M.
GAAP net loss narrowed to $0.5M from $1.1M; net loss attributable to common shareholders was $2.0M, or $0.67 per diluted share. Non-GAAP net income was $6.4M versus $10.8M.
Q3 operating cash flow was $2.8M and free cash flow $2.7M, versus $6.9M and $6.7M; 9M operating and free cash flow were $13.7M and $13.5M.
Outlook and guidance
Q4 revenue guidance is $44.7M-$47.7M, including subscription and support revenue of $42.3M-$44.8M; the total-revenue midpoint implies a 6% YoY decline.
Q4 Adjusted EBITDA guidance is $12.5M-$14.0M; midpoint margin is 29% versus 31% a year earlier.
FY26 revenue guidance is $190.1M-$193.1M, including subscription and support revenue of $179.8M-$182.3M; the total-revenue midpoint implies a 12% YoY decline.
FY26 Adjusted EBITDA guidance is $50.5M-$52.0M, with ~27% midpoint margin; formal 2027 guidance is planned with FY26 results in March.
Remaining performance obligations were $164.4M at September 30, with ~65% expected to be recognized over the next 12 months; available cash, operating cash generation and the $30M revolver were expected to cover cash needs.
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Latest events from Upland Software
- Q2 2026 saw revenue down 8%, a $35.2M goodwill impairment, and a 26% Adjusted EBITDA margin.UPLD
Q2 2026 - Revenue fell 24% year-over-year, but net loss improved and margins strengthened.UPLDQ1 2026
- Key votes include director election, reverse split, and incentive plan share increase.UPLDProxy filing
- Key votes include a reverse stock split, equity plan increase, and auditor ratification.UPLDProxy filing
- Key votes include a reverse stock split, equity plan amendment, and auditor ratification.UPLDProxy filing
- Q4 2025 saw lower revenue but higher margins, with AI solutions fueling growth and recognition.UPLDQ4 2025
- Q3 revenue fell 10%, net loss narrowed, and $177M in debt was repaid.UPLDQ3 2024
- Q2 revenue fell 7% to $69.3M, with net loss of $11.4M and strong AI-driven customer expansion.UPLDQ2 2024
- Revenue fell 10% to $63.7M, but margins improved and focus shifted to high-growth AI markets.UPLDQ1 2025
Next Upland Software earnings date
Q4 202625 Feb, 2027
Upland Software
Next Upland Software earnings date
Q4 202625 Feb, 2027
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Frequently asked questions
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. The company offers professional services automation software solutions, including Upland OnMarketcops applications that act as a system of record for the business to manage the professional services workflow process; Upland Admissions software that helps to streamline contact, admissions processes, and student recruitment; Upland Altify solutions to create an account plan that drives value strategy; Upland InGenius to automate agent interactions and improve call center efficiency; and Upland RealiQ software suite comprising SAP Connector 5 and Upland Collaborator that enable users to leverage data with back-end enterprise resource planning and other systems of record. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.