)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Upland Software (UPLD) investor relations material
Upland Software Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Canaccord Genuity’s 45th Annual Growth Conference summary13 Aug, 2025
Business transformation and strategic focus
Divested underperforming assets and refocused on high-margin, high-growth markets over the past 18 months.
Completed build-out of an India offshore development center to drive efficient product innovation.
Shifted from an acquisition-driven model to organic growth, emphasizing AI-enabled product development.
No acquisitions planned; focus is on deleveraging and product investment.
Management team with deep experience, including a long-standing CEO and successful R&D leadership.
Financial performance and outlook
Repaid $242M in debt, reduced net leverage to 3.9x, targeting 3.7x by year-end, and refinanced debt with maturity extended to 2031.
Added a $30M undrawn revolver and maintains $20M in cash, supporting strong liquidity.
Core revenue just under $200M, growing at 2.5–3% in the second half, with goals for mid to upper single-digit growth longer term.
Adjusted EBITDA margins expanded from 20% to 27% this year, targeting 30%+ in 2025.
93% recurring revenue, 99% net dollar retention, and $20M in annual free cash flow after debt service.
Product and customer highlights
Focused on AI-powered knowledge and content management cloud software for enterprises.
Products deliver measurable ROI, with case studies showing millions in annual savings for clients.
Serves 1,100 enterprise customers across diverse industries, with average ARR of $137,000 per account.
High customer retention and long-term relationships, with average contract terms of two years and relationships over eight years.
Products are highly rated by independent review sites and analysts.
Impact of India R&D center on growth?
Why shift from acquisitions to organic growth?
What's working in new go-to-market strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Upland Software earnings date
Q3 20256 Nov, 2025
Next Upland Software earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage