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Vertex (VERX) investor relations material
Vertex Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary11 Sep, 2025
Business overview and market positioning
Focuses on indirect tax compliance for large enterprises, integrating with major ERP systems and serving clients with $500M+ in revenue.
Maintains a global tax rules database, supporting compliance in over 20,000 jurisdictions worldwide.
Evolved from on-premise to cloud-based solutions, with 95% of new clients now on the cloud.
Core market is resilient due to the horizontal nature of tax and regulatory complexity, with manufacturing and retail as largest verticals.
Main competitor in enterprise deals is Thomson Reuters, with high win rates in SAP environments.
Financial performance and guidance
Revenue guidance was lowered by $12M at midpoint due to softer entitlements, true-ups, and elongated ERP migration cycles.
True-ups and entitlements were below historical levels, impacting immediate and renewal revenues.
Customer win rates remain strong, but deal cycles are longer, delaying revenue recognition.
Gross revenue retention (GRR) is stable at 95%, with net revenue retention (NRR) at 108%.
Investment in R&D and go-to-market for e-invoicing and AI has temporarily elevated expenses to 21% of revenue.
Technology and product innovation
AI is being integrated for product categorization (SmartCat), analytics, and future agent-to-agent ERP interactions.
AI is not expected to disrupt the upper enterprise market due to the deterministic, auditable nature of tax compliance.
Acquisitions of ECOS (e-invoicing) and SmartCat (AI) are central to current investment cycle.
SmartCat is the first AI product to be monetized, with limited availability and early adopters.
Data analytics offerings are differentiated by access to unique tax-specific data.
When will customer growth through bands reaccelerate?
How does AI adoption affect Vertex's market strategy?
What is the key differentiator for e-invoicing success?
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Q3 20253 Nov, 2025
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Frequently asked questions
Vertex Inc is a provider of tax technology solutions for corporate customers. The company offers software and services that support indirect tax processes including sales, use, and value-added tax determination, compliance, and reporting. It serves clients across retail, manufacturing, and service sectors. Vertex Inc is headquartered in King of Prussia, Pennsylvania, and its shares are listed on the NASDAQ.
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