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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.
Vertex
Vertex (VERX) investor relations material
Vertex Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue was $213.3M, up 11.0% YoY; Adjusted EBITDA was $64.8M, up 48.9%, with a 30.4% margin.
E-invoicing supported cloud growth and ARR; GRR was 95% and NRR was 106%.
The Value Creation Plan improved operating efficiency and profitability ahead of its original timeline.
Financial highlights
Revenue comprised $181.7M in software subscriptions, up 10.2%, and $31.6M in services, up 15.8%; cloud revenue was $110.8M, up 20.4%.
Adjusted EBITDA was $64.8M versus $43.5M; non-GAAP gross margin was 77.6%, up 370 bps YoY.
GAAP net loss was $46.6M versus net income of $4.0M; $47.3M of tax expense contributed to the loss.
Free cash flow was $25.2M; pro forma free cash flow was $33.8M, or 52% of Adjusted EBITDA.
Outlook and guidance
Q4 guidance: revenue of $215M–$217M and Adjusted EBITDA of $58M–$60M.
FY 2026 guidance increased to revenue of $828.9M–$830.9M and Adjusted EBITDA of $217.9M–$219.9M; cloud revenue growth is forecast at 19%.
2027 Adjusted EBITDA margin is expected at ~30%, with potential for further expansion; quarterly margins may fluctuate.
Q4 GRR and NRR are expected to decline ~1 point due to a payroll tax OEM loss; its estimated quarterly revenue impact of ~$1M is included in guidance.
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Latest events from Vertex
- AI-driven automation and e-invoicing expansion fuel growth and deepen customer relationships.VERX
Goldman Sachs Communacopia + Technology Conference 2026 - AI-powered compliance platform drives growth and margin expansion amid rising global complexity.VERXInvestor presentation
- Q2 2026 revenue up 10.5% to $204M, adjusted EBITDA $51M, and net income $9M.VERXQ2 2026
- E-invoicing, SAP migrations, and AI investments are fueling growth and margin expansion.VERXWells Fargo 8th Annual TMT Summit Conference
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- Q1 revenue up 11.1% to $196.6M, EBITDA margin 22.4%, with cost actions and Brinta deal fueling growth.VERXQ1 2026
- Virtual annual meeting set for June 10, 2026, with director and auditor votes on the agenda.VERXProxy filing
- High teens revenue growth and 70%+ FCF conversion targeted by 2028, led by e-invoicing and cloud.VERXInvestor Day 2025
Next Vertex earnings date
Q4 202610 Feb, 2027
Vertex
Next Vertex earnings date
Q4 202610 Feb, 2027
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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.