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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.
Workiva (WK) investor relations material
Workiva Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary9 Sep, 2025
Growth strategy, opportunity, and market positioning
Maintains a four-pillar growth strategy: solutions, AI-powered platform, global expansion, and partner ecosystem, evolving from single solution to multi-category platform company.
Total addressable market estimated at $35 billion, with strong presence in financial reporting, GRC, and sustainability verticals.
Customer base grew from 3,512 in Q2'20 to 6,467 in Q2'25, with 11% CAGR and 10%+ annual growth in average spend per customer since 2022.
Multi-solution customers now represent 71% of subscription revenue in 2025, up from 56% in 2022.
Expanded international revenue from 4% in 2019 to 19% in 2025, with Europe growing from 12% to 17% of total revenue between 2023 and 2025.
Financial performance, guidance, and targets
Subscription revenue grew at 22% CAGR from Q2'19 to Q2'25, reaching $736M, with consistent growth above 18% since 2019.
2025 total revenue projected between $870M and $873M; 2027 target is $1.1B–$1.2B; 2030 target is $1.8B–$2.0B.
Operating margin targeted to rise from 7.0–7.5% in 2025 to 18% in 2027 and 24% in 2030, with updated 2027 non-GAAP target raised from 16% to 18%.
Gross retention has exceeded 97% for 15 quarters, with net retention rising from 109% to 114% in the most recent quarter.
Average annual contract value increased 40% over three years, reaching $149K in Q2'25.
Platform innovation and AI
Unified platform integrates financial reporting, sustainability, and GRC, supporting rapid innovation and solution expansion.
Launched AI-driven extensions: Intelligent Finance, Intelligent Sustainability, and Intelligent GRC, embedding advanced capabilities and agentic intelligence.
AI is a core requirement for customers, with GenAI and large language models from Google, Microsoft, and Amazon integrated across workflows.
Premium AI features are monetized through advanced product tiers, with a 20%+ uplift observed in SEC solution upgrades.
Platform is intelligence-ready, ensuring structured, machine-readable, and regulator-grade outputs.
Reconcile sustainability market moderation vs. prioritization
How does AI specifically drive S&M productivity?
What is the growth strategy for 50/50 Top US Banks?
Plan to achieve 3x ACV multiplier from existing customers
Impact of sales & marketing efficiency on 2027 margin
How is AI monetized via new solution tiers?
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Next Workiva earnings date
Q3 20255 Nov, 2025
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Leroy DaleyApp Store
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Eferix Drawings Google Play
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@theshortbearx.com
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Frequently asked questions
Workiva Inc. provides Wdesk, a cloud-based platform that allows users to access, organize, and analyze information within a single workspace in real-time/Wdesk's applications include Wdesk for SEC Reporting, Wdesk for Internal Audit, Wdesk for XBRL and Disclosure Management, Wdesk for Compliance Management, and other application. It also offers a range of solutions for financial reporting, internal audit management, risk management and business continuity planning, compliance workflow management and end user controls management, budgeting and forecasting process improvement and automation integration with finance systems. The company was founded in 2008 and is headquartered in Ames, Iowa.
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