Workiva (WK) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Platform overview and differentiation

• Platform serves the Office of the CFO, focusing on financial, non-financial, and regulatory reporting with over 6,600 customers globally.

• Emphasizes data accuracy, integrity, consistency, and traceability, providing a trusted system of record for critical financial data.

• Trusted by 95% of the Fortune 100 and 85% of the Fortune 1000, leveraging a strong customer base as a competitive advantage.

• AI is embedded in the platform, not bolted on, ensuring unified data and audit-ready environments.

AI adoption and competitive positioning

• Nearly 30% of customers have enabled AI, with usage increasing as customers gain confidence in data security and privacy.

• Customers can choose from multiple large language models, with assurances that their data is not used to train external models.

• AI capabilities are a key differentiator in RFPs, especially for companies seeking modernization and unified data environments.

• AI is increasingly a deciding factor in competitive deals, particularly in regulated industries.

Growth drivers and market expansion

• Growth is driven by a broad portfolio of over two dozen connected solutions, unified data, and expansion into new geographies (27% of revenue outside the U.S.).

• Significant opportunity remains in enterprise and international markets, with ongoing efforts to expand TAM and acquire new customers.

• Enhanced go-to-market execution, leveraging partners and a high-performing ecosystem, is increasing deal sizes and win rates.