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VERX Vertex, Inc.

FY2025 10-K
Filed: Feb 24, 2026
Information Technology
Services-Prepackaged SoftwareSEC EDGAR
Vertex, Inc. Overview

Vertex, Inc. (VERX) filed its fiscal year 2025 10-K annual report with the SEC on Feb 24, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • • Core business: enterprise tax compliance software, data, and services automating transaction-based indirect tax obligations globally
  • • New AI-powered Smart Categorization launched in 2025 to automate product SKU tax classification across jurisdictions
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Management Discussion & Analysis

  • • Revenue $748.4M, up 12.2% YoY from $666.8M; software subscriptions $639.7M (+12.8%), services $108.8M (+9.2%)
  • • Gross margin 64.3% vs 63.9%; operating margin 0.3% vs -0.3% in prior year
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Risk Factors

  • • No specific or timely regulatory or legal risk detailed in the text
  • • No geopolitical or macroeconomic threat with concrete exposure noted
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