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Vertex, Inc. (VERX) filed an 8-K current report with the SEC on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Item 2.02 covers Vertex’s fiscal-year 2026 results announcement dated August 3, 2026.
Vertex, Inc. 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Item 2.02 covers Vertex’s fiscal-year 2026 results announcement dated August 3, 2026
- Detailed financial results and management commentary are contained in Exhibit 99.1
- Investors should review Exhibit 99.1 for revenue, profitability, guidance, and operating trends
Item EX-99.1 · Exhibit EX-99.1
- Q2 revenue $204.0M, up 10.5% YoY; subscription revenue $174.8M, up 10.7%
- ARR $703.4M, up 10.5%; NRR 105% versus 108% prior-year, signaling slower customer expansion
- Adjusted EBITDA $51.0M, up from $38.4M; margin expanded to 25.0% from 20.8%
- GAAP net income $9.0M versus $1.0M loss; operating loss widened to $4.4M from $3.9M
- Full-year outlook: revenue $825.0M-$830.0M and adjusted EBITDA $206.0M-$210.0M, with cloud growth expected at 18%
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