Workiva Inc. Reports Strong Q4 2025 Earnings with AI Adoption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy WK?
Source: seekingalpha
- Significant Revenue Growth: Workiva reported total revenue of $239 million in Q4 2025, reflecting a 20% year-over-year increase, with subscription revenue reaching $219 million, up 21%, exceeding guidance by $3 million, indicating strong performance in the financial software market.
- Margin Improvement: The non-GAAP operating margin for Q4 was 19.1%, representing a 1,170 basis point improvement compared to the previous year, showcasing the company's ongoing enhancements in operational efficiency and cost control, which bolsters confidence in future profitability.
- Customer Base Expansion: By the end of Q4 2025, Workiva had 6,624 customers, an increase of 319 year-over-year, with contracts over $100,000 reaching 2,507, up 22%, demonstrating success in market penetration and customer loyalty.
- Leadership Changes: The company announced three executive appointments, including Michael Pinto as Chief Revenue Officer, Deepak Bharadwaj as Chief Product Officer, and Barbara Larson as Chief Financial Officer, reflecting a commitment to strategic execution and market expansion.
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Analyst Views on WK
Wall Street analysts forecast WK stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 58.140
Low
98.00
Averages
106.75
High
115.00
Current: 58.140
Low
98.00
Averages
106.75
High
115.00
About WK
Workiva Inc. is a provider of cloud-based reporting solutions that are designed to solve financial and non-financial business challenges at the intersection of data, process, and people. The Company offers its unified software-as-a-service (SaaS) platform that brings customers’ financial reporting, Environmental, Social, and Governance (ESG), and Governance, Risk, and Compliance (GRC) together in a controlled, secure, audit-ready platform. The Company's Workiva platform is multi-tenant cloud software deployed in multiple regions worldwide for assured integrated reporting. The Company's platform is built primarily on Amazon Web Services (AWS) and is composed of both proprietary and open-source technologies. Its Workiva platform helps customers by connecting and transforming data from hundreds of enterprise resource planning (ERP), human capital management (HCM), and customer relationship management (CRM) systems, as well as other third-party cloud and on-premises applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Workiva Inc. Reports Strong Q4 2025 Earnings with AI Adoption
- Significant Revenue Growth: Workiva reported total revenue of $239 million in Q4 2025, reflecting a 20% year-over-year increase, with subscription revenue reaching $219 million, up 21%, exceeding guidance by $3 million, indicating strong performance in the financial software market.
- Margin Improvement: The non-GAAP operating margin for Q4 was 19.1%, representing a 1,170 basis point improvement compared to the previous year, showcasing the company's ongoing enhancements in operational efficiency and cost control, which bolsters confidence in future profitability.
- Customer Base Expansion: By the end of Q4 2025, Workiva had 6,624 customers, an increase of 319 year-over-year, with contracts over $100,000 reaching 2,507, up 22%, demonstrating success in market penetration and customer loyalty.
- Leadership Changes: The company announced three executive appointments, including Michael Pinto as Chief Revenue Officer, Deepak Bharadwaj as Chief Product Officer, and Barbara Larson as Chief Financial Officer, reflecting a commitment to strategic execution and market expansion.
See More
Workiva Q4 Earnings Beat Expectations with Significant Revenue Growth
- Strong Earnings Report: Workiva's Q4 non-GAAP EPS of $0.78 exceeded expectations by $0.09, indicating a sustained enhancement in profitability and reflecting the company's increasing competitiveness in the market.
- Revenue Growth: Q4 revenue reached $239 million, a 19.5% year-over-year increase, surpassing expectations by $3.87 million, demonstrating the company's robust performance in customer demand and market share.
- Annual Performance: Total revenue for fiscal year 2025 was $885 million, up 20% year-over-year, with a non-GAAP operating margin of 9.9%, showcasing the company's ability to maintain strong profitability while scaling operations.
- Share Repurchase Plan: Under the 2024 share repurchase plan, Workiva repurchased $72 million worth of Class A common stock in 2025 and announced an additional $250 million increase to the plan, reflecting the company's confidence in its intrinsic value.
See More
Workiva Q4 Earnings Announcement Scheduled
- Earnings Release Date: Workiva is set to announce its Q4 earnings on February 19th after market close, with a consensus EPS estimate of $0.69, reflecting a significant year-over-year growth of 109.1%, indicating a notable improvement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $235.13 million, representing a 17.6% year-over-year increase, which highlights Workiva's ability to sustain revenue growth amid strong market demand, thereby enhancing its competitive position.
- Historical Performance Review: Over the past two years, Workiva has beaten EPS estimates 50% of the time and revenue estimates 88% of the time, demonstrating a level of stability and reliability in financial performance that bolsters investor confidence.
- Strong Market Demand: Recent reports from Workiva indicate that broad-based demand strength combined with improving operating leverage suggests significant growth potential for the company, likely attracting more investor interest in its stock performance.
See More
AI Technology Drives Growth for Datadog and Workiva
- Surging Demand for Datadog's AI Products: As of Q3 2025, Datadog had 32,000 customers, with over 5,000 using at least one AI product, a 67% increase from the previous year, and AI customers accounted for 12% of total revenue, indicating strong growth momentum in this segment.
- Efficiency Boost from AI Integration: The introduction of the Bits AI assistant has accelerated workflows for Datadog, while the new LLM Observability product enables developers to monitor costs and troubleshoot issues with large language models, addressing the market's urgent need for AI solutions.
- Enhanced Integration Capabilities for Workiva: Workiva's revenue grew by 21% to $224 million in Q3 2025, driven by an increase in high-spending customers, with businesses spending over $300,000 and $500,000 annually rising by 41% and 42%, respectively.
- Optimistic Financial Forecast: Workiva raised its full-year revenue forecast for 2025 to $881 million, and if it exceeds this expectation in the earnings report on February 19, a stock rally is anticipated, especially given its current attractive valuation.
See More
Datadog and Workiva Q4 Earnings Outlook
- Surge in Datadog AI Demand: As of Q3 2025, Datadog had 32,000 customers, with over 5,000 using at least one AI product, a 67% increase year-over-year, contributing 12% to total revenue, indicating strong growth momentum in this segment.
- Workiva's Integration Advantage: Workiva's revenue grew by 21% to $224 million in Q3 2025, driven by an increase in high-spending customers, with those spending over $300,000 and $500,000 annually rising by 41% and 42%, respectively, reflecting sustained market demand.
- Future Earnings Expectations: Datadog will report earnings on February 10, and if AI customer growth continues, it could spark a stock rebound, while Workiva is set to report on February 19, with a full-year revenue forecast of $881 million, which could lead to stock price increases if exceeded.
- AI Technology Application Outlook: Both companies are actively integrating AI technologies, with Datadog enhancing customer experience through Bits AI and OpenAI Monitoring, while Workiva's AI assistant simplifies report generation, showcasing AI's potential in improving operational efficiency and customer satisfaction.
See More
OneStream Inc. Acquired by Hg Capital at $24 per Share
- Acquisition Offer: Hg Capital has proposed to acquire OneStream at $24 per share, valuing the company at an acceptable level that reflects its current growth rate, despite uncertainties regarding revenue growth sustainability.
- Analyst Rating Adjustments: Needham analyst downgraded OneStream's rating from Buy to Hold and removed the price target, indicating a cautious market sentiment regarding the transaction.
- Competitor Response: Following the acquisition announcement, shares of OneStream's competitors, BlackLine and Workiva, rose, demonstrating a positive market reaction to M&A activity in the software sector.
- Investor Confidence: BTIG analysts believe this acquisition will bolster investor confidence in current software valuations, marking a broader appetite for acquisitions in the software industry, potentially leading to more deals in the future.
See More
Workiva Inc. Reports Strong Q4 2025 Earnings with AI Adoption
- Significant Revenue Growth: Workiva reported total revenue of $239 million in Q4 2025, reflecting a 20% year-over-year increase, with subscription revenue reaching $219 million, up 21%, exceeding guidance by $3 million, indicating strong performance in the financial software market.
- Margin Improvement: The non-GAAP operating margin for Q4 was 19.1%, representing a 1,170 basis point improvement compared to the previous year, showcasing the company's ongoing enhancements in operational efficiency and cost control, which bolsters confidence in future profitability.
- Customer Base Expansion: By the end of Q4 2025, Workiva had 6,624 customers, an increase of 319 year-over-year, with contracts over $100,000 reaching 2,507, up 22%, demonstrating success in market penetration and customer loyalty.
- Leadership Changes: The company announced three executive appointments, including Michael Pinto as Chief Revenue Officer, Deepak Bharadwaj as Chief Product Officer, and Barbara Larson as Chief Financial Officer, reflecting a commitment to strategic execution and market expansion.
See More
Workiva Q4 Earnings Beat Expectations with Significant Revenue Growth
- Strong Earnings Report: Workiva's Q4 non-GAAP EPS of $0.78 exceeded expectations by $0.09, indicating a sustained enhancement in profitability and reflecting the company's increasing competitiveness in the market.
- Revenue Growth: Q4 revenue reached $239 million, a 19.5% year-over-year increase, surpassing expectations by $3.87 million, demonstrating the company's robust performance in customer demand and market share.
- Annual Performance: Total revenue for fiscal year 2025 was $885 million, up 20% year-over-year, with a non-GAAP operating margin of 9.9%, showcasing the company's ability to maintain strong profitability while scaling operations.
- Share Repurchase Plan: Under the 2024 share repurchase plan, Workiva repurchased $72 million worth of Class A common stock in 2025 and announced an additional $250 million increase to the plan, reflecting the company's confidence in its intrinsic value.
See More
Workiva Q4 Earnings Announcement Scheduled
- Earnings Release Date: Workiva is set to announce its Q4 earnings on February 19th after market close, with a consensus EPS estimate of $0.69, reflecting a significant year-over-year growth of 109.1%, indicating a notable improvement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $235.13 million, representing a 17.6% year-over-year increase, which highlights Workiva's ability to sustain revenue growth amid strong market demand, thereby enhancing its competitive position.
- Historical Performance Review: Over the past two years, Workiva has beaten EPS estimates 50% of the time and revenue estimates 88% of the time, demonstrating a level of stability and reliability in financial performance that bolsters investor confidence.
- Strong Market Demand: Recent reports from Workiva indicate that broad-based demand strength combined with improving operating leverage suggests significant growth potential for the company, likely attracting more investor interest in its stock performance.
See More
AI Technology Drives Growth for Datadog and Workiva
- Surging Demand for Datadog's AI Products: As of Q3 2025, Datadog had 32,000 customers, with over 5,000 using at least one AI product, a 67% increase from the previous year, and AI customers accounted for 12% of total revenue, indicating strong growth momentum in this segment.
- Efficiency Boost from AI Integration: The introduction of the Bits AI assistant has accelerated workflows for Datadog, while the new LLM Observability product enables developers to monitor costs and troubleshoot issues with large language models, addressing the market's urgent need for AI solutions.
- Enhanced Integration Capabilities for Workiva: Workiva's revenue grew by 21% to $224 million in Q3 2025, driven by an increase in high-spending customers, with businesses spending over $300,000 and $500,000 annually rising by 41% and 42%, respectively.
- Optimistic Financial Forecast: Workiva raised its full-year revenue forecast for 2025 to $881 million, and if it exceeds this expectation in the earnings report on February 19, a stock rally is anticipated, especially given its current attractive valuation.
See More
Datadog and Workiva Q4 Earnings Outlook
- Surge in Datadog AI Demand: As of Q3 2025, Datadog had 32,000 customers, with over 5,000 using at least one AI product, a 67% increase year-over-year, contributing 12% to total revenue, indicating strong growth momentum in this segment.
- Workiva's Integration Advantage: Workiva's revenue grew by 21% to $224 million in Q3 2025, driven by an increase in high-spending customers, with those spending over $300,000 and $500,000 annually rising by 41% and 42%, respectively, reflecting sustained market demand.
- Future Earnings Expectations: Datadog will report earnings on February 10, and if AI customer growth continues, it could spark a stock rebound, while Workiva is set to report on February 19, with a full-year revenue forecast of $881 million, which could lead to stock price increases if exceeded.
- AI Technology Application Outlook: Both companies are actively integrating AI technologies, with Datadog enhancing customer experience through Bits AI and OpenAI Monitoring, while Workiva's AI assistant simplifies report generation, showcasing AI's potential in improving operational efficiency and customer satisfaction.
See More
OneStream Inc. Acquired by Hg Capital at $24 per Share
- Acquisition Offer: Hg Capital has proposed to acquire OneStream at $24 per share, valuing the company at an acceptable level that reflects its current growth rate, despite uncertainties regarding revenue growth sustainability.
- Analyst Rating Adjustments: Needham analyst downgraded OneStream's rating from Buy to Hold and removed the price target, indicating a cautious market sentiment regarding the transaction.
- Competitor Response: Following the acquisition announcement, shares of OneStream's competitors, BlackLine and Workiva, rose, demonstrating a positive market reaction to M&A activity in the software sector.
- Investor Confidence: BTIG analysts believe this acquisition will bolster investor confidence in current software valuations, marking a broader appetite for acquisitions in the software industry, potentially leading to more deals in the future.
See More
