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Upland Software (UPLD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.6

Last Year’s EPS

1.5

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 03, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call conveyed a mixed but balanced message: strong margin expansion, solid free cash flow performance, product validation, and a strategic refocus on AI-enabled knowledge and content management are clear positives. However, meaningful revenue declines (primarily from prior divestitures), flat organic growth and disappointing Q4 bookings, and elevated leverage represent tangible near-term challenges. Management provided clear guidance and a leadership transition intended to sharpen AI/product execution, but execution risk remains as the company seeks to convert pipeline into growth.

Company Guidance

For Q1 (ending 03/31/2026) management guided reported total revenue of $47.0M–$50.0M (subscription & support $44.8M–$47.3M), a 24% year-over-year decline at the midpoint driven primarily by 2025 divestitures, with adjusted EBITDA of $11.9M–$13.4M (midpoint down ~3% y/y) and an adjusted EBITDA margin of 26% at the midpoint (up 500 basis points from 21% in the year-ago quarter). For full-year 2026 they forecast reported total revenue of $194.2M–$206.2M (subscription & support guided at $103.6M–$193.7M), a midpoint decline of 8% y/y, adjusted EBITDA of $52.6M–$58.6M (midpoint down ~4% y/y) and a 28% adjusted EBITDA margin at the midpoint (up 100 bps vs. 27% in 2025); management also reiterated a 2026 core organic growth target of 1%–2%, a free cash flow target around $20M (after generating $24.4M in FCF in 2025), and noted year-end net debt of ~ $290M (cash ~$29M) with 3.6x trailing adjusted EBITDA leverage.

Strong Q4 Adjusted EBITDA and Margin Expansion

Q4 2025 adjusted EBITDA was $15.3M with an adjusted EBITDA margin of 31%. This represents a material improvement versus the prior-year quarter (up from 22% in Q4 2024, ~+900 basis points) and is part of a multi-year margin expansion trend (management noted margins expanded from ~20% in 2024 to ~27% in 2025).

Robust Free Cash Flow and Outperformance Versus Target

Free cash flow for Q4 was $7.2M and full-year 2025 free cash flow was $24.4M, exceeding the $20.0M target by $4.4M. Management attributed the beat largely to successful early receivables collections.

Customer Wins, Expansions, and Product Validation

In Q4 Upland added 110 new customers (including 15 new major customers) and expanded relationships with 199 existing customers (27 major expansions). The company earned 49 G2 Winter 2026 badges and received recognition in IDC MarketScape and the Gartner Market Guide, signaling continued product validation and momentum for its AI-powered offerings.

Focused Product Strategy on AI-enabled Knowledge & Content Management (KCM)

Management confirmed a sharpened portfolio focus: roughly two-thirds to three-quarters (or more) of revenue is from growth products that are primarily AI-enabled and concentrated in the knowledge and content management market—positioning Upland to participate in enterprise AI initiatives.

Clear Guidance with Continued Margin Improvement

Despite divestiture-related revenue declines, management provided explicit guidance: full-year 2026 adjusted EBITDA expected $52.6M–$58.6M with a midpoint adjusted EBITDA margin of 28% (an increase of ~100 basis points versus 27% for 2025), indicating continued margin expansion is a priority.

Leadership Transition to AI- and Product-Focused CEO

Announced appointment of Sean Nathaniel as incoming CEO (effective soon), a returnee with prior Upland experience and AI/product expertise. Management framed the transition as aligning leadership to the company’s AI-centered product strategy.

Upland Software (UPLD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

UPLD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	1.60 / -	1.5	―	―	―
May 01, 2026	2026 (Q1)	1.30 / 1.60	2.3	-30.43% (-0.70)	―	―
Mar 03, 2026	2025 (Q4)	1.93 / 2.40	4.1	-41.46% (-1.70)	―
Nov 06, 2025	2025 (Q3)	1.74 / 3.00	4.2	-28.57% (-1.20)	―
Jun 30, 2025	2025 (Q2)	1.83 / 1.50	1.9	-21.05% (-0.40)	―	―
May 12, 2025	2025 (Q1)	1.73 / 2.30	1.9	21.05% (+0.40)	―
Mar 12, 2025	2024 (Q4)	2.04 / 4.10	1.4	192.86% (+2.70)	―
Nov 07, 2024	2024 (Q3)	1.68 / 4.20	3.3	27.27% (+0.90)	―
Aug 01, 2024	2024 (Q2)	1.36 / 1.90	2.2	-13.64% (-0.30)	―
May 02, 2024	2024 (Q1)	1.21 / 1.90	2.8	-32.14% (-0.90)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

UPLD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 01, 2026	$6.25	$6.10	-2.38%
Mar 03, 2026	$8.80	$7.69	-12.59%
Nov 06, 2025	$19.20	$18.40	-4.16%
Jun 30, 2025	$17.60	$19.50	+10.80%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Upland Software (UPLD) report earnings?

Upland Software (UPLD) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).

What is Upland Software (UPLD) earnings time?

Upland Software (UPLD) earnings time is at Jul 30, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is UPLD EPS forecast?

UPLD EPS forecast for the fiscal quarter 2026 (Q2) is 1.6.