Upland Software, Inc.
Upland Software is a U.S.-based enterprise software company built around AI-powered knowledge management and content workflow applications. Its portfolio includes cloud software for knowledge sharing, content lifecycle management, workflow automation, digital faxing, project and portfolio management, customer reference management, and IT spending management.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaSoftware for capturing, organizing, searching, and distributing enterprise knowledge.
Tools for document handling, compliance workflows, process automation, and digital faxing.
Applications for project and portfolio management, customer reference management, and IT spending oversight.
Implementation, integration, consulting, training, and customer support services.
Tuotteet
Raportoitu · osuus liikevaihdosta- Subscription and Support94,6 %
- Professional Services and Other3,0 %
- Perpetual License2,4 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Upland sells to enterprises and government agencies that need software to manage internal knowledge, customer self-service, compliance content, and operational workflows. Its customer base spans multiple industries, including financial services, technology, manufacturing, healthcare, government, and professional services, with many customers using the software to improve productivity and standardize processes.
Large organizations buy subscription software for knowledge sharing, workflow automation, and operational control.
Public-sector buyers use Upland applications for knowledge access, service workflows, and compliance processes.
Smaller organizations buy targeted applications where they need a specific workflow or content solution.
These users buy knowledge management tools to improve self-service and agent productivity.
These buyers use workflow, document, and spending tools to manage governance and process efficiency.
Strategia
Upland’s strategy centers on expanding adoption within existing customers, cross-selling additional applications, and adding new enterprise software modules to its portfolio. The company also emphasizes customer success, professional services, and product integrations to improve retention and make its applications more embedded in customer workflows.
Multi-product adoption can deepen customer relationships and raise lifetime value.
New logos broaden the installed base and reduce reliance on expansion alone.
Tighter integrations make the software more attractive and harder to replace.
Implementation and support increase product usage and renewal likelihood.
Maantiede
Upland is headquartered in Austin, Texas and serves customers in the United States and internationally. The company disclosed that foreign revenue represented 29% of total revenue in the first quarter of 2025 and 30% in the prior-year quarter, indicating a meaningful non-U.S. customer base.
Riskit
Upland’s results depend on retaining customers, winning new subscriptions, and successfully cross-selling into existing accounts, so weak adoption or long sales cycles can slow growth. The company also faces execution risk around AI features, cybersecurity, international operations, and goodwill/intangible asset impairment because its model combines software delivery, acquisitions, and customer data handling.
- Failure to grow organicallyVaikutus: KorkeaTodennäköisyys: Kohtalainen
The business depends on expanding subscriptions and usage across its installed base.
Kohdistuu: Subscription and cross-sell revenue
- Customer retention riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
Recurring revenue depends on renewals and continued product adoption.
Kohdistuu: Major accounts and recurring revenue
- AI product execution riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
AI features must be implemented accurately and securely to remain competitive.
Kohdistuu: AI-powered knowledge and content products
- Cybersecurity and data protection riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
The company stores and transmits customer data and relies on cloud infrastructure.
Kohdistuu - International operating riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Foreign revenue creates exposure to currency, regulatory, and cross-border execution issues.
Kohdistuu: Non-U.S. revenue
- Goodwill impairment riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Acquisition-driven growth creates balance-sheet exposure if expected cash flows weaken.
Kohdistuu: Consolidated goodwill and intangibles
Kirjanpito
Harkinnanvaraiset erätRecurring contracts are recognized over the service period, affecting timing of reported revenue.
Vaikutus: Quarterly revenue comparability
License sales are less predictable and can cause revenue volatility between periods.
Vaikutus: Reported revenue mix and margin timing
The company tests goodwill at the consolidated level using estimates of future cash flows and discount rates.
Vaikutus: Potential non-cash impairment charges
Tax legislation and deferred tax assumptions can affect tax expense and liabilities.
Vaikutus: Effective tax rate and deferred taxes
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