Yext, Inc.

Yext, Inc. provides a digital presence platform that helps businesses organize brand and location information in a knowledge graph and distribute it across search engines, maps, voice assistants, websites, and apps. Its software is used to manage listings, reviews, pages, and search experiences through a network of third-party publishers and application providers.

12,4 %

74,5 %

8,5 %

+6,1 %

1.07

1.07

— Yext, Inc.
%
Listings30% Software to manage and syndicate business location data across publishers and directories.
Search25% On-site and digital search experiences that answer customer questions using structured knowledge.
Reviews15% Tools to monitor, manage, and respond to customer reviews across digital channels.
Pages10% Branded landing pages and location pages built from structured content.
Subscriptions and support15% Platform subscriptions, associated support, and add-on services tied to customer licenses.
Professional services5% Implementation, integrations, custom pages, and ongoing platform services.

Yext sells to businesses with many locations and to organizations that need consistent public-facing information across...

  • Enterprise multi-location brandsprimary

    Large organizations buy subscriptions to manage many locations, entities, and brand experiences across channels.

  • Mid-size businessesprimary

    Mid-market customers use the platform to centralize listings, pages, reviews, and search without building in-house tools.

  • Resellers and channel partnerssecondary

    Technology companies and consultants resell or recommend Yext to their own customers.

  • Healthcare and regulated servicessecondary

    These customers need accurate, compliant public information across many touchpoints.

  • Retail, hospitality, and food service brandsprimary

    These businesses use Yext to keep location data, reviews, and local pages current for consumers.

Yext sells its platform throughout the world and serves customers with locations across multiple countries...

  • •Global sales footprint across North America, Europe, and other regions
  • •Customer locations are distributed internationally, not concentrated in one market
  • •Publisher network includes major global platforms such as Google and Apple
  • •Foreign currency exposure affects reported results for non-USD entities
  • •Geographic reach matters because customers need consistent local listings worldwide

Yext’s strategy centers on expanding the usefulness of its knowledge graph and publisher network so customers can...

01
Broaden platform capabilitiesmedium-term

More modules increase customer stickiness and raise the value of the subscription.

02
Strengthen publisher and integration networkmedium-term

Broad distribution improves data reach and makes the platform more useful to customers.

03
Increase enterprise retention and expansionshort-term

Subscription renewals and license expansion drive recurring revenue quality.

Yext faces competitive pressure from in-house solutions, lower-priced vendors, and adjacent local marketing and...

high

Revenue slowdown or contraction

Subscription renewals and new bookings can weaken if customers cut digital spending.

Scope
Recurring subscription base
Materiality
high
high

Competitive displacement

Customers can use in-house systems or lower-cost point solutions instead of Yext.

Scope
Listings, reviews, and local marketing software
Materiality
high
high

Platform reliability and third-party dependency

The service depends on network uptime and external publisher/application partners.

Scope
Publisher Network and cloud/software stack
Materiality
high
medium

Acquisition integration risk

Purchased businesses must be integrated into product, sales, and support workflows.

Scope
M&A and product integration
Materiality
medium
medium

Privacy and AI regulation

Data handling and AI features are subject to evolving legal and compliance requirements.

Scope
Knowledge Graph, AI features, customer data
Materiality
medium
Subscription revenue recognition
Bookings changes may not show up immediately in revenue
Professional services revenue
Mix shifts can change quarterly revenue and margin profile
Stock-based compensation
Affects operating expenses and non-cash reconciliation
Acquisition accounting
Can create amortization and goodwill impairment risk
Debt and financing costs
Affects leverage, interest burden, and liquidity analysis

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: 29.4.2026