Workiva Q4 Revenue Up 19.5% to $239M, EPS Beats by 15.6%
Workiva’s Q4 revenue rose 19.5% year over year to $238.94 million, beating consensus by 1.7%, while EPS climbed to $0.78, a 15.6% surprise over estimates. Subscription and support revenue increased 21.3% to $219.33 million and professional services rose 3.2% to $19.6 million, lifting non-GAAP gross profits across both segments.
1. Strong Q4 Revenue and EPS Beats
For the quarter ended December 2025, Workiva reported revenue of $238.94 million, a 19.5% increase from the prior year and 1.67% above consensus. EPS reached $0.78, up from $0.33 last year and exceeding estimates by 15.56%, reflecting improved operational leverage.
2. Segment Growth and Profitability
Subscription and support revenue climbed 21.3% to $219.33 million, surpassing the $216.9 million estimate, while professional services revenue grew 3.2% to $19.6 million versus a $18.17 million forecast. Non-GAAP gross profit in subscription and support hit $189.51 million against a $183.38 million projection, and professional services gross profit reached $7.98 million versus $5.51 million expected.
3. Stock Performance and Outlook
Shares have fallen 27.4% over the past month and currently carry a Hold analyst rating, suggesting in-line performance expectations. Investors will monitor whether the robust subscription growth and profitability improvements can drive a stock rebound in upcoming quarters.