Workiva Q4 Revenues Rise 20.8% to $224.2M as Customer Base Tops 2,372

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Workiva added 131 enterprise customers paying >$100k to reach 2,372 total customers after reporting Q4 revenues of $224.2M, up 20.8% and beating estimates by 2.4%. Analysts forecast next-quarter revenue of $235.1M (17.6% growth) and adjusted EPS of $0.69 as the stock trades 31.1% lower over the past month.

1. Q4 Revenue and Customer Growth

Last quarter Workiva reported revenue of $224.2 million, a 20.8% year-over-year increase that beat estimates by 2.4%. The company added 131 enterprise customers paying more than $100,000 annually to reach a total of 2,372 customers.

2. Analyst Forecasts for Upcoming Quarter

Analysts project revenue of $235.1 million for the next quarter, up 17.6% year-over-year, and adjusted earnings of $0.69 per share. Coverage has remained steady over the past month, reflecting expectations that Workiva will continue exceeding revenue estimates by an average of 1.7%.

3. Stock Movement and Peer Comparison

Workiva shares have declined 31.1% over the last month, trading near $57.90 against an average analyst price target of $106.27. Comparable finance and HR software firms reported Q4 revenue growth—Bill.com rose 14.4% beating by 3.7% while Paylocity gained 10.4%—with the sector down an average of 13.6%.

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