•
Dec 31, 2024

Upland Q4 2024 Earnings Report

Upland Software reported a decline in revenue but improved adjusted EBITDA margin.

Key Takeaways

Upland Software posted Q4 2024 revenue of $68.0 million, a 6% year-over-year decline, driven by lower subscription and support revenue. Adjusted EBITDA increased to $14.9 million, representing an improved margin of 22%. The company reported a GAAP net loss of $3.4 million, with a free cash flow of $9.0 million. Management highlighted progress in its AI-driven product offerings and cost optimization efforts.

Q4 revenue declined 6% year-over-year to $68.0 million.

Subscription and support revenue fell 6% to $64.3 million.

Adjusted EBITDA improved to $14.9 million, with a 22% margin.

GAAP net loss reduced to $3.4 million from $16.0 million in Q4 2023.

Total Revenue
$68M
Previous year: $72.2M
-5.8%
EPS
$0.52
Previous year: $0.14
+271.4%
Adjusted EBITDA
$14.9M
Previous year: $14.1M
+6.0%
Adjusted EBITDA Margin
22%
Previous year: 19%
+15.8%
Gross Profit
$48.2M
Previous year: $34.1M
+41.4%
Cash and Equivalents
$56.4M
Previous year: $237M
-76.1%
Free Cash Flow
$9.02M
Previous year: $8.6M
+4.9%
Total Assets
$530M
Previous year: $903M
-41.4%

Upland

Upland

Upland Revenue by Segment

Forward Guidance

Upland Software expects total revenue between $231.5 million and $255.5 million in FY25, with an adjusted EBITDA margin of 24%. The company remains focused on AI-driven solutions and efficiency improvements to enhance profitability.

Positive Outlook

  • Projected FY25 revenue between $231.5M and $255.5M.
  • Adjusted EBITDA margin expected to rise to 24%.
  • Strong performance in AI-enabled product adoption.
  • Operational efficiency efforts supporting cost reductions.
  • Free cash flow expected to remain positive in FY25.

Challenges Ahead

  • Revenue decline projected due to discontinued product lines.
  • Subscription and support revenue under pressure from churn.
  • Macroeconomic conditions may impact enterprise software spending.
  • Increased competition in cloud-based digital transformation tools.
  • Potential risks in achieving targeted cost optimization goals.

Revenue & Expenses

Visualization of income flow from segment revenue to net income