Dec 31, 2020

Vertex Q4 2020 Earnings Report

Vertex's Q4 2020 financial results demonstrated strong growth in total revenues and software subscriptions, alongside continued investment in scaling the team and expanding global capabilities.

Key Takeaways

Vertex announced strong fourth-quarter financial results, with total revenues up 15.7% year-over-year to $99.5 million. Software subscription revenues also saw a significant increase, rising 15.1% year-over-year to $83.9 million. The company's annual recurring revenue (ARR) reached $316.4 million, marking a 13.6% increase year-over-year.

Total revenues increased by 15.7% year-over-year, reaching $99.5 million.

Software subscription revenues grew by 15.1% year-over-year, amounting to $83.9 million.

Annual Recurring Revenue (ARR) increased by 13.6% year-over-year, totaling $316.4 million.

Operating income was $2.5 million, while net income was $0.2 million.

Total Revenue
$99.5M
Previous year: $86.1M
+15.7%
EPS
$0.08
Previous year: -$0.0252
-417.1%
Annual Recurring Revenue
$316M
Previous year: $279M
+13.6%

Vertex

Vertex

Forward Guidance

For the first quarter of 2021, the Company currently expects revenues of $94.5 million to $96.5 million, representing growth of 5.9% to 8.1%. Adjusted EBITDA of $15.5 million to $17.5 million, representing an increase of $0.2 million to $2.2 million. For the full-year 2021, the Company currently expects revenues of $401 million to $405 million, representing growth of 7.0% to 8.1%. Adjusted EBITDA of $68 million to $72 million, representing a decrease of $6.4 million to $10.4 million. 2021 Adjusted EBITDA anticipates $2 million in increased operating expenses related to the acquisition of Tellutax in January 2021.

Positive Outlook

  • Revenues of $94.5 million to $96.5 million, representing growth of 5.9% to 8.1% for Q1 2021.
  • Adjusted EBITDA of $15.5 million to $17.5 million, representing an increase of $0.2 million to $2.2 million for Q1 2021.
  • Revenues of $401 million to $405 million, representing growth of 7.0% to 8.1% for FY 2021.
  • Acquired edge-computing startup, Tellutax, on January 25, 2021, enabling the next generation of tax technology solutions to be delivered seamlessly at the point of need with increased scalability and simplified management.
  • Announced the hiring of Sal Visca as Chief Technology Officer, an executive who is a recognized innovator and leader of global technology teams in e-commerce, business intelligence and enterprise management software.

Challenges Ahead

  • Adjusted EBITDA of $68 million to $72 million, representing a decrease of $6.4 million to $10.4 million for FY 2021.
  • 2021 Adjusted EBITDA anticipates $2 million in increased operating expenses related to the acquisition of Tellutax in January 2021.
  • Potential effects on our business of the COVID-19 pandemic.
  • Our ability to attract new customers on a cost-effective basis and the extent to which existing customers renew and upgrade their subscriptions.
  • Our ability to sustain and expand revenues, maintain profitability, and to effectively manage our anticipated growth.