Upland Software, Inc. is classed by the SEC under Services-Prepackaged Software (industry code 7372), based in Austin, TX. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $217 million and a loss of $45 million (its filed statements).
Subscription businessServices-Prepackaged SoftwareAustin, TXfilings since 20109 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a subscription business: prior from its industry code (SEC 7372, Services-Prepackaged Software); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 3.4 out of ten, 9 of 9 metrics filed: past 3.1 out of ten, present 3.2 out of ten, future 3.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 1.4 out of ten. 3 warning events since 2017; the latest 2026-08-05. 14th percentile among 230 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 2.4 out of ten. +12.6% a year over 10 filed years; profitable in 0 of 10. 24th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 5.0 out of ten. Share count shrank 3.2% a year. 0% of cash flow returned. Insiders: 6 sales, 0 purchases. 50th percentile among 152 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 3.8 out of ten. Leverage 112%: owes 112¢ per asset dollar. 38th percentile among 217 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 2.5 out of ten. bottom 25% of 218 in its family; net margin -17.9%. 25th percentile among 218 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 3.1 out of ten. bottom 31% of 137 in its family for leadership; chief executive since 2026. 31st percentile among 137 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 3.7 out of ten. bottom 37% of 216 in its family for room to expand. 37th percentile among 216 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 2.6 out of ten. bottom 26% of 213 in its family for growth drivers. 26th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 5.0 out of ten. bottom 50% of 194 in its family for expectations against reality. 50th percentile among 194 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-03 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-14 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-14 (on EDGAR). Newest filing: Form 4, 2026-09-21. Filings on record since 2010. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Subscription and Support 95%, Professional Services and Other 3%, Perpetual License 2%. As tagged in its annual report (Form 10-K, filed 2026-03-03).
Who runs it
Nathaniel, Sean (CEO and President); Mcdonald, John T (CEO); Mattox, Timothy (co-President & COO); Cummings, Karen (President and COO); Simon, Jennifer L. (Chief Financial Officer); Tamez, David (Interim CFO); Hill, Michael Douglass (CFO, Treasurer & Secretary); Doman, Dan (Chief Operating & Product Ofcr); Chung, David H S (director); Courter, Stephen E (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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