Every material Form 8-K Vertex, Inc. has filed with the SEC since August 03, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Vertex reported third-quarter 2026 revenue of $213.3 million, up 11.0% year-over-year, and Adjusted EBITDA of $64.8 million, up from $43.5 million. The company swung to a GAAP net loss of $46.6 million, compared with net income of $4.0 million a year earlier, largely reflecting a $47.3 million income tax expense in the quarter. Management said it raised its full-year revenue and Adjusted EBITDA outlook.
Q3 2026 total revenues $213.3 million, up 11.0%; cloud revenues $110.8 million, up 20.4%
Net loss of $46.6 million, or $0.29 per diluted share, versus net income of $4.0 million a year earlier; non-GAAP diluted EPS was $0.26
Full-year 2026 outlook: revenues of $828.9 million to $830.9 million and Adjusted EBITDA of $217.9 million to $219.9 million
Fourth-quarter 2026 outlook: revenues of $215.0 million to $217.0 million and Adjusted EBITDA of $58.0 million to $60.0 million
Vertex, Inc. said its Board elected Debanjan Saha, CEO of DataRobot since September 2022, as a Class II director effective October 7, 2026. The Board determined he is independent, and he has not yet been named to any Board committee.
Saha elected September 30, 2026 as Class II director, term expiring at the 2028 Annual Meeting of Stockholders
Saha is CEO of DataRobot, an agentic AI company, and previously held roles at Google Cloud and Amazon Web Services
He will receive a pro-rated annual restricted stock award and sign the company's standard indemnification agreement
Filing reports no financial results, and no committee assignments have been made
Vertex reported second-quarter 2026 revenue of $204.0 million, up 10.5% year-over-year, and swung to net income of $9.0 million from a net loss of $1.0 million a year earlier. The company raised its adjusted EBITDA outlook for full-year 2026 to $206.0 million to $210.0 million while narrowing its revenue guidance to $825.0 million to $830.0 million, which bears on shareholder expectations for the second half.
Q2 2026 total revenues of $204.0 million, up 10.5%; cloud revenues of $101.7 million, up 17.9%.
Net income of $9.0 million, or $0.06 per share, versus a net loss of $1.0 million, or $0.01 per share, a year earlier; loss from operations widened to $4.4 million from $3.9 million.
Adjusted EBITDA of $51.0 million, up from $38.4 million; margin of 25.0% versus 20.8%.
Q3 2026 guidance: revenues of $208.0 million to $211.0 million and adjusted EBITDA of $55.0 million to $57.0 million; full-year adjusted EBITDA outlook of $206.0 million to $210.0 million.
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