Slides
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Design Review
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Speaker Notes ReviewDone Puzzle? Scales? Design Review
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Design Ready Speaker Notes Review Slide WIP Design Review
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Speaker Notes Review
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Platform
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Sustainability Management Reporting is just 20%of our total TAM
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Partner Ecosystem Connected AI Platform Fit-for- Purpose Solutions
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Coverage OptimizationPlatform SellersModel Efficiency Geographic ExpansionHigher QuotasTerritory Assignments New GTM PlaysAutomation & AIPartner Momentum
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Talk Track: If one of management's goals is to eliminate the need for multiple vendors and the ideal state or future state vision is to bring your people, process, and data under one platform, my recommendation is we start to think the stakeholders we (Workiva) should include in this engagement. The outcome of financial services partnerships that take this approach is fully integrating traditionally siloed departments andprocesses under one platform and creating economies of scale that can't be accomplished with any other provider in the market. We haven't identified a competitor thatscales across an entire organization -we compete with the status quo....(i.e. Microsoft Office) At the right time, we can bring each department/team up to speed on our capabilities that may be relevant.
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Y/Y
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Sustainability
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Speaker Notes Review
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Chosen by the best sustainability teams More than 6,400 organizations use the Workiva platform across the globe. Discover more here! The connectivity we’re able to achieve with Workiva Carbon, Workiva Sustainability, and Workiva SEC is unlike any other software that’s out there. Annalise Di Santo Senior Analyst Energy Recovery Workiva has had tremendous benefit for us across multiple dimensions. I think the first and most important is we have an extremely secure control environment when it comes to data and the ability to move data into a reportable fashion for the public. Jason Darby Chief Financial Officer Amalgamated Bank
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Subscription revenue calculated for Trailing 12 months for each reporting period
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Growth Multiple Growth multiple represents the change in customer ARR from the initial cohort year to year end 2022, for all active customersthat remain in each cohort As an illustrative example : our 2010 customer cohort started with an initial average contract value (ACV) of $100 that grew to an ACV of ~$1,814 by the year 2024, representing a CAGR of 23%.
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From the 10K Revenue Outside Americas by Year For 2024 , revenue outside Americas totaled $129.3 million , consisting of: Subscription and support revenue: $121.9 million [1]1 • 10K Professional services revenue: $7.4 million [2]2 • 10K For 2023 , revenue outside Americas totaled $92.3 million , consisting of: Subscription and support revenue: $85.8 million [3]3 • 10K Professional services revenue: $6.5 million [2]2 • 10K For 2022 , revenue outside Americas totaled $61.7 million , consisting of: Subscription and support revenue: $56.1 million [1]1 • 10K Professional services revenue: $5.6 million [2]2 • 10K Growth Trend The revenue outside Americas has shown strong growth, increasing from $61.7 million in 2022 to $129.3 million in 2024, representing more than a doubling over the two-year period. [4]4 • 10K The company notes that in 2024, they generated approximately 18% of consolidated revenue from EMEA and APAC , and they expectthese global markets to contribute an increasing percentage of total revenue. [5]5 • 10K
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Non-GAAP Reconciliation
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2024 2025 Guide Gross margin 77% 78% Add back: Stock-based compensation 2% 2% Gross margin, non-GAAP 78% 80% Research and development 26% 25% Less: Stock-based compensation 3% 3% Research and development, non-GAAP 23% 22% Sales and marketing 47% 47% Less: Stock-based compensation 5% 5% Sales and marketing, non-GAAP 42% 42% General and administrative 14% 12.5%-13.0% Less: Stock-based compensation 5% 4% General and administrative, non-GAAP 9% 8.5%-9.0% Loss from operations (10)% (7.1)%-(6.6)% Add back: Stock-based compensation 14% 13% Add back: Amortization of acquisition-related intangibles 1% 1% (Loss) income from operations, non-GAAP 4% 7.0%-7.5% Reconciliation of GAAP to non-GAAP, as a % of Revenue Figures have been rounded for presentation purposes. Discrepancies may occur due to rounding.