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Workiva Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Platform overview and market differentiation
Offers a cloud-native, AI-powered platform for financial reporting, governance, risk, compliance, and sustainability, serving 6,500 clients including 85% of the Fortune 1000.
Assured integrated reporting differentiates by enabling investor-grade data aggregation, disclosure management, and audit oversight.
Demand environment and solution performance
Bookings have remained strong despite a challenging software market, with broad-based demand across a diverse solution portfolio.
Sustainability solutions saw moderated but continued growth, while financial services, multi-entity reporting, and private company solutions outperformed.
Uptick in capital markets activity and increased sales to private companies contributed to growth.
Go-to-market strategy and organizational changes
Recent go-to-market changes include a new Chief Revenue Officer and restructuring to drive sales and marketing efficiency.
Targeting a 200 basis point improvement in sales and marketing leverage, balancing growth with productivity.
Increasing quota-carrying sales headcount while seeking greater efficiency and productivity.
Sales & marketing leverage: How to avoid growth impact?
AI: How to balance pragmatism with innovation?
Beyond regulation, what drives sustainability demand?
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Frequently asked questions
Workiva Inc. provides Wdesk, a cloud-based platform that allows users to access, organize, and analyze information within a single workspace in real-time/Wdesk's applications include Wdesk for SEC Reporting, Wdesk for Internal Audit, Wdesk for XBRL and Disclosure Management, Wdesk for Compliance Management, and other application. It also offers a range of solutions for financial reporting, internal audit management, risk management and business continuity planning, compliance workflow management and end user controls management, budgeting and forecasting process improvement and automation integration with finance systems. The company was founded in 2008 and is headquartered in Ames, Iowa.
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