WORKIVA INC

Workiva Inc. (NYSE: WK) operates as a leading artificial intelligence-powered platform for trust, transparency, and accountability in financial reporting, sustainability management, and governance, risk, and compliance. The company's cloud-native software solution unites data, processes, and people across customers' critical business operations, serving more than 6,600 organizations globally, including over 85 percent of Fortune 1,000 companies and over 95 percent of Fortune 100 companies. The platform enables accounting, finance, sustainability, risk, and audit teams to connect and transform data from hundreds of enterprise resource planning, human capital management, and customer relationship management systems, as well as other third-party cloud and on-premise applications.

Workiva organizes its business around three primary solution groups: financial reporting, sustainability management, and governance, risk, and compliance. The financial reporting segment addresses statutory reporting, Securities and Exchange Commission filings, capital markets preparation, and annual and interim reporting needs. The sustainability management division helps organizations manage and disclose sustainability information across multiple frameworks and standards. The governance, risk, and compliance segment encompasses controls management, internal audit management, enterprise risk management, and policy and procedure management solutions. The company also serves industry verticals including financial services, public sector, and energy and utilities.

The platform's architecture is built primarily on Amazon Web Services and features data-linking capabilities, detailed audit trails, fine-grained permission controls, and generative artificial intelligence functionality. Workiva's Marketplace provides over 200 ready-made templates and no-code data connectors to streamline customer processes. The company maintains approximately 2,860 full-time employees worldwide and generates revenue primarily through subscription and support fees, which represented approximately 92 percent of total revenue in 2025, with the remainder from professional services. Workiva maintains a gross retention rate of 97.2 percent and a net retention rate of 112.8 percent as of December 31, 2025. The company operates globally, with approximately 26.7 percent of consolidated revenue generated from countries outside the United States. More information is available at www.workiva.com.