Workiva at Citi’s 2026 Global TMT Conference: AI and growth

On September 9, 2026, cloud software company Workiva presented its growth strategy at Citi's Global Technology, Media, and Telecom (TMT) Conference. The company highlighted a resilient business amidst shifting regulations and increased competition. Workiva reported crossing the $1 billion revenue mark in 2025, with strong demand across financial reporting, governance, risk, compliance, and sustainability software.

In Q2 2025, operating margins improved by 1,300 basis points, 14 points higher than the previous two years. Management aimed to reach 2027 operating margin targets a year ahead of schedule. AI has become a core part of Workiva's platform, with about one-third of customers utilizing AI features. The company expects continued growth from new customer acquisitions, expansion within existing base, and deal size increases through platform consolidation.

Workiva serves over 6,700 customers, including large enterprises, offering more than two dozen solutions. Currently, 55% of customers use only one solution, presenting an opportunity for expansion to three, four, or five solutions. The company's gross profit margin stands at 80%, and revenue growth is nearly 20%. Investors view Workiva as trading below its Fair Value, with potential upside.

AI is deeply integrated into Workiva's platform, with the latest quarter producing the most net new logos in seven quarters. The company's approach focuses on practical tools, such as Tie-Out Agents, Benchmarking Agents, and enhanced Sustainability Agents, rather than broad AI claims. Workiva's new Model Context Protocol (MCP) allows customers to extend the platform while maintaining data security and permissions.