Upland Software, Inc., together with its subsidiaries, provides cloud-based software applications under the Upland brand name in the United States, the United Kingdom, Canada, and internationally. It offers software applications that enable organizations to plan, manage and execute projects, and work under the Upland brand in the areas of marketing, sales, contact center, knowledge management, project management, information technology, business operations, human resources, and legal. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves corporations, government agencies, and small and medium-sized businesses in the financial, consulting, technology, manufacturing, media, telecommunication, political, insurance, non-profit healthcare, life sciences, retail, and hospitality sectors. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.

Upland Software, Inc.

Key Points
GAAP revenue in Q2 2025 modestly exceeded analyst expectations, but declined 23.0% year-over-year, primarily due to completed divestitures.
Adjusted EBITDA margin expanded to 25%, even as free cash flow (non-GAAP) declined by nearly half year-over-year.
Upland Software (NASDAQ:UPLD), a cloud-based software provider, reported quarterly results showing significant changes due to strategic business divestitures and a sharpened focus on core operations. The second quarter earnings release, published on July 31, 2025, covers results for the period ended June 30. GAAP revenue of $53.4 million slightly topped analyst expectations of $53.2 million, while non-GAAP earnings per share reached $0.15. Year-over-year, revenue dropped as the company embraced a strategy of narrowing its business scope to boost margins and core organic growth. Free cash flow declined to $2.7 million from $5.2 million a year earlier. Overall, the quarter marked another step in Upland's transition to a leaner, higher-margin model even as top-line metrics continued to face pressure from divestitures.
Metric
Q2 2025
Q2 2025 Estimate
Q2 2024
Y/Y Change
EPS (Non-GAAP)
$0.15
N/A
$0.19
(21.1%)
Revenue (GAAP)
$53.4 million
N/A
$69.3 million
(22.9%)
Adjusted EBITDA
$13.6 million
$13.6 million
0.0%
Free Cash Flow
$2.7 million
$5.2 million
(48.9%)
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
About Upland Software’s Business and Strategic Focus
Upland Software delivers cloud-based tools that help organizations manage projects, documents, and customer engagement workflows. Upland serves customers ranging from large global corporations and government agencies to small and medium-sized businesses, providing solutions for information and knowledge management, marketing automation, and customer support. The company’s product portfolio centers around both recurring software subscriptions and professional services, offering clients the ability to increase operational efficiency through the cloud.
In the last two years, Upland has heavily emphasized streamlining its business. Management concentrated resources on product families where it has a strong competitive edge, particularly by integrating artificial intelligence (AI) features across its applications. Its main focus areas include driving product innovation, customer retention, and operating a stable recurring revenue model. The company’s success hinges on sustaining high renewal rates, launching new AI-driven features, and maintaining a broad, stable customer base without exposure to any single large client. Upland’s “land-and-expand” strategy targets both cross-selling to existing customers and steady new account growth.
Quarter in Review: What Happened and Why
The period marked a continuation of Upland's transformation strategy, with notable impacts visible in the reported results. GAAP revenue declined by 23% year-over-year as the company finished a series of divestitures to focus on high-margin core businesses. Subscription and support revenue, which makes up the bulk of Upland’s income through predictable, recurring payments, fell at the same rate (23%). According to management, these declines directly reflect the planned portfolio slimming and do not indicate a loss in core business momentum.
Despite the revenue drop, adjusted EBITDA remained steady in absolute terms, matching the prior year’s total at $13.6 million (non-GAAP). This figure, which stands for earnings before interest, taxes, depreciation, and amortization -- adjusted for non-recurring costs -- is watched closely in software companies to gauge core profitability. The Adjusted EBITDA margin jumped from 20% in Q2 2024 to 25% in Q2 2025, demonstrating improved efficiency as less profitable business lines exited the portfolio. Supporting cost reductions, Upland trimmed operating expenses, particularly in sales and marketing and research and development, reflecting a tighter spending discipline. Cash generated from operations (GAAP operating cash flow) and free cash flow, both indicators of the company’s ability to fund itself without external financing, softened considerably, highlighting the transitional pressures still at work.
Product innovation saw measurable progress with deeper AI integration across several software offerings. Notably, the company’s Panviva knowledge management platform, InterFAX cloud fax service, and Adestra marketing automation tool all launched or enhanced features during the quarter, with Adestra introducing AI-powered subject line updates. For example, Adestra introduced AI-driven subject line updates and improved integration with third-party platforms like Salesforce. Upland secured 68 performance badges in G2’s Summer 2025 software marketplace report, underscoring recognition for its AI initiatives by real-world software buyers. These updates are crucial as the software-as-a-service (SaaS) sector increasingly competes on intelligence, integration, and automation.
Customer metrics offered a mixed picture. Upland cited the addition of 100 new customers, including 12 major accounts, and expanded relationships with 263 existing clients. While these figures demonstrate ongoing customer momentum, they slightly trail the pace set earlier this year and do not yet show a clear upward trend. Management previously reported a net dollar retention rate, a non-GAAP measure of recurring business stability, of 96% as of December 31, 2024, with the pro forma figure for the current business at 99%. Over 1,100 enterprise customers now rely on Upland, a sharp reduction from the “over 10,000” cited before recent divestitures, reflecting a narrowed business scope but still a solid, diverse base.
Importantly, much of Upland’s business remains rooted in software subscriptions, ensuring visibility on future revenue. For the year ended December 31, 2024, approximately 90% of recurring revenue came from major accounts, defined as customers with at least $25,000 annually in contracted subscriptions. The recurring model helps smooth earnings and supports future planning, but shrinking gross revenue adds pressure to demonstrate true growth in the new core product set. Initiatives to expand third-party integrations and marketplace presence also remain a growth priority for management.
Several material one-time items affected results. The quarter included $6.9 million in divestiture expenses, as well as a $2.5 million GAAP impairment charge related to portfolio adjustments. These costs contributed to the company’s GAAP net loss, which deepened to $13.0 million. Refinancing activity after the end of Q2 2025 saw Upland extend its debt maturity to July 2031 and pay down $18 million in principal. The company established a new revolving credit facility as part of a $240 million term loan arrangement, providing greater balance sheet flexibility moving forward.
Looking Forward: Guidance and Key Factors to Watch
Management provided guidance for both the current quarter and the full fiscal year. For Q3 2025, Upland expects reported total revenue in the range of $46.8 million to $52.8 million, with subscription revenue contributing the bulk. Adjusted EBITDA guidance for Q3 2025 is between $14.5 million and $17.5 million, representing possible improvement in margin. At the midpoint, reported revenue would be down 25% compared to the prior-year quarter, mainly due to the divestiture effect, but adjusted EBITDA margin would expand to a projected 32%.
For FY2025, Upland forecasts reported total revenue of $211.8 million to $223.8 million. Adjusted EBITDA is expected in the range of $55.8 million to $61.8 million for FY2025, with Adjusted EBITDA margin rising to a projected 27% for FY2025. This margin expansion—an increase of 700 basis points in Adjusted EBITDA margin over the prior year (from 20% in FY2024 to 27% in FY2025)—is a core part of the company’s new financial identity. The leadership team highlights a return to positive core organic growth, with pipeline momentum building and internal forecasts showing continued improvement. The transition to a smaller, more profitable company is close to completion.
Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted.
Where to invest $1,000 right now
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 1,036%* — a market-crushing outperformance compared to 181% for the S&P 500.
They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor.
*Stock Advisor returns as of July 29, 2025
JesterAI is a Foolish AI, based on a variety of Large Language Models (LLMs) and proprietary Motley Fool systems. All articles published by JesterAI are reviewed by our editorial team, and The Motley Fool takes ultimate responsibility for the content of this article. JesterAI cannot own stocks and so it has no positions in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Upland (UPLD) Q2 Revenue Falls 23%

Upland Software UPLD is set to report fourth-quarter 2024 results on March 12.
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
For the fourth quarter of 2024, the company expects revenues between $65.9 million and $71.9 million. This represents a decline of 5% year over year at the midpoint.
The Zacks Consensus Estimate for fourth-quarter revenues is currently pegged at $68.06 million, indicating a decline of 5.71% year over year.
Upland Software, Inc. Price and EPS Surprise
Upland Software, Inc. price-eps-surprise | Upland Software, Inc. Quote
The consensus mark for earnings is currently pegged at 24 cents per share, unchanged over the past 30 days. The figure indicates a 71.43% increase from the year-ago quarter’s reported figure.
UPLD earnings beat the Zacks Consensus Estimate in each of the trailing three quarters while missing the same once, with an average surprise of 29.23%.
Let’s see how things have shaped up prior to this announcement.
Key Factors to Note for UPLD Q4 Earnings
Upland’s fourth-quarter 2024 performance is likely to have benefited from increased customer acquisitions and successful AI integrations.
Upland’s portfolio of Generative AI (Gen AI) solutions, which contributed to new customer acquisitions and major expansions in the third quarter of 2024, is expected to have driven growth in the fourth quarter of 2024 as well.
As AI-powered products like Upland RightAnswers and Upland BA Insight gain recognition and adoption, they are likely to fuel additional customer engagement and revenues in the to-be-reported quarter.
UPLD added 122 new customers in the third quarter of 2024, including 18 major customers, and expanded relationships with 312 existing customers, including 27 major expansions. This momentum is expected to have reflected in the fourth quarter of 2024 performance, contributing to revenue stability and potential growth.
UPLD Shares Underperform Sector, Industry
UPLD shares have plunged 38% in the year-to-date period, underperforming the broader Zacks Computer & Technology sector’s decline of 9.7% and the Zacks Internet - Software industry’s decrease of 3.2%.
Year-to-Date Performance
Image Source: Zacks Investment Research
UPLD Stock is Trading at a Discount
UPLD stock is cheap, as suggested by the Value Score of A.
In terms of the forward 12-month Price/Sales, UPLD is trading at 0.28X, lower than the industry’s 4.20X.
Price/Sales (F12M)
Image Source: Zacks Investment Research
Upland Drives Growth With AI-Powered Solutions
Upland’s efforts in integrating generative AI into its solutions proved instrumental in attracting new customers and deepening relationships with existing ones.
In February 2025, Upland launched Panviva Sidekick, an AI-powered assistant designed to provide agents with real-time, contextualized, and compliant knowledge, enhancing the customer experience in complex and regulated industries.
The solution features advanced AI search, Smart Snippets, and a user-friendly interface, integrating seamlessly with existing systems to improve agent productivity and decision-making.
Upland Expands AI and Partnerships With Key Players
Upland’s expanding partner base, which includes Microsoft MSFT and Konica Minolta KNCAY, is likely to have driven growth during the fourth quarter.
In December 2024, UPLD announced that Upland InterFAX had expanded its partnership with Konica Minolta to provide secure, cloud-based fax solutions integrated into Konica Minolta’s bizhub One i-Series Multi-Function Printer across the United States and Canada.
In the third quarter of 2024, Upland announced the availability of BA Insight for Microsoft Azure AI Search in the Microsoft Azure Marketplace. This allows customers to seamlessly integrate BA Insight’s user experience platform and over 90 connectors with Azure AI Search for intelligent, secure, and efficient content search without navigating multiple systems.
Upland also focuses on several AI initiatives, including integrating AI-powered features into products like Upland Qvidian. The partnership with International Business Machine IBM WatsonX for AI-driven solutions has enhanced product capabilities and attracts enterprise customers.
The company’s partnership with IBM provides advanced AI functionalities and integrations, which help Upland deliver more value to its enterprise customers and meet the needs for data privacy and compliance.
UPLD — A Smart Buy or Risky Bet
UPLD’s robust AI portfolio and expanding partner base are key drivers that make the stock attractive for long-term investors.
However, Upland is suffering from a planned runoff of Sunset asset revenue, which will continue to impact its financial performance in the fourth quarter of 2024 and contribute to the overall revenue decline.
UPLD currently has a Zacks Rank #3 (Hold), which implies that investors should wait for a more favorable entry point to accumulate the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Microsoft Corporation (MSFT) : Free Stock Analysis Report
Konica Minolta Inc. (KNCAY) : Free Stock Analysis Report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Upland Gears Up to Report Q4 Earnings: Buy, Sell or Hold the Stock?

MongoDB (MDB) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.86 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this database platform would post earnings of $0.69 per share when it actually produced earnings of $1.16, delivering a surprise of 68.12%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
MongoDB, which belongs to the Zacks Internet - Software industry, posted revenues of $548.4 million for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 5.96%. This compares to year-ago revenues of $458 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
MongoDB shares have added about 9.3% since the beginning of the year versus the S&P 500's decline of -1.8%.
What's Next for MongoDB?
While MongoDB has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for MongoDB: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.61 on $520.85 million in revenues for the coming quarter and $3.33 on $2.31 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the bottom 48% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Upland Software (UPLD), has yet to report results for the quarter ended December 2024.
This maker of cloud-based enterprise work-management software is expected to post quarterly earnings of $0.24 per share in its upcoming report, which represents a year-over-year change of +71.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Upland Software's revenues are expected to be $68.06 million, down 5.7% from the year-ago quarter.
Should You Invest in MongoDB, Inc. (MDB)?
Before you invest in MongoDB, Inc. (MDB), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
MongoDB, Inc. (MDB) : Free Stock Analysis Report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MongoDB (MDB) Q4 Earnings and Revenues Top Estimates

DigitalOcean Holdings, Inc. (DOCN) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 40%. A quarter ago, it was expected that this company would post earnings of $0.40 per share when it actually produced earnings of $0.52, delivering a surprise of 30%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
DigitalOcean, which belongs to the Zacks Internet - Software industry, posted revenues of $204.93 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 2.35%. This compares to year-ago revenues of $180.87 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
DigitalOcean shares have added about 9.1% since the beginning of the year versus the S&P 500's gain of 1.7%.
What's Next for DigitalOcean?
While DigitalOcean has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for DigitalOcean: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.41 on $207.02 million in revenues for the coming quarter and $1.81 on $874.7 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Upland Software (UPLD), another stock in the same industry, has yet to report results for the quarter ended December 2024.
This maker of cloud-based enterprise work-management software is expected to post quarterly earnings of $0.24 per share in its upcoming report, which represents a year-over-year change of +71.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Upland Software's revenues are expected to be $68.06 million, down 5.7% from the year-ago quarter.
Should You Invest in DigitalOcean Holdings, Inc. (DOCN)?
Before you invest in DigitalOcean Holdings, Inc. (DOCN), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
DigitalOcean Holdings, Inc. (DOCN) : Free Stock Analysis Report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

DigitalOcean Holdings, Inc. (DOCN) Surpasses Q4 Earnings and Revenue Estimates

Motorola (MSI) came out with quarterly earnings of $4.04 per share, beating the Zacks Consensus Estimate of $3.86 per share. This compares to earnings of $3.90 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 4.66%. A quarter ago, it was expected that this communications equipment maker would post earnings of $3.38 per share when it actually produced earnings of $3.74, delivering a surprise of 10.65%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Motorola, which belongs to the Zacks Wireless Equipment industry, posted revenues of $3.01 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.38%. This compares to year-ago revenues of $2.85 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Motorola shares have added about 1% since the beginning of the year versus the S&P 500's gain of 2.9%.
What's Next for Motorola?
While Motorola has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Motorola: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $2.89 on $2.52 billion in revenues for the coming quarter and $14.59 on $11.45 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Wireless Equipment is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Upland Software (UPLD), another stock in the broader Zacks Computer and Technology sector, has yet to report results for the quarter ended December 2024.
This maker of cloud-based enterprise work-management software is expected to post quarterly earnings of $0.24 per share in its upcoming report, which represents a year-over-year change of +71.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Upland Software's revenues are expected to be $68.06 million, down 5.7% from the year-ago quarter.
Should You Invest in Motorola Solutions, Inc. (MSI)?
Before you invest in Motorola Solutions, Inc. (MSI), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Motorola Solutions, Inc. (MSI) : Free Stock Analysis Report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Motorola (MSI) Tops Q4 Earnings and Revenue Estimates

Upland Software UPLD shares have surged 76.3% in the trailing six-month period, outperforming the broader Zacks Computer & Technology sector’s return of 1.1% and the Zacks Internet - Software industry’s rise of 14.7%.
The outperformance can be attributed to UPLD’s strong focus on customer expansion and successful AI integrations.
In the third quarter of 2024, UPLD added 122 new customers, including 18 major accounts, and expanded relationships with 312 existing customers, 27 of which were major expansions. UPLD’s new and expanded customers were attracted to its growing portfolio of generative AI solutions.
Given a strong AI portfolio and expanding clientele, is UPLD stock an attractive investment opportunity? Let’s dig deep to find out.
UPLD Shares Beat Sector, Industry
Image Source: Zacks Investment Research
Upland Drives Growth With AI-Powered Solutions
Upland’s efforts in integrating generative AI into its solutions proved instrumental in attracting new customers and deepening relationships with existing ones.
In December 2024, UPLD announced the launch of Altify MaxAI, an AI-powered enhancement to its Altify account planning and deal management software.
The launch leverages generative AI to streamline complex sales processes, offering features like automated contact identification, critical buyer insights, actionable deal summaries, and strategic account and deal planning to significantly boost sales productivity.
By implementing AI-driven solutions like Altify MaxAI, Upland reinforced its commitment to optimizing sales performance and accelerating customer acquisition.
Beyond Altify MaxAI, Upland also showcased the impact of its broader AI-driven solutions portfolio. The company highlighted its Upland RightAnswers and Upland BA Insight solutions as core drivers in attracting new business and solidifying its market position.
Upland RightAnswers, an AI-powered knowledge management solution, demonstrated its leadership with 17 badges in the third quarter of 2024, reinforcing its value to enterprises seeking efficient information management. Meanwhile, Upland BA Insight, an AI enterprise search solution, achieved multiple new recognitions, underscoring its ability to deliver enhanced search and discovery experiences.
Upland Expands AI and Partnerships With Key Players
Upland’s expanding partner base, which includes Microsoft MSFT and Konica Minolta KNCAY, has been a key catalyst.
In December 2024, UPLD announced that Upland InterFAX had expanded its partnership with Konica Minolta to provide secure, cloud-based fax solutions integrated into Konica Minolta’s bizhub One i-Series Multi-Function Printer across the United States and Canada.
In the third quarter of 2024, Upland announced the availability of BA Insight for Microsoft Azure AI Search in the Microsoft Azure Marketplace. This allows customers to seamlessly integrate BA Insight’s user experience platform and over 90 connectors with Azure AI Search for intelligent, secure, and efficient content search without navigating multiple systems.
Upland also focuses on several AI initiatives, including integrating AI-powered features into products like Upland Qvidian. The partnership with International Business Machine IBM WatsonX for AI-driven solutions has enhanced product capabilities and attracts enterprise customers.
The company’s partnership with IBM provides advanced AI functionalities and integrations, which help Upland deliver more value to its enterprise customers and meet the needs for data privacy and compliance.
Upland’s integration of AI across its solutions has significantly boosted sales productivity and customer relationships. With continued advancements, Upland is set to strengthen its position as a leader in AI-powered enterprise tools.
However, Upland is suffering from a planned runoff of Sunset asset revenue, negatively impacting its overall revenues.
Earnings Estimate Revisions Show Mix Trend for UPLD
For 2025, the Zacks Consensus Estimate for earnings is pegged at 99 cents per share, which remained unchanged in the past 30 days. The figure implies a year-over-year decline of 4.81%.
The Zacks Consensus Estimate for 2025 revenues is pegged at $266.90 million, suggesting a decline of 2.89% from 2024’s estimated figure of $274.83 million.
UPLD’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, missing in the remaining one, the average surprise being 10.44%.
Upland Software, Inc. Price and Consensus
Upland Software, Inc. price-consensus-chart | Upland Software, Inc. Quote
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
What Should Investors Do With UPLD Shares?
Upland Software shares are cheap, as suggested by a Value Score of A.
The forward 12-month Price/Sales ratio for UPLD stands at 0.43, lower than the industry’s 3.01.
P/S Ratio (F12M)
Image Source: Zacks Investment Research
UPLD’s robust portfolio and expanding partner base are key drivers that make the stock attractive for long-term investors. The stock’s attractive valuation also makes it worth investing in right now.
At present, Upland sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +24.1% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Microsoft Corporation (MSFT) : Free Stock Analysis Report
Konica Minolta Inc. (KNCAY) : Free Stock Analysis Report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

UPLD Up 76% in the Past 6 Months: Will the Momentum Continue in 2025?

Upland Software UPLD shares have surged 93.3% in the past month, outperforming the broader Zacks Computer & Technology sector’s return of 4.3% and the Zacks Internet - Software industry’s rise of 9.6%.
The outperformance can be attributed to UPLD’s strong focus on customer expansion and successful AI integrations.
One Month Performance
Image Source: Zacks Investment Research
Upland Software added 122 new customers, including 18 major customers, in the third quarter of 2024. This reflects strong demand for its solutions and broadening its customer base.
The company expanded relationships with 312 existing customers, including 27 major expansions. UPLD’s new and expanded customers were attracted to its growing portfolio of generative AI solutions.
Given a strong portfolio and expanding clientele, is UPLD stock an attractive investment opportunity? Let’s dig deep to find out.
Expanding AI Portfolio Aids UPLD’s Prospects
Upland Software’s Generative AI (GenAI) solutions played an important role in driving customer interest. The company highlighted its Upland RightAnswers and Upland BA Insight solutions as core drivers in attracting new business.
In the third quarter of 2024, Upland RightAnswers, its AI knowledge management solution, gained substantial market recognition by earning 17 badges in the G2 Fall 2024 market reports, demonstrating its effectiveness in the AI-driven knowledge management space.
.
Upland BA Insight, the company’s enterprise search solution, also earned several new recognitions. This product is a key part of Upland’s AI-driven portfolio, contributing significantly to its market position.
Upland Benefits From a Strong Partner Base
Upland Software’s expanding partner base, which includes Microsoft MSFT and Konica Minolta KNCAY, has been a key catalyst.
UPLD recently announced that Upland InterFAX has expanded its partnership with Konica Minolta to provide secure, cloud-based fax solutions integrated into Konica Minolta’s bizhub One i-Series Multi-Function Printer across the United States and Canada.
In the third quarter, Upland announced the availability of BA Insight for Microsoft Azure AI Search in the Microsoft Azure Marketplace. This allows customers to seamlessly integrate BA Insight’s user experience platform and over 90 connectors with Azure AI Search for intelligent, secure, and efficient content search without navigating multiple systems.
Upland Software also focuses on several AI initiatives, including integrating AI-powered features into products like Upland Qvidian. The partnership with International Business Machine IBM WatsonX for AI-driven solutions has enhanced product capabilities and attracts enterprise customers.
The company’s partnership with IBM provides advanced AI functionalities and integrations, which help Upland deliver more value to its enterprise customers and meet the needs for data privacy and compliance.
UPLD Offers Weak View for FY24
Despite expanding its portfolio and a strong focus on customer expansion, Upland Software is suffering from a planned runoff of Sunset asset revenue, negatively impacting its overall revenues.
For the fourth quarter of 2024, Upland Software expects total revenues between $65.9 and $71.9 million, including subscription and support revenues between $60.2 and $65.2 million, a decline in total revenues of 5% at the midpoint from the year-ago quarter.
For 2024, Upland Software expects total revenues between $272.6 and $278.6 million, including subscription and support revenues between $256.6 and $261.6 million, a decline in total revenues of 7% at the midpoint from the year-ago quarter
Earnings Estimate Revisions Show Mix Trend for UPLD
The Zacks Consensus Estimate for fourth-quarter 2024 revenues is pegged at $68.06 million, suggesting a decline of 5.71% from the year-ago quarter’s levels.
The consensus mark for fourth-quarter 2024 earnings is pegged at 24 cents per share, increased by a penny in the past 30 days. The figure indicates a year-over-year increase of 71.43%.
For full-year 2024, the Zacks Consensus Estimate for revenues is pegged at $274.83 million, suggesting a decline of 7.73% from the year-ago quarter’s levels.
The consensus mark for full-year 2024 earnings is pegged at $1.04 per share, which increased 21% in the past 30 days. The figure implies a year-over-year increase of 7.22%.
Upland Software, Inc. Price and Consensus
Upland Software, Inc. price-consensus-chart | Upland Software, Inc. Quote
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
What Should Investors DO With UPLD Shares?
Upland Software shares are cheap, as suggested by a Value Score of A.
UPLD shares are also trading above the 50-day and 200-day moving averages, indicating a bullish trend.
UPLD Shares Trade Above 50-Day & 200-Day SMA
Image Source: Zacks Investment Research
UPLD’s robust portfolio and expanding partner base are key drivers that make the stock attractive for long-term investors. The stock’s attractive valuation also makes it worth investing in right now.
At present, Upland Software sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 5 Stocks Set to Double. Click to get this free report
Microsoft Corporation (MSFT) : Free Stock Analysis Report
Konica Minolta Inc. (KNCAY) : Free Stock Analysis Report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Upland Software Surges 93% in a Month: Should You Buy the Stock?

Upland Software UPLD is slated to release its second-quarter 2024 results on Aug 1.
For the second quarter, UPLD expects revenues of $64.4-$70.4 million, including subscription and support revenues between $61.5 and $66.5 million, for a decline in total revenues of 10% at the mid-point from the year-ago quarter.
The Zacks Consensus Estimate for revenues is pegged at $67.91 million, suggesting a decline of 8.85% from the year-ago quarter’s levels.
The consensus mark for second-quarter 2024 earnings is pegged at 15 cents per share, remaining unchanged in the past 30 days.
Upland Software, Inc. Price and EPS Surprise
Upland Software, Inc. price-eps-surprise | Upland Software, Inc. Quote
The company’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing the same on two occasions, the average surprise being 8.63%.
Let’s see how things have shaped up for this announcement.
Factors to Note
Upland Software’s second-quarter fiscal 2024 performance is likely to have benefited from increased customer acquisitions and successful AI integrations.
The company is seeing positive signs with the acquisition of 134 new customers in first-quarter 2024, including 21 major customers. They expanded relationships with more than 250 existing customers, including 29 major expansions. The upside in customer base and expansion of existing accounts is expected to have driven revenues and increased market share.
Upland is focusing on several AI initiatives, including integrating AI-powered features into products like Upland Qvidian and Upland Altify. The partnerships with International Business Machine IBM WatsonX and Salesforce CRM for AI-driven solutions are expected to have enhanced product capabilities and attract enterprise customers in the to-be-reported quarter.
The company’s partnerships with IBM and Salesforce are expected to provide advanced AI functionalities and integrations, which should help Upland deliver more value to its enterprise customers and meet their needs for data privacy and compliance.
Improvements in digital marketing effectiveness and increasing sales pipeline generation are expected to have been a tailwind for the company.
The new inside sales teams have started to close significant deals, with six major customer deals secured in the first quarter of 2024, including some with an average annual recurring revenue (ARR) of $200,000. This momentum is likely to have continued and contributed positively to revenue in the to-be-reported quarter.
The effectiveness and efficiency of digital marketing efforts have improved, including better Search Engine Optimization (SEO) page ranks and reduced cost per lead. This is likely to have enhanced lead generation and conversion rates in the quarter under review.
However, UPLD expects a decline in revenues and adjusted EBITDA in the second quarter due to decreasing revenues and expenses related to Sunset Assets and ongoing growth investments.
What Our Model Says
Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.
Upland Software has an Earnings ESP of +0.00% and a Zacks Rank #3 (Hold) currently. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stock to Consider
Here is a stock worth considering, as our model shows that it has the right combination of elements to beat on earnings in its upcoming releases:
Shopify SHOP has an Earnings ESP of +7.78% and a Zacks Rank #1. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
Shopify’s shares have declined 23.2% year to date. SHOP is set to report its second-quarter 2024 results on Aug 7.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Check Out These Stocks Before They Report Earnings (Free Report)
A stock can jump +10-20% in a single day after a positive earnings surprise. What if you could get in early on those stocks? It could be the "holy grail" of stock picking for investors.
Zacks' new special report is designed to do exactly that. It reveals 5 promising stocks experts predict will crush earnings estimates and skyrocket in price.
Download Earnings Season Profit Secrets today, absolutely free.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Salesforce Inc. (CRM) : Free Stock Analysis Report
Shopify Inc. (SHOP) : Free Stock Analysis Report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Upland Software (UPLD) to Report Q2 Earnings: What to Expect

Upland Software (UPLD) ended the recent trading session at $2.60, demonstrating a -0.76% swing from the preceding day's closing price. This change lagged the S&P 500's 0.09% gain on the day. At the same time, the Dow added 0.09%, and the tech-heavy Nasdaq gained 0.3%.
Coming into today, shares of the maker of cloud-based enterprise work-management software had lost 13.82% in the past month. In that same time, the Computer and Technology sector gained 6.18%, while the S&P 500 gained 3.38%.
Investors will be eagerly watching for the performance of Upland Software in its upcoming earnings disclosure. On that day, Upland Software is projected to report earnings of $0.15 per share, which would represent a year-over-year decline of 31.82%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $67.91 million, down 8.85% from the year-ago period.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.65 per share and a revenue of $274.61 million, signifying shifts of -32.99% and -7.8%, respectively, from the last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Upland Software. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the company's business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Upland Software presently features a Zacks Rank of #2 (Buy).
In terms of valuation, Upland Software is currently trading at a Forward P/E ratio of 4.05. This denotes a discount relative to the industry's average Forward P/E of 29.97.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 83, positioning it in the top 33% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Free Report: 5 “Whisper” Stocks Poised to Stun Wall Street
Analysts may be seriously underestimating these stocks. When they announce earnings, they could immediately jump +10-20%.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Upland Software (UPLD) Stock Declines While Market Improves: Some Information for Investors

Upland Software (UPLD) closed the most recent trading day at $2.63, making no change from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 0.04%. Meanwhile, the Dow lost 0.15%, and the Nasdaq, a tech-heavy index, added 0.12%.
Shares of the maker of cloud-based enterprise work-management software witnessed a loss of 7.72% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 2.27% and the S&P 500's gain of 4.15%.
The investment community will be closely monitoring the performance of Upland Software in its forthcoming earnings report. On that day, Upland Software is projected to report earnings of $0.15 per share, which would represent a year-over-year decline of 31.82%. Simultaneously, our latest consensus estimate expects the revenue to be $67.91 million, showing an 8.85% drop compared to the year-ago quarter.
UPLD's full-year Zacks Consensus Estimates are calling for earnings of $0.65 per share and revenue of $274.61 million. These results would represent year-over-year changes of -32.99% and -7.8%, respectively.
Investors should also note any recent changes to analyst estimates for Upland Software. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Upland Software currently has a Zacks Rank of #2 (Buy).
Digging into valuation, Upland Software currently has a Forward P/E ratio of 4.07. This indicates a discount in contrast to its industry's Forward P/E of 30.07.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 77, positioning it in the top 31% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Free – 5 Dividend Stocks to Fund Your Retirement
Zacks Investment Research has released a Special Report to help you prepare for retirement with 5 diverse stocks that pay whopping dividends. They cut across property management, upscale outlets, financial institutions, and a couple of strong energy producers.
5 Dividend Stocks to Include in Your Retirement Strategy is packed with unconventional wisdom and insights you won’t get from your neighborhood financial planner.
Download Now – Today It’s FREE >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Upland Software, Inc. (UPLD) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.