业绩总结 - Upland Software的年度收入运行率超过1.05亿美元[10] - Upland的调整后EBITDA为收入的37%[10] - Upland的年度经常性收入（ARR）超过1.05亿美元，且92%以上为经常性收入[10] - Upland在过去两年中实现了92%的经常性收入增长[10] - Upland的净美元留存率（NDRR）为98%[24] - Upland在2019年第一季度的经常性收入同比增长62%[10] - 2019年预计收入年复合增长率为41%，超过2亿美元规模[40] - 2016年至2019年，年收入从6560万美元增长至2.116亿美元[48] - 调整后的EBITDA从IPO时的3%增长至当前的37%[52] - 公司在过去19个季度中每个季度均达到或超过指导目标[42] 用户数据 - 公司拥有超过9,000个客户，80%以上的收入来自主要账户[33] - 98%的净美元留存率，显示出客户的高忠诚度[41] 市场机会与收购 - Upland的市场机会总规模超过250亿美元[17] - Upland已完成22项收购，收购倍数在0.9x至3.3x之间[28] - Upland的目标是每年通过收购增加2500万至5000万美元的收入运行率[28] - Upland在过去两年通过收购增加了超过1.05亿美元的年度经常性收入（ARR）[62] - Upland的管理团队在技术收购方面有超过40次成功经验[4] 新产品与技术研发 - Rant & Rave的云端客户参与解决方案支持多渠道实时客户和员工反馈的捕获与分析[63] - Qvidian的RFP与销售提案自动化解决方案提高了销售内容的创建效率，帮助企业改善流程和生产力[65] - Adestra提供企业级电子邮件营销、自动化和分析，帮助市场团队整合客户数据[63] - Kapost的内容运营解决方案支持销售和市场团队在客户旅程中统一发声，优化内容开发流程[65] - RightAnswers的企业知识管理解决方案为呼叫中心和IT支持团队提供集中式知识库[64] - Clickability的企业网页内容管理系统帮助市场团队全球发布和管理内容[64] - LeadLander提供网站访客分析与报告，帮助销售和市场团队获取访客行为数据[66] 其他新策略与有价值的信息 - 通过收购和有机增长，持续实现盈利增长[44] - Upland的收购策略增强了其在客户体验管理和销售赋能领域的市场竞争力[62] - Tenrox专业服务自动化解决方案帮助专业和商业服务团队及财务部门管理核心业务操作[67] - PowerSteering项目组合管理解决方案为业务领导和项目管理办公室提供高度可配置的云解决方案[71] - FileBound文档和工作流自动化解决方案为IT和流程所有者提供用户友好的云解决方案[75] - AccuRoute安全文档捕获和传真解决方案通过分布式文档捕获，提供企业级安全捕获、数据提取和传真功能[79] - ComSci IT财务管理解决方案帮助IT财务领导、业务单元领导和共享服务组织管理和沟通所提供服务的成本、质量和价值[71]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION UPLAND SOFTWARE, INC. (Exact name of registrant as specified in its charter) WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-36720 State of Delaware 27-2992077 (State or other jurisdiction ...

Upland Software, Inc. (NASDAQ:UPLD) Q2 2019 Results Conference Call August 7, 2019 5:00 PM ET Company Participants Jack McDonald – Chairman and Chief Executive Officer Mike Hill – Chief Financial Officer Tim Mattox – President and Chief Operating Officer Conference Call Participants Bhavan Suri – William Blair John DiFucci – Jefferies Richard Davis – Canaccord Genuity Jeff Van Rhee – Craig-Hallum Joshua Reilly – Needham Brian Peterson – Raymond James Richard Baldry – Roth Capital Eric Lemus – SunTrust Robin ...

| --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|----------|----------------------------------|-------|-------|---------------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Craig-Hallum Investor Conference | | | Institutional ...

Upland Software (NASDAQ:UPLD) Q1 2019 Earnings Conference Call May 2, 2019 5:00 PM ET Company Participants John McDonald - Founder, CEO & Chairman Michael Hill - CFO, Treasurer & Secretary Timothy Mattox - President & COO Conference Call Participants Bhavan Suri - William Blair & Company L.L.C. Brian Peterson - Raymond James & Associates, Inc. Joshua Reilly - Needham & Company, LLC Richard Davis - Canaccord Genuity Limited Operator Ladies and gentlemen, thank you for standing by, and welcome to the Upland S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-36720 UPLAND SOFTWARE, INC. (Exact name of registrant as specified in its charter) State of Delaware 27-2992077 (State or other jurisdictio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36720 Upland Software, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 27-2992077 (I.R.S. Empl ...

Upland Software (NASDAQ:UPLD) Q4 2018 Earnings Conference Call March 7, 2019 5:00 PM ET Company Participants Jack McDonald - Chairman and Chief Executive Officer Mike Hill - Chief Financial Officer Tim Mattox - President and Chief Operating Officer Conference Call Participants Bhavan Suri - William Blair Joshua Reilly - Needham Jeff Van Rhee - Craig Hallum Brian Peterson - Raymond James Richard Baldry - Roth Capital. Eric Lemus - SunTrust Robinson Humphrey Operator Ladies and gentlemen, thank you for standi ...