YEXTMEDIUM SIGNALOPPORTUNITY10-K

Yext delivered strong revenue growth of 37% while expanding its product portfolio to include new Social, Relate, and Scout offerings focused on AI-powered customer experiences.

The substantial revenue increase combined with product expansion suggests Yext is successfully capturing market share in the evolving digital customer experience space. The company's pivot toward AI and large language models, evidenced by new product launches and updated messaging around natural language search, positions it well for changing consumer behaviors.

Comparing 2026-03-10 vs 2025-03-13View on EDGAR →
FINANCIAL ANALYSIS

Yext demonstrated robust financial performance with revenue growing 37% to $170.2M while maintaining disciplined cost management, as R&D expenses increased only 16.4% to $89.9M. The balance sheet strengthened considerably with cash rising 25% to $154.1M and current liabilities declining 14% to $296.8M, indicating improved liquidity and operational efficiency. Operating cash flow grew 11% to $55.8M, suggesting the revenue growth is translating to sustainable cash generation.

FINANCIAL STATEMENT CHANGES
Revenue
P&L
+37%
$124.3M$170.2M

Strong top-line growth of 37% — accelerating demand or successful expansion into new markets.

Cash & Equivalents
Balance Sheet
+25.2%
$123.1M$154.1M

Cash grew 25.2% — improving liquidity position supports investment and shareholder returns.

Capital Expenditure
Cash Flow
+22.6%
$2.1M$2.6M

Capex increased 22.6% — ongoing investment in capacity or infrastructure for future growth.

R&D Expense
P&L
+16.4%
$77.2M$89.9M

R&D investment increased 16.4% — signals commitment to future product development, though near-term margin impact.

Current Liabilities
Balance Sheet
-13.9%
$344.7M$296.8M

Current liabilities reduced — improved short-term financial position and working capital health.

Current Assets
Balance Sheet
+11.2%
$285.8M$317.8M

Current assets grew 11.2% — improving short-term liquidity or inventory/receivables build.

Operating Cash Flow
Cash Flow
+11.2%
$50.2M$55.8M

Operating cash flow grew 11.2% — strong conversion of earnings to cash, healthy business fundamentals.

LANGUAGE CHANGES
NEW — 2026-03-10
PRIOR — 2025-03-13
ADDED
As of February 23, 2026, 123,345,128 shares of the registrant s common stock, $0.001 par value per share were outstanding.
Our platform powers all of our key products, including Listings, Reviews, Pages, Search, Social, Relate, and Scout, each with robust analytics capabilities for businesses to easily track performance across customer experiences.
The digital consumer journey continues to change with the expansion of artificial intelligence ( AI ) and large language models.
Businesses can select as many products as needed to meet their goals.
By leveraging Scout, Listings, Reviews, Social, Pages and one-on-one engagement, Yext drives a complete online digital presence for multi-location brands.
+7 more — sign up free →
REMOVED
As of February 26, 2025, 126,484,781 shares of the registrant s common stock, $0.001 par value per share were outstanding.
( Hearsay ); our ability to increase sales of our products; maintaining and expanding our end-customer base and our relationships with our Publisher Network; and sufficiency of cash to meet cash needs for at least the next 12 months.
Our platform powers all of our key products, including Listings, Reviews, Pages and Search, each with robust analytics capabilities for businesses to easily track performance across customer experiences.
The digital consumer journey continues to change with the expansion of artificial intelligence ( AI ) and natural language processing.
Businesses can select as many products as needed to meet their goals, powered by multiple algorithms that learn user intent and find relevant results from structured data, semi-structured data or unstructured documents.
+7 more — sign up free →
MORE OPPORTUNITY SIGNALS
ABTHIGHAbbott announced a major strategic acquisition of Exact Sciences Corporation to ...
2026-02-20
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →