What Vertex's latest 10-Q says: 7 signals

Vertex filed its latest 10-Q with the SEC on Aug 4, 2026. It discusses acquisition completed, capex increase and cloud investment.

Public (VERX)Software Development5,001 to 10,000 employeesvertexinc.comLinkedIn

Filed: Aug 4, 2026
Filings: 2
Signals: 15

10-Q · latest 10

What Vertex's 10-Q filings say

10-Q
Filed Aug 4, 2026 · 7 signals
SEC EDGAR
- Litigation materialNegative
  Facing jury trial against competitor Avalara on Oct 13, 2026 for trade secret theft.
  Vertex is engaged in a high-stakes lawsuit against competitor Avalara, alleging trade secret misappropriation and unfair competition, with a jury trial scheduled.
  Avalara, Inc.
- Competitor namedNegative
  Vertex in legal battle with competitor Avalara over trade secrets, trial set for October 2026.
  Vertex is suing Avalara for unfair competition and trade secret misappropriation, indicating intense rivalry and potential disruption.
  Avalara, Inc.
- RestructuringNeutral
  Vertex executes "Value Creation Plan," incurring $8.8M in support costs in H1 2026.
  The company is executing a major restructuring initiative, incurring significant external support costs.
  $8.8M
  Costs incurred to support the execution of the Value Creation Plan in the first six months of 2026
  Avalara, Inc.
- Cloud investmentPositive
  Vertex reports ongoing investment in cloud systems, amortizing $2.4M in H1 2026.
  The company's financial statements show $2.4 million in amortized cloud computing implementation costs for the first half of 2026, signaling a large, recent investment in its cloud infrastructure.
  $2.4M
  Amortized cloud computing implementation costs in the first six months of 2026
  cloudAvalara, Inc.
- Acquisition completedNeutral
  Vertex is integrating its recent acquisition of Brinta, incurring $1.25M in employee retention costs in Q2.
  The company is paying acquisition-related compensation to retain employees from the Brinta acquisition, signaling an active and potentially complex post-merger integration phase.
  $1.3M
  Acquisition-related retained employee compensation for Q2 2026
- Platform strategyPositive
  Vertex investing in cloud platforms, incurring over $1.3M in implementation costs in Q2.
  The company is actively investing in its cloud technology stack, as shown by $1.36M in amortized cloud computing implementation costs this quarter.
  $1.4M
  Amortization of cloud computing implementation costs in Q2 2026
  cloud
10-Q
Filed May 7, 2026 · 8 signals
SEC EDGAR
- Restructuring chargeNegative
  Vertex initiated a 'Value Creation Plan' in April 2026, cutting 170 jobs and incurring $8.7M in Q1 costs.
  The company is undergoing a significant restructuring, including layoffs, and has already incurred $7.4M in severance and $2.6M in related transaction costs.
  $8.7M
  Total Q1 2026 costs for severance ($6.17M) and execution ($2.55M) of the Value Creation Plan.
- Litigation materialNegative
  Vertex is in active litigation against competitor Avalara, with a trial scheduled for October 2026.
  Vertex is suing key competitor Avalara for unfair competition, interference with contracts, and trade secret misappropriation.
  Avalara, Inc.
- Competitor namedNegative
  Vertex in legal battle with competitor Avalara over unfair competition and trade secret theft.
  Vertex has filed a lawsuit against Avalara for intentional interference with contracts and trade secret misappropriation, with a trial set for October 2026.
  Avalara, Inc.
- LayoffsNegative
  Announced 'Value Creation Plan' in April 2026, reducing workforce by ~170 employees.
  The company is undergoing a significant restructuring, including a reduction in force of approximately 170 employees, and has incurred $6.2M in severance costs.
  $6.2M
  severance costs related to the Value Creation Plan

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Earnings calls

Vertex earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call date	Period	What the company said
Nov 3, 2025	Q3 FY2025	New CEO with Microsoft AI background joining next weekThe current CEO is retiring and will be replaced by Chris Young, former EVP of Business Development at Microsoft. This leadership change, especially with a new CEO experienced in AI and global enterprise ecosystems, often triggers strategic reviews and creates opportunities for new vendor relationships.
Nov 3, 2025	Q3 FY2025	Expanding for e-invoicing mandates in Belgium, France, Germany, and LatAm.Vertex is prioritizing product readiness and GTM efforts for upcoming e-invoicing mandates in major European economies and expanding into Latin America, creating partnership opportunities in these specific regions.
Nov 3, 2025	Q3 FY2025	Launched new AI-native and agent-to-agent products for new market segments.Vertex is actively launching new products like 'Kintsugi' for SMBs and agent-to-agent capabilities for Microsoft Dynamics, indicating a focus on innovation and expanding its addressable market.
Nov 3, 2025	Q3 FY2025	Capitalizing on customer SAP S/4HANA and Oracle Cloud transformationsVertex is seeing improved momentum and winning new business from customers migrating from legacy ERPs like SAP ECC to S/4HANA and Oracle Cloud. These large-scale transformation projects create significant opportunities for vendors who can integrate with and support modern cloud platforms.
Nov 3, 2025	Q3 FY2025	Lost $2M in revenue from bankruptcies of large retail customersVertex was negatively impacted by the bankruptcies of three large enterprise customers (Big Lots, Party City, JOANN Fabrics), resulting in a $2 million revenue hit. This highlights a vulnerability in their retail vertical and may create an opening for solutions that can help mitigate risk or offer more flexible pricing for at-risk industries.
Nov 3, 2025	Q3 FY2025	Developing new agent-to-agent capabilities for Microsoft Dynamics 365Vertex is deepening its partnership with Microsoft by pioneering an 'agent-to-agent tax configuration capability' for Dynamics 365. This focus on the Microsoft ecosystem, particularly for the mid-market, indicates a strategic GTM motion and investment in platform-specific integrations.

Signal API · MCP

Track Vertex with the Signal API

One POST /v1/companies/enrich call with vertexinc.com returns Vertex 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"vertexinc.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Vertex 10-Q

When did Vertex file its latest 10-Q?

Vertex filed its latest 10-Q on Aug 4, 2026. The one before it was filed on May 7, 2026.

What did Vertex disclose in its latest 10-Q?

From the filing dated Aug 4, 2026: Facing jury trial against competitor Avalara on Oct 13, 2026 for trade secret theft.

What did Vertex say on its recent earnings calls?

Q3 FY2025: New CEO with Microsoft AI background joining next week (dated Nov 3, 2025).

Where can I read Vertex's 10-Q filing?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1806837/000110465926090420/verx-20260630x10q.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Sep 30, 2026.

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What Vertex's latest 10-Q says: 7 signals

What Vertex's 10-Q filings say

Vertex earnings headlines

Track Vertex with the Signal API

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