Slide 1: Investor Presentation
Workiva Inc. Investor Presentation June 4, 2025
Slide 2: Safe Harbor
Safe Harbor This presentation includes forward-looking statements. All statements contained in this presentation other than statements of historical facts, including any statements regarding our future results of operations and financial position, our business strategy and plans, and our objectives
Slide 3: Jill Klindt, Mike Rost
Jill Klindt Mike Rost EVP and Chief Financial Officer Chief Strategy Officer 2
Slide 4: Meet the only platform for assured integrated reporting
Meet the only platform for assured integrated reporting. Built for your most important work. 3
Slide 5: $35 Billion TAM
$35 Billion TAM $16.4B $10.9B $7.7B Financial Reporting GRC Sustainability Management Industry Vertical APAC Europe Americas 4
Slide 6: Workiva is Best Positioned to Capture the Growing Opportunity
Workiva is Best Positioned to Capture the Growing Opportunity OUR CAPABILITIES. OUR ECOSYSTEM. OUR EXPERIENCE. CAPABILITIES Unified Platform Governance, Risk, Compliance Audit ready environment Financial Reporting Secure, controlled collaboration Assured integrated reporting Sustainability Managemen
Slide 7: Medium- and Long-Term Growth and Non-GAAP Operating Model
Medium- and Long-Term Growth and Non-GAAP Operating Model 2027 — Medium 2030 — Long 2023 — A 2024 — A 2025 — Guidance Term Target Term Target Total revenue $630M $739M $864M – $868M $1.1B – $1.2B $1.8B – $2.0B Subscription revenue growth 20% 20% ~20% 17% - 20% 17% - 20% Gross margin * 77% 78% ~83% ~
Slide 8: Q&A
Q&A 7
Slide 9: Reconciliation of GAAP to non-GAAP, as a % of Revenue
Reconciliation of GAAP to non-GAAP, as a % of Revenue 2023 2024 Gross margin 76% 77% Add back: Stock-based compensation 1% 2% Gross margin, non-GAAP 77% 78% Research and development 27% 26% Less: Stock-based compensation 3% 3% Less: Amortization of acquisition-related intangibles 1% —% Research and