Financial Data and Key Metrics Changes - Q1 adjusted EBITDA was $13.1 million, resulting in an adjusted EBITDA margin of 21%, up from 20% reported in 2024 [6][16] - Free cash flow for Q1 was $7.9 million, which was higher than expected [7] - The company anticipates adjusted EBITDA margins to increase to 26% in Q2 and further expand in the second half of 2025 [12][20] Business Line Data and Key Metrics Changes - The core organic growth rate in Q1 was flat, but is expected to move to 2% in Q2, with further increases anticipated throughout 2025 [6][11] - The company welcomed 107 new customers in Q1, including 19 major customers, and expanded relationships with 245 existing customers [7][8] Market Data and Key Metrics Changes - The divestiture of mobile messaging product lines lowered the 2025 revenue guidance midpoint by $25 million but had no impact on adjusted EBITDA guidance [11][18] - The net dollar retention rate for the core business as of December 31, 2024, would have been 99% excluding divestitures, compared to the reported 96% [11] Company Strategy and Development Direction - The company is focusing on markets with the strongest competitive advantage, higher margins, and higher growth rates [11][27] - The divestitures are part of a strategy to streamline operations and enhance focus on core products [11][27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about positive core organic growth starting in Q2 and increasing throughout the year [12][27] - The company has seen improvements in digital marketing capabilities, contributing to increased marketing sourced bookings [36][38] Other Important Information - The company paid down $34.2 million of debt in Q1 2025, with total debt paydowns in 2025 reaching approximately $34.2 million [13][17] - The average customer lifetime for the core business is now over eight years, indicating strong customer retention [47] Q&A Session Summary Question: How should the market view the go-to-market strategy following the termination of the Chief Sales Officer? - Management noted significant progress in the go-to-market strategy, emphasizing a focus on markets with competitive advantages and realigning sales with product group general managers [27] Question: Should additional divestitures be expected as the company streamlines towards growth? - Management indicated that no material additional divestitures are anticipated, as the repositioning of the business is largely complete [29] Question: What is driving the faster organic growth and improving margins? - The primary driver of improvement is the focus on high-margin, high-growth products, along with investments in digital marketing and product enhancements [34][36] Question: When was the full build-out of the India development center completed, and what benefits have been seen? - The full build-out was completed at the end of the previous year, with increased productivity and throughput being observed [42][43] Question: What is the outlook for free cash flow and any one-time costs related to divestitures? - The company expects $20 million in free cash flow for the year, excluding one-time divestiture-related expenses [45] Question: What is the visibility into top-line acceleration and pipeline metrics? - Management reported strong visibility with 93% of revenue being recurring and a net dollar retention rate of 99%, indicating confidence in future growth [47][49]

Financial Data and Key Metrics Changes - Q1 adjusted EBITDA was $13.1 million, resulting in an adjusted EBITDA margin of 21%, up from 20% in 2024 [6][16] - Free cash flow for Q1 was $7.9 million, which was higher than expected [7] - The company anticipates adjusted EBITDA margins to increase to 26% in Q2 and further expand in the second half of 2025 [6][20] Business Line Data and Key Metrics Changes - The core organic growth rate in Q1 was flat, but is expected to improve to 2% in Q2, with further increases anticipated throughout 2025 [6][12] - The company welcomed 107 new customers in Q1, including 19 major customers, and expanded relationships with 245 existing customers [7][8] Market Data and Key Metrics Changes - The divestiture of mobile messaging product lines lowered the 2025 revenue guidance midpoint by $25 million but did not impact adjusted EBITDA guidance [12][18] - The net dollar retention rate for the core business as of December 31, 2024, would have been 99% excluding divestitures, compared to the reported 96% [12] Company Strategy and Development Direction - The company is focusing on markets with the strongest competitive advantage, higher margins, and higher growth rates [27] - The divestitures are part of a strategy to streamline operations and enhance focus on core products [29] - The company has realigned sales with general managers of product groups, eliminating the need for centralized sales management [27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about positive growth momentum, projecting a core organic growth rate of 2% in Q2 and further increases in the second half of 2025 [6][12] - The company has seen improvements in digital marketing capabilities, contributing to increased marketing-sourced bookings [35] - Management noted strong visibility in revenue, with 93% being recurring and an average customer lifetime of nearly nine years [45] Other Important Information - The company paid down $34.2 million of debt in Q1 2025, with total paydowns in 2025 reaching approximately $34.2 million, in addition to $189 million in 2024 [14][17] - The full year 2025 adjusted EBITDA is expected to be between $55 million and $64 million, representing a 7% increase from 2024 [19][20] Q&A Session Summary Question: How should the market view the go-to-market strategy following the termination of the Chief Sales Officer? - Management highlighted progress in the go-to-market strategy, focusing on competitive advantages and higher growth rates, with a positive core organic growth rate expected [27] Question: Should additional divestitures be expected as the company streamlines towards growth? - Management indicated that substantial repositioning has been completed, and no material additional divestitures are anticipated at this time [29] Question: What is driving the faster organic growth and improving margins? - Management attributed the improvements primarily to focusing on high-margin, high-growth products and enhancing digital marketing capabilities [35] Question: When was the full build-out of the India development center completed, and when will benefits be seen? - The full build-out was completed at the end of the previous year, with increased productivity expected from ongoing R&D investments [42] Question: What is the outlook for free cash flow and any one-time costs related to divestitures? - Management confirmed a revised free cash flow outlook of $20 million, excluding one-time divestiture-related expenses [43] Question: What is the visibility into top-line acceleration and pipeline metrics? - Management reported strong visibility with a high net dollar retention rate and an average contract term of two years, indicating confidence in exceeding the 2% growth target [45]

Revenue Performance - Upland Software's revenue grew from $149.9 million in 2018 to $274.8 million in 2024, representing a compound annual growth rate of 11%[120]. - For the three-month period ended March 31, 2025, total revenue was $63.655 million, a decrease from $70.736 million in the same period of 2024[129]. - Total revenue for the three months ended March 31, 2025, was $63.7 million, a decrease of 10% from $70.7 million in the same period of 2024[139]. - Upland's subscription and support revenue from Sunset Assets was $4.481 million for the three-month period ended March 31, 2025[129]. - Subscription and support revenue decreased by $6.4 million, primarily due to a decline of $2.5 million from Sunset Assets and $3.9 million from divested businesses[139]. Profitability and Expenses - Adjusted EBITDA for the three-month period ended March 31, 2025, was $13.082 million, compared to $13.103 million in the same period of 2024[132]. - Total cost of revenue was $18.0 million, down 14% from $21.0 million in the prior year, resulting in a gross profit of $45.6 million, which is 72% of total revenue[140]. - Operating expenses totaled $46.7 million, a significant decrease from $141.3 million in the previous year, leading to a loss from operations of $1.1 million[140]. - Sales and marketing expenses decreased by 19% to $13.8 million, representing 22% of total revenue[144]. - Research and development expenses were $11.5 million, a decrease of 7% from $12.5 million, maintaining 18% of total revenue[146]. - General and administrative expenses decreased by 12% to $11.6 million, accounting for 18% of total revenue[148]. - Depreciation and amortization expenses were $8.0 million, down 30% from $11.4 million, primarily due to the decline in amortization from intangible assets associated with divested product lines[150]. - Divestiture-related expenses amounted to $1.7 million, representing 2% of total revenue, with no such expenses recorded in the prior year[152]. - Net loss attributable to common shareholders was $27.3 million, compared to a net loss of $97.5 million in the same period last year[139]. - The company reported a net loss of $25.848 million for the three-month period ended March 31, 2025, compared to a net loss of $96.130 million in the same period of 2024[132]. Cash Flow and Financial Position - Cash provided by operating activities was $8.3 million for the three months ended March 31, 2025, an increase of approximately $3.2 million from $5.1 million in 2024[165]. - Cash provided by investing activities was $3.8 million for the three months ended March 31, 2025, compared to cash used of $(0.2) million in 2024[168]. - Cash used in financing activities increased to $(34.7) million for the three months ended March 31, 2025, compared to $(9.6) million in 2024, primarily due to increased payments on Term Loans[170]. - As of March 31, 2025, the company had $33.7 million in cash and cash equivalents, down from $57.1 million as of December 31, 2024[160]. - The company had a working capital deficit of $17.1 million as of March 31, 2025, compared to a deficit of $2.0 million as of December 31, 2024[162]. Strategic Initiatives - Upland plans to pursue acquisitions of complementary technologies and businesses to expand its product library and market access[121]. - The company aims to incorporate AI functionality into its products to enhance customer experiences and drive measurable ROI[119]. - Upland's management emphasizes the importance of maintaining relationships with third parties and adapting to changing market conditions[122]. Foreign Operations and Currency Impact - Foreign revenue as a percentage of total revenue was 29% for the three months ended March 31, 2025, compared to 30% for the same period in 2024[120]. - The effect of a hypothetical 10% change in foreign currency exchange rates could have resulted in a change in revenue of $1.4 million for the three months ended March 31, 2025[181]. - The company incurs operating expenses in various foreign currencies, including Australian dollars, Canadian dollars, Indian Rupees, British pounds, Euros, and Israeli New Shekels[181]. - The translation adjustments of non-financial assets and liabilities of foreign subsidiaries are recorded in accumulated other comprehensive income (loss)[182]. - Foreign currency gains (losses) from intercompany loans used to fund acquisitions of foreign subsidiaries are recognized as a component of accumulated other comprehensive income (loss)[182]. Interest and Other Financial Metrics - Net interest income improved to $(2.4) million for the three months ended March 31, 2025, a 51% decrease from $(5.0) million in the same period of 2024[155]. - Total other expense increased by 419% to $(26.1) million for the three months ended March 31, 2025, compared to $(5.0) million in 2024[154]. - Benefit from income taxes increased by 146% to $0.5 million for the three months ended March 31, 2025, compared to $1.3 million in 2024[157]. - The effective cash interest rate for the three months ended March 31, 2025, was 5.9%[179]. - As of March 31, 2025, the outstanding balance of Term Loans is $259.4 million, maturing on August 6, 2026[180]. - A hypothetical change of 100 basis points in variable rate debt could have resulted in a $0.1 million increase in total interest expense for the three months ended March 31, 2025[180].

EXHIBIT 99.1 Upland Software Reports First Quarter 2025 Financial Results May 12, 2025, 09:05 AM Eastern Standard Time AUSTIN, Texas--(BUSINESS WIRE)-- Upland Software, Inc. (Nasdaq: UPLD), a leader in cloud-based tools for digital transformation, today announced financial and operating results for the first quarter 2025 and issued guidance for its second quarter and full year of 2025. First Quarter 2025 Financial Highlights "In Q1, we beat our Revenue and Adjusted EBITDA guidance midpoints," said Jack McDo ...

Financial Data and Key Metrics Changes - Upland Software reported a good Q4 2024, beating recurring revenue expectations and meeting adjusted EBITDA guidance midpoint [7] - Core organic growth in Q4 was flat, but the company is guiding for 2.5% core organic growth in 2025 [7][13] - Adjusted EBITDA margins are expected to increase by 400 basis points in 2025, from 20% in 2024 to 24% [14] - The net dollar retention rate improved to 96% at the end of 2024, up from 95% in the prior year [8] - Q4 adjusted EBITDA was $14.9 million, showing sequential growth from Q3 [8][17] - Free cash flow for Q4 was $9 million, contributing to a total of $23.4 million for the full year 2024 [8][18] Business Line Data and Key Metrics Changes - Upland welcomed 110 new customers in Q4, including 21 major customers, and expanded relationships with 291 existing customers [9] - The company earned 76 badges in the G2 Winner 2025 Market Reports, indicating strong product performance [9] - AI-enabled solutions have been integrated into 80% of the core content and knowledge management product portfolio [28] Market Data and Key Metrics Changes - The divestiture of two non-strategic product lines lowered the 2025 revenue guidance by approximately $18 million but had no impact on adjusted EBITDA [11][20] - The company expects reported total revenue for Q1 2025 to be between $59 million and $65 million, reflecting a decline of 12% at the midpoint from the previous year [21] Company Strategy and Development Direction - Upland is focusing on AI-enabled solutions to improve knowledge sharing and business outcomes, with a significant investment in product development [10][28] - The company aims to simplify its business by divesting underperforming products, which is expected to reduce execution risk and improve core organic growth [12][20] - The strategy includes enhancing the sales pipeline and upgrading sales talent to support new AI-enabled products [42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the improving core organic growth rate and retention rates, targeting a net dollar retention rate of 98% by the end of 2025 [52] - The company anticipates a turnaround in growth, with a projected improvement from a negative 1% average quarterly growth rate in 2024 to 2.5% in 2025 [14][13] - Management acknowledged the impact of U.S. payroll taxes and costs related to divested assets on Q1 2025 performance [22] Other Important Information - Upland has paid down $33 million in debt in 2025, in addition to $189 million in 2024 [13][19] - The company plans to continue paying down debt by up to $2 million per month [19] Q&A Session Summary Question: Insights on AI strategy and use cases - Management highlighted significant investments in AI, with 80% of core products now AI-enabled, and noted strong sales opportunities in AI-driven products [28][30] Question: Status of asset unwind strategy and revenue impact - The divestiture of two product lines generated about $10 million, with a decline in Sunset asset revenues projected to drop from $32 million in 2024 to around $14 million in 2025 [34] Question: Go-to-market strategy and sales traction - Management discussed improvements in sales talent and demand generation since the HGGC investment, leading to better core organic growth and net renewal rates [42][43] Question: Timing of debt refinancing - Management indicated plans to refinance debt in the second half of the year, benefiting from a lower principal amount despite potentially higher rates [45] Question: Guidance for Q1 revenue range - The wider revenue guidance range for Q1 was attributed to the variability in perpetual license and professional services revenue [47] Question: Core net dollar retention rate components - The improvement in net dollar retention was driven by better gross retention rates and the focus on strong products with high renewal rates [52]

Customer Base and Revenue - The company has over 10,000 customers, with no single customer accounting for more than 10% of revenue[5] - Approximately 90% of recurring revenue for the year ended December 31, 2024, was generated from major accounts, defined as those with contracted annual recurring revenue of $25,000 or more[23] - The annual net dollar retention rate was 96% as of December 31, 2024, indicating strong customer loyalty and success[5] - The company aims to increase sales to existing customers, as very few currently use more than one application, presenting significant cross-selling opportunities[5] Sales and Marketing Strategy - The company employs a land-and-expand go-to-market strategy, focusing on expanding the adoption of initial applications across customer organizations[24] - The customer success organization is dedicated to driving adoption, value realization, retention, and loyalty across the customer base[28] Employee and Organizational Structure - The company has a total of 998 full-time employees as of December 31, 2024, with a majority located in the United States and other countries[39] Financial Performance and Seasonality - The company has historically experienced seasonality, with a higher percentage of agreements signed in the fourth quarter, leading to increased cash flow in the first quarter[37] Research and Development - The company continues to invest in research and development to enhance applications and support third-party integrations[5] Tax and Valuation Considerations - As of December 31, 2024, the company recorded a valuation allowance of $50.4 million against its deferred tax assets, indicating potential future tax expense implications[252] - The company has adopted an indefinite reinvestment position for foreign earnings, resulting in no deferred tax liability accrued for anticipated future dividends from foreign subsidiaries[253] - The company assesses goodwill for impairment annually on October 1st, with evaluations based on qualitative and quantitative analyses of fair value compared to carrying value[255][256] - The company utilizes the asset and liability method for accounting income taxes, recognizing deferred tax assets and liabilities based on expected future tax consequences[251] - Significant estimates are made in determining the value of deferred tax assets, including expected reversal periods and the availability of net operating losses[251] - The company accounts for tax uncertainties based on a "more likely than not" threshold for recognition and derecognition of tax positions[254] - The company’s tax provision could be adversely affected by lower-than-anticipated earnings in jurisdictions with lower statutory rates[250] Debt and Lease Obligations - Future interest on debt obligations is calculated using the interest rate effective as of December 31, 2024, with floating-to-fixed interest rate swap agreements in place to mitigate interest rate risk[47] - The company leases office space under operating leases that expire between 2024 and 2033, with future rental income from subletting excess space not included in operating lease obligations[47] Currency and Business Changes - Changes in foreign currency exchange rates, entry into new businesses, and changes in existing businesses may affect the company's tax provision[250]

Financial Data and Key Metrics Changes - The company reported a good Q4 2024, beating recurring revenue expectations and meeting adjusted EBITDA guidance midpoint [7] - Core organic growth in Q4 was flat, but the company is guiding for 2.5% core organic growth in 2025, representing a significant turnaround from a negative 1% average quarterly growth rate in 2024 [7][14] - Adjusted EBITDA margins are expected to increase by 400 basis points in 2025, from 20% in 2024 to 24% in 2025 [14] - The net dollar retention rate improved to 96% at the end of 2024, up from 95% in the prior year [8] - Q4 adjusted EBITDA was $14.9 million, showing sequential growth from Q3 [8][17] - Free cash flow for Q4 was $9 million, contributing to a total of $23.4 million for the full year 2024 [8][18] Business Line Data and Key Metrics Changes - The company welcomed 110 new customers in Q4, including 21 major customers, and expanded relationships with 291 existing customers, including 42 major expansions [9] - The company earned 76 badges in the G2 Winner 2025 Market Reports, indicating strong product performance [9] - AI-enabled solutions have been integrated into 80% of the core content and knowledge management product portfolio, enhancing product capabilities [28] Market Data and Key Metrics Changes - The company divested two non-strategic underperforming product lines, which lowered the 2025 revenue guidance by about $18 million but had no impact on adjusted EBITDA [11][20] - The divestitures are expected to simplify the business and improve core organic growth rates [12] Company Strategy and Development Direction - The company is focusing on AI-enabled solutions to improve knowledge sharing and business outcomes, which is seen as central to future growth [11][32] - The strategy includes enhancing product offerings and improving sales capabilities, particularly through investments in AI technologies [28][42] - The company aims to improve net dollar retention rates to closer to 98% by the end of 2025 [52] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the improving organic growth outlook and the positive momentum in adjusted EBITDA margins [7][14] - The company is targeting full-year 2025 free cash flow in the range of $20 million to $25 million [18] - Management acknowledged the challenges posed by U.S. payroll taxes and costs related to divested assets in Q1 2025 [22] Other Important Information - The company plans to continue paying down debt, having already reduced it by $33 million in 2025, in addition to $189 million in 2024 [13][19] - The gross debt currently stands at approximately $261 million, with most of it hedged to lock the interest rate at 5.4% [19] Q&A Session Summary Question: Can you talk about the AI strategy at Upland? - The company has invested in AI, enabling 80% of its core content and knowledge management products, and sees strong enterprise search use cases for its products [28][32] Question: What is the status of the asset unwind strategy? - The company expects a decline in Sunset asset revenues from $32 million in 2024 to about $14 million in 2025, and then down to around $6 million in 2026 [34] Question: Can you provide insights on the major account expansions and net dollar retention? - The improvement in net dollar retention is driven by better gross dollar retention rates, with a goal to reach 98% by the end of 2025 [52] Question: What is the guidance for Q1 revenue? - The company expects reported total revenue for Q1 2025 to be between $59 million and $65 million, reflecting some lumpiness in perpetual license and professional services revenue [21][46]

Financial Performance - Total revenue for Q4 2024 was $68.0 million, a decrease of 6% from $72.2 million in Q4 2023[5] - Subscription and support revenue was $64.3 million, down 6% from $68.2 million in Q4 2023[5] - GAAP net loss was $3.4 million, significantly improved from a net loss of $16.0 million in Q4 2023[5] - Adjusted EBITDA was $14.9 million, representing 22% of total revenue, compared to $14.1 million or 19% of total revenue in Q4 2023[5] - Total revenue for Q4 2024 was $68.027 million, a decrease of 5.9% compared to $72.178 million in Q4 2023[29] - Subscription and support revenue decreased to $64.332 million in Q4 2024 from $68.184 million in Q4 2023, representing a decline of 5.4%[29] - Net loss for Q4 2024 was $3.430 million, compared to a net loss of $16.012 million in Q4 2023, showing an improvement of 78.6%[29] - Adjusted EBITDA for Q4 2024 was $14,901 thousand, compared to $14,052 thousand in Q4 2023, reflecting a year-over-year increase of 6%[35] - Non-GAAP net income for the twelve months ended December 31, 2024, was $42,622 thousand, up from $37,868 thousand in 2023, representing a growth of 12%[36] - Non-GAAP earnings per share, diluted, increased to $0.41 in Q4 2024 from $0.14 in Q4 2023[36] Future Guidance - Upland expects Q1 2025 total revenue to be between $59.0 million and $65.0 million, reflecting a 12% decline at the midpoint from Q1 2024[7] - For the full year 2025, total revenue is expected to be between $231.5 million and $255.5 million, an 11% decrease at the midpoint from 2024[8] - Adjusted EBITDA for the full year 2025 is projected to be between $53.5 million and $65.5 million, with a 24% margin at the midpoint, a 7% increase from 2024[8] Customer Acquisition and Relationships - Upland welcomed 110 new customers in Q4 2024, including 21 major customers, and expanded relationships with 291 existing customers[4] Cost Management and Expenses - Total operating expenses decreased to $50.135 million in Q4 2024 from $57.851 million in Q4 2023, a reduction of 13.0%[29] - Stock-based compensation expense for the twelve months ended December 31, 2024, totaled $15,270 thousand, down from $22,874 thousand in 2023, indicating a reduction of 33%[39] - Amortization of purchased intangibles for the twelve months ended December 31, 2024, was $53,764 thousand, down from $70,566 thousand in 2023, a decrease of 24%[36] Cash Flow and Liquidity - Cash and cash equivalents decreased significantly to $56.426 million as of December 31, 2024, down from $236.559 million as of December 31, 2023[31] - Total assets decreased to $529.522 million as of December 31, 2024, compared to $870.024 million as of December 31, 2023, a decline of 39.1%[31] - Total liabilities decreased to $424.597 million as of December 31, 2024, from $626.092 million as of December 31, 2023, a reduction of 32.2%[31] - Net cash provided by operating activities for Q4 2024 was $9.341 million, compared to $8.789 million in Q4 2023, an increase of 6.3%[33] - Free Cash Flow for Q4 2024 was $9,021 thousand, an increase from $8,603 thousand in Q4 2023[38] Shareholder Information - The company reported a net loss per common share of $0.18 for Q4 2024, improving from a loss of $0.56 per share in Q4 2023[29] - The weighted-average common shares outstanding decreased to 27,605,490 in Q4 2024 from 30,995,441 in Q4 2023, a reduction of 10.0%[29] - Weighted average common shares outstanding, basic, decreased to 27,605,490 in Q4 2024 from 30,995,441 in Q4 2023[36] Impairment and Divestitures - The company divested two non-strategic product lines, reducing 2025 revenue guidance by approximately $18 million[6] - The company incurred impairment of goodwill amounting to $87,227 thousand for the twelve months ended December 31, 2024[36]

Core Viewpoint - Upland Software (UPLD) is expected to report a decline in revenues for the fourth quarter of 2024, despite benefiting from increased customer acquisitions and successful AI integrations. Revenue Expectations - Upland anticipates revenues between $65.9 million and $71.9 million for Q4 2024, reflecting a 5% year-over-year decline at the midpoint [2] - The Zacks Consensus Estimate for Q4 revenues is $68.06 million, indicating a 5.71% year-over-year decline [2] Earnings Estimates - The consensus estimate for earnings is 24 cents per share, representing a 71.43% increase from the same quarter last year [3] - Upland has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 29.23% [3] Key Growth Factors - Upland's Q4 performance is likely to benefit from increased customer acquisitions and successful AI integrations [4] - The company's Generative AI solutions contributed to new customer acquisitions and major expansions in Q3 2024, expected to drive growth in Q4 as well [4] Customer Acquisition and Engagement - Upland added 122 new customers in Q3 2024, including 18 major customers, and expanded relationships with 312 existing customers, including 27 major expansions [6] - This momentum is anticipated to contribute to revenue stability and potential growth in Q4 2024 [6] Stock Performance - Upland shares have declined 38% year-to-date, underperforming the broader Zacks Computer & Technology sector's decline of 9.7% and the Zacks Internet - Software industry's decrease of 3.2% [7] Valuation Metrics - Upland stock is considered cheap, with a Value Score of A, trading at a forward 12-month Price/Sales ratio of 0.28X, significantly lower than the industry's 4.20X [11] AI Integration and Partnerships - Upland's integration of generative AI into its solutions has been crucial for attracting new customers and enhancing relationships with existing ones [14] - The company launched Panviva Sidekick, an AI-powered assistant aimed at improving customer experience in complex industries [14][15] - Upland's partnerships with key players like Microsoft and Konica Minolta are expected to drive growth in Q4 [16] Strategic Initiatives - Upland announced the availability of BA Insight for Microsoft Azure AI Search, allowing seamless integration for intelligent content search [17] - The partnership with IBM WatsonX enhances Upland's product capabilities, attracting enterprise customers and addressing data privacy and compliance needs [18] Long-term Investment Perspective - Upland's robust AI portfolio and expanding partner base are seen as attractive for long-term investors [19] - However, the planned runoff of Sunset asset revenue is expected to impact financial performance in Q4 2024, contributing to overall revenue decline [19]

Company Overview - Upland Software Inc. has a market capitalization of $115 million and is based in Austin, TX [1] - The company operates in the application software segment of the information technology sector [1] Investment Strategy - The focus is on building financial assets for a fulfilling retirement, with an interest in both long and short trading strategies [1] - The use of inverse ETFs is considered to capitalize on market declines [1] - The goal is to execute a trading plan effectively and achieve absolute investing results [1] Learning and Development - Articles are viewed as a means to maintain focus on developing successful trades [1] - Feedback from the comments section is expected to provide learning opportunities [1]