UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 YEXT, INC. For the transition period from to Commission File Number: 001-38056 (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) De ...

Yext, Inc. (NYSE:YEXT) Q4 2025 Earnings Conference Call March 5, 2025 5:00 PM ET Company Participants Nils Erdmann - Senior Vice President, Investor Relations Michael Walrath - Chief Executive Officer Darryl Bond - Chief Financial Officer Conference Call Participants Matt Shea - Needham Rohit Kulkarni - ROTH Capital Partners Tom White - D.A. Davidson Naved Khan - B. Riley Securities Operator Good afternoon, and welcome to the Yext Incorporated Fourth Quarter Fiscal 2025 Financial Results Conference Call. Al ...

Yext (YEXT) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -14.29%. A quarter ago, it was expected that this software developer would post earnings of $0.13 per share when it actually produced earnings of $0.12, delivering a surprise of -7.69%.Over the last four quarters, the company ...

Financial Performance - Q4 fiscal 2025 revenue reached $113.1 million, a 12% year-over-year increase, with a GAAP net loss of $7.3 million or $0.06 per basic share[1]. - For the full fiscal year 2025, total revenue was $421.0 million, with a GAAP net loss of $27.9 million or $0.22 per basic share, and Adjusted EBITDA of $67.0 million[2]. - Q4 revenue was $113.1 million, a 12% increase compared to $101.1 million in Q4 fiscal 2024[30]. - Full year fiscal 2025 revenue was $421.0 million, a 4% increase from $404.3 million in the previous fiscal year[35]. - Revenue for the three months ended January 31, 2025, was $113.1 million, a 11.7% increase from $101.1 million in the same period of 2024[78]. - The company projects Q1 fiscal 2026 revenue to be between $107.3 million and $107.8 million[46]. Profitability Metrics - The company achieved a record Adjusted EBITDA of $24.6 million in Q4, with an Adjusted EBITDA margin of 22%[4]. - Non-GAAP net income for fiscal 2025 was $45.0 million, compared to $42.3 million in fiscal 2024[39]. - Adjusted EBITDA for the fiscal year ended January 31, 2025, was $67.0 million, up from $54.6 million in 2024, indicating improved operational efficiency[83]. - Non-GAAP EPS for fiscal 2026 is projected to be in the range of $0.50 to $0.53, assuming 129.9 million weighted-average basic shares outstanding[46]. - Non-GAAP operating margin improved to 19% in Q1 2025, compared to 12% in Q1 2024[89]. Cash Flow and Liquidity - Cash and cash equivalents were $138.7 million as of January 31, 2025, down from $210.2 million a year earlier, primarily due to the acquisition of Hearsay[41]. - Free cash flow for Q1 2025 was $38,030,000, an increase from $27,612,000 in Q1 2024, marking a growth of 37%[100]. - Cash, cash equivalents, and restricted cash at the end of the period were $138.7 million, down from $210.2 million at the beginning of the period[81]. - Cash and cash equivalents decreased to $123,133,000 from $210,184,000, a decline of approximately 41% year-over-year[75]. Annual Recurring Revenue (ARR) - Total ARR as of January 31, 2025, was $442.7 million, with Direct ARR at $368.2 million, impacted by a $2.9 million negative effect from foreign exchange[19]. - Annual recurring revenue (ARR) was $442.7 million as of January 31, 2025, a 13% year-over-year increase[39]. - Total Annual Recurring Revenue (ARR) increased to $442,662,000 in January 2025, up 13% from $392,182,000 in January 2024[103]. - The dollar-based net retention rate for total customers increased to 93% as of January 31, 2025, up from 92% in the previous quarter[106]. Operational Efficiency - The integration of Hearsay Systems is nearing completion, leading to cost reductions and improved operational efficiency[8]. - Total operating expenses for the three months ended January 31, 2025, were $95.9 million, an increase from $78.4 million in the same period of 2024[78]. - Research and development expenses for the fiscal year ended January 31, 2025, were $77.2 million, compared to $72.0 million in 2024, reflecting continued investment in innovation[87]. Product Development and Market Strategy - The launch of Yext Scout is expected to drive accelerated organic growth, with strong customer engagement noted during previews[7]. - Yext Social has gained traction with 19 direct customers and 30 reseller customers licensing the product since its launch in September[9]. - Yext has shifted towards usage-based pricing in its Reseller partnerships, which is expected to drive overall growth in this channel[110]. - The acquisition of Places Scout is being integrated into Yext's offerings, merging AI visibility with traditional search capabilities[114]. - Yext's platform aims to help businesses manage their digital presence across diverse channels amid the challenges of search fragmentation[111]. Future Outlook - The company plans to achieve full year Adjusted EBITDA between $100 million and $103 million for fiscal year 2026[27]. - The company will no longer provide full year revenue guidance but will continue to offer guidance for quarterly revenue and profitability metrics[26]. - The company anticipates growth in ARR for fiscal year 2026, influenced by the adoption rate of new products and macroeconomic conditions[107]. - The company expects a sequential decrease in revenue in Q1 FY26 due to three fewer calendar days compared to Q4 FY25[108].

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.001 per share YEXT New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIE ...

EXHIBIT 99.2 Monday, December 9, 2024 Dear Shareholders, I am pleased to report our third quarter of fiscal 2025, during which we delivered revenue of $114.0 million, Adjusted EBITDA of $23.1 million, and non-GAAP EPS of $0.12. Our GAAP net loss was $12.8 million or $(0.10) on a per share basis, which included costs associated with the completion of our acquisition of Hearsay Systems. We achieved significant margin improvement in Q3, with non-GAAP gross margin increasing to 79.4% and non-GAAP operating expe ...

Yext (YEXT) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of ...