All three tenses have at least two readings, so the archetype blend applies as printed.
All nine metrics read as filed from the record.
What did they actually do?
Has it survived what it has been through?
3 warning events since 2017; the latest 2026-08-05.
From the record
Upland Software, Inc.'s filings since 2017 show 3 warning events of 2 kinds: a notice about its exchange listing (8-K item 3.01, 2 times, the latest 2026-08-05); an auditor change (8-K item 4.01, the latest 2026-03-13) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+12.6% a year over 10 filed years; profitable in 0 of 10.
From the record
Upland Software, Inc.'s 10 filed years say what it did: revenue went from $75 million in fiscal 2016 to $217 million in fiscal 2025, up 12.6% a year; it rose in 6 of 9 years; the deepest fall was 32% from fiscal 2022 to fiscal 2025; net income was positive in 0 of 10 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
Share count shrank 3.2% a year. 0% of cash flow returned. Insiders: 6 sales, 0 purchases.
From the record
Over the 3 fiscal years to 2025-12-31, Upland Software, Inc.'s diluted share count shrank about 3.2% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 6 sales (6 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they doing right now?
Is it financially healthy right now?
Leverage 112%: owes 112¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2025-12-31, Upland Software, Inc.'s shareholders' equity was below zero, so the profit on it is not read, and gross profitability: its products earned about 39 cents per dollar of everything the company owns. Leverage: it owed about 112 cents per dollar of assets, and net share issuance: its share count grew 3.0% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
bottom 25% of 218 in its family; net margin -17.9%.
From the record
Upland Software, Inc.'s standing among 218 graded names in its industry family: revenue of $217 million in fiscal 2025 ranks in the bottom 36% by size; a net margin of -17.9% ranks in the bottom 32%; revenue growth of -11.9% a year over the last 3 filed years ranks in the bottom 7% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
bottom 32% of 139 in its family for leadership; chief executive since 2026.
From the record
Upland Software, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Nathaniel, Sean (CEO and President, as filed), filing under that title since 2026-05-04, 6 months (bottom 11% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 6.7 years (top 29%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 13%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they set up to do next?
How much room does it have to grow?
bottom 37% of 216 in its family for room to expand.
From the record
Upland Software, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $29 million against debt of $225 million leaves -47.3% of its assets as net cash, bottom 2% of its family; cash from operations less capital spending is 11.3% of revenue (bottom 46%); a gross margin of 74.8% (top 37%); research spending of 16.8% of revenue (bottom 37%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
bottom 26% of 213 in its family for growth drivers.
From the record
Upland Software, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -11.9% a year over the last three filed years against 12.6% over all 10, slowing (bottom 12% of its family); the newest year grew -21.1% (bottom 7%); research spending grew -7.5% a year (bottom 16%); capital spending grew 16% a year (top 29%) (its annual reports). Upland Software, Inc. reported 3 product lines in fiscal 2025: Subscription and Support at $205 million (95%), Professional Services and Other at $7 million (3%), Perpetual License at $5 million (2%); 0 of 3 grew against the year before (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
bottom 49% of 194 in its family for expectations against reality.
From the record
Upland Software, Inc.'s newest year against its own record: revenue of $217 million in fiscal 2025 came in 15.2% below the $256 million its prior three years' pace pointed to (bottom 9% of its family); net income of $39 million against a prior three-year average of $120 million (top 36%); a net margin of -17.9% against -41% before (top 26%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made