Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.
Peak NRR of 113.7% in FY2025-Q2. Latest is 112.4% - that's -1.3pp from peak.
Workiva is above the Finance Tech Public median by +8.4pp (cell median: 104%)
Workiva (WK) is a finance tech company at the public stage. As of its most recent disclosure (FY2026-Q1), Workiva reported a Net Revenue Retention rate of 112.4% - a mid-pack result for B2B SaaS at this segment.
Workiva is currently at or near its all-time NRR peak. Over the past three years, the metric has expanded by 16pp.
Within its peer set (finance tech companies at public stage in the $100k-$500k acv band), Workiva's NRR is above the cell median of 104%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Logo flow per period (count-side complement to dollar-based NRR).
Revenue, ARR, and team-size denominators for the productivity ratios.
Forward-booked revenue by maturity. Renewal pipeline visibility.
Support tiers: Standard · Fee-based premium customer support
CS team segments: Corporate · Strategic · Major accounts
CSM model: hybrid
Education programs: Amplify
Customer Advisory Board: Yes
CCO: Michael Pinto — Executive Vice President and Chief Revenue Officer (since 2025) · reports to CEO
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Accelerated AI product innovation, delivering capabilities to help customers analyze and query data.
"In 2025, we accelerated AI product innovation, delivering capabilities that help customers analyze and query data"
AI agents that automate data consistency checks across financial documents and associated schedules.
"launch of the Internal Tie-Out Assistant... These agents automate data consistency checks across financial documents"
Automatically turns process narratives into audit-ready visual diagrams for GRC.
"launched the Workiva flowchart visualizer and enhanced GRC intelligence agents."
Launched agentic AI extensions and specialized fit-for-purpose capabilities.
"we launched Intelligent Finance, Intelligent Sustainability, and Intelligent GRC."
Simplifying span of control and evolving the operating model across sales and customer success.
"First, organizational and operating model redesign. We're simplifying span of control and reducing layers."
Moving towards a hunter farmer model in certain sales areas to focus on profitability and efficiency.
"One of those examples would be moving towards a hunter farmer model in certain areas this year."
New solution for private, regulated, and public funds to drive automation for asset managers.
"Since debuting our public fund reporting solution earlier this year, we've seen strong uptake"
Challenges acknowledged by management. Useful peer signals — your team is probably not alone.
FX had a 2 percentage point favorable impact on reported growth and NRR.
"approximately two percentage point favorable impact on NRR due to foreign currency fluctuations."
Consistent uncertainty driven by tariffs, policy changes, elections, and government shutdowns.
"this year has been defined by consistency, but it's consistent uncertainty... tariffs, policy changes, elections"
Tapering demand in the corporate account segment for sustainability solutions due to political and regulatory shifts.
"we did observe a moderation in demand within our corporate account segment across both the U.S. and Europe."
Macroeconomic uncertainty leading to longer sales cycles and more thoughtful timing of spend by customers.
"The deal cycle elongation is expected in the uncertain market."
Curated quotes about customer outcomes, retention, renewals.
"Generally, the majority of our uplift on NRR tends to be from the additional solutions sold into our base."
"We did go to that solution-based licensing model several years ago... unconstrained use of the platform."
"We're evolving the operating model across sales, customer success, and R&D, and we're putting a greater emphasis on performance management."
"Workiva's value is not dictated by how often a company files. It's tied to giving CFOs absolute confidence in their data every day of the quarter."
"Our more than 6,600 customers create meaningful expansion opportunities, and our 97% gross retention rate reflects the durability of our business."
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2026-Q1 | 112.4% | 97.3% | 10-Q-mdna | source ↗ |
| FY-2025 | 112.8% | 97.2% | 10-K | source ↗ |
| FY2025-Q4 | 112.8% | 97.2% | 10-K | source ↗ |
| FY2025-Q3 | 113.6% | 97.3% | 10-Q-mdna | source ↗ |
| FY2025-Q2 | 113.7% | 97.5% | 10-Q-mdna | source ↗ |
| FY2025-Q1 | 110.0% | 97.0% | earnings-call-transcript | source ↗ |
| FY-2024 | 111.9% | 97.4% | 10-K | source ↗ |
| FY2024-Q4 | 112.0% | - | earnings-call-transcript | source ↗ |
| FY2024-Q3 | 110.5% | 97.5% | 10-Q-mdna | source ↗ |
| FY2024-Q2 | 109.2% | 97.6% | 10-Q-mdna | source ↗ |
| FY2024-Q1 | 96.0% | - | earnings-call-transcript | source ↗ |
| FY2023-Q4 | 96.0% | - | earnings-call-transcript | source ↗ |
| FY2023-Q3 | 96.0% | - | earnings-call-transcript | source ↗ |
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