Vertex, Inc. (VERX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.14K Followers Follow Vertex, Inc. ( VERX ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 4:05 PM EDT Company Participants Christopher Young - CEO, President & Director John Schwab - Chief Financial Officer Presentation Unknown Analyst All right. We can go ahead and get started. Thank you all for coming today. I have the pleasure of hosting Vertex CEO, Chris Young; and CFO, John Schwab. Chris and John, thank you both for being here with us today. Question-and-Answer Session Unknown Analyst I would like to -- we're going to touch on some more near-term dynamics. But first, I'd like to start with a little bit more maybe the longer-term, higher level view of the business. So Chris and John, when you look 5 years out, what do you want Vertex to become that it's not today? Christopher Young CEO, President & Director So well, first of all, thanks for having us here. A couple of points I think they're really important. Vertex really exists to help our customers manage their tax and compliance across a full life cycle of activity. We've been calling that decision to defense because we've grown up as a tax calculation company. That's what Vertex was known for. We're 45 (sic) [ 48 ] years old. But if you think about a customer's compliance requirement, it cuts across that entire life cycle from how you decide, how you categorize a product all the way through to how you calculate, prove compliance, file, pay and then ultimately defend yourself if you find yourself in an audit. And that's a life cycle. It goes on continuously. What you learn at the end of that process needs to get filter back into the upstream part of it. And so traditionally, we focused more on the front end, the calculation piece. With our entry