Upland Software, Inc.

NasdaqGM:UPLD Stock Report

Market Cap: US$119.1m

Upland Software Management

Management criteria checks 3/4

Upland Software's CEO is Jack McDonald, appointed in Jul 2010, has a tenure of 14.5 years. total yearly compensation is $2.67M, comprised of 12.2% salary and 87.8% bonuses, including company stock and options. directly owns 9.21% of the company’s shares, worth $10.97M. The average tenure of the management team and the board of directors is 2.8 years and 6.7 years respectively.

Key information

Jack McDonald

Chief executive officer

US$2.7m

Total compensation

CEO salary percentage12.2%
CEO tenure14.5yrs
CEO ownership9.2%
Management average tenure2.8yrs
Board average tenure6.7yrs

Recent management updates

Recent updates

There's No Escaping Upland Software, Inc.'s (NASDAQ:UPLD) Muted Revenues Despite A 36% Share Price Rise

Nov 19
There's No Escaping Upland Software, Inc.'s (NASDAQ:UPLD) Muted Revenues Despite A 36% Share Price Rise

Does Upland Software (NASDAQ:UPLD) Have A Healthy Balance Sheet?

Nov 09
Does Upland Software (NASDAQ:UPLD) Have A Healthy Balance Sheet?

Why Investors Shouldn't Be Surprised By Upland Software, Inc.'s (NASDAQ:UPLD) Low P/S

Sep 21
Why Investors Shouldn't Be Surprised By Upland Software, Inc.'s (NASDAQ:UPLD) Low P/S

Upland Software, Inc. (NASDAQ:UPLD) Just Reported, And Analysts Assigned A US$3.33 Price Target

Aug 04
Upland Software, Inc. (NASDAQ:UPLD) Just Reported, And Analysts Assigned A US$3.33 Price Target

Is Upland Software (NASDAQ:UPLD) Weighed On By Its Debt Load?

Jun 06
Is Upland Software (NASDAQ:UPLD) Weighed On By Its Debt Load?

Benign Growth For Upland Software, Inc. (NASDAQ:UPLD) Underpins Stock's 29% Plummet

Apr 26
Benign Growth For Upland Software, Inc. (NASDAQ:UPLD) Underpins Stock's 29% Plummet

The Market Doesn't Like What It Sees From Upland Software, Inc.'s (NASDAQ:UPLD) Revenues Yet

Feb 13
The Market Doesn't Like What It Sees From Upland Software, Inc.'s (NASDAQ:UPLD) Revenues Yet

Upland Software, Inc.'s (NASDAQ:UPLD) Intrinsic Value Is Potentially 96% Above Its Share Price

Nov 29
Upland Software, Inc.'s (NASDAQ:UPLD) Intrinsic Value Is Potentially 96% Above Its Share Price

Is Upland Software (NASDAQ:UPLD) Using Debt Sensibly?

Sep 29
Is Upland Software (NASDAQ:UPLD) Using Debt Sensibly?

Investors Don't See Light At End Of Upland Software, Inc.'s (NASDAQ:UPLD) Tunnel

Aug 08
Investors Don't See Light At End Of Upland Software, Inc.'s (NASDAQ:UPLD) Tunnel

Is Upland Software (NASDAQ:UPLD) Using Debt Sensibly?

Feb 25
Is Upland Software (NASDAQ:UPLD) Using Debt Sensibly?

Upland expands leading SMS marketing software to U.K.

Sep 22

Upland Software Gathers Resources For Downturn M&A Effort

Sep 07

Upland Software raises $115M capital in convertible preferred shares, president steps down

Jul 14

CEO Compensation Analysis

How has Jack McDonald's remuneration changed compared to Upland Software's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$131m

Jun 30 2024n/an/a

-US$138m

Mar 31 2024n/an/a

-US$141m

Dec 31 2023US$3mUS$325k

-US$185m

Sep 30 2023n/an/a

-US$192m

Jun 30 2023n/an/a

-US$189m

Mar 31 2023n/an/a

-US$189m

Dec 31 2022US$8mUS$325k

-US$70m

Sep 30 2022n/an/a

-US$54m

Jun 30 2022n/an/a

-US$58m

Mar 31 2022n/an/a

-US$60m

Dec 31 2021US$9mUS$325k

-US$58m

Sep 30 2021n/an/a

-US$56m

Jun 30 2021n/an/a

-US$57m

Mar 31 2021n/an/a

-US$52m

Dec 31 2020US$9mUS$325k

-US$51m

Sep 30 2020n/an/a

-US$65m

Jun 30 2020n/an/a

-US$66m

Mar 31 2020n/an/a

-US$58m

Dec 31 2019US$8mUS$325k

-US$45m

Sep 30 2019n/an/a

-US$24m

Jun 30 2019n/an/a

-US$16m

Mar 31 2019n/an/a

-US$16m

Dec 31 2018US$6mUS$325k

-US$11m

Compensation vs Market: Jack's total compensation ($USD2.67M) is above average for companies of similar size in the US market ($USD649.25K).

Compensation vs Earnings: Jack's compensation has been consistent with company performance over the past year.

CEO

Jack McDonald (61 yo)

14.5yrs

Tenure

US$2,665,546

Compensation

Mr. John T. McDonald, also known as Jack, J. D., was Operating Advisor of Elsewhere Partners until July 2022. He was employed at Elsewhere Partners until July 2022. He is the Co-Founder, Chairman of the Bo...

Leadership Team

NamePositionTenureCompensationOwnership
John McDonald
Founder14.5yrsUS$2.67m9.21%
$ 11.0m
Michael Hill
CFO & Treasurer14.5yrsUS$1.23m1.27%
$ 1.5m
Oliver Yates
Chief Sales Officer2yrsUS$1.62m0.18%
$ 213.0k
Daniel Doman
Chief Product Officer3.7yrsUS$1.15m0.52%
$ 622.5k
Karen Cummings
President & COOless than a yearno data0.98%
$ 1.2m
Jonanna Mikulenka
Chief Accounting Officerno datano datano data
Rick Rinewalt
Chief Technology Officerno datano datano data
Matthew Smith
General Counsel & Secretary1.3yrsno data0.084%
$ 99.7k
Austin Woody
Senior Vice President of M&A and Corporate Developmentno datano datano data
Jen Verzal
Vice President of Human Resourcesno datano datano data
Rochelle Delley
Chief Security Officerno datano datano data
Amber Bennett
Senior Vice President of Financeno datano datano data

2.8yrs

Average Tenure

57.5yo

Average Age

Experienced Management: UPLD's management team is considered experienced (2.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
John McDonald
Founder14.5yrsUS$2.67m9.21%
$ 11.0m
Stephen Courter
Independent Director10.3yrsUS$303.12k0.27%
$ 322.2k
David Heun Chung
Independent Director2.4yrsUS$295.62k0.27%
$ 323.3k
David May
Lead Independent Director8.6yrsUS$320.12k0.52%
$ 613.8k
Timothy Mattox
Directorless than a yearUS$6.73m1.46%
$ 1.7m
Teresa Walsh
Independent Director4.8yrsUS$295.62k0.34%
$ 410.1k

6.7yrs

Average Tenure

60.5yo

Average Age

Experienced Board: UPLD's board of directors are considered experienced (6.7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 00:44
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Upland Software, Inc. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David HynesCanaccord Genuity
Jeffrey Van RheeCraig-Hallum Capital Group LLC
Richard HillikerCredit Suisse