Yext Inc (NYSE: YEXT) is a cloud-based digital presence management company that enables businesses to centralize, control, and publish information about themselves across search engines, maps, directories, and other digital channels. Revenue comes primarily from subscription contracts, with customers paying recurring fees to access Yext's platform and its Publisher Network of over 200 third-party applications. Total annual recurring revenue (ARR) was $444.3 million as of January 31, 2026, roughly flat versus $442.7 million as of January 31, 2025. The platform is organized around a proprietary Knowledge Graph database that stores business data and the relationships between data points, allowing brands to answer consumer queries across locations, providers, and digital touchpoints from a single interface. Customers with ARR of $50,000 or more accounted for $403.6 million of total ARR as of January 31, 2026, with a dollar-based net retention rate of 99% for that cohort, versus 86% retention for smaller customers.
- Revenue model
- Subscription-based SaaS. Customers pay recurring fees for access to Yext's platform, with contracts measured in ARR. The company tracks two cohorts: customers with ARR under $50,000 ($40.6 million ARR as of January 31, 2026) and customers with ARR of $50,000 or more ($403.6 million ARR as of January 31, 2026).
- Products and services
- Core platform includes: Knowledge Graph (centralized business data database), Listings (distribution of business information to the Publisher Network), landing page management, consumer review management, and AI-powered search for business websites. The Publisher Network connects customer data to over 200 maps, apps, search engines, GPS systems, digital assistants, directories, and social networks including Amazon Alexa, Apple, Bing, Facebook, Gemini, Google, OpenAI, and Yelp.
- Customers and end markets
- Enterprise and multi-location businesses across a broad range of industries. Customers with distributed providers, such as mortgage brokers and insurance agents, are a named use case. The platform targets both domestic and international customers. As of January 31, 2026, the larger-customer cohort (ARR of $50,000 or more) drives approximately 91% of total ARR.
- Value-chain role
- Intermediary between businesses and consumer-facing digital platforms. Yext sits between brand data owners and Publisher Network applications, controlling the flow of structured business information to search engines, maps, directories, and AI assistants. It does not own the end consumer touchpoints but holds direct API relationships with Publisher Network providers.
- Geographic exposure
- Primarily U.S.-based with international operations. The filing references expansion of infrastructure capacity outside the United States and notes that some customers and Publisher Network providers have international operations, but no specific revenue breakdown by geography is provided in the excerpts.
Source: SEC 10-K, filed 2026-03-10
Industry:
Services-Computer Processing & Data Preparation
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