The Risk Wheelhouse Podcast
The Risk Wheelhouse is the podcast dedicated to exploring how RiskTech is reshaping the future of risk management. Hosted by our experts, Ori Wellington and Sam Jones, each episode delves deep into Integrated Risk Management (IRM), offering insights into the latest trends, technologies, and strategies. Join us to stay ahead in the ever-evolving risk landscape and empower your organization with actionable knowledge.
S4E4: How Workiva's 32% Stock Surge Reveals a Deeper Industry Transformation
Workiva's spectacular 32% stock surge after their Q2 2025 earnings reveals something much deeper than just a strong quarter. Their $215 million revenue (up 21% year-over-year) and impressive 114% net retention rate signal the market's growing confidence in their strategic transformation—a shift that parallels the entire risk management industry's evolution.
What makes this story fascinating is the context. Before this surge, Workiva had struggled, with their stock down 24% over two years due to overreliance on specific regulatory drivers like the EU's Corporate Sustainability Reporting Directive. When regulations faced delays, revenue recognition suffered, spooking investors. This vulnerability exposed a fundamental weakness in their business model.
S3E5: The Workiva Sell-Off Reveals What's Really Driving Today's IRM Market
A minor tremor—or a market wake-up call?
In the latest episode of The Risk Wheelhouse, hosts Ori Wellington and Sam Jones break down a seemingly routine market fluctuation that revealed far more than expected. Season 3, Episode 5—The Workiva Sell-Off Reveals What’s Really Driving Today’s IRM Market—examines how the sudden drop in Workiva’s stock price, despite favorable earnings, exposed a deeper truth about the state of Integrated Risk Management (IRM) in 2025.
At first glance, the culprit seemed small: whispers of delays to the EU’s Corporate Sustainability Reporting Directive (CSRD) and postponed sustainability regulations triggered investor unease. But beneath that reaction lies a profound shift in IRM market dynamics. No longer driven solely by product innovation, today’s IRM landscape is shaped equally by the volatility of regulatory timelines, geopolitical risk, and enterprise strategy.