Medallia, Inc.: insider trades · United States · SEC (Form 4)

About Medallia, Inc.

Medallia, Inc. is a U.S.-based enterprise software company focused on customer experience and employee experience management. Founded in 2001, the company is headquartered in Pleasanton, California, United States. Medallia was formerly publicly traded in the U.S. and listed on the NYSE before being taken private in 2021 through Thoma Bravo’s acquisition. Accordingly, the NYSE/NASDAQ reference matters primarily from a historical listing perspective rather than as a current public-market listing. In sector terms, Medallia belongs to the technology/software universe, with a niche centered on customer intelligence, feedback analytics, and experience orchestration. Medallia’s core proposition is to help large organizations capture, analyze, and act on customer and employee signals at scale. Its cloud platform is designed to ingest structured survey data as well as unstructured inputs such as digital behavior, voice calls, chat transcripts, and open-text comments. The company’s product suite spans voice-of-the-customer programs, omnichannel journey analytics, text and speech analytics, employee experience, and workflow automation that turns insights into operational action. Recent messaging has emphasized AI-driven capabilities, including a broader move from surveys and signals toward automated actions, which reinforces Medallia’s positioning as an enterprise-grade experience platform rather than a simple survey tool. From a competitive standpoint, Medallia competes with other customer experience management vendors, CRM analytics providers, and service automation platforms. Its differentiators include depth of functionality, strong enterprise deployment capabilities, and recognized analyst validation. Medallia states that it is trusted by more than 2,000 leading brands and that its platform processes more than 1 billion signals per month, highlighting both scale and relevance among complex global enterprises. The company’s customer base is international, with meaningful exposure across North America, Europe, Asia-Pacific, and Latin America. Recent developments underscore an active product and go-to-market agenda. In March 2025, Medallia unveiled a new vision for the future of customer experience and introduced seven AI-powered innovations aimed at accelerating the path from insight to action. In January 2026, it announced a strategic partnership with Ada to combine customer intelligence with agentic AI and automated execution. Medallia also highlighted continued leadership recognition in 2026 Gartner Voice of the Customer coverage and expanded investment in its partner ecosystem. For investors, Medallia represents a high-quality U.S. enterprise software franchise with a strong experience-management niche, historically associated with the NYSE/NASDAQ market but now operating as a private company.