Q2 Holdings, Inc. Earnings Recaps
Q1 2026
Apr 30, 2026
Q2 Holdings' shares finished up 1.2% following Q1 results that largely tracked investor expectations. The company highlighted solid revenue growth, robust bookings activity—including a record-setting fraud solution deal—and progress in AI initiatives, while maintaining a balanced outlook for the remainder of the year.
Key takeaways
- Q1 revenue reached $216.5 million, marking 14% year-over-year growth.
- Adjusted EBITDA came in at $60 million, representing a 27.7% margin.
- Free cash flow totaled $44.2 million for the quarter.
- Bookings momentum remained strong, with 9 Tier 1 and enterprise wins, including the largest fraud deal in company history.
- Management flagged ongoing AI product development and cited sustained demand in core digital banking and risk/fraud segments.
Q2 2025
Nov 8, 2025
Q2 Holdings reported exceptional third-quarter results, with revenue and adjusted EBITDA surpassing guidance, driven by a record number of bookings across Tier 1 and enterprise segments.
Key takeaways
- Revenue reached $202 million, reflecting a 15% year-over-year growth, while adjusted EBITDA stood at $49 million (24.2% margin).
- Achieved record bookings in Q3, including 7 new Tier 1 and enterprise deals.
- Secured major wins in digital banking and fraud solutions, including the largest fraud deal in company history.
- Hosted successful Dev Days 2025, highlighting advancements in AI capabilities and integration strategies.
- Maintained a solid pipeline and raised guidance expectations for the upcoming quarter.