Q2 Holdings, Inc. Q2 2025 Earnings Recap

QTWO Q2 2025 November 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.

Earnings Per Share Beat

$0.57 vs $0.55 est.

+3.6% surprise

Revenue Miss

201704000 vs 204860070 est.

-1.5% surprise

Market Reaction

1-Day +0.0%

5-Day -0.38%

30-Day +1.71%

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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit QTWO on AllInvestView.