Question · Q4 2025
Eleisha Smith sought to estimate organic ARR growth, asking if an assumption of $40 million of MANTL ARR in Q4 leading to 24% organic ARR growth was accurate. She also asked for insights into Alkami's confidence in mid-to-high teens revenue growth towards the 2030 financial framework, given market uncertainties.
Answer
CFO Cassandra Hudson stated that parsing out organic vs. acquired contributions is increasingly arbitrary due to bundled DSSP sales, but the directional math for MANTL's size and growth makes sense. She emphasized the durable growth drivers like long-term, sticky, mission-critical contracts, and clarified that the 2030 framework focuses on Rule of 45 and EBITDA margin expansion, with revenue growth moderating linearly.
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