Ryan Pagolia's questions to Alkami Technology Inc (ALKT) leadership • Q4 2024
Question
Representing Saket Kalia, Ryan Pagolia inquired about the competitive landscape for MANTL and whether the projection for MANTL to be EBITDA accretive in 2026 includes expense synergies.
Answer
CEO Alex Shootman described the competitive environment as fragmented with outdated or homegrown solutions, positioning MANTL as a superior offering. CFO W. Hill clarified that MANTL's path to profitability relies on leveraging Alkami's scale for efficiency, not on immediate cost-cutting synergies, to ensure its high growth trajectory is not disrupted. Revenue synergies are expected to materialize in 2026.