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    Ryan Powderly-Gross

    Research Analyst at Barclays

    Ryan Powderly-Gross is an equity analyst at Barclays, specializing in the coverage of financial technology companies, with a recent focus on Alkami Technology Inc. He has participated in earnings calls and provided targeted research analysis, with published work accessible through platforms like ResearchPool and Fintool. Powderly-Gross began his research career in financial analysis and currently plays an integral role within Barclays' sector team, leveraging both quantitative and qualitative skills to inform institutional investors. He holds relevant industry credentials and is registered with securities regulators, supporting his expertise in delivering actionable investment insights.

    Ryan Powderly-Gross's questions to ALKAMI TECHNOLOGY (ALKT) leadership

    Ryan Powderly-Gross's questions to ALKAMI TECHNOLOGY (ALKT) leadership • Q2 2025

    Question

    Ryan Powderly-Gross of Barclays inquired about the starting ARPU for new logos that include the Mantle solution and asked for a breakdown of the quarterly user growth between new and existing clients.

    Answer

    CFO Bryan Hill explained that Mantle typically adds 30-40% in ARR to a new logo deal, which averages around $800,000. CEO Alex Shootman added that standalone Mantle deals can create multimillion-dollar relationships. Hill also clarified that of the 400,000 users added in Q2, 25% came from new client implementations, with the remaining 75% being net growth from the existing client base.

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