Earnings summaries and quarterly performance for ALKAMI TECHNOLOGY.
Executive leadership at ALKAMI TECHNOLOGY.
Board of directors at ALKAMI TECHNOLOGY.
Research analysts who have asked questions during ALKAMI TECHNOLOGY earnings calls.
Adam Hotchkiss
Goldman Sachs
6 questions for ALKT
Also covers: ALRM, BL, CCC +14 more
CK
Cristopher Kennedy
William Blair & Company
6 questions for ALKT
Also covers: AXP, CTLP, EEFT +14 more
Jacob Stephan
Lake Street Capital Markets, LLC
4 questions for ALKT
Also covers: ARLO, CDLX, CMPO +16 more
Jeff Van Rhee
Craig-Hallum Capital Group LLC
4 questions for ALKT
Also covers: AKAM, ASUR, BKSY +18 more
CN
Charles Nabhan
Stephens Inc.
3 questions for ALKT
Also covers: ACIW, ASUR, EEFT +9 more
AG
Alexei Gogolev
JPMorgan Chase & Co.
2 questions for ALKT
Also covers: ADSK, BABA, BSY +17 more
AS
Andrew Schmidt
Citigroup Inc.
2 questions for ALKT
Also covers: BILL, CWAN, EEFT +17 more
EK
Elyse Kanner
JPMorgan Chase & Co.
2 questions for ALKT
Also covers: IOT, SPNS
Mayank Tandon
Needham & Company, LLC
2 questions for ALKT
Also covers: AGYS, EVER, GDYN +5 more
PW
Patrick Walravens
Citizens JMP
2 questions for ALKT
Also covers: AI, ASAN, BAND +26 more
Saket Kalia
Barclays Capital
2 questions for ALKT
Also covers: ADBE, ADSK, ALRM +26 more
Alexander Neumann
Stephens Inc.
1 question for ALKT
Also covers: RPAY, VYX
AM
Alex Markgraff
KeyBanc
1 question for ALKT
Also covers: CNCK, COIN, HOOD +1 more
AS
Alex Sklar
Raymond James & Associates, Inc.
1 question for ALKT
Also covers: BL, INTA, IOT +6 more
Alex Smith
JPMorgan Chase & Co.
1 question for ALKT
AD
Anthony Dellis
KeyBanc Capital Markets
1 question for ALKT
AC
Austin Cole
Citizens JMP Securities, LLC
1 question for ALKT
Also covers: BRZE, CXM, DOCU +7 more
DW
David Wielansky
Citigroup
1 question for ALKT
ES
Eleisha Smith
JPMorgan
1 question for ALKT
IC
Isabella Camaj
Evercore ISI
1 question for ALKT
Also covers: AVIR
PW
Pat Walravens
Citizens JMP Securities, LLC
1 question for ALKT
Also covers: BL, DOMO, MB +2 more
RP
Ryan Pagolia
Barclays
1 question for ALKT
Ryan Powderly-Gross
Barclays
1 question for ALKT
Also covers: HNGE
Sam Salvas
Needham & Company
1 question for ALKT
Also covers: AGYS, DFIN, MKTW +1 more
Recent press releases and 8-K filings for ALKT.
Alkami Technology Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
ALKT
Earnings
Guidance Update
M&A
- Alkami Technology reported strong Q4 2025 revenue of $120.8 million, a 35% year-over-year increase, and full-year 2025 revenue of $443.6 million, up 33%.
- Full-year 2025 Adjusted EBITDA more than doubled to $59.1 million from $26.9 million in 2024, with the margin expanding 530 basis points to 13.3%.
- The company issued full-year 2026 revenue guidance of $525.5 million-$530.5 million and Adjusted EBITDA guidance of $93.5 million-$97.5 million.
- Strategic initiatives, including the MANTL acquisition and the Digital Sales & Service Platform (DSSP), significantly contributed to performance, with 45 clients now utilizing all three DSSP products by the end of 2025.
- Alkami aims to achieve the Rule of 45 by 2030, projecting non-GAAP gross margin approaching 70% and average annual Adjusted EBITDA margin expansion of approximately 300 basis points.
2 days ago
Alkami Technology Announces Q4 and Full-Year 2025 Results and 2026 Guidance
ALKT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Alkami Technology reported Q4 2025 revenue of $121 million and full-year 2025 revenue of $444 million.
- For fiscal year 2025, the company achieved an Adjusted EBITDA of $59.1 million and a Non-GAAP gross margin of 64.1%.
- The company provided 2026 guidance, projecting revenue of $528.0 million and Adjusted EBITDA of $95.5 million at the midpoint.
- As of Q4 2025, Alkami served 301 digital banking clients and 22.4 million registered users, with Annual Recurring Revenue (ARR) of $480 million and a Remaining Performance Obligation (RPO) of $1.7 billion.
2 days ago
Alkami Technology Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
ALKT
Earnings
Guidance Update
M&A
- Alkami reported strong Q4 2025 revenue of $120.8 million, up 35% year-over-year, and full-year 2025 revenue of $443.6 million, a 33% increase, exceeding consensus estimates.
- For the full year 2025, adjusted EBITDA more than doubled to $59.1 million from $26.9 million in 2024, with the adjusted EBITDA margin expanding 530 basis points to 13.3%.
- The company exited Q4 2025 with $480 million in Annual Recurring Revenue (ARR), an increase of 35% year-over-year.
- For full year 2026, Alkami expects revenue between $525.5 million and $530.5 million (representing 18.5%-19.6% growth) and adjusted EBITDA between $93.5 million and $97.5 million (an 18.1% margin at the midpoint).
- Alkami aims to achieve the Rule of Forty-Five by 2030, with non-GAAP gross margins approaching 70% and a free cash flow conversion target of 90% from Adjusted EBITDA.
2 days ago
Alkami Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
ALKT
Earnings
Guidance Update
M&A
- Alkami reported strong financial results for Q4 and full-year 2025, with revenue growing 35% year-over-year to $120.8 million in Q4 and 33% to $443.6 million for the full year. Adjusted EBITDA for 2025 more than doubled to $59.1 million compared to 2024.
- For Q1 2026, Alkami expects revenue between $124.7 million and $125.7 million and full-year 2026 revenue between $525.5 million and $530.5 million. The company anticipates full-year 2026 Adjusted EBITDA of $93.5 million to $97.5 million, with an 18.1% margin at the midpoint.
- Strategic initiatives like the MANTL acquisition and the Digital Sales & Service Platform (DSSP) were key drivers, with DSSP leading to a 30% uplift in ARR for clients and improved win rates. Alkami also made significant progress in the bank market, bringing 16 new banks live on its platform in 2025.
- The company aims to achieve the Rule of Forty-Five by 2030. However, the 2026 outlook is impacted by a 75% decline in termination fee revenue and potentially longer implementation cycles for DSSP, which may shift some revenue out by a few quarters. Increased database technology costs are also affecting margins temporarily.
2 days ago
Alkami Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Guidance
ALKT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Alkami reported GAAP total revenue of $120.8 million for Q4 2025, a 34.7% increase compared to the year-ago quarter, and $443.6 million for the full year 2025, up 32.9% compared to 2024.
- The company's Adjusted EBITDA for Q4 2025 was $19.1 million, and for the full year 2025, it was $59.1 million.
- As of December 31, 2025, Annual Recurring Revenue (ARR) reached $480.3 million, a 35% increase from the previous year, with 22.4 million registered users and a Remaining Performance Obligation (RPO) of $1.7 billion.
- Alkami provided guidance for Q1 2026, expecting GAAP total revenue between $124.7 million and $125.7 million and Adjusted EBITDA between $21.1 million and $21.9 million.
- For the full fiscal year 2026, the company anticipates GAAP total revenue in the range of $525.5 million to $530.5 million and Adjusted EBITDA between $93.5 million and $97.5 million.
2 days ago
Alkami Technology Explores Strategic Options Including Potential Sale
ALKT
M&A
Takeover Bid
- Alkami Technology is conducting a strategic review and exploring options, including a potential sale, following pressure from an activist investor.
- The company has engaged a financial adviser to gauge interest from potential buyers, with industry competitors and private equity firms expected to show interest.
- Despite approximately 12.7% revenue growth over three years to $412.5 million, Alkami remains unprofitable with negative margins and EPS, and has a market capitalization of around $2.19 billion.
- Recent insider selling, with three transactions in the past three months, has also been noted.
Jan 28, 2026, 10:47 PM
Alkami Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ALKT
Earnings
Guidance Update
CFO Change
- Alkami reported Q3 2025 revenue of $113 million, a 31.5% year-over-year increase, and adjusted EBITDA of $16 million. The company also grew Annual Recurring Revenue (ARR) over 31% to $449 million by the end of the quarter.
- The platform now serves 21.6 million registered users, up 2.1 million from the prior year, and added 10 new digital banking clients and 29 new MANTL clients in Q3 2025, marking its best Q3 sales quarter ever. A record 13 new digital banking clients were implemented during the quarter.
- For Q4 2025, Alkami provided revenue guidance of $119.6 million to $121.1 million and adjusted EBITDA guidance of $16.1 million to $17.1 million. The company also raised its full-year 2025 guidance, projecting revenue between $442.5 million and $444 million and adjusted EBITDA between $56 million and $57 million.
- Cassandra Hudson has been appointed as the new Chief Financial Officer, succeeding Bryan Hill, bringing over 20 years of experience in finance leadership.
Oct 30, 2025, 9:00 PM
Alkami Reports Strong Q3 2025 Results and Appoints New CFO
ALKT
Earnings
CFO Change
Guidance Update
- Alkami reported strong Q3 2025 financial results, with revenue growing over 31% to $113 million and adjusted EBITDA increasing to $16 million. The company also achieved a non-GAAP gross margin of 63.7%.
- Operational highlights include exiting the quarter with 21.6 million registered users on the platform, adding 10 new digital banking clients (including the largest new logo transaction in history), and 29 new Mantle clients. The company also had a record 13 new client implementations on its digital banking platform in Q3 2025.
- Alkami provided Q4 2025 revenue guidance of $119.6 million to $121.1 million and adjusted EBITDA guidance of $16.1 million to $17.1 million. Full-year 2025 guidance was raised, with revenue expected between $442.5 million and $444 million and adjusted EBITDA between $56 million and $57 million.
- Cassandra Hudson was appointed as the new Chief Financial Officer, succeeding Bryan Hill, bringing over 20 years of experience to the role.
Oct 30, 2025, 9:00 PM
Alkami Technology Reports Strong Q3 2025 Results and Provides 2025 Guidance
ALKT
Earnings
Guidance Update
M&A
- Alkami Technology reported Q3 2025 revenue of $113.0 million, marking a 32% year-over-year increase, and achieved Adjusted EBITDA of $16.0 million.
- The company's Annual Recurring Revenue (ARR) grew 31% to $449 million, with Registered Users increasing 11% to 21.6 million by the end of Q3 2025.
- For the full year 2025, Alkami provided revenue guidance of $442.5 million to $444 million and Adjusted EBITDA guidance of $56.0 million to $57.0 million.
- The MANTL acquisition was a key driver for Q3 2025 revenue growth and is expected to be accretive to Alkami's growth and Adjusted EBITDA.
Oct 30, 2025, 9:00 PM
Alkami Reports Strong Q3 2025 Results and Appoints New CFO
ALKT
Earnings
Guidance Update
CFO Change
- Alkami reported strong Q3 2025 financial results, with revenue of $113 million, representing 31.5% year-over-year growth, and adjusted EBITDA of $16 million.
- The company's Annual Recurring Revenue (ARR) grew 31% year-over-year to $449 million, and registered users on the platform increased by 2.1 million to 21.6 million.
- Alkami achieved a record quarter for digital banking implementations, bringing 13 new clients live, and added 10 new digital banking clients and 29 new Mantle clients.
- For Q4 2025, Alkami provided revenue guidance of $119.6 million to $121.1 million and adjusted EBITDA guidance of $16.1 million to $17.1 million. The full-year 2025 adjusted EBITDA guidance was raised to $56 million to $57 million.
- Cassandra Hudson was appointed as the new Chief Financial Officer, succeeding Bryan Hill.
Oct 30, 2025, 9:00 PM
Quarterly earnings call transcripts for ALKAMI TECHNOLOGY.
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