Earnings summaries and quarterly performance for Q2 Holdings.
Executive leadership at Q2 Holdings.
Matthew Flake
Detailed
Chief Executive Officer, President and Chairman
CEO
Himagiri Mukkamala
Detailed
Chief Operating Officer
John Breeden
Detailed
Chief Delivery Officer
Jonathan Price
Detailed
Chief Financial Officer
Kimberly Rutledge
Detailed
Chief People Officer
Kirk Coleman
Detailed
Chief Business Officer
Scott Kerr
Detailed
Senior Vice President, General Counsel and Corporate Secretary
Board of directors at Q2 Holdings.
Research analysts who have asked questions during Q2 Holdings earnings calls.
Alexander Sklar
Raymond James Financial, Inc.
4 questions for QTWO
Also covers: AIOT, BL, DUOL +11 more
Daniel Perlin
RBC Capital Markets
4 questions for QTWO
Also covers: AFRM, BR, FLYW +9 more
Adam Hotchkiss
Goldman Sachs
3 questions for QTWO
Also covers: ALKT, ALRM, BL +12 more
Cristopher Kennedy
William Blair & Company
3 questions for QTWO
Also covers: ALKT, AXP, CTLP +14 more
Dominick Gabriele
Compass Point Research & Trading, LLC
3 questions for QTWO
Also covers: AVDX, BFH, JKHY +2 more
Michael Infante
Morgan Stanley
3 questions for QTWO
Also covers: ADP, BR, CWAN +7 more
Terrell Tillman
Truist Securities
3 questions for QTWO
Also covers: , FIVN, INST +17 more
Andrew Schmidt
Citigroup Inc.
2 questions for QTWO
Also covers: ALKT, BILL, CWAN +15 more
Joseph Vruwink
Baird
2 questions for QTWO
Also covers: ADSK, ANSS, BSY +13 more
J. Parker Lane
Stifel
2 questions for QTWO
Also covers: BLKB, HUBS, KVYO +1 more
Charles Nabhan
Stephens Inc.
1 question for QTWO
Also covers: ACIW, ALKT, ASUR +8 more
Ella Smith
JPMorgan Chase & Co.
1 question for QTWO
Also covers: IOT, NCNO
Greyson Sklba
Goldman Sachs
1 question for QTWO
Also covers: SMWB, SPT
James Foster
Morgan Stanley
1 question for QTWO
Mark Feldman
William Blair & Company
1 question for QTWO
Also covers: CTLP, GDOT, MLNK
Matt Vanvliet
Cantor Fitzgerald
1 question for QTWO
Also covers: AGYS, BRZE, CXM +7 more
Parker Lane
Stifel Financial Corp.
1 question for QTWO
Also covers: BLKB, BRZE, CXM +15 more
Peter Caris
Baird
1 question for QTWO
Robert Dee
Truist Securities
1 question for QTWO
Also covers: FIVN, PCTY, SMAR
Recent press releases and 8-K filings for QTWO.
Q2 Metals Reports Significant Lithium Intercept at Cisco Project
QTWO
New Projects/Investments
- Q2 Metals Corp. announced analytical results from its 2025 drill program at the Cisco Lithium Project, highlighting drill hole CS25-044 with intercepts of 457.4 metres at 1.65% Li₂O and 36.9 m at 1.65% Li₂O.
- Drill hole CS25-044 represents the widest continuous spodumene pegmatite interval drilled by Q2 to date.
- The company expects to complete infill drilling in the coming weeks and deliver an initial Mineral Resource Estimate for the Cisco Lithium Project in Q1 2026.
- The Cisco Project has an Exploration Target ranging from 215 to 329 million tonnes at a grade of 1.0 to 1.38% Li₂O, based on the first 40 holes drilled.
Dec 3, 2025, 8:44 AM
Q2 Discusses Digital Banking Strategy, Strong Demand, and Financial Outlook
QTWO
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- Q2 is positioned as the largest standalone digital banking company globally, serving approximately 450 digital banking customers, including 40% of the top 100 banks and credit unions.
- The company has experienced record bookings in 2023 and 2024, and its best third quarter in company history in 2025, driven by strong demand for its digital banking platform.
- Q2's financial strategy focuses on "profitable growth," with 82% of revenue from subscriptions as of Q3. The company anticipates approximately $150 million in free cash flow for 2025 and projects gross margins to exceed 60% with 250 basis points of EBITDA expansion in 2026.
- Q2 benefits from bank M&A, retaining customers in 90% of acquisitions from 2020-2023 and 94% in 2025. Its Innovation Studio, integrating over 200 fintechs, is a key differentiator and was cited in 100% of deals this year.
- The company has a strong cash position of just under $570 million as of the Q3 balance sheet and a new share buyback authorization, providing capital allocation flexibility after paying off 2025 converts.
Nov 18, 2025, 6:30 PM
Q2 Highlights Profitable Growth, Strong Demand, and AI Strategy at Citi FinTech Conference
QTWO
Guidance Update
Share Buyback
New Projects/Investments
- Q2 has shifted to a profitable growth strategy, with 82% of its Q3 revenue from subscriptions. The company anticipates gross margins exceeding 60% and EBITDA expansion of approximately 250 basis points in 2026, alongside an estimated $150 million in free cash flow for the current year.
- Growth is significantly driven by cross-selling to existing customers, now representing 60-65% of bookings, and strong market demand has led to record bookings in 2023 and 2024, including the best third quarter in company history.
- As the largest standalone digital banking company globally, Q2 demonstrates competitive strength, remaining the surviving entity in 90% of customer acquisitions between 2020-2023 and 94% in 2025.
- Q2 is fully committed to AI integration, leveraging its data, incumbency, and regulatory framework as key advantages, and has authorized a new share buyback for capital allocation flexibility.
Nov 18, 2025, 6:30 PM
Q2 Discusses Market Position, Financial Performance, and Strategic Outlook at Citi FinTech Conference
QTWO
Guidance Update
Share Buyback
New Projects/Investments
- Q2 identifies as the largest standalone digital banking company globally, serving approximately 450 digital banking customers, including 40% of the top 100 banks and credit unions.
- The company reported record bookings in 2023 and 2024, and its best third quarter in company history in 2025, driven by strong demand for its commercial functionality and single platform.
- Q2 expects approximately $150 million in free cash flow in 2025 with a 90% conversion from EBITDA. For 2026, gross margins are projected to exceed 60% and EBITDA is expected to expand by approximately 250 basis points, incorporating reinvestment into product areas like AI and commercial functionality.
- The company maintains a strong position in bank M&A, being the surviving entity in 90% of acquisitions within its customer base from 2020-2023, and 94% in 2025.
- A new share buyback authorization provides capital allocation optionality, supported by a cash position of just under $570 million as of the third quarter balance sheet.
Nov 18, 2025, 6:30 PM
Q2 Metals Provides Update on Cisco Lithium Project Drilling Campaign
QTWO
New Projects/Investments
- Q2 Metals Corp. reported significant drilling results from its 2025 campaign at the Cisco Lithium Project, with drill hole CS25-065 encountering a 179.2-metre continuous spodumene pegmatite interval and drill hole CS25-063 intercepting a 75.4-metre-wide interval. These results extend the known mineralized zone.
- To date, 67 holes for 27,295 meters have been drilled, with assays pending for holes 40-65. An inaugural mineral resource estimate for the Cisco Project is expected in Q1 2026.
- The project's exploration target, based on the first 40 drill holes, estimates potential mineralization between 215 and 329 million tonnes at a grade ranging from 1.0 to 1.38% Li2O. This estimate is conceptual and not a mineral resource.
Nov 17, 2025, 8:01 AM
QTWO Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Authorizes Share Repurchase
QTWO
Earnings
Guidance Update
Share Buyback
- QTWO reported strong Q3 2025 financial results, with revenue of $201.7 million, representing 15% year-over-year growth, and adjusted EBITDA of $48.8 million, a 50% increase from the prior year. The company also generated $37 million in free cash flow and achieved the best third quarter in company history from a bookings perspective.
- The company raised its full-year 2025 guidance for revenue to $789-$793 million and adjusted EBITDA to $182.5-$185.5 million. For 2026, QTWO anticipates subscription revenue growth of approximately 13.5%, gross margins of at least 60%, and adjusted EBITDA margin expansion of approximately 250 basis points.
- QTWO's Board of Directors authorized a share repurchase program of up to $150 million. Additionally, the company announced leadership changes, including the appointment of Hema Mukamala as Chief Operating Officer, and showcased new AI capabilities and plans to complete its cloud migration by early 2026, which is expected to drive gross margin expansion.
Nov 5, 2025, 10:00 PM
QTWO Reports Strong Q3 2025 Results and Provides Positive Outlook
QTWO
Earnings
Guidance Update
Share Buyback
- QTWO reported Q3 2025 revenue of $201.7 million , net income of $15.0 million , and adjusted EBITDA of $48.8 million , achieving a 24.2% adjusted EBITDA margin.
- Subscription Annualized Recurring Revenue (ARR) grew 14% year-over-year to $745 million , and the ending backlog reached $2.5 billion, marking a 24% year-over-year increase.
- The company authorized a $150 million share repurchase and concluded the quarter with $569 million in cash, cash equivalents, and investments.
- For Q4 2025, QTWO provided revenue guidance of $202.4 million to $206.4 million, and for full-year 2025, revenue guidance is $789.0 million to $793.0 million, representing 13% to 14% full-year revenue growth.
Nov 5, 2025, 10:00 PM
Q2 Holdings, Inc. Announces Executive Leadership Changes and Compensation Adjustments
QTWO
Management Change
Executive Compensation
Hiring
- Q2 Holdings, Inc. appointed Himagiri Mukkamala as Chief Operating Officer, effective November 6, 2025, with his annual base salary increasing to $450,000 and target annual bonus opportunity to 75% of his base salary.
- Kirk L. Coleman was appointed Chief Business Officer, and Matthew P. Flake assumed the role of President in addition to his current positions, both effective November 6, 2025.
- Michael A. Volanoski, Chief Revenue Officer, will depart the company on December 12, 2025.
Nov 5, 2025, 9:21 PM
Q2 Holdings, Inc. Announces Q3 2025 Results and Share Repurchase Program
QTWO
Earnings
Share Buyback
Guidance Update
- Q2 Holdings, Inc. reported Q3 2025 revenue of $201.7 million, marking a 15 percent year-over-year increase, and a GAAP net income of $15.0 million.
- The company's Board of Directors authorized a share repurchase program of up to $150 million of its common stock.
- Q2 raised its full-year 2025 guidance, projecting total revenue between $789.0 million and $793.0 million and Adjusted EBITDA between $182.5 million and $185.5 million.
- For 2026, Q2 provided a preliminary financial outlook including approximately 13.5% year-over-year subscription revenue growth and Adjusted EBITDA margin expansion of approximately 250 basis points.
Nov 5, 2025, 9:20 PM
Q2 Metals Appoints Keith Phillips to Board of Directors
QTWO
Board Change
New Projects/Investments
- Q2 Metals Corp. has appointed Keith Phillips to its Board of Directors, effective October 27, 2025.
- Mr. Phillips brings significant experience, having served as CEO of Piedmont Lithium from 2017 to 2025, leading it to a peak market capitalization exceeding $1.0 billion, and a distinguished 30-year career in mining investment banking at major firms like Goldman Sachs and Merrill Lynch.
- His appointment supports Q2 Metals' strategic objectives, particularly as the company works towards publishing an inaugural inferred mineral resource estimate for the Cisco Lithium Project in Q1 2026.
- The Cisco Lithium Project, which Mr. Phillips views as a globally promising undeveloped hard-rock lithium project, has an initial Exploration Target of 215 to 329 million tonnes at 1.0 to 1.38% Li2O.
Oct 27, 2025, 8:44 AM
Quarterly earnings call transcripts for Q2 Holdings.
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