{"filings":[{"id":1027279,"accession_number":"0001410384-26-000043","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2026-06-12T20:05:32+00:00","items":["5.07"],"status":"ready","headline":"Q2 Holdings stockholders elect all seven director nominees at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected with at least 52.9 million votes 'for' each; broker non-votes of 3.97 million.","Ratification of Ernst & Young as independent auditor for FY 2026 passed with 57.5 million for, 354k against.","Advisory vote on named executive officer compensation approved with 52.4 million for, 1.5 million against.","Meeting had 92.5% of eligible shares represented (57.9 million of 62.6 million shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92688,"accession_number":"0001410384-26-000035","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q1 revenue $216.5M, +14% YoY; net income $26.6M; record bookings; guides FY rev $875-882M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $26.6M vs $4.8M year ago; adj EBITDA $60.0M (27.7% margin) vs $40.7M.","Signed 9 Enterprise/Tier 1 contracts; largest fraud deal in company history; subscription ARR $802.3M (+14% YoY).","Repurchased ~1.8M shares at ~$55.04 for ~$97.2M; $47.8M remaining on $150M authorization.","Backlog ~$2.7B (+19% YoY); Q2 rev guidance $214-218M, adj EBITDA $57.5-60.5M.","FY2026 rev guidance $875-882M (10-11% growth) and adj EBITDA $237-242M (27% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":216506000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103719,"accession_number":"0001410384-26-000005","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q4 revenue $208.2M (+14% YoY); GAAP net income $20.4M; guides FY26 revenue $871-878M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $208.2M (+14% YoY); GAAP net income $20.4M vs $0.2M last year; adjusted EBITDA $51.2M.","Full-year 2025 revenue $794.8M (+14%); GAAP net income $52.0M vs loss of $38.5M in 2024; adjusted EBITDA $186.5M.","Backlog (RPO) reached $2.7B, up 21% YoY; eight Enterprise/Tier 1 contracts signed in Q4, including a net new Tier 1 bank.","Q1 2026 guidance: revenue $212.5-216.5M (+12-14%); adjusted EBITDA $52.5-55.5M (25-26% margin).","New framework: 2027 subscription revenue growth ~12.5-13%; 2030 EBITDA margin target ~35% and non-GAAP gross margin ~65%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":794809000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119978,"accession_number":"0001410384-25-000157","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Q2 Holdings appoints new COO, CBO, President; CRO departing","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Himagiri Mukkamala becomes COO effective Nov 6, 2025, leading engineering, service delivery, and customer experience.","Kirk L. Coleman shifts from President to Chief Business Officer; Matthew P. Flake (Chairman & CEO) adds President title.","Chief Revenue Officer Michael A. Volanoski departs Dec 12, 2025; no dispute with company, assisting orderly transition.","Mukkamala's base salary raised to $450,000; target bonus increased to 75% of base salary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119977,"accession_number":"0001410384-25-000156","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Q2 Holdings Q3 revenue $201.7M (+15% YoY), net income $15.0M; raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $15.0M vs. loss $11.8M YoY; Adjusted EBITDA $48.8M (vs. $32.6M YoY).","Q4 2025 guidance: revenue $202.4-206.4M; FY2025 raised to $789-793M, adj EBITDA $182.5-185.5M.","Board authorizes $150M share repurchase program with no expiration date.","Hima Mukkamala promoted to COO, Kirk Coleman to Chief Business Officer; CRO Mike Volanoski departing.","Record Q3 bookings; Subscription ARR $745.4M (+14% YoY); Backlog $2.5B (+24% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":586587000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136550,"accession_number":"0001410384-25-000137","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q2 revenue $195.1M (+13% YoY); turns profitable with net income $11.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $195.1M (up 13% YoY); GAAP net income $11.8M vs net loss $13.1M a year ago.","Adjusted EBITDA $45.8M (up from $29.9M YoY); non-GAAP gross margin 57.5%.","Subscription ARR $716M (+13% YoY); backlog $2.4B (+21% YoY).","Raised FY2025 guidance: revenue $783-788M, adjusted EBITDA $177-181M.","Signed six Tier 1 contracts, including expansions with Top 100 U.S. banks."],"consensus_eps_estimate":null,"consensus_eps_actual":0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":384883000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153737,"accession_number":"0001410384-25-000120","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Q2 Holdings stockholders elect all director nominees, ratify auditor, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected with at least 84% of votes cast; Margaret L. Taylor received lowest support at 47.3M for vs 8.4M withheld.","Ratification of Ernst & Young as independent auditor for FY2025 received 58.2M for, 547K against, 9.6K abstain.","Advisory vote on named executive officer compensation approved with 48.8M for, 6.9M against, 13.8K abstain; 3.1M broker non-votes.","Total eligible shares 62.3M; 58.8M (94.35%) represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153736,"accession_number":"0001410384-25-000092","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q1 beats guidance; revenue $189.7M, GAAP net income $4.8M, adj EBITDA $40.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $189.7M (+15% YoY); GAAP net income $4.8M vs net loss of $13.8M in Q1 2024.","Adjusted EBITDA $40.7M (21.4% margin), up from $25.2M in prior-year quarter.","Subscription ARR $702.4M (+14% YoY); total backlog ~$2.3B (+20% YoY).","Q2 guidance: revenue $191-195M, adj EBITDA $41-44M; FY25 guidance: revenue $776-783M, adj EBITDA $170-175M.","Signed five Tier 1/Enterprise contracts in quarter, including expansion with a Top 50 US bank."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":189735000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172418,"accession_number":"0001410384-25-000064","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Jeffrey T. Diehl won't stand for reelection at Q2 Holdings 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Diehl notified Board on March 7, 2025; will serve until term expires.","Currently Lead Independent Director and Compensation Committee member.","Decision not due to any disagreement with the company.","Diehl joined Board in July 2007, served nearly 18 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172417,"accession_number":"0001410384-25-000008","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Q2 Holdings appoints Andre L. Mintz to Board of Directors, effective March 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 7 to 8 directors; Mintz appointed effective March 1, 2025.","Mintz will serve on audit committee and risk and compliance committee.","Board determined Mintz is independent under NYSE rules.","Mintz is VP Global Security & Privacy Programs at Meta Platforms since Jan 2022.","He co-founded META Security Group and holds CISSP, Harvard cybersecurity certificate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172416,"accession_number":"0001410384-25-000006","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q4 revenue $183M (+13% YoY), GAAP net income turns positive; raises three-year targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $183.0M (+13% YoY); GAAP net income $0.2M vs loss of $18.1M YoY.","Adjusted EBITDA Q4 $37.6M (up from $23.2M YoY); full-year $125.3M (up from $76.9M).","Subscription ARR $682M (+15% YoY); backlog $2.2B (+21% YoY) with seven Tier 1/Enterprise deals in Q4.","Raised three-year targets: avg annual subscription revenue growth to 15%, EBITDA margin expansion 360bps, FCF conversion 85% by 2026.","Q1 2025 guidance: revenue $184-188M, adj EBITDA $36-39M; full-year 2025 revenue $772-779M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":696464000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189416,"accession_number":"0001410384-24-000210","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Q2 Holdings appoints John E. Breeden as Chief Delivery Officer from COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John E. Breeden appointed Chief Delivery Officer effective November 25, 2024.","Breeden previously served as Chief Operating Officer of Q2 Holdings.","Role change reflects strategic priority on delivery and solution availability.","No other officer departures or appointments reported in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189415,"accession_number":"0001410384-24-000194","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q3 revenue $175M (+13% YoY); adjusted EBITDA $32.6M; backlog tops $2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss improved to $11.8M from $23.2M a year ago; gross margin 50.9% vs 47.8%.","Subscription ARR reached $654.6M, up 20% YoY; backlog exceeded $2.0B (+30% YoY).","Q4 guidance: non-GAAP revenue $178.1M-$181.1M; adjusted EBITDA $34.3M-$36.3M.","Signed six Enterprise & Tier 1 deals, including three with Top 50 U.S. banks.","Total revenue Rule of 30 target achieved in Q3; subscription revenue now >80% of total."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":513419000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205918,"accession_number":"0001410384-24-000189","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2024-09-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Q2 Holdings appoints Jonathan Price as CFO effective November 2024; David Mehok departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jonathan Price, currently EVP Strategy & Emerging Businesses, named CFO effective on or about Nov 6, 2024.","David Mehok will remain CFO through Q3 10-Q filing to assist transition; departure not due to any dispute.","Mehok receives $90,000 incremental bonus for transition assistance, payable over 18 months after departure.","Price has nearly 20 years finance experience; led corporate development and emerging businesses at Q2 since 2018.","No changes to Price's compensation or employment agreement; Kirk Coleman assumes emerging businesses role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205917,"accession_number":"0001410384-24-000159","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Q2 Holdings enters $125M secured revolving credit agreement with Wells Fargo/Texas Capital Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Five-year revolving line of $125M, with sublimits of $20M swingline and $10M letters of credit.","No amounts drawn as of July 31, 2024; subsidiary Q2 Software guarantees obligations with first-priority security interest.","Interest rates based on Base Rate or Adjusted Term SOFR plus applicable margin of 0.75%-1.50% and 1.75%-2.50% respectively.","Financial covenants apply only if liquidity falls below specified levels; customary events of default and representations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205916,"accession_number":"0001410384-24-000156","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings beats Q2 estimates; raises full-year revenue and EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $172.9M (+12% YoY), GAAP net loss $13.1M (improved from $23.6M loss YoY), adj EBITDA $29.9M (+70% YoY).","Subscription ARR $633.9M (+19% YoY); committed backlog $2.0B (+28% YoY) with record $38M sequential increase.","Raised FY2024 guidance: non-GAAP revenue $688.5-692.5M (+10-11% YoY); adj EBITDA $116.5-119.5M (17% margin).","Signed four Tier 1 digital banking contracts in Q2, including two new banks and two expansion agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":338398000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222938,"accession_number":"0001410384-24-000145","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Q2 Holdings annual meeting elects all 7 director nominees, ratifies EY, approves say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected: R. Lynn Atchison, Jeffrey T. Diehl, Matthew P. Flake, Stephen C. Hooley, James R. Offerdahl, Margaret L. Taylor, Lynn Antipas Tyson.","Ernst & Young ratified as auditor for FY 2024 with 56.5M for (98.9% of votes cast).","Advisory say-on-pay approved with 49.3M for (90.2% of votes cast, excluding broker non-votes).","Approximately 95.1% of eligible shares (57.2M of 60.1M) represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222937,"accession_number":"0001410384-24-000103","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Founder Hank Seale steps down as chairman; CEO Matt Flake to succeed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Founder R.H. 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GAAP net loss narrowed to $18.1M from $32.4M.","Adjusted EBITDA $23.2M (Q4), full-year $76.9M, more than doubled YoY. Backlog $1.8B, up 23% YoY.","Subscription ARR $593.9M, up 19% YoY. FY2024 guidance: revenue $683-689M, adjusted EBITDA $107-111M.","New three-year targets: avg subscription revenue growth ~14%, Adj. EBITDA margin expansion 300-400 bps, FCF >70% of Adj. EBITDA by 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":624624000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259815,"accession_number":"0001410384-23-000137","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q3 revenue $155M (+7% YoY), adj. EBITDA $19.7M, raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss narrowed to $23.2M from $27.8M a year ago; gross margin 47.8%.","Adjusted EBITDA $19.7M vs $10.8M YoY; margin expanded 500+ bps.","Signed two of the top 10 largest digital banking deals in company history.","Q4 guidance: non-GAAP revenue $160.3-163.3M; adj. EBITDA $21.2-23.2M.","Full-year adj. EBITDA guidance raised to $75-77M from prior range."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":462506000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277069,"accession_number":"0001410384-23-000109","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q2 revenue $154.5M (+10% YoY), raises FY23 adjusted EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $154.5M (+10% YoY); GAAP net loss $23.6M vs $25.2M loss a year ago.","Adjusted EBITDA $17.6M (up from $9.7M); non-GAAP gross margin 54.2% vs 51.3%.","Signed two Tier 1 digital banking and two Tier 1 digital lending contracts.","FY23 guidance: non-GAAP revenue $620-628M; adj. EBITDA raised to $71-75M.","Registered users 21.7M (+8% YoY); best first-half bookings in company history."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":307539000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294966,"accession_number":"0001410384-23-000089","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-06-06T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Stockholders approve 2023 Equity Incentive Plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with majority votes (e.g., R. Lynn Atchison 45.6M for).","Ernst & Young ratified as independent auditor for FY2023 (50.6M for, 0.5M against).","2023 Equity Incentive Plan approved: 31.0M for, 17.0M against, 3.2M broker non-votes.","Advisory vote on executive compensation approved: 44.8M for, 3.1M against, 19.7K abstain.","Advisory vote on frequency: annual (47.8M for); board adopts annual say-on-pay going forward."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294965,"accession_number":"0001410384-23-000066","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q1 revenue $153.0M (+14% YoY), adjusted EBITDA $16.5M; raises FY23 EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $0.5M vs -$23.6M YoY; includes $19.9M gain from partial debt repurchase.","Non-GAAP revenue $153.1M, up 14% YoY; adjusted EBITDA $16.5M, double $8.1M YoY.","Signed three Tier 1 digital banking contracts; record digital banking bookings in quarter.","Repurchased $171.3M of convertible notes due 2025/2026 for $149.1M cash.","Q2 non-GAAP revenue guidance $153.1-155.1M; full-year revenue $618-630M; EBITDA guidance raised to $67-71M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":153008000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294964,"accession_number":"0001410384-23-000059","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Q2 Holdings appoints Kirk Coleman as President; CEO Flake relinquishes President role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kirk Coleman promoted to President effective May 3, 2023; previously Chief Banking Officer since Dec 2021.","CEO Matt Flake resigned as President but remains CEO and board member; role split deepens executive talent.","Coleman's base salary raised to $450,000; target annual bonus increased to 100% of base salary.","Awarded $1M in RSUs (4-year vest) and $1M in PSUs (TSR and EBITDA metrics) under Amended Employment Agreement.","Coleman to lead sales, marketing, product, engineering and operations; over 30 years of banking experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294963,"accession_number":"0001410384-23-000057","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Q2 Holdings discloses First Republic Bank contributed ~2.5% of 2022 revenue; bank seized by FDIC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["First Republic Bank accounted for ~2.5% of Q2's total 2022 revenue, predominantly from professional services.","No single customer >4% of Q2's total revenue; top 20 customers <25% of revenue for FY2022.","Q2 is monitoring potential impacts on customers and operations from the First Republic seizure and broader market instability.","JP Morgan Chase acquired substantially all of First Republic Bank's operations after FDIC control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315526,"accession_number":"0001410384-23-000046","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Q2 repurchases $171.3M aggregate principal of convertible notes; terminates related capped calls","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Settled repurchase of $159.0M principal of 0.125% Convertible Senior Notes due 2025 for $138.4M cash.","Settled repurchase of $12.3M principal of 0.75% Convertible Senior Notes due 2026 for $10.7M cash.","After settlement, $191M of 2025 Notes and $304M of 2026 Notes remain outstanding with terms unchanged.","Terminated a portion of capped call transactions; expects ~$0.7M net proceeds for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315525,"accession_number":"0001410384-23-000044","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Q2 Holdings discloses minimal direct exposure to Silicon Valley Bank and Signature Bank","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cash deposits at Silicon Valley Bank less than $5,000; holds no securities there.","No cash deposits or securities at Signature Bank; Signature Bank not a Q2 customer.","SVB was a customer but revenue from SVB was <0.5% of Q2's 2022 total revenue.","No individual customer >4% of revenue; top 20 customers collectively <25% of total revenue.","Actively monitoring financial services markets for impacts on customers and operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315524,"accession_number":"0001410384-23-000033","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-03-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Q2 Holdings grants 71k TSR & 71k EBITDA PSUs to CEO; other execs also awarded","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Matthew Flake receives 71,058 TSR PSUs and 71,059 EBITDA PSUs under new 2023 PSU form.","TSR PSUs vest based on Q2 TSR vs S&P Software & Service Index over 3 years (0-200% payout).","EBITDA PSUs vest based on Adj. EBITDA as % of non-GAAP Revenue for FY 2024 (0-200% payout).","Other execs: COO Breeden (26,696 ea), CRO Volanoski (25,518 ea), CFO Mehok (23,555 ea), EVP Price (23,555 ea).","Compensation Committee approved grants on March 2, 2023; performance periods ending 2024 and 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315523,"accession_number":"0001410384-23-000031","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-03-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Q2 Holdings repurchases $171.3M aggregate principal of convertible notes at discount","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased $159M of 0.125% 2025 notes for $138.4M cash; $12.3M of 0.75% 2026 notes for $10.7M cash.","Settlement expected March 13, 2023; remaining $191M (2025) and $304M (2026) notes outstanding.","Repurchases reduce debt and potential dilution; cash price ~87% of par value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315522,"accession_number":"0001410384-23-000010","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2023-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q4 2022 revenue $146.5M (+11% YoY); net loss $32.4M; guides Q1 2023 non-GAAP revenue $149-152M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $146.5M (+11% YoY); full-year 2022 revenue $565.7M (+13% YoY).","Q4 GAAP net loss $32.4M vs $25.4M in prior-year quarter; full-year net loss $109.0M vs $112.7M in 2021.","Q4 adjusted EBITDA $8.4M, down from $10.8M a year ago; full-year adjusted EBITDA $36.9M vs $37.9M.","Mutual contract termination with international alternative finance customer reduced Q4 revenue by $3.1M and adjusted EBITDA by $3.9M.","Q4 ARR $655.2M (+14% YoY); backlog ~$1.5B (+6% YoY); record sales quarter with multiple Tier 1/Enterprise deals."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":565673000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333865,"accession_number":"0001410384-22-000069","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q3 revenue $144.8M (+14% YoY), net loss $27.8M, adj EBITDA $10.8M; 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broker non-votes of 2.08M.","Ernst & Young ratified as independent auditor for FY2022: 54.4M for, 335.7K against.","Advisory say-on-pay proposal approved: 52.1M for, 462.1K against, 23.6K abstain.","Voter turnout 95.64% of 57.2M eligible shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368660,"accession_number":"0001410384-22-000034","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2022-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings Q1 revenue $134.1M (+15% YoY), beats guidance; 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ARR $574.2M (+24%); guides FY22 rev $576-581M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss narrowed to $25.4M from $37.8M in Q4 2020; full-year net loss $112.7M vs $137.6M.","Adjusted EBITDA Q4 $10.8M (up from $6.1M); full-year $37.9M (up from $22.2M).","Annualized Recurring Revenue reached $574.2M, up 24% YoY; net revenue retention 119%.","Q1 2022 guidance: non-GAAP revenue $131.5M-$133.0M; adjusted EBITDA $7.7M-$8.7M.","FY 2022 guidance: non-GAAP revenue $576M-$581M (15-16% growth); adjusted EBITDA $40.9M-$43.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":498720000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":405841,"accession_number":"0001410384-21-000134","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2021-12-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Q2 Holdings sets long-term 2026 targets: $1.2B revenue, 20% adjusted EBITDA margin","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Targets ~$1.2B non-GAAP revenue, ~60% gross margin, ~20% adjusted EBITDA margin by 2026.","Estimates total addressable market expanding from $13B to ~$23B by 2026.","Reports 4B logins, $2.5T money moved, and $4T loans priced in 2021 on its platform.","BaaS solution supports 10M+ end users; 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GAAP net loss $31.6M vs $26.7M prior-year.","Adjusted EBITDA $7.3M (down from $8.1M prior-year); Q4 non-GAAP revenue guidance $131.3M-132.8M.","FY 2021 non-GAAP revenue guidance raised to $499.8M-501.3M; adjusted EBITDA $34.4M-35.0M.","Signed Tier 1 contracts including a Top 10 credit union and a full digital banking suite; 19.2M registered users (+12% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":366829000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424864,"accession_number":"0001410384-21-000119","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2021-09-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Q2 Holdings enters amended executive employment agreements with enhanced severance for CEO and NEOs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Flake: non-CIC severance of 200% salary + pro-rata target bonus over 24 months; CIC severance 250% salary lump sum, full equity vesting, COBRA up to 30 months.","Other NEOs (Mehok, Blue, Furrer, Breeden): non-CIC severance of 150% salary + pro-rata target bonus over 18 months; CIC severance 200% salary lump sum, full equity vesting, COBRA up to 24 months.","New agreements impose non-compete/non-solicitation covenants: 24 months for CEO, 18 months for other NEOs.","Agreements dated September 23-24, 2021; replace prior employment agreements and condition benefits on release of claims."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2872420349.1456246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424863,"accession_number":"0001410384-21-000103","cik":1410384,"company_name":"Q2 Holdings, Inc.","ticker":"QTWO","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q2 Holdings beats Q2 guidance, revenue $123.6M (+27% YoY), raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $123.6M, up 27% YoY; 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