other material
confidence high
sentiment positive
materiality 0.70
Q2 Holdings sets long-term 2026 targets: $1.2B revenue, 20% adjusted EBITDA margin
Q2 Holdings, Inc.
- 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; long-term BaaS revenue opportunity exceeds $100M annually.
- Average net revenue retention of 119% since 2018; new deal ASP 1.8x larger vs 2017.