secwatch.observer — SEC 8-K summary
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Issuer:     Q2 Holdings, Inc. (QTWO)
CIK:        0001410384
Form:       8-K
Filed at:   2021-12-14T23:59:59+00:00
Accession:  0001410384-21-000134
Event type: other_material
Sentiment:  positive
Materiality: 0.70
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Q2 Holdings sets long-term 2026 targets: $1.2B revenue, 20% adjusted EBITDA margin
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1410384/000141038421000134/0001410384-21-000134-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1410384/000141038421000134/qtwo-20211214.htm
  HTML page:      https://secwatch.observer/filing/0001410384-21-000134

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer