{"schema_version":"secwatch.filing_event.v1","accession":"0001410384-24-000013","form_type":"8-K","ticker":"QTWO","cik":"0001410384","company_name":"Q2 Holdings, Inc.","filed_at":"2024-02-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.100289+00:00","generated_at":"2026-06-05T21:53:29.450337+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Q2 Holdings Q4 revenue $162.1M (+11% YoY); adjusted EBITDA $23.2M; backlog $1.8B; guides FY2024 revenue $683-689M","bullets":["Revenue $162.1M (+11% YoY); full-year revenue $624.6M (+10% YoY). 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."],"urls":{"canonical":"https://secwatch.observer/filing/0001410384-24-000013","json":"https://secwatch.observer/filing/0001410384-24-000013.json","markdown":"https://secwatch.observer/filing/0001410384-24-000013.md","text":"https://secwatch.observer/filing/0001410384-24-000013.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1410384/000141038424000013/0001410384-24-000013-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1410384/000141038424000013/qtwo-20240221.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T21:53:29.450337+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4404ae26f980a6302130b5e2e169a40e7f1857fa","claim":"Q2 Holdings, Inc. updated its the first quarter of 2024 and full-year 2024 guidance (initiated).","evidence_excerpt":"As of February 21, 2024, Q2 Holdings is providing guidance for its first quarter of 2024 and full-year 2024, which represents Q2 Holdings’ current estimates on Q2 Holdings’ operations and financial results.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1410384/000141038424000013/0001410384-24-000013-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter of 2024 and full-year 2024"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"8a7caf88fbfe0cc0947cfc980b6f6d55df0fb6c0","claim":"Q2 Holdings, Inc. reported financial results for the fourth quarter and fiscal year ended December 31, 2023.","evidence_excerpt":"On February 21, 2024, Q2 Holdings, Inc. (the \"Company\") issued a press release regarding its financial results for the fourth quarter and fiscal year ended December 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1410384/000141038424000013/0001410384-24-000013-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and fiscal year ended December 31, 2023"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}