{"schema_version":"secwatch.filing_event.v1","accession":"0001410384-25-000006","form_type":"8-K","ticker":"QTWO","cik":"0001410384","company_name":"Q2 Holdings, Inc.","filed_at":"2025-02-12T23:59:59+00:00","discovered_at":"2026-05-14T18:03:03.550297+00:00","generated_at":"2026-05-26T22:52:34.775092+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 $183M (+13% YoY), GAAP net income turns positive; raises three-year targets","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001410384-25-000006","json":"https://secwatch.observer/filing/0001410384-25-000006.json","markdown":"https://secwatch.observer/filing/0001410384-25-000006.md","text":"https://secwatch.observer/filing/0001410384-25-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1410384/000141038425000006/0001410384-25-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1410384/000141038425000006/qtwo-20250212.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T22:52:34.775092+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}