earnings
confidence high
sentiment positive
materiality 0.80
Q2 Holdings Q3 revenue $201.7M (+15% YoY), net income $15.0M; raises FY2025 guidance
Q2 Holdings, Inc.
2025-Q3 EPS reported
$0.49
revenue$586,587,000
- 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).