{"schema_version":"secwatch.filing_event.v1","accession":"0001410384-26-000005","form_type":"8-K","ticker":"QTWO","cik":"0001410384","company_name":"Q2 Holdings, Inc.","filed_at":"2026-02-11T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.013815+00:00","generated_at":"2026-05-16T03:15:33.197048+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Q2 Holdings Q4 revenue $208.2M (+14% YoY); GAAP net income $20.4M; guides FY26 revenue $871-878M","bullets":["Q4 revenue $208.2M (+14% YoY); GAAP net income $20.4M vs $0.2M last year; adjusted EBITDA $51.2M.","Full-year 2025 revenue $794.8M (+14%); GAAP net income $52.0M vs loss of $38.5M in 2024; adjusted EBITDA $186.5M.","Backlog (RPO) reached $2.7B, up 21% YoY; eight Enterprise/Tier 1 contracts signed in Q4, including a net new Tier 1 bank.","Q1 2026 guidance: revenue $212.5-216.5M (+12-14%); adjusted EBITDA $52.5-55.5M (25-26% margin).","New framework: 2027 subscription revenue growth ~12.5-13%; 2030 EBITDA margin target ~35% and non-GAAP gross margin ~65%."],"urls":{"canonical":"https://secwatch.observer/filing/0001410384-26-000005","json":"https://secwatch.observer/filing/0001410384-26-000005.json","markdown":"https://secwatch.observer/filing/0001410384-26-000005.md","text":"https://secwatch.observer/filing/0001410384-26-000005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1410384/000141038426000005/0001410384-26-000005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1410384/000141038426000005/qtwo-20260211.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:15:33.197048+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"}