---
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"
generated_at: "2026-05-16T03:15:33.197048+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Q2 Holdings Q4 revenue $208.2M (+14% YoY); GAAP net income $20.4M; guides FY26 revenue $871-878M

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001410384-26-000005
- JSON: https://secwatch.observer/filing/0001410384-26-000005.json
- Plain text: https://secwatch.observer/filing/0001410384-26-000005.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.