Q2 Holdings Q1 revenue $216.5M, +14% YoY; net income $26.6M; record bookings; guides FY rev $875-882M

Q2 Holdings, Inc.

2026-Q1 EPS reported $0.40 revenue$216,506,000

GAAP net income $26.6M vs $4.8M year ago; adj EBITDA $60.0M (27.7% margin) vs $40.7M.
Signed 9 Enterprise/Tier 1 contracts; largest fraud deal in company history; subscription ARR $802.3M (+14% YoY).
Repurchased ~1.8M shares at ~$55.04 for ~$97.2M; $47.8M remaining on $150M authorization.
Backlog ~$2.7B (+19% YoY); Q2 rev guidance $214-218M, adj EBITDA $57.5-60.5M.
FY2026 rev guidance $875-882M (10-11% growth) and adj EBITDA $237-242M (27% margin).

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Q2 Holdings, Inc. reported the first quarter ended March 31, 2026 results: revenue $216.5 million, net income $26.6 million.

Period: the first quarter ended March 31, 2026
Revenue: $216.5 million
Net income: $26.6 million
Result: reported results

Exact text from the filing

Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced results for its first quarter ending March 31, 2026. GAAP Results for the First Quarter 2026 • Revenue of $216.5 million, up by 14 percent compared to the prior-year quarter an d 4 percent from fourth quarter 2025. • GAAP gross margin of 59.1 percent, up from 53.2 percent in the prior-year quarter and 55.4 percent in fourth quarter 2025 . • GAAP net income of $26.6 million, up from $4.8 million for the prior-year quarter and $20.4 million for fourth quarter 2025.

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Source: SEC EDGAR

accession 0001410384-26-000035

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