{"schema_version":"secwatch.filing_event.v1","accession":"0001410384-26-000035","form_type":"8-K","ticker":"QTWO","cik":"0001410384","company_name":"Q2 Holdings, Inc.","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.247946+00:00","generated_at":"2026-05-15T01:40:11.657747+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 Q1 revenue $216.5M, +14% YoY; net income $26.6M; record bookings; guides FY rev $875-882M","bullets":["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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001410384-26-000035","json":"https://secwatch.observer/filing/0001410384-26-000035.json","markdown":"https://secwatch.observer/filing/0001410384-26-000035.md","text":"https://secwatch.observer/filing/0001410384-26-000035.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1410384/000141038426000035/0001410384-26-000035-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1410384/000141038426000035/qtwo-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:40:11.657747+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":[{"claim_id":"ee6e9b8e3e5fb353a9d0a4160862aa72643e2001","claim":"Q2 Holdings, Inc. reported the first quarter ended March 31, 2026 results: revenue $216.5 million, net income $26.6 million.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1410384/000141038426000035/0001410384-26-000035-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$216.5 million"},{"label":"Net income","value":"$26.6 million"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}