---
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"
generated_at: "2026-05-15T01:40:11.657747+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001410384-26-000035
- JSON: https://secwatch.observer/filing/0001410384-26-000035.json
- Plain text: https://secwatch.observer/filing/0001410384-26-000035.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1410384/000141038426000035/0001410384-26-000035-index.htm

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