secwatch.observer — SEC 8-K summary
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Issuer:     Q2 Holdings, Inc. (QTWO)
CIK:        0001410384
Form:       8-K
Filed at:   2026-04-29T23:59:59+00:00
Accession:  0001410384-26-000035
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1410384/000141038426000035/0001410384-26-000035-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1410384/000141038426000035/qtwo-20260429.htm
  HTML page:      https://secwatch.observer/filing/0001410384-26-000035

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer