Q2 Holdings Q2 revenue $219.8M (+13% YoY), net income $29.9M; raises FY2026 guidance; adds $350M buyback

Q2 Holdings, Inc.

Revenue $219.8M (+13% YoY); GAAP net income $29.9M vs $11.8M prior year; adjusted EBITDA $62.8M vs $45.8M.
Subscription ARR $825.5M (+15% YoY); backlog $2.8B (+17% YoY); signed eight Enterprise/Tier 1 contracts.
Board authorized additional $350M share repurchase; total available ~$375M; Q2 repurchased 0.5M shares at avg $45.67.
Retired convertible notes in June, now debt-free; raised FY2026 guidance: revenue $881-886M, adjusted EBITDA $244-248M.
Q3 guidance: revenue $218.5-222.5M, adjusted EBITDA $58.5-61.5M.

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