{"schema_version":"secwatch.filing_event.v1","accession":"0001410384-26-000051","form_type":"8-K","ticker":"QTWO","cik":"0001410384","company_name":"Q2 Holdings, Inc.","filed_at":"2026-07-29T20:19:30+00:00","discovered_at":"2026-07-29T20:21:01.565289+00:00","generated_at":"2026-07-29T20:21:07.891091+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Q2 Holdings Q2 revenue $219.8M (+13% YoY), net income $29.9M; raises FY2026 guidance; adds $350M buyback","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001410384-26-000051","json":"https://secwatch.observer/filing/0001410384-26-000051.json","markdown":"https://secwatch.observer/filing/0001410384-26-000051.md","text":"https://secwatch.observer/filing/0001410384-26-000051.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1410384/000141038426000051/0001410384-26-000051-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1410384/000141038426000051/qtwo-20260729.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-29T20:21:07.891091+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}