---
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"
generated_at: "2026-07-29T20:21:07.891091+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001410384-26-000051
- JSON: https://secwatch.observer/filing/0001410384-26-000051.json
- Plain text: https://secwatch.observer/filing/0001410384-26-000051.txt

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