secwatch.observer — SEC 8-K summary
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Issuer:     Q2 Holdings, Inc. (QTWO)
CIK:        0001410384
Form:       8-K
Filed at:   2026-07-29T20:19:30+00:00
Accession:  0001410384-26-000051
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1410384/000141038426000051/0001410384-26-000051-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1410384/000141038426000051/qtwo-20260729.htm
  HTML page:      https://secwatch.observer/filing/0001410384-26-000051

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