earnings
confidence high
sentiment positive
materiality 0.80
Alkami Q1 2026 revenue $126M (+29% YoY), Adj EBITDA $22.3M, authorizes $100M buyback
ALKAMI TECHNOLOGY, INC.
- GAAP revenue $126.1M (+28.9% YoY); GAAP net loss $(10.0)M vs $(7.8)M.
- Adjusted EBITDA $22.3M (17.7% margin), up from $12.1M a year ago.
- Board authorized $100M share repurchase program; capital allocation includes delevering.
- Added 2.5M registered users in last 12 months, ending at 23.0M; ARR $493.6M (+22%).
- Signed 6 new digital banking logos and 14 MANTL logos; half of new logos are DSSP.