secwatch.observer — SEC 8-K summary ====================================== Issuer: ALKAMI TECHNOLOGY, INC. (ALKT) CIK: 0001529274 Form: 8-K Filed at: 2026-07-29T20:07:11+00:00 Accession: 0001529274-26-000049 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Alkami Q2 revenue $129.8M (+15.9% YoY); Adj. EBITDA $19.4M beats expectations ----------------------------------------------------------------------------- - GAAP revenue $129.8M, up 15.9% YoY; GAAP net loss narrowed to $(8.9)M from $(13.6)M. - Adjusted EBITDA $19.4M, up from $11.9M YoY; margin 14.9% expanded ~430 bps. - ARR $511.7M, up 21% YoY; digital banking users 23.6M, up 2.7M in 12 months. - Added 37 new digital banking logos in last 12 months, including 15 banks. - Revenue per registered user $21.69, up 7.0% YoY. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1529274/000152927426000049/0001529274-26-000049-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1529274/000152927426000049/alk-20260729.htm HTML page: https://secwatch.observer/filing/0001529274-26-000049 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer