The earnings call reflects a positive sentiment with significant revenue growth, user expansion, and success from the MANTL acquisition. Despite some client attrition and short-term dilution from MANTL, the strong financial performance and promising market demand underscore a healthy business outlook.

Company Guidance -

Q3 2025

During Alkami Technology's Second Quarter 2025 Financial Results Conference Call, the company provided strong guidance for the upcoming periods. Alkami reported a 36% year-over-year revenue growth for the second quarter, reaching $112.1 million, with an adjusted EBITDA of $11.9 million. The platform's registered users increased by 2.3 million to 20.9 million. The company highlighted the significant impact of the MANTL acquisition, which added 39 new clients in the first half of 2025, with 14 being Alkami digital banking clients. Alkami aims to achieve $443 million to $447 million in revenue for the full year, with an adjusted EBITDA between $51.5 million and $54 million. They also expect MANTL to contribute $31.5 million in revenue for the year, with a target of $60 million in ARR under contract by year-end. The company continues to see broad-based demand across its product portfolio, emphasizing digital transformation as a priority for financial institutions.

Strong Revenue Growth

Alkami achieved total revenue of $112.1 million in Q2 2025, representing a year-over-year growth of 36% and organic growth of 28%.

Increased Adjusted EBITDA

The company generated $11.9 million in adjusted EBITDA, a significant improvement from $4.6 million in the previous year.

Registered User Growth

Alkami exited the quarter with 20.9 million registered users on its platform, an increase of 2.3 million from the prior quarter.

MANTL Acquisition Success

MANTL added 39 new clients in the first half of 2025, including 14 that are Alkami digital banking clients.

Successful Cross-Selling

In the first half of 2025, over 90% of new digital banking clients also purchased Alkami's data and marketing solutions.

Gross Margin Expansion

Non-GAAP gross margin expanded nearly 200 basis points compared to the prior year, reaching 65.1% in Q2 2025.

Increase in ARR

Alkami increased Annual Recurring Revenue (ARR) by 32%, exiting the quarter at $424 million.

Positive Market Demand

Broad-based demand across Alkami's product portfolio, reflected in sales pipeline, new logo and client renewal success.

Alkami Technology (ALKT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALKT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.12 / -	0.094	―	―	―
Jul 30, 2025	2025 (Q2)	0.08 / 0.02	0.049	-55.10% (-0.03)
Apr 30, 2025	2025 (Q1)	0.09 / 0.07	0.043	55.81% (+0.02)
Feb 27, 2025	2024 (Q4)	0.08 / 0.08	0.026	203.85% (+0.05)
Oct 30, 2024	2024 (Q3)	0.06 / 0.09	0.007	1242.86% (+0.09)
Jul 31, 2024	2024 (Q2)	0.03 / 0.05	-0.031	258.06% (+0.08)	―
May 01, 2024	2024 (Q1)	0.02 / 0.04	-0.037	216.22% (+0.08)
Feb 28, 2024	2023 (Q4)	0.02 / 0.03	-0.049	153.06% (+0.07)	―
Nov 01, 2023	2023 (Q3)	-0.01 / <0.01	-0.062	111.29% (+0.07)	―
Aug 02, 2023	2023 (Q2)	-0.05 / -0.03	-0.067	53.73% (+0.04)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALKT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$26.16	―	―
Apr 30, 2025	$26.69	$26.07	-2.32%
Feb 27, 2025	$28.96	$30.84	+6.49%
Oct 30, 2024	$38.18	$36.61	-4.11%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alkami Technology (ALKT) report earnings?

Alkami Technology (ALKT) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Alkami Technology (ALKT) earnings time?

Alkami Technology (ALKT) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ALKT EPS forecast?

ALKT EPS forecast for the fiscal quarter 2025 (Q3) is 0.12.

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