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Alkami Technology (ALKT)
NASDAQ:ALKT
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.18Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong 2025 operating and financial performance — double-digit revenue growth, materially higher adjusted EBITDA, ARR growth and improved cash flow — plus clear strategic progress from the MANTL acquisition and DSSP cross-sell that drives higher ARPU and contract value. Near-term headwinds are primarily timing and one-time cost related: a projected decline in termination fees, temporary elevated database licensing costs, and longer DSSP implementation cycles that moderate 2026 reported growth and compress near-term margins. Given the substantial positive operating and strategic momentum and management's plans to address temporary cost issues, the positive developments outweigh the near-term challenges.Company Guidance
Strong Revenue Growth
Full-year 2025 total revenue of $443.6M, up 33% year-over-year; Q4 2025 revenue of $120.8M, up 35% year-over-year.
Material Profitability Expansion
Adjusted EBITDA more than doubled to $59.1M for 2025 (from $26.9M in 2024); adjusted EBITDA margin expanded 530 basis points to 13.3%; Q4 adjusted EBITDA $19.1M with a 15.8% margin.
ARR and Backlog Momentum
Exited Q4 with ARR of $480M (up 35%); backlog of approximately $71M of ARR pending implementation (42 new clients, ~1.6M digital users) expected mostly to launch within 12 months.
Recurring, High-Quality Revenue Mix
Subscription revenue represented 95% of total revenue and grew 32% year-over-year for the full year, demonstrating a highly recurring revenue base.
User Growth and Monetization
22.4M registered users at year-end, up 12% YoY (added 2.4M users); revenue per user (RPU) rose 20% to $21.44 year-over-year.
Cash Flow and Balance Sheet Improvement
Operating cash flow of $42.9M in 2025 (up from $18.6M in 2024) and free cash flow of $34.2M; ended quarter with ~$99.1M in cash and marketable securities and repaid $45M on revolver.
Successful MANTL Integration and DSSP Traction
MANTL performance accelerated post-acquisition: record MANTL new logos and a record Q4 revenue activation quarter; MANTL origination now live at 161 clients and powering 1,000+ branches. DSSP (Digital Banking + Origination + Data & Marketing) grew from 11 clients at acquisition to 45 clients by year-end; 58% of new digital banking deals in H2 became DSSP deals and DSSP purchases yield ~30% ARR uplift.
Improving Gross Margins and Operating Leverage
Full year non-GAAP gross margin expanded to 64.1% (up ~140 bps YoY); Q4 gross margin 63.4% (up 30 bps YoY). Company expects further margin expansion in 2026 (approx. 65% gross margin) and back-half adjusted EBITDA margin north of 19%.
AI and Product Innovation
Investments in AI show early operational leverage (developer productivity +18% in December; reduced engineering questions by 29%; ~2 hours/day saved per implementation team member) and product initiatives (Segmint AI, fraud AI, Alkami Code Studio, 18-month data lake) that create potential new revenue/opportunity streams.
ALKT Earnings History
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 |
|---|---|---|---|
Feb 25, 2026 | $16.37 | $15.63 | -4.52% |
Oct 30, 2025 | $21.99 | $20.29 | -7.73% |
Jul 30, 2025 | $26.16 | $22.29 | -14.79% |
Apr 30, 2025 | $26.69 | $26.07 | -2.32% |
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 May 06, 2026, After Close (Confirmed).
What is Alkami Technology (ALKT) earnings time?
Alkami Technology (ALKT) earnings time is at May 06, 2026, 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 2026 (Q1) is 0.18.