The earnings call reflects a strong financial performance with significant revenue growth, increased user base, and successful integration of the MANTL acquisition. Despite some concerns about revenue recognition timing and initial dilution from the MANTL acquisition, the positive highlights significantly outweigh the lowlights.

Company Guidance -

Q3 2025

During the Alkami Technology's Second Quarter 2025 Financial Results Conference Call, guidance was provided for the upcoming fiscal periods. Alkami achieved a total revenue of $112.1 million in Q2 2025, reflecting a 36% year-over-year increase with an organic growth rate of 28%. The company reported an adjusted EBITDA of $11.9 million and noted subscription revenue accounted for 95% of total revenue, growing by 35% from the previous year. Alkami's Annual Recurring Revenue (ARR) increased by 32%, reaching $424 million, with a backlog of approximately $68 million. The company guided for Q3 2025 revenue to range between $112.5 million and $114 million, with adjusted EBITDA expected to be between $13 million and $14 million. For the full year 2025, Alkami projected revenue between $443 million and $447 million, with adjusted EBITDA ranging from $51.5 million to $54 million, marking an upward revision from previous guidance. The MANTL acquisition was highlighted as a significant contributor to growth, adding 39 new clients in the first half of 2025 and contributing over $10 million in revenue during the quarter.

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%.

Increase in Registered Users

The company exited the quarter with 20.9 million registered users on the Alkami Platform, up 2.3 million from the prior quarter.

Successful MANTL Acquisition

MANTL added 39 new clients in the first half of 2025, with 14 being Alkami digital banking clients. The acquisition contributed over $10 million in revenue for Q2.

Improved Profitability

Adjusted EBITDA improved to $11.9 million compared to $4.6 million in the year-ago quarter, representing an adjusted EBITDA margin of 10.6%.

ARR Growth

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

High Retention and Low Churn

Client churn total expected to be 4 clients in 2025, representing less than 1% of ARR.

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

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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	$22.29	-14.79%
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 Inc (ALKT) report earnings?

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

What is Alkami Technology Inc (ALKT) earnings time?

Alkami Technology Inc (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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