Alkami Technology (ALKT)
NASDAQ:ALKT
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.02Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was largely positive: management reported strong Q1 revenue (+29%), robust adjusted EBITDA and margin expansion, healthy ARR and backlog growth, solid user growth and ARPU improvement, effective MANTL integration and early traction with the Digital Sales & Service Platform (DSSP), plus a $100M buyback signaling confidence. Headwinds are mostly temporary or execution-related—Q2 comparability impact from a prior termination fee, elevated database costs expected to normalize, shareholder-related defense expenses, and unresolved AI commercialization/pricing. Structural market limits mean new-logo acceleration is constrained, so future growth emphasis is on cross-sell and expansion within the installed base. Overall, positives materially outweigh the manageable and mostly temporary negatives.Company Guidance
Strong Top-Line Growth
Q1 revenue of $126.1M, up 29% year-over-year; subscription revenue up 30% and represented 96% of total revenue.
Robust Profitability and Operating Leverage
Adjusted EBITDA of $22.3M with a 17.7% margin in Q1, expanding ~540 basis points year-over-year; operating expenses improved by ~530 basis points to 47.1% of revenue.
ARR and Backlog Momentum
Exited Q1 with ARR of $494M, up 22% year-over-year, and approximately $71M of ARR backlog (40 new clients, ~1.4M digital users) expected to largely go live within 12 months.
User Growth and Revenue per User Expansion
Registered users increased to 23M (up 12% YoY; +2.5M), and revenue per user rose to $21.46 (up 9% YoY). Over the past 12 months, 1.2M users were from implementations and 1.5M from existing-client adoption.
Strategic MANTL Integration and DSSP Traction
MANTL contributed ~14 percentage points of Q1 YoY growth; standalone MANTL added 61 clients since early 2025. DSSP clients rose from 11 to 48 since 2025, with DSSP new logos seeing ~30% uplift in ARR versus historic online banking deals and over half of new logos since Q2 last year being DSSP.
Healthy Financial Position and Capital Actions
Ended Q1 with $77.6M cash & marketable securities, improved operating cash flow (+15% YoY), repaid remaining $15M revolver, and announced inaugural $100M stock repurchase program.
Forward Guidance and Structural Outlook
Q2 revenue guidance $128M–$129M (growth 14.2%–15.1%) and Q2 adjusted EBITDA $17.9M–$18.7M; full-year revenue guidance $527.1M–$530.9M (growth 18.8%–19.7%) and adjusted EBITDA $94.9M–$97.9M (18.2% margin at midpoint). Company reiterates long-term targets (Rule of 45 by 2030, non-GAAP gross margin approaching ~70% over time, and continued EBITDA margin expansion).
High Retention and Long-Term Revenue Visibility
Historical digital banking ARR churn <1% annually over the past three years; contracts provide visibility with remaining performance obligations ~ $1.7B (≈3.5x live ARR).
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 |
|---|---|---|---|
Apr 29, 2026 | $16.42 | $15.78 | -3.90% |
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% |
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 Aug 05, 2026, After Close (Confirmed).
What is Alkami Technology (ALKT) earnings time?
Alkami Technology (ALKT) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ALKT EPS forecast?
ALKT EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.