Alkami's earnings call for the third quarter of 2025 highlighted significant revenue growth, successful new client acquisitions, and strong integration of MANTL. However, challenges in implementation timing and minor client attrition were noted. Overall, the positive developments outweigh the lowlights, indicating a strong performance and optimistic future outlook.

Company Guidance

During Alkami's Q3 2025 financial results call, significant guidance metrics were shared. The company reported a revenue increase of over 31%, reaching $113 million, with adjusted EBITDA growing to $16 million. Alkami exited the quarter with 21.6 million registered users, adding 2.1 million from the prior year. The quarter was marked by strong sales, bringing in 10 new clients, including 6 credit unions and 4 banks, one of which was the largest new logo transaction in Alkami's history. For Q4 2025, Alkami provided revenue guidance of $119.6 million to $121.1 million and adjusted EBITDA guidance of $16.1 million to $17.1 million. For the full year 2025, revenue is anticipated to be between $442.5 million and $444 million, with adjusted EBITDA projected at $56 million to $57 million, representing a raise of nearly $4 million above the midpoint of previous guidance. The company also noted a robust sales pipeline for Q4 and 2026, reinforcing confidence in continued growth.

Strong Revenue Growth

Alkami reported a 31.5% year-over-year revenue growth to $113 million, with organic growth exceeding 20%. Subscription revenue also grew by 31.5% and represented 96% of total revenue.

New Client Acquisitions and Market Expansion

Alkami added 10 new clients to their digital banking platform, including the largest new logo transaction in the company's history. The company now serves 5 of the top 20 credit unions in the United States.

Increased Registered Users

The Alkami platform reached 21.6 million registered users, up 2.1 million from the prior year.

MANTL Integration Success

MANTL added 29 new clients in the quarter, including 15 that are new to Alkami. The company now has 44 clients under contract subscribing to both the Alkami digital banking platform and the MANTL onboarding and account opening solution.

Product Innovation and Development

Alkami completed the design work for their digital sales and service platform and expects to show the product to clients at their spring customer conference. They also released a new money movement hub and additional features for treasury management.

Improved Financial Metrics

Adjusted EBITDA improved to $16 million, compared to $8.3 million in the year-ago quarter, highlighting operational leverage.

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
Feb 19, 2026	2025 (Q4)	0.14 / -	0.079	―	―	―
Oct 30, 2025	2025 (Q3)	0.12 / 0.14	0.094	44.68% (+0.04)
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)	―

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
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%
Feb 27, 2025	$28.96	$30.84	+6.49%

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 Feb 19, 2026, After Close (Confirmed).

What is Alkami Technology Inc (ALKT) earnings time?

Alkami Technology Inc (ALKT) earnings time is at Feb 19, 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 2025 (Q4) is 0.14.

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