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AI brief of an SEC Form 8-K · Q2 Holdings (QTWO)

Q2 Holdings Q4 revenue up 14% to $208.2 million; raises 2026 subscription outlook

Positive Impact 4 of 5 earnings Written later

Q2 Holdings reported fourth-quarter 2025 revenue of $208.2 million, up 14% year over year, and GAAP net income of $20.4 million, compared with $0.2 million a year earlier. For full-year 2025, revenue was $794.8 million and GAAP net income was $52.0 million, versus a net loss of $38.5 million in 2024. The company also raised its full-year 2026 subscription revenue growth outlook and gave 2026 revenue guidance of $871.0 million to $878.0 million.

Key points

  • Q4 2025 GAAP diluted EPS was $0.31, compared with $0.00 in Q4 2024; Q4 GAAP net income was $20.4 million.
  • Full-year 2025 revenue was $794.8 million, up 14%, and adjusted EBITDA was $186.5 million, up from $125.3 million in 2024.
  • 2026 guidance: total revenue of $871.0 million to $878.0 million and adjusted EBITDA of $225.0 million to $230.0 million.
  • Total committed backlog was approximately $2.7 billion at December 31, 2025, up 21% year over year.

The filing

CompanyQ2 Holdings (QTWO)
Form8-K, current report
Filed with the SECFeb 11, 2026, 4:19 PM ET
Accession number0001410384-26-000005

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 11, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.