Every material Form 8-K Q2 Holdings filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Effective October 29, 2026, Q2 Holdings named CFO Jonathan Price co-CEO alongside Matthew Flake, who remains president and chairman, and appointed Price to a board expanded from seven to eight members. Price will also keep the CFO role during the company's search for a new CFO, and his pay and severance terms were revised as part of the change.
Effective October 29, 2026, Price becomes co-CEO alongside Flake; the board increases from seven to eight members.
Price's annual base salary rises to $520,000, and he receives an RSU grant valued at $3 million vesting over four years.
Price remains chief financial officer during the search for a new CFO, with no date for that search given in the filing.
Severance is set at 200% of base salary plus a pro-rata bonus, or 250% as a lump sum if terminated within 60 days before to 24 months after a change in control.
Q2 Holdings reported third-quarter 2026 revenue of $225.8 million, up 12% from a year earlier, and GAAP net income of $33.2 million, up from $15.0 million. The company raised its full-year 2026 revenue and adjusted EBITDA guidance and said Jonathan Price will become Co-CEO on October 29, 2026.
Q3 2026 revenue of $225.8 million, up 12% year over year; GAAP net income of $33.2 million versus $15.0 million a year earlier
Q3 adjusted EBITDA of $67.8 million, up from $48.8 million in the prior-year quarter
Full-year 2026 guidance raised: revenue of $888.0 million to $892.0 million and adjusted EBITDA of $253.0 million to $256.0 million
Jonathan Price appointed Co-CEO effective October 29, 2026, alongside Matt Flake, and remains CFO while a successor is sought
Q2 Holdings reported second-quarter 2026 revenue of $219.8 million, up 13% from the prior-year quarter, and GAAP net income of $29.9 million, up from $11.8 million. The company raised its full-year 2026 revenue and adjusted EBITDA guidance and its board authorized up to $350 million of additional share repurchases. For shareholders, the results show higher profit and the guidance raise, and the buyback adds capacity to return capital.
Q2 2026 revenue of $219.8 million, up 13% year over year; GAAP net income of $29.9 million versus $11.8 million a year earlier
Full-year 2026 revenue guidance raised to $881.0 million to $886.0 million; adjusted EBITDA guidance of $244.0 million to $248.0 million
Third-quarter 2026 guidance: revenue of $218.5 million to $222.5 million and adjusted EBITDA of $58.5 million to $61.5 million
Board authorized up to $350 million of additional repurchases with no expiration date, bringing total available capacity to about $375 million
Q2 Holdings reported first-quarter 2026 revenue of $216.5 million, up 14% from a year earlier, and GAAP net income of $26.6 million, compared with $4.8 million in the prior-year quarter. The company also issued guidance for the second quarter of 2026 and updated its full-year 2026 guidance, with full-year revenue now expected at $875.0 million to $882.0 million.
Q1 2026 revenue of $216.5 million, up 14% year over year; GAAP diluted EPS of $0.40 versus $0.07
Adjusted EBITDA of $60.0 million, a 27.7% margin, versus $40.7 million (21.5%) a year earlier
Q2 2026 revenue guidance of $214.0 million to $218.0 million; full-year 2026 revenue guidance of $875.0 million to $882.0 million
Repurchased about 1.8 million shares for about $97.2 million in Q1; $47.8 million remained on the $150 million authorization
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.
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.
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.
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