StockWatch
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Computer Software: Prepackaged Software
Quarterly ResultJul 29, 2026, 04:13 PM

Alkami Q2 2026 Revenue $129.8M, Adj. EBITDA $19.4M

AI Summary

Alkami Technology, Inc. announced strong second quarter 2026 financial results, with GAAP total revenue increasing by 15.9% to $129.8 million and Adjusted EBITDA rising significantly to $19.4 million. The company also reported an improved GAAP net loss of $(8.9) million. Key operational metrics showed continued growth, with Annual Recurring Revenue (ARR) up 21% to $511.7 million and Registered Users increasing by 13% to 23.6 million. Alkami provided optimistic guidance for both the third quarter and the full fiscal year 2026, anticipating continued revenue and Adjusted EBITDA expansion.

Key Highlights

  • GAAP total revenue for Q2 2026 was $129.8 million, an increase of 15.9% year-over-year.
  • Adjusted EBITDA for Q2 2026 was $19.4 million, compared to $11.9 million in the year-ago quarter.
  • GAAP net loss for Q2 2026 was $(8.9) million, an improvement from $(13.6) million in Q2 2025.
  • Annual Recurring Revenue (ARR) reached $511.7 million, up 21% compared to the year-ago quarter.
  • Registered Users grew to 23.6 million, an increase of 13% year-over-year.
  • Q3 2026 GAAP total revenue guidance is $132.7 million to $134.2 million.
  • Fiscal year 2026 GAAP total revenue guidance is $528.0 million to $531.0 million.