Q2 Holdings: 3 Key Takeaways for Long-Term Investors

Q2 Holdings generated $225.8 million in revenue, up 12% year over year. Non-GAAP gross margin reached 62.6%, up from 57.9% last year.

The Motley Fool • 15 hours ago

Q2 Q3 Earnings Call Highlights

Q2 NYSE: QTWO reported third-quarter 2026 results above the high end of its guidance and raised its full-year revenue and adjusted EBITDA outlook, as subscription revenue growth, margin expansion and free cash flow supported its profitable-growth strategy.

MarketBeat • a day ago

Q2 Holdings: Turning Positive After Third Quarter Beat-And-Raise (Upgrade)

I upgrade Q2 Holdings from "Hold" to "Buy" based on strong Q3 results and improved full-year guidance. QTWO's 3Q2026 EBITDA rose 38.8% YoY, with gross margin hitting a record 62.6% and subscription revenue up 13.9%. Management's focus on cross-selling, AI-driven productivity, and a $2.8 billion backlog support a raised FY2026 outlook.

Seeking Alpha • 21 hours ago

Q2 Holdings: Backlog Slowdown And Unfavorable New Co-CEO Structure

Q2 Holdings remains a "Sell," as its recent rally lacks fundamental support and catalysts for further upside. QTWO's revenue growth is decelerating, with Q3 revenue up 12% y/y but RPO growth slowing to 10% y/y and flat sequentially. Valuation is unremarkable at 16.2x EV/FY26 EBITDA, while margin expansion is likely to slow amid rising executive costs and no major cost-cutting.

Seeking Alpha • 10 hours ago

Q2 Eyes Personal AI Agents as Banking's Next Channel—and Fraud Frontier

Q2 NYSE: QTWO executives said artificial intelligence is creating new opportunities and risks for digital banking, with personal AI agents emerging as another channel through which consumers and businesses may interact with financial institutions.

MarketBeat • 2 hours ago

Q2 Holdings, Inc. Announces Third Quarter 2026 Financial Results; Appoints Jonathan Price as co-CEO

AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced results for its third quarter ending September 30, 2026. GAAP Results for the Third Quarter 2026 Revenues of $225.8 million, up by 12 percent compared to the prior-year quarter and 3 percent from second quarter 2026. GAAP gross margin of 59.7 percent, up from 54.0 percent in the prior-year quarter and 59.2 percent in second quarter 2026.

Business Wire • Oct 28, 2026

Q2 Holdings, Inc. (QTWO) Q3 2026 Earnings Call Transcript

Q2 Holdings, Inc. (QTWO) Q3 2026 Earnings Call Transcript

Seeking Alpha • a day ago

Q2 Holdings Appoints Jonathan Price as Co-Chief Executive Officer

AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced that its Board of Directors has appointed Jonathan Price as Co-Chief Executive Officer, effective October 29, 2026. Mr. Price will serve as Co-CEO alongside Matt Flake, who will also continue in his roles as President and Chairman of the Board. As part of his appointment, Mr. Price also will be joining the Board of Directors. Mr. Price wi.

Business Wire • Oct 28, 2026

Q2 Holdings (QTWO) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

The headline numbers for Q2 Holdings (QTWO) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Oct 28, 2026

Q2 Holdings (QTWO) Q3 Earnings and Revenues Beat Estimates

Q2 Holdings (QTWO) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.57 per share a year ago.

Zacks Investment Research • Oct 28, 2026