Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue reached $129.8M vs. $128.7M expected, and GAAP EPS of -$0.08 outperformed the -$0.09 consensus. Growth was driven by a 20.7% YoY increase in Annual Recurring Revenue (ARR) to $511.7M and a 7.0% YoY rise in Revenue per Registered User (RPU) to $21.69. Despite strong revenue, GAAP gross margin of 56.8% significantly lagged the 65.0% consensus due to elevated third-party partner and hosting costs. Management demonstrated strong capital allocation, repurchasing $15M in stock during Q2 and an additional $10M in July.
Financial report interval: 2026.03.30 - 2026.06.30
Preview: Alkami Tech(ALKT) predict that the Revenue is 129.84 M (+15.87%), Beat estimate;the EBIT is 18.9 M (+63.86%), Beat estimate;the EPS is -0.08 (+38.46%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.13B15.87%
0.13B14.85%
+0.00B1.02%
EBITExceed expectations
0.02B63.86%
0.02B58.13%
+0.00B5.73%
EPSExceed expectations
-0.0838.46%
-0.0930.77%
+0.01007.69%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf