[8-K] Alkami Technology, Inc. Reports Material Event

Rhea-AI Filing Summary

FAT Brands Inc. filed a Form 8-K on 30 Jul 2025 to furnish—not file—its second-quarter 2025 earnings materials. Under Item 2.02, the company states that a press release (Exhibit 99.1) summarizing results for the 13- and 26-week periods ended 29 Jun 2025 was issued the same day. Item 7.01 notes that a supplemental slide deck (Exhibit 99.2) has been posted to the investor website for use during the earnings call.

Management hosted a conference call on 30 Jul 2025; a telephone replay will be available until 20 Aug 2025 (passcode 13754156) and a webcast replay remains on the company’s site. Because the 8-K contains no actual financial figures or guidance, investors must consult the attached exhibits to assess revenue, EBITDA, margins, or outlook. The furnished status means the data is not subject to Section 18 liability unless later incorporated by reference.

Insights

Sell-side Restaurant Analyst

TL;DR: Routine 8-K furnishes Q2-25 earnings; no figures disclosed, neutral impact.

The filing merely alerts investors to externally released financials and an accompanying deck. Without the exhibits, there is no visibility into same-store sales, unit growth or leverage metrics—key drivers for FAT’s highly levered, acquisition-heavy model. The event is procedural and carries neither positive catalyst nor negative surprise. Material assessment must await review of Exhibits 99.1 and 99.2.

Corporate Governance Specialist

TL;DR: Furnished earnings materials preserve liability shield; standard disclosure.

By furnishing rather than filing, FAT Brands reduces potential Section 18 exposure while satisfying Reg FD. This is typical practice and signals no governance red flags. All required exchange-traded security tables are present, and signature blocks are properly executed. Impact to shareholders is neutral.

0001529274☐☐☐☐☐00015292742025-07-302025-07-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 30, 2025

ALKAMI TECHNOLOGY, INC.

(Exact Name of Registrant as Specified in its Charter)

Delaware     001-40321     45-3060776

(State or Other Jurisdiction of Incorporation) (Commission File Number)     (IRS Employer Identification No.)

5601 Granite Parkway, Suite 120, Plano, TX 75024

(Address of Principal Executive Offices) (Zip Code)

(877) 725-5264

Registrant’s Telephone Number, Including Area Code

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.001 par value per share			ALKT			The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On July 30, 2025, the Company issued a press release announcing its financial results for the quarter ending June 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated by reference herein.

The information set forth in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section. The information in this Item 2.02, including Exhibit 99.1, shall not be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 7.01. Regulation FD Disclosure.

On July 30, 2025, the Company posted an investor presentation to its website at www.alkami.com (the “Investor Presentation”). A copy of the Investor Presentation is furnished herewith as Exhibit 99.2 and is incorporated herein by reference.

The information set forth in this Item 7.01, including Exhibit 99.2, is being furnished and shall not be deemed “filed” for purposes of the Exchange Act, or otherwise subject to the liabilities of that Section. The information in this Item 7.01, including Exhibit 99.2, shall not be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. By furnishing the information contained in the Investor Presentation, the Company makes no admission as to the materiality of any information in the Investor Presentation that is required to be disclosed solely by reason of Regulation FD.

Item 9.01. Financial Statements and Exhibits.

Exhibit Number						Description
99.1						Earnings Press Release, dated July 30, 2025
99.2						Investor Presentation, dated July 30, 2025
104						Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

*Certain schedules and exhibits have been omitted pursuant to Item 601(a)(5) of Regulation S-K. The Company will furnish supplementally copies of omitted schedules and exhibits to the Securities and Exchange Commission or its staff upon its request.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Alkami Technology, Inc.

Date:

July 30, 2025

By:

/s/ W. Bryan Hill

W. Bryan Hill

Chief Financial Officer

FAQ

Where can investors find FAT Brands' Q2 2025 financial results?

The full results are in Exhibit 99.1 of this 8-K and on www.fatbrands.com under “Investors.”

How long is the FAT (NASDAQ: FAT) earnings call replay available?

The telephone replay is accessible until 20 Aug 2025 using passcode 13754156.

Does the 8-K include any revenue or EPS figures for FAT Brands?

No. No financial metrics are disclosed in the body of the 8-K; they are only in the furnished exhibits.

Why are the earnings materials marked as "furnished" rather than "filed"?

Furnishing under Items 2.02 and 7.01 limits Section 18 liability and is standard for earnings releases.

What exhibits accompany the FATBW Form 8-K dated July 30 2025?

Exhibit 99.1: Press Release; Exhibit 99.2: Earnings Supplement; Exhibit 104: Inline XBRL cover page.