Every 8-K that Alkami Technology, Inc. (ALKT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ALKT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ALKT filings page.
Alkami Technology, Inc. reported second quarter 2026 results with GAAP total revenue of $129.8 million, an increase of 15.9% versus the year-ago quarter. GAAP gross margin was 56.8%, compared to 58.6% a year earlier, and non-GAAP gross margin was 63.0%, compared to 65.1%.
GAAP net loss was $8.9 million, versus $13.6 million a year earlier, while Adjusted EBITDA rose to $19.4 million from $11.9 million, for a 14.9% Adjusted EBITDA margin. Annual recurring revenue reached $511.7 million, up 21%, with 23.6 million digital banking users and revenue per registered user of $21.69, up 7.0%.
For the six months ended June 30, 2026, free cash flow was $12.4 million, compared with negative $8.6 million a year earlier. Guidance for 2026 calls for GAAP total revenue of $528.0–$531.0 million and Adjusted EBITDA of $96.0–$98.0 million, with Q3 2026 revenue of $132.7–$134.2 million.
Alkami Technology, Inc. reported results of its 2026 Annual Meeting of Stockholders held on May 19, 2026. Of 107,016,974 shares entitled to vote as of March 23, 2026, 76,909,758 shares, or 71.87%, were represented in person or by proxy.
Stockholders elected Class II directors Charles Kane, Alex Shootman, and Brian R. Smith to serve until the 2029 annual meeting or until successors are elected and qualified. They also ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, and approved, on a non-binding advisory basis, the compensation of the named executive officers.
Alkami Technology, Inc. entered into a Fifth Amendment to its Amended and Restated Credit Agreement on May 1, 2026. The amendment permits the company to use up to $100,000,000 of its cash to repurchase its common stock.
Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, continues as Administrative Agent, with other lenders party to the agreement. Except for this new repurchase flexibility, the remaining terms of the credit agreement remain in full force and effect.
Alkami Technology, Inc. reported strong growth for the quarter ended March 31, 2026, alongside a new share repurchase program. GAAP revenue reached $126.1 million, up 28.9% from a year earlier, with GAAP gross margin of 58.6% and non-GAAP gross margin of 64.4%. The company recorded a GAAP net loss of $10.0 million, while Adjusted EBITDA increased to $22.3 million from $12.1 million, reflecting improved operating leverage.
Alkami ended the quarter with Annual Recurring Revenue of $493.6 million, up 22% year over year, and 23.0 million registered digital banking users, with revenue per registered user of $21.46, up 9%. The Board authorized a share repurchase program of up to $100 million of common stock, with purchases to be made opportunistically via open market and privately negotiated transactions, including potential Rule 10b5-1 trading plans.
Alkami Technology, Inc. is expanding its board of directors and adding two new independent members. Effective after the 2026 Annual Meeting of Stockholders, the company will appoint Jeffrey (Jeff) Fox and Judson (Jud) Linville to its board, increasing the total number of directors from nine to 11.
Mr. Linville will serve as a Class III director with a term running to the 2027 annual meeting, while Mr. Fox will serve as a Class I director with a term running to the 2028 annual meeting. Each will receive compensation in line with Alkami’s existing program for non-employee directors, and the board will later decide which committees they will join.
The company states there are no relationships or transactions between the new directors and Alkami that require disclosure under Regulation S-K Item 404(a). Both appointees bring extensive leadership experience from prior roles in financial services, technology, and public company governance.
Alkami Technology reported strong growth for the fourth quarter and full year 2025 while remaining unprofitable on a GAAP basis. Fourth-quarter revenue was $120.8 million, up 34.7% year over year, with GAAP gross margin of 57.2% and non-GAAP gross margin of 63.4%. GAAP net loss was $11.4 million, but Adjusted EBITDA rose to $19.1 million from $10.2 million.
For 2025, revenue reached $443.6 million, up 32.9%, with GAAP net loss of $47.7 million and Adjusted EBITDA more than doubling to $59.1 million. Annual recurring revenue ended the year at $480.3 million, up 35%, supported by 22.4 million digital banking users and revenue per registered user of $21.44, up 20%.
The company highlighted momentum from its Digital Sales & Service Platform and the MANTL acquisition, with 301 digital banking clients and remaining performance obligation of $1.7 billion. For 2026, Alkami guides to revenue of $525.5–$530.5 million and Adjusted EBITDA of $93.5–$97.5 million, implying continued double-digit growth and margin expansion.
Alkami Technology (ALKT) appointed Cassandra Hudson as Chief Financial Officer, effective November 1, 2025. She succeeds Bryan Hill, who will retire on October 31, 2025 and serve as a consultant through December 15, 2026. The company also furnished a press release announcing financial results for the quarter ended September 30, 2025, and shared a CFO announcement and an investor presentation.
Ms. Hudson’s Employment Agreement includes an annual base salary of $460,000, a target bonus equal to 70% of base (prorated for 2025), a $25,000 signing bonus, and restricted stock units valued at $6,000,000 that vest in equal quarterly installments over four years. If terminated without “cause” or she resigns for “good reason,” severance includes 100% of base salary over 12 months and up to nine months of company‑paid healthcare; upon a qualifying change in control separation, severance includes 100% of base salary, 100% of target bonus plus a prorated target bonus over 12 months, up to 12 months of healthcare, and full vesting acceleration of equity awards.