Every 8-K that Q2 Holdings Inc (QTWO) 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 QTWO 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 QTWO filings page.
Q2 Holdings reported strong second-quarter 2026 results, with revenue of $219.8 million, up 13 percent year-over-year, GAAP net income of $29.9 million and adjusted EBITDA of $62.8 million, reflecting record revenue, gross margin and adjusted EBITDA and a 28.6 percent adjusted EBITDA margin.
Subscription Annualized Recurring Revenue reached $825.5 million, up 15 percent year-over-year, and total committed backlog was approximately $2.8 billion, growing 17 percent year-over-year. The company also repurchased 0.5 million shares for $22.9 million during the quarter.
The company retired its convertible notes in June, ending the quarter debt-free. The board authorized up to an additional $350 million of share repurchases, bringing current capacity to about $375 million. Management issued Q3 2026 revenue guidance of $218.5–$222.5 million and raised full-year 2026 guidance to revenue of $881.0–$886.0 million and adjusted EBITDA of $244.0–$248.0 million.
Q2 Holdings, Inc. reported the results of its 2026 annual stockholder meeting held on June 10, 2026. A total of 57,909,889 shares, or 92.5% of the 62,600,423 shares entitled to vote as of April 15, 2026, were represented in person or by proxy.
Stockholders elected seven directors to one-year terms. Support for each nominee ranged from 52,869,978 to 53,823,194 votes cast "for," with broker non-votes of 3,970,325 on each nominee.
Stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 57,526,616 votes for, 354,049 against, and 29,224 abstentions. In an advisory vote, stockholders approved the compensation of the company’s named executive officers, with 52,396,434 votes for, 1,518,928 against, 24,202 abstentions, and 3,970,325 broker non-votes.
Q2 Holdings, Inc. reported a strong first quarter of 2026, with revenue of $216.5 million, up 14 percent from a year earlier and 4 percent from the fourth quarter of 2025. GAAP gross margin improved to 59.1 percent, and GAAP net income rose to $26.6 million from $4.8 million.
Non-GAAP gross margin reached 62.1 percent, while adjusted EBITDA increased to $60.0 million from $40.7 million, expanding adjusted EBITDA margin to 27.7 percent. Subscription Annualized Recurring Revenue grew to $802.3 million, up 14 percent year-over-year, and committed Backlog reached approximately $2.7 billion, up 19 percent year-over-year.
The company repurchased about 1.8 million shares for roughly $97.2 million at an average price of $55.04. For the second quarter of 2026, Q2 guides revenue to $214.0–$218.0 million and adjusted EBITDA to $57.5–$60.5 million, and for full-year 2026 expects revenue of $875.0–$882.0 million and adjusted EBITDA of $237.0–$242.0 million.
Q2 Holdings, Inc. reported strong growth and a swing to profitability for the fourth quarter and full-year 2025. Q4 revenue reached $208.2 million, up 14% year-over-year, with full-year 2025 revenue of $794.8 million, also up 14%.
GAAP net income was $20.4 million in Q4 and $52.0 million for 2025, compared with a prior-year net loss of $38.5 million. GAAP gross margin rose to 55.4% in Q4 and 54.1% for the year, while adjusted EBITDA was $51.2 million in Q4 and $186.5 million for 2025. Subscription annualized recurring revenue reached $780.1 million, up 14%, and total backlog grew to about $2.7 billion.
The company retired $191 million of convertible debt at maturity and repurchased roughly 69,000 shares for about $5.0 million. For 2026, Q2 guides to total revenue of $871.0–$878.0 million and adjusted EBITDA of $225.0–$230.0 million, and outlines a framework targeting non-GAAP gross margin of about 65% and adjusted EBITDA margin of about 35% by year-end 2030.
Q2 Holdings (QTWO) announced executive leadership changes. The Board appointed Himagiri Mukkamala as Chief Operating Officer, effective November 6, 2025, to lead engineering, service delivery and customer experience. His compensation was updated via an Amended and Restated Executive Employment Agreement to an annual base salary of $450,000 and a target annual bonus equal to 75% of base salary.
The Board also appointed Kirk L. Coleman as Chief Business Officer, effective November 6, 2025, to lead sales, customer success, marketing and product. Coleman resigned as President, and Matthew P. Flake was appointed President in addition to his roles as Chairman and CEO; no compensation changes were made for Coleman or Flake. Chief Revenue Officer Michael A. Volanoski will depart after assisting through December 12, 2025, and will receive severance per his existing agreement. The company stated his departure is not due to any dispute or disagreement.
Q2 Holdings (QTWO) announced a new share repurchase authorization of up to $150 million. The program permits purchases in the open market or privately negotiated transactions, including accelerated share repurchases, block trades, or under Rule 10b5-1 trading plans. It has no expiration date, does not obligate the company to buy a specific number of shares, and may be suspended, modified, or terminated at any time. Repurchases are expected to be funded from existing cash balances, with the number of shares repurchased dependent on market conditions and other factors.
The company also furnished a press release with financial results for the quarter ended September 30, 2025, as an exhibit. The results release is furnished and not filed under the Exchange Act.