Description

Q2 Holdings Is Leveraging Big Data—How Will Its 27 Million-User Advantage Reshape AI Adoption?

Q2 Holdings reported a solid financial performance for the third quarter of 2025, showcasing revenue of $202 million, a 15% increase year-over-year, and adjusted EBITDA of $49 million, which translates to a margin of 24.2%. Additionally, the company produced a free cash flow of $37 million, marking a positive financial trend. The revenue growth is predominantly attributed to an increase in subscription-based revenues, which grew by 18% year-over-year, making up 82% of the total revenue, reflecting a strategic shift toward this higher-margin revenue stream. The quarter proved to be the best in Q2 Holdings’ history regarding client bookings, significantly driven by new enterprise deals and expansions, particularly seven Tier 1 and enterprise deals. This included expansions with major financial institutions and some notable new client wins.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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