NASDAQ$ALKT

Alkami Technology Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Alkami Technology reported Q1 2025 revenue of $97.8M, a net loss of $15.1M.

For Q1 2025, Alkami Technology reported Revenue was $97.8M, net loss was $15.1M. Management discusses operating trends, liquidity, and outlook in the quarterly filing.

  • Revenue $97.8M for Q1 2025.
  • Net loss $15.1M.
  • MD&A highlights operating priorities, liquidity, and sector-specific risks.

Headline financials

Total Revenue

$97.8M

Previous: $76.1M+28.5%
EPS (adj)

-$0.08

Previous: -$0.12+33.3%
GAAP Gross Margin

59.0%

Previous: 57.8%+2.1%
Adjusted EBITDA

$12.1M

Previous: $3.81M+216.9%
Annual Recurring Revenue

$404M

Previous: $303M+33.4%
Registered Users

20.5M

Previous: 18.1M+13.0%
Revenue per Registered User

$19.74

Previous: $16.71+18.1%
Capital Expenditures

-$485K

Previous: -$306K-58.5%
Net Income

-$7.82M

Previous: -$11.4M+31.6%
Operating Income

-$15.4M

Previous: -$12.4M-24.5%
Gross Profit

$57.8M

Previous: $44M+31.2%

Revenue & EPS history

Alkami Tech · Revenue · Quarterly

$97.8M

Q1 2025+28.5%vs Q1 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Technology outlook emphasizes subscription mix, billings, and platform adoption.

Tailwinds

  • Recurring revenue and enterprise demand.
  • Geographic and vertical diversification.

Headwinds

  • Deal timing and macro IT budgets.
  • Competitive pricing in security and distribution.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.9%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-2.3%

Avg return

30 days after

36%

9 / 25 earnings

Positive

+10.9%

Q1 2024

Best reaction

-16.1%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.9%+2.6%+10.7%
Q4 2025-4.5%+3.5%-6.8%
Q3 2025-2.4%-13.6%-5.6%
Q1 2025-2.3%+2.9%+7.3%
Q4 2024+6.5%+0.0%-8.8%
Q3 2024-5.3%-5.5%+2.1%
Q2 2024+3.6%-5.1%+2.0%
Q1 2024+10.9%+12.3%+14.0%
Q4 2023-3.0%-5.4%-4.4%
Q3 2023+8.1%+15.9%+27.2%
Q2 2023-1.7%-1.9%+8.5%
Q1 2023+4.7%+12.2%+34.7%
Q4 2022-1.1%-1.5%-22.4%
Q3 2022-5.0%-8.5%-8.9%
Q2 2022+7.6%+3.5%-1.9%
Q1 2022-11.5%-20.7%+11.0%
Q4 2019+3.0%+2.7%-9.8%
Q4 2021+3.2%+6.3%-6.9%
Q3 2020-8.0%-12.3%-28.2%
Q3 2021-6.0%-6.4%-24.9%
Q2 2020-0.8%-1.1%-4.8%
Q2 2021+4.8%+0.5%-2.5%
Q4 2020-13.9%-24.9%-11.2%
Q1 2020-13.9%-24.9%-11.2%
Q1 2021-16.1%-24.9%-17.1%

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