NASDAQ$ALKT

Alkami Technology Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Alkami Technology Inc reported Q2 2025 results showing 36.4% revenue growth to $112.1 million driven by user expansion and the MANTL acquisition.

Alkami Technology Inc delivered revenues of $112.1 million in the second quarter of 2025, representing a 36.4% increase year-over-year. The company reported a net loss of $13.6 million and a loss from operations of $15.9 million while completing the acquisition of MANTL and expanding its digital banking platform.

  • Revenue grew 36.4% year-over-year to $112.1 million, primarily from SaaS subscription services.
  • Net loss was $13.6 million compared to $12.3 million in Q2 2024.
  • Completed acquisition of MANTL in March 2025, contributing $10.3 million in revenue for the quarter.
  • Gross profit reached $65.6 million with gross margin of 58.6%.

Headline financials

Total Revenue

$112M

Previous: $82.2M+36.4%
EPS (adj)

-$0.13

Previous: -$0.13+0.0%
Capital Expenditures

-$882K

Previous: -$731K-20.7%
Net Income

-$13.6M

Previous: -$12.3M-10.3%
Operating Income

-$15.9M

Previous: -$13.2M-20.1%
Gross Profit

$65.6M

Previous: $48.8M+34.5%
Cash & Equivalents

$52.4M

No prior period

Revenue & EPS history

Alkami Tech · Revenue · Quarterly

$112M

Q2 2025+36.4%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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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