NASDAQ$ALKT
Alkami Technology Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Alkami reported strong revenue growth and improved profitability in Q4 2024.
Alkami Technology, Inc. achieved strong revenue growth of 25.6% year-over-year, reaching $89.7 million. The company's net loss narrowed to $7.6 million, improving from a $12.7 million loss in the prior-year quarter. Adjusted EPS came in at $0.11, and Adjusted EBITDA increased significantly to $10.2 million, up from $3.1 million in Q4 2023.
- Revenue increased 25.6% year-over-year to $89.7 million.
- GAAP net loss improved to $7.6 million from $12.7 million in the previous year.
- Adjusted EPS was $0.11 for the quarter.
- Adjusted EBITDA rose significantly to $10.2 million from $3.1 million in Q4 2023.
Headline financials
Revenue & EPS history
Alkami Tech · Revenue · Quarterly
$89.7M
Forward guidance
Alkami expects continued strong growth in 2025, with projected revenue increases and positive Adjusted EBITDA.
Tailwinds
- First quarter 2025 revenue expected between $93.5 million and $95.0 million.
- Full-year 2025 revenue projected between $440.0 million and $445.0 million.
- Adjusted EBITDA for 2025 expected to range from $47.0 million to $51.0 million.
- Acquisition of MANTL expected to contribute $30 million in revenue starting Q2 2025.
- Annual recurring revenue under contract for MANTL expected to grow over 30% in 2025.
Headwinds
- MANTL acquisition will result in a $5 million Adjusted EBITDA loss in 2025.
- GAAP net losses may persist due to acquisition-related expenses.
- Revenue growth remains subject to market conditions and financial institution adoption.
- Integration of MANTL presents operational challenges.
- Stock-based compensation expenses continue to impact profitability.
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 Q4 2024
-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
| Quarter | Report date | Reaction (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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