NASDAQ$ALKT

Alkami Technology Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Alkami Technology reported Q4 2025, revenue of $120.8M, a net loss of $11.4M.

For Q4 2025, Alkami Technology reported revenue of $120.8M, a net loss of $11.4M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $120.8M.
  • Net loss $11.4M.
  • Alkami Technology MD&A covers liquidity, operations, and outlook.

Headline financials

Total Revenue

$121M

Previous: $89.7M+34.7%
EPS (adj)

-$0.11

Previous: $0.11-200.0%
GAAP Gross Margin

57.2%

No prior period
Adjusted EBITDA

$19.1M

No prior period
Annual Recurring Revenue

$480M

No prior period
Registered Users

22.4M

No prior period
Revenue per Registered User

$21.44

No prior period
Non-GAAP Gross Margin

63.4%

No prior period
Net Income

-$11.4M

Previous: -$7.64M-49.2%
Operating Income

-$9.5M

Previous: -$8.63M-10.1%
Gross Profit

$69.1M

Previous: $53.2M+29.8%

Revenue & EPS history

Alkami Tech · Revenue · Quarterly

$121M

Q4 2025+34.7%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2025

Historical avgQ4 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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