NYSE$QTWO

Q2 Holdings Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Q2 Holdings reported Q1 2025 revenue of $185.0M, net income of $4.8M, diluted EPS of $0.08.

For Q1 2025, Q2 Holdings reported Revenue was $185.0M, net income was $4.8M, diluted EPS was $0.08. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $185.0M for Q1 2025.
  • Net income $4.8M.
  • Diluted EPS $0.08.

Headline financials

Total Revenue

$190M

Previous: $166M+14.6%
EPS (adj)

$0.08

Previous: -$0.23+134.8%
GAAP Gross Margin

53.2%

No prior period
Adjusted EBITDA

$40.7M

No prior period
Non-GAAP Gross Margin

57.9%

No prior period
Subscription ARR

$702M

No prior period
Remaining Performance Obligations

$2.3B

No prior period
Capital Expenditures

-$785K

Previous: -$1.41M+44.1%
Net Income

$4.75M

Previous: -$13.8M+134.3%
Operating Income

$2.19M

Previous: -$14.2M+115.4%
Gross Profit

$101M

Previous: $82.3M+22.8%

Revenue & EPS history

Q2 · Revenue · Quarterly

$190M

Q1 2025+14.6%vs Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure 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 Q1 2025

Historical avgQ1 2025

+3.7%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+2.2%

Avg return

30 days after

65%

31 / 48 earnings

Positive

+18.5%

Q3 2024

Best reaction

-8.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-0.3%-9.9%
Q4 2025-7.4%-7.1%-14.7%
Q3 2025+15.3%+20.1%+20.3%
Q1 2025+13.1%+15.5%+13.6%
Q4 2024+0.9%+1.8%-17.6%
Q3 2024+18.5%+18.4%+28.6%
Q2 2024+5.5%-1.9%+11.7%
Q1 2024+15.9%+19.7%+18.3%
Q4 2023+9.1%+10.6%+21.9%
Q3 2023+9.9%+11.9%+24.9%
Q2 2023-6.2%-4.5%-1.7%
Q1 2023+12.1%+9.6%+24.9%
Q4 2022-2.3%-5.6%-31.6%
Q3 2022-8.2%+7.7%-4.2%
Q2 2022+0.1%-2.3%-15.8%
Q1 2022-4.7%-12.3%-0.3%
Q4 2021+4.6%-1.3%-3.8%
Q3 2021+14.3%+13.2%-5.6%
Q2 2021-6.1%-11.2%-7.9%
Q1 2021-3.5%-6.2%-3.2%
Q4 2020-6.5%-7.7%-27.1%
Q3 2020+7.6%+10.8%+24.5%
Q2 2020+5.3%-4.5%-4.8%
Q1 2020+5.9%+2.1%+5.5%
Q4 2019+2.1%-4.6%-36.6%
Q3 2019-0.8%+7.1%+17.6%
Q2 2019+15.2%+15.5%+17.2%
Q1 2019-6.3%-2.0%-4.9%
Q4 2018+4.0%+3.9%+6.2%
Q3 2018+3.7%+1.6%-1.0%
Q2 2018-3.2%-1.9%+2.8%
Q1 2018+10.2%+9.2%+14.1%
Q4 2017+3.8%+5.8%+8.8%
Q3 2017-3.8%-1.3%-2.7%
Q2 2017-2.5%-2.7%+4.7%
Q1 2017-1.0%-1.3%+3.5%
Q4 2016+12.1%+13.2%+13.2%
Q3 2016-3.7%+5.5%+2.0%
Q2 2016-5.1%-14.2%-5.5%
Q1 2016+6.7%
Q4 2015+13.3%
Q3 2015+10.6%
Q2 2015+1.7%
Q1 2015+13.8%
Q4 2014+7.4%
Q3 2014-7.1%
Q2 2014+9.1%
Q1 2014+2.4%
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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