QTWO · Q2 Holdings, Inc.
$64.73
-1.49 (-2.25%)
At close · Aug 14
Market Cap
$3.90B
Shares
62.35M
Q2 Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for Q2 Holdings, Inc. (QTWO) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲14.2%
$144.75M
−$27.79M
'22 Q3
22-11-07
▲11.1%
$146.54M
−$32.41M
'22 Q4
23-02-21
▲14.1%
$153.01M
−$516,000
'23 Q1
23-05-09
▲10.1%
$154.53M
−$23.62M
'23 Q2
23-08-02
▲7.1%
$154.97M
−$23.17M
'23 Q3
23-11-01
▲10.6%
$162.12M
−$18.08M
'23 Q4
24-02-21
▲8.2%
$165.51M
−$13.84M
'24 Q1
24-05-01
▲11.9%
$172.89M
−$13.06M
'24 Q2
24-07-31
▲12.9%
$175.02M
−$11.80M
'24 Q3
24-11-06
▲12.9%
$183.04M
$164,000
'24 Q4
25-02-12
▲14.6%
$189.74M
$4.75M
'25 Q1
25-05-07
▲12.9%
$195.15M
$11.76M
'25 Q2
25-07-30
▲15.2%
$201.70M
$15.05M
'25 Q3
25-11-05
▲13.8%
$208.22M
$20.44M
'25 Q4
26-02-11
▲14.1%
$216.51M
$26.64M
'26 Q1
26-04-29
LATEST
▲12.6%
$219.76M
$29.86M
'26 Q2
26-07-29
Earnings call
FY26 · Q2
2026-07-29
Q2 Holdings, Inc. 2Q 2026 Earnings Call
Confident tone
Cross-sell pipeline and product breadth
Tier one and enterprise deal mix
Margin expansion and operating leverage
Revenue
$219.76M
▲ 12.6% YoY Diluted EPS
$0.46
▲ 155.6% YoY Gross margin
59.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Q2 Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone
Financial performance and Q1 results
Fraud solutions
Sales bookings and new wins
Revenue
$216.51M
▲ 14.1% YoY Diluted EPS
$0.40
▲ 471.4% YoY Gross margin
59.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Q2 Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone
Bookings strength and tier-one wins
Bank M&A tailwind
Helix / core modernization
Revenue
$208.22M*
▲ 13.8% YoY Gross margin
55.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Q2 Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone
Financial Results and Guidance
Bookings and Tier 1/Enterprise Wins
AI Strategy and Dev Days
Revenue
$201.70M
▲ 15.2% YoY Diluted EPS
$0.23
Gross margin
54.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Q2 Holdings, Inc. Q2 FY2025 Earnings Call
Positive tone
Quarterly financial results
Enterprise and Tier 1 sales execution
Subscription revenue mix shift
Revenue
$195.15M
▲ 12.9% YoY Diluted EPS
$0.18
Gross margin
53.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Q2 Holdings, Inc. Q1 FY2025 Earnings Call
Positive tone
Q1 Financial Results
Guidance and 2026 Outlook
Renewals and Customer Retention
Revenue
$189.74M
▲ 14.6% YoY Diluted EPS
$0.07
Gross margin
53.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-12
Q2 Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone
Bookings and Sales Execution
Risk and Fraud Solutions
Backlog and Renewals
Revenue
$183.04M*
▲ 12.9% YoY Gross margin
52.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Q2 Holdings, Inc. Q3 FY2024 Earnings Call
Confident tone
Digital banking bookings
Gross margin and profitability outlook
Quarterly financial outperformance
Revenue
$175.02M
▲ 12.9% YoY Diluted EPS
$-0.20
Gross margin
50.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Q2 Holdings, Inc. Q2 FY2024 Earnings Call
Positive tone
Digital banking platform strength
Expansion and cross-sell activity
Services revenue headwinds and discretionary spending
Revenue
$172.89M
▲ 11.9% YoY Diluted EPS
$-0.22
Gross margin
50.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Q2 Holdings, Inc. Q1 FY2024 Earnings Call
Confident tone
Tier 1 digital banking wins and expansion
Financial outperformance
Tier 2 and Tier 3 momentum
Revenue
$165.51M
▲ 8.2% YoY Diluted EPS
$-0.23
Gross margin
49.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Q2 Holdings, Inc. Q4 FY2023 Earnings Call
Confident tone
Profitability and Margin Expansion
Subscription Mix Shift
Record Q4 Bookings and Backlog
Revenue
$162.12M*
▲ 10.6% YoY Gross margin
50.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Q2 Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$154.97M
▲ 7.1% YoY Diluted EPS
$-0.40
Gross margin
47.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Q2 Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$154.53M
▲ 10.1% YoY Diluted EPS
$-0.41
Gross margin
47.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Q2 Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$153.01M
▲ 14.1% YoY Diluted EPS
$-0.01
Gross margin
47.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-21
Q2 Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$146.54M*
▲ 11.1% YoY Gross margin
45.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-07
Q2 Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$144.75M
▲ 14.2% YoY Diluted EPS
$-0.48
Gross margin
46.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Q2 Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$140.31M
▲ 13.5% YoY Diluted EPS
$-0.44
Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Q2 Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$134.07M
▲ 15.1% YoY Diluted EPS
$-0.41
Gross margin
45.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
Q2 Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$131.89M*
▲ 21% YoY Gross margin
45.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Q2 Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$126.74M
▲ 22.1% YoY Diluted EPS
$-0.56
Gross margin
45.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Q2 Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$123.57M
▲ 26.6% YoY Diluted EPS
$-0.53
Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Q2 Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$116.52M
▲ 26.1% YoY Diluted EPS
$-0.46
Gross margin
45.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Q2 Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$108.99M
▲ 25.5% YoY Gross margin
40.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Q2 Holdings, Inc. Q3 FY2020 Earnings Call
Revenue
$103.80M
▲ 30.2% YoY Diluted EPS
$-0.50
Gross margin
44.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Q2 Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$97.58M
▲ 25.7% YoY Diluted EPS
$-0.76
Gross margin
45.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Q2 Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$92.38M
▲ 29.6% YoY Gross margin
42.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Q2 Holdings, Inc. Q4 FY2019 Earnings Call
Revenue
$86.84M
▲ 29.3% YoY Gross margin
48.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1410384
CUSIP
74736L109
13F (30d)
312 filings
310 filers
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