Q2 Holdings surges 8% on strong guidance and Q1 revenue beat

Published 07/05/2025, 23:04
Q2 Holdings surges 8% on strong guidance and Q1 revenue beat

Investing.com -- Q2 Holdings , Inc. (NYSE:QTWO) saw its stock jump 8.1% after the digital banking solutions provider reported first quarter revenue above analyst estimates and issued upbeat guidance for the full year 2025.

The company posted revenue of $189.7 million for the first quarter, beating the consensus estimate of $186.68 million and representing a 15% increase YoY. However, Q2’s adjusted earnings per share of $0.07 fell short of analysts’ expectations of $0.48.

Looking ahead, Q2 Holdings provided strong guidance that exceeded Wall Street projections. For the full year 2025, the company expects revenue between $776 million and $783 million, above the consensus estimate of $775.3 million.

"We delivered strong results to start the year with solid performance across the business," said Q2 Chairman and CEO Matt Flake. "Our first quarter bookings performance was marked by significant renewals and expansion activity, demonstrating the enduring value of our solutions to our customers."

The company highlighted five new Tier 1 and Enterprise contracts signed in the quarter, including an expansion agreement with a Top 50 US bank for risk and fraud solutions. Q2’s total backlog grew 20% YoY to approximately $2.3 billion at quarter-end.

Q2 Holdings’ subscription annualized recurring revenue increased 14% YoY to $702.4 million. The company noted strong renewal bookings momentum continuing from 2024.

While Q2’s adjusted EPS missed estimates, investors appeared to focus on the revenue beat and optimistic outlook, sending shares higher in after-hours trading. The company’s guidance suggests continued growth as it helps financial institutions address critical needs like deposit gathering and fraud prevention.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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