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Mar 31, 2023

Alkami Tech Q1 2023 Earnings Report

Alkami experienced healthy demand for its solutions and achieved significant growth in annual recurring revenue and digital banking users.

Key Takeaways

Alkami Technology, Inc. reported a 34% increase in GAAP total revenue to $60 million for the first quarter of 2023. The company also saw an 18% increase in digital banking users, reaching 15.1 million, and a 36% increase in Annual Recurring Revenue, reaching $240 million.

GAAP total revenue increased by 34% compared to the year-ago quarter, reaching $60 million.

GAAP gross margin was 54%, slightly lower than 55% in the year-ago quarter.

The company exited the quarter with 15.1 million digital banking users, an 18% increase year-over-year.

Annual Recurring Revenue (ARR) reached $240 million, a 36% increase compared to the year-ago quarter.

Total Revenue
$60M
Previous year: $44.8M
+33.9%
EPS
-$0.04
Previous year: -$0.049
-18.4%
GAAP Gross Margin
54%
Previous year: 55%
-1.8%
Adjusted EBITDA
-$2.93M
Previous year: -$3.59M
-18.4%
Annual Recurring Revenue
$240M
Previous year: $177M
+35.7%
Gross Profit
$32.1M
Previous year: $24.8M
+29.5%
Cash and Equivalents
$114M
Previous year: $187M
-39.0%
Free Cash Flow
-$9.84M
Previous year: -$8.63M
+14.1%
Total Assets
$482M
Previous year: $431M
+11.9%

Alkami Tech

Alkami Tech

Forward Guidance

Alkami is providing guidance for its second quarter ending June 30, 2023 and for the calendar year ending December 31, 2023.

Positive Outlook

  • GAAP total revenue in the range of $62.5 million to $63.5 million for Q2 2023.
  • Adjusted EBITDA loss in the range of ($4.5) million to ($3.5) million for Q2 2023.
  • GAAP total revenue in the range of $257 million to $261 million for the year 2023.
  • Adjusted EBITDA loss in the range of ($6) million to ($3) million for the year 2023.