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Jun 30, 2024

Alkami Tech Q2 2024 Earnings Report

Alkami demonstrated strong operating and financial performance, driven by new client acquisitions, add-on sales, and renewals.

Key Takeaways

Alkami Technology, Inc. reported GAAP total revenue of $82.2 million for the second quarter of 2024, a 24.9% increase compared to the year-ago quarter. The company achieved a GAAP gross margin of 59.4% and an adjusted EBITDA of $4.6 million. Alkami ended the quarter with 18.6 million live registered users, up 2.7 million compared to the prior-year quarter.

GAAP total revenue increased by 24.9% year-over-year to $82.2 million.

GAAP gross margin improved to 59.4% compared to 53.9% in the year-ago quarter.

Adjusted EBITDA was $4.6 million, compared to a loss of $(2.5) million in the year-ago quarter.

The company signed eight new digital banking clients in the second quarter.

Total Revenue
$82.2M
Previous year: $65.8M
+24.9%
EPS
$0.05
Previous year: -$0.03
-266.7%
GAAP Gross Margin
59.4%
Previous year: 54%
+10.0%
Adjusted EBITDA
$4.6M
Previous year: -$2.53M
-282.0%
Annual Recurring Revenue
$321M
Previous year: $257M
+25.0%
Gross Profit
$48.8M
Previous year: $35.5M
+37.5%
Cash and Equivalents
$61.4M
Previous year: $90.3M
-32.0%
Free Cash Flow
$123K
Previous year: -$5.9M
-102.1%
Total Assets
$404M
Previous year: $473M
-14.6%

Alkami Tech

Alkami Tech

Forward Guidance

Alkami is providing guidance for its third quarter ending September 30, 2024 and fiscal year ending December 31, 2024.

Positive Outlook

  • GAAP total revenue in the range of $83.8 million to $85.3 million for Q3 2024.
  • Adjusted EBITDA in the range of $5.8 million to $6.8 million for Q3 2024.
  • GAAP total revenue in the range of $330.5 million to $333.5 million for fiscal year 2024.
  • Adjusted EBITDA in the range of $22.0 million to $24.0 million for fiscal year 2024.