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Dec 31, 2025
Alkami Tech Q4 2025 Earnings Report
Alkami Tech Q4 2025 Earnings Report
Key Takeaways
Alkami delivered strong fourth-quarter results with revenue growth of 34.7% and a significant increase in Adjusted EBITDA. The company saw record new logo signings and expanded its digital banking user base to 22.4 million, while successfully launching its Digital Sales & Service Platform.
GAAP total revenue reached $120.8 million, representing a 34.7% year-over-year increase.
Adjusted EBITDA nearly doubled year-over-year to $19.1 million for the quarter.
Annual Recurring Revenue (ARR) grew 35% to $480.3 million, supported by a 20% increase in revenue per registered user.
The company signed 39 new logos in 2025, with Q4 being the best new logo quarter in four years.
Remaining performance obligation (RPO) reached $1.7 billion, providing high visibility into future performance.
Revenue by Geographic Location
Forward Guidance
Alkami expects continued growth in 2026 with full-year revenue projected between $525.5 million and $530.5 million.
Positive Outlook
- Q1 2026 revenue guidance of $124.7 million to $125.7 million.
- Full year 2026 revenue growth expected to reach up to $530.5 million.
- Significant expansion in Adjusted EBITDA guidance for FY 2026 ($93.5M - $97.5M).
- Strong momentum in the Digital Sales & Service Platform with high win rates.
- Substantial visibility provided by $1.7 billion in remaining performance obligations.
Challenges Ahead
- History of operating losses and limited operating history.
- Potential impact from a volatile macro environment on financial institutions.
- Intense competition in the cloud-based digital banking solutions industry.
- Unpredictable and time-consuming nature of sales cycles.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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