Q2 Holdings Publishes Third-Quarter 2026 Earnings Call Transcript

By Public Technologies
  • Q2 Holdings raised fiscal 2026 revenue guidance to USD 888 million–USD 892 million.
  • Full-year adjusted EBITDA guidance increased to USD 253 million–USD 256 million, implying approximately 500 basis points of margin expansion.
  • Management reiterated 2027 subscription revenue growth of 12.5%–13% and adjusted EBITDA margin expansion of 150–200 basis points, excluding meaningful AI contributions.
  • Jonathan A. Price became co-CEO alongside Matthew P. Flake, retaining his CFO responsibilities pending a successor search.
  • Both executives attended the October 28, 2026, third-quarter earnings call, which reported revenue growth of 12% to USD 225.8 million.


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