Q2 Holdings publishes third-quarter 2026 earnings call transcript
QTWO•Q2 Holdings raised fiscal 2026 revenue guidance to $888 million–$892 million and adjusted EBITDA guidance to $253 million–$256 million. Third-quarter revenue rose 12% to $225.8 million, while management reiterated its 2027 growth and margin targets.
1. Raised 2026 guidance
Q2 Holdings raised its fiscal 2026 revenue guidance to $888 million–$892 million and adjusted EBITDA guidance to $253 million–$256 million, implying approximately 500 basis points of margin expansion.
2. 2027 targets and leadership
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 and will retain his CFO responsibilities pending a successor search. The executives attended the October 28, 2026, third-quarter earnings call, which reported revenue growth of 12% to $225.8 million.
