Alkami Reports Strong Q4 & Full-Year 2025 Results with Doubled Adjusted EBITDA and Positive 2026 Outlook

summarizeSummary

Alkami Technology reported strong Q4 and full-year 2025 financial results, featuring substantial revenue growth and a significant increase in Adjusted EBITDA, alongside positive guidance for 2026.

check_boxKey Events

• Strong Q4 & Full-Year Revenue Growth

  GAAP total revenue increased 34.7% in Q4 2025 to $120.8 million and 32.9% for the full year to $443.6 million.

• Adjusted EBITDA More Than Doubled

  Adjusted EBITDA surged to $19.1 million in Q4 2025 (up 87% YoY) and $59.1 million for the full year (up 120% YoY).

• Positive 2026 Financial Outlook

  The company issued guidance for 2026, projecting GAAP total revenue between $525.5 million and $530.5 million and Adjusted EBITDA between $93.5 million and $97.5 million.

• Key Metrics Expansion

  Annual Recurring Revenue (ARR) grew 35% to $480.3 million, and registered users increased 12% to 22.4 million, with remaining performance obligation (RPO) reaching $1.7 billion.

auto_awesomeAnalysis

Alkami Technology, Inc. delivered robust financial performance for Q4 and the full year 2025, marked by significant revenue growth and a more than doubling of Adjusted EBITDA. The company also provided an optimistic outlook for 2026, projecting continued strong growth in both revenue and Adjusted EBITDA. These strong results are particularly notable as the company's stock is currently trading below its 52-week low, potentially signaling a turning point for investor sentiment and highlighting strong operational execution and an expanding client base.