ALKAMI TECHNOLOGY, INC. — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Alkami reported Q2 2026 GAAP revenue of $129.8M (+15.9% YoY), with ARR reaching $511.7M (+21% YoY). Adjusted EBITDA of $19.4M (+63% YoY) and 430 basis points margin expansion. Digital banking platform clients grew to 313 (+11 YoY), registered users to 23.6M (+2.7M YoY). RPU increased 7% to $21.69. Full-year 2026 guidance: revenue $528–531M, Adjusted EBITDA $96–98M.
Why this rating
Strong growth in ARR, users, and profitability metrics; however, GAAP gross margin declined 180 bps YoY, offsetting operational leverage. Growth rate deceleration observable (ARR growth 21% vs. 32% prior year). For a $2.4B company, this quarter shows solid execution but not trajectory-changing.
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