Jun 2026 (Q2 FY26) — Jul 29, 2026
Alkami Technology Q2 FY26 — Strong Revenue Growth and Profitability Exceed Expectations, Bank Market Penetration Continues
Read the full callAlkami Technology earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 130 | +15.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -5.9 | +8.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -8.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $23.29 on 14 Oct 2025 → $14.23. High $23.81 (24 Oct 2025), low $13.37 (29 Sept 2026).
Overview
Call summaries
Alkami Technology Q2 FY26 — Strong Revenue Growth and Profitability Exceed Expectations, Bank Market Penetration Continues
Read the full callEvery analysed call
Financials
Net profit, year on year: +35% (quarter to jun 2026 against jun 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 82 | 86 | 90 | 98 | 112 | 113 | 121 | 130 |
| Operating profit | -13 | -10 | -9 | -15 | -16 | -13 | -9 | -8 |
| Operating margin | −16.1% | −12.1% | −9.6% | −15.7% | −14.2% | −11.4% | −7.9% | −5.9% |
| Interest | 0 | 0 | 0 | 1 | 3 | 3 | 3 | 2 |
| Profit before tax | -12 | -9 | -8 | -15 | -18 | -15 | -11 | -9 |
| Tax rate | −1.5% | 0.2% | 0.6% | 48.2% | 24.0% | 0.2% | −2.7% | 2.3% |
| Net profit | -12 | -9 | -8 | -8 | -14 | -15 | -11 | -9 |
| EPS ($ per share) | -0.13 | -0.09 | — | -0.08 | -0.13 | -0.14 | — | -0.08 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -264 | -314 | -372 | -435 | -476 | -524 |
| Total liabilities | — | 69 | 92 | 155 | 75 | 80 | 485 |
| Fixed assets | — | 10 | 12 | 14 | 17 | 22 | 27 |
| Total assets | — | 249 | 437 | 489 | 400 | 437 | 847 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -39 | -38 | -29 | -38 | -18 | 19 | 43 |
| Cash from investing | -4 | -27 | -22 | -224 | 34 | 23 | -398 |
| Cash from financing | 30 | 225 | 192 | 61 | -88 | 12 | 324 |
| Net cash flow | -13 | 160 | 141 | -201 | -71 | 53 | -31 |
| Capital expenditure | -4 | -2 | -1 | -1 | -1 | -1 | -2 |
| Free cash flow | -43 | -40 | -30 | -39 | -19 | 17 | 41 |
72 filings between Nov 7, 2025 and Oct 5, 2026.
Purchases
$254.75M
21 purchases by 3 insiders
Sales
$1.54M
7 sales by 4 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| GENERAL ATLANTIC GENPAR (BERMUDA), L.P. | $127.32M | — | May 14, 2026 |
| GENERAL ATLANTIC, L.P. | $127.32M | — | May 14, 2026 |
| Shootman Alex | — | $1.12M | Mar 9, 2026 |
| Linebarger Douglas A. | — | $259.6K | Mar 2, 2026 |
| HUDSON CASSANDRA | — | $116.1K | Mar 2, 2026 |
| Payne Joseph P. | $100.2K | — | Mar 11, 2026 |
| Sachdeva Prerna | — | $45.2K | Mar 2, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | SMITH BRIAN R Director | Award | 1,085 | $0 |
| Oct 5, 2026 | Mitchell Steven R Director | Award | 490 | $0 |
| Oct 5, 2026 | FOX JEFFREY H Director | Award | 420 | $0 |
| Oct 5, 2026 | Alvarez Maria Ines Director | Award | 630 | $0 |
| Oct 5, 2026 | Linville Judson C Director | Award | 420 | $0 |
| Sep 8, 2026 | Shootman Alex Chief Executive Officer | Tax withheld | 16,188 | $313.7K |
| Sep 1, 2026 | Shootman Alex Chief Executive Officer | Tax withheld | 5,205 | $101.2K |
| Sep 1, 2026 | Sachdeva Prerna Chief Accounting Officer | Tax withheld | 1,421 | $27.6K |
| Sep 1, 2026 | HUDSON CASSANDRA Chief Financial Officer | Tax withheld | 8,293 | $161.2K |
| Sep 1, 2026 | Linebarger Douglas A. Chief Legal Officer | Tax withheld | 7,381 | $143.5K |
| Aug 7, 2026 | HUDSON CASSANDRA Chief Financial Officer | Award | 52,116 | $0 |
| Jul 5, 2026 | FOX JEFFREY H Director | Award | 457 | $0 |
| Jul 5, 2026 | SMITH BRIAN R Director | Award | 1,180 | $0 |
| Jul 5, 2026 | Alvarez Maria Ines Director | Award | 685 | $0 |
| Jul 5, 2026 | Mitchell Steven R Director | Award | 533 | $0 |
| Jul 5, 2026 | Linville Judson C Director | Award | 457 | $0 |
| Jun 8, 2026 | Shootman Alex Chief Executive Officer | Tax withheld | 16,188 | $256.6K |
| Jun 1, 2026 | Shootman Alex Chief Executive Officer | Tax withheld | 5,205 | $98.6K |
| Jun 1, 2026 | Sachdeva Prerna Chief Accounting Officer | Tax withheld | 1,370 | $26.0K |
| Jun 1, 2026 | Linebarger Douglas A. Chief Legal Officer | Tax withheld | 5,819 | $110.3K |
| Jun 1, 2026 | HUDSON CASSANDRA Chief Financial Officer | Tax withheld | 6,122 | $116.0K |
| May 19, 2026 | KANE CHARLES Director | Award | 11,357 | $0 |
| May 19, 2026 | FOX JEFFREY H Director | Award | 20,323 | $0 |
| May 19, 2026 | SMITH BRIAN R Director | Award | 11,357 | $0 |
| May 19, 2026 | Osnoss Raphael Director | Award | 11,357 | $0 |
| May 19, 2026 | Linville Judson C Director | Award | 20,323 | $0 |
| May 19, 2026 | Morgan Susanna Director | Award | 11,357 | $0 |
| May 19, 2026 | Alvarez Maria Ines Director | Award | 11,357 | $0 |
| May 19, 2026 | Mitchell Steven R Director | Award | 11,357 | $0 |
| May 19, 2026 | Payne Joseph P. Director | Award | 11,357 | $0 |
| May 19, 2026 | Yastine Barbara A. Director | Award | 11,357 | $0 |
| May 14, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 675,000 | $11.13M |
| May 14, 2026 | GENERAL ATLANTIC, L.P. Director | Purchase | 675,000 | $11.13M |
| May 13, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 550,000 | $9.15M |
| May 13, 2026 | GENERAL ATLANTIC, L.P. Director | Purchase | 550,000 | $9.15M |
| May 12, 2026 | GENERAL ATLANTIC, L.P. Director | Purchase | 750,000 | $12.65M |
| May 12, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 750,000 | $12.65M |
| May 6, 2026 | GENERAL ATLANTIC, L.P. Director | Purchase | 844,772 | $14.05M |
| May 6, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 844,772 | $14.05M |
| May 5, 2026 | GENERAL ATLANTIC, L.P. Director | Purchase | 700,000 | $11.79M |
| May 5, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 700,000 | $11.79M |
| May 4, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 521,771 | $8.83M |
| May 4, 2026 | GENERAL ATLANTIC, L.P. Director | Purchase | 521,771 | $8.83M |
| Apr 5, 2026 | Alvarez Maria Ines Director | Award | 674 | $0 |
| Apr 5, 2026 | Mitchell Steven R Director | Award | 524 | $0 |
| Apr 5, 2026 | SMITH BRIAN R Director | Award | 1,160 | $0 |
| Mar 12, 2026 | GENERAL ATLANTIC, L.P. Director | Purchase | 500,000 | $9.16M |
| Mar 12, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 500,000 | $9.16M |
| Mar 11, 2026 | Payne Joseph P. Director | Purchase | 5,500 | $100.2K |
| Mar 11, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | Purchase | 900,000 | $16.57M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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