Q2 Holdings forecasts $881M-$886M 2026 revenue and raises subscription growth view to 14.5%

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Q2 Holdings has issued full-year 2026 revenue guidance of $881 million to $886 million, representing approximately 11% year-over-year growth, while raising its subscription revenue growth expectation to about 14.5% from a prior 14%. The company reported second-quarter revenue of $219.8 million, up 13% year-over-year, with adjusted EBITDA of $62.8 million, or 28.6% of revenue. Total annualized recurring revenue reached $971 million, and the board authorized an additional $350 million in share repurchases, bringing total available capacity to roughly $375 million after retiring the last tranche of convertible notes in June. Management also announced the formal launch of Q2 Assistant and Q2 Code at its CONNECT 26 conference, with general availability expected in the fourth quarter, while cautioning that AI-related revenue timing and unit economics remain in early stages.

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Q2 Holdings
QTWO
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Company raised 2026 revenue guidance and subscription growth view, reported strong Q2 results, and authorized $350M buyback.

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