Digital banking software firm Alkami Q3 revenue misses estimates

Reuters
10/31
Digital banking software firm Alkami Q3 revenue misses estimates

Overview

  • Alkami Q3 revenue grows 31.5% yr/yr but misses analyst expectations

  • Adjusted EBITDA for Q3 rises significantly, demonstrating progress in scaling business

  • Company reports GAAP net loss of $14.8 mln, up from $9.4 mln last year

Outlook

  • Alkami sees Q4 revenue between $119.6 mln and $121.1 mln

  • Company expects Q4 adjusted EBITDA of $16.1 mln to $17.1 mln

  • Alkami forecasts full-year revenue between $442.5 mln and $444.0 mln

  • Company projects full-year adjusted EBITDA of $56.0 mln to $57.0 mln

Result Drivers

  • NEW CLIENTS - Successful launch of 13 new financial institutions, including six banks, contributed to revenue growth

  • REGIONAL DEMAND - Demand among regional and community financial institutions continues to drive favorable pipeline and revenue opportunities

  • HOLISTIC SOLUTIONS - Early momentum in demand for holistic solutions like Alkami's Digital Sales & Service Platform

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Miss

$112.95 mln

$114.30 mln (10 Analysts)

Q3 Net Income

-$14.80 mln

Q3 Gross Margin

56.80%

Q3 Adjusted Gross Margin

63.70%

Q3 Gross Profit

$64.14 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the it services & consulting peer group is "buy"

  • Wall Street's median 12-month price target for Alkami Technology Inc is $37.50, about 39.8% above its October 29 closing price of $22.59

Press Release: ID:nPnbD5zjRa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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