Q2 Holdings, Inc. Investor Presentation May 2025
Our Mission Statement
TO BUILD STRONG AND DIVERSE COMMUNITIES BY
Q2 Investment Highlights
Highly attractive business model positioned for strong subscription revenue growth and margin expansion
Large and expanding TAM benefiting from secular megatrends
Mission-critical technology powering the digital transformation of
financial services
cross-sell opportunity
Highly Attractive Business Model
FY 2025 Guidance (Mid-point)5
$780M
Revenue
$173M
Adjusted EBITDA
+1,300
Total Customers1
~10 Years
Avg Customer Tenure2
Annual Average Targets ('24-'26)7
~15%
Subscription Revenue Growth
360bps
Adj EBITDA Margin
Expansion
FY 2026 Target
~85%
Free Cash Flow
Conversion6
14%
Y/Y Growth in Subscription ARR3
57%
Avg Customer Contracted Revenue Growth at
48 Months4
1Total numbers of customers signed as of December 31, 2024. 2Digital Banking Platform average current customer contract term as of December 31, 2024. 3Subscription Annualized Recurring Revenue (ARR) growth as measured from the total balance of Subscription ARR on March 31, 2025 compared to the total balance of Subscription ARR on March 31, 2024.4Based on Digital Banking Platform customers that went live from 2013-2024. Growth of contracted recurring revenue by Q2 Digital Banking Platform customers 48 months after implementation.5Rounded midpoint of guidance issued on May 7, 2025. 6Full Year Free Cash flow for 2026 as a percentage of Adjusted EBITDA for full year 2026. 7Represents Q2's targets for
revenue growth and Adjusted EBITDA Margin by late 2026. These forward-looking figures represent Q2's financial targets, may prove to be inaccurate, and do not constitute guidance. 5
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Q2 Holdings Inc. published this content on May 07, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2025 at 22:18 UTC.