Alkami Technology

ALKT

Market cap $1.74B

Alkami Technology, Inc. (ALKT) Q4 2025 Earnings Call Transcript

PLANO, Texas, Feb. 25, 2026 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami" or "the Company"), a leading cloud-based digital banking solutions provider for financial institutions (FIs) in the U.S., today announced results for its fourth quarter ending December 31, 2025. Fourth Quarter 2025 Financial Highlights GAAP total revenue of $120.8 million, an increase of 34.7% compared to the year-ago quarter; GAAP gross margin of 57.2%, compared to 59.3% in the year-ago quarter; Non-GAAP gross margin of 63.4%, compared to 63.1% in the year-ago quarter; GAAP net loss of $(11.4) million, compared to $(7.6) million in the year-ago quarter; and Adjusted EBITDA of $19.1 million, compared to $10.2 million in the year-ago quarter.

With the launch of the MANTL and MeridianLink POS integration, MANTL broadens access to its digital lending experience, giving banks and credit unions a seamless digital application that leverages the power of their MeridianLink LOS PLANO, Texas, Feb. 24, 2026 /PRNewswire/ -- MANTL , an Alkami solution team and leading provider of loan and deposit account opening technology, today announced that it is partnering with MeridianLink , a leading provider of lending software platforms for financial institutions. Together, the companies will offer an optional integrated point-of-sale (POS) solution to mutual clients.

Irenic Capital bought 2,106,448 Alkami shares in the fourth quarter. The quarter-end position value increased by approximately $48.60 million.

Modern Platform expands digital capabilities for both consumer and business clients, improving convenience, security, and long‑term scalability PLANO, Texas, Feb. 19, 2026 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a digital sales and service platform provider for financial institutions in the U.S., today announced that State Bank of Texas (SBT) has successfully gone live on Alkami's Digital Banking Platform (Platform), delivering a modern and intuitive experience for both retail and business banking customers. By partnering with Alkami, SBT is improving how customers manage their finances with a digital experience that's easy to use and built for everyday banking.

Historic Twin Cities bank launches a new digital experience focused on efficiency, fraud protection, and user-first design PLANO, Texas, Feb. 18, 2026 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a digital sales and service platform provider for financial institutions in the U.S., today announced that BankCherokee, the oldest family-owned and operated bank in the Twin Cities, has launched Alkami's Digital Banking Platform (Platform) to enhance the digital experiences of its retail and business banking customers. Founded over 100 years ago, BankCherokee is known for its long-standing commitment to serve its local neighborhoods and businesses.

Alkami Technology: Wrongfully Punished And Primed For A Buyout

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

Webinar highlights how transaction clarity uncovers hidden opportunities and supports smarter, data-driven decisions PLANO, Texas, Feb. 13, 2026 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a digital sales and service platform provider for financial institutions in the U.S., today announced it will host a webinar, Turning Chaos Into Clarity: Decoding the Language of Transactions, on Wednesday, February 25, 2026, at 2:00 p.m. ET, focused on how clean, standardized transaction data enables banks and credit unions to gain clearer insights and drive more informed decision-making.

PLANO, Texas, Feb. 10, 2026 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a digital sales and service platform provider for financial institutions in the U.S., today announced that it plans to report financial results for its fourth quarter ended December 31, 2025 on Wednesday, February 25, 2026, after the market close. Alkami will host a conference call at 5:00 p.m.