Q4 2025 Alkami Technology Inc Earnings Call Transcript
Key Points
- Alkami Technology Inc (ALKT) reported a strong fourth-quarter performance, with revenue growth of 35% and adjusted EBITDA of $19 million.
- The company achieved a full-year revenue growth of 33% and more than doubled its adjusted EBITDA to over $59 million compared to 2024.
- Alkami Technology Inc (ALKT) added 16 new digital banking clients and 33 new Mantle clients in Q4, marking a record year for new client bookings.
- The integration of Mantle has accelerated performance, with Mantle now powering over 1,000 bank and credit union branches across the US.
- AI initiatives are showing promising results, with a reported 18% increase in developer productivity and a 9% increase in ticket closure speed in customer support.
- The company anticipates a 75% decline in termination fee revenue, which will impact reported growth in 2026.
- There are increased database technology costs, which are expected to be temporary but have affected margins.
- The implementation of the Digital Sales and Service Platform (DSSP) may take longer than standalone products, potentially delaying revenue recognition.
- Alkami Technology Inc (ALKT) faces challenges in the bank market, needing to de-risk client decisions to switch from legacy systems.
- The company is dealing with a significant increase in database license costs, which has impacted their adjusted EBITDA margin guidance.
Good afternoon, ladies and gentlemen, and welcome to the Alkami Technology fourth-quarter 2025 financial results conference call. (Operator Instructions) This call is being recorded on Wednesday, February 25, 2026.
I'd like to turn the conference over to Steve Calk. Steve, go ahead.
Thank you, Natasha. With me on today's caller Alex Shootman, Chief Executive Officer; and Cassandra Hudson, Chief Financial Officer.
During today's call, we may make forward-looking statements about guidance and other matters regarding our future performance. These statements are based on management's current views and expectations and are subject to various risks and certainties are actual results may be materially different. For a summary of risk factors associated with our forward-looking statements, please refer to today's press release and the sections in our latest 10-K entitled Risk factors and forward-looking statements. Statements made during the car being made as of today, and we undertake no
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