Q3 2025 Alkami Technology Inc Earnings Call Transcript
Key Points
- Alkami Technology Inc (ALKT) reported a strong revenue growth of over 31% in Q3 2025.
- The company increased its adjusted EBITDA to $16 million, showcasing improved profitability.
- Alkami added 10 new clients to its digital banking platform, including the largest new logo transaction in its history.
- The company successfully implemented 13 new clients onto its digital banking platform, the most in a single quarter.
- Alkami's acquisition of Mantle is showing positive results, with 29 new Mantle clients added in the quarter.
- The timing of implementations affected quarterly revenue growth, with some implementations pushed to Q4.
- There was a slight sequential decrease in ARR backlog for implementation, despite strong new signings.
- Gross margin saw a sequential step down due to third-party IP costs, although it expanded year-over-year.
- The company faces challenges in transitioning community banks from suite to best-of-breed digital banking solutions.
- Alkami's loan origination platform is still in the evaluation phase and not yet generally available for sale.
Hello and welcome to the alchemy's 3rd quarter 2025 Financial Results conference call. My name is Andrew, and I will be your operator for today's call.
At this time, all lines are in listen-only mode.
Following the presentation, we will conduct a question-and-answer session.
If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded on Thursday, October 30, 2025.
I would now like to turn the call over to Steve Cock. Steve, you may begin.
Thank you, operator, and with me on today's caller Alex Schulman, Chief Executive Officer, and Brian Hill, 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 uncertainties. Our actual results may be materially different. For a summary of risk factors associated with our forward
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
