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Q2 Holdings (QTWO) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | February 11, 2026, 7:30 PM

For the quarter ended December 2025, Q2 Holdings (QTWO) reported revenue of $208.22 million, up 13.8% over the same period last year. EPS came in at $0.61, compared to $0.48 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $204.82 million, representing a surprise of +1.66%. The company delivered an EPS surprise of +4.1%, with the consensus EPS estimate being $0.59.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Q2 Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Registered Users: 27.3 million versus 27.5 million estimated by two analysts on average.
  • Revenue- Subscription: $170.67 million versus $168.64 million estimated by five analysts on average.
  • Revenue- Services and other: $20.15 million versus $18.8 million estimated by five analysts on average.
  • Revenue- Transactional: $17.41 million compared to the $17.38 million average estimate based on five analysts.

View all Key Company Metrics for Q2 Holdings here>>>

Shares of Q2 Holdings have returned -16.7% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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Q2 Holdings, Inc. (QTWO): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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