Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Q2 Holdings reported a solid financial performance for the third quarter of 2025, showcasing revenue of $202 million, a 15% increase year-over-year, and adjusted EBITDA of $49 million, which translates to a margin of 24.2%.</li><li>Additionally, the company produced a free cash flow of $37 million, marking a positive financial trend.</li><li>The revenue growth is predominantly attributed to an increase in subscription-based revenues, which grew by 18% year-over-year, making up 82% of the total revenue, reflecting a strategic shift toward this higher-margin revenue stream.</li></ul>

Q2 Holdings reported a solid financial performance for the third quarter of 2025, showcasing revenue of $202 million, a 15% increase year-over-year, and adjusted EBITDA of $49 million, which translates to a margin of 24.2%.Additionally, the company produced a free cash flow of $37 million, marking a positive financial trend.The revenue growth is predominantly attributed to an increase in subscription-based revenues, which grew by 18% year-over-year, making up 82% of the total revenue, reflecting a strategic shift toward this higher-margin revenue stream.

Q2 Holdings Is Leveraging Big Data—How Will Its 27 Million-User Advantage Reshape AI Adoption?

<ul><li>Q2 Holdings reported its financial results for the second quarter of 2025, demonstrating strong performance in several key areas.</li><li>The company achieved revenue of $195 million, representing a 13% increase compared to the previous year.</li><li>This growth was largely driven by subscription-based revenues, which saw a 16% year-overyear increase, contributing to 81% of the total revenue mix.</li></ul>

Q2 Holdings reported its financial results for the second quarter of 2025, demonstrating strong performance in several key areas.The company achieved revenue of $195 million, representing a 13% increase compared to the previous year.This growth was largely driven by subscription-based revenues, which saw a 16% year-overyear increase, contributing to 81% of the total revenue mix.

Q2 Holdings: Innovation Studio Adoption As A Significant Contributor To Growth!

<ul><li>Q2 Holdings reported strong first-quarter results for 2025, showcasing stronger-than-expected financial performance and significant growth across several metrics.</li><li>The company achieved a 15% year-over-year increase in revenue to $189.7 million, exceeding the high end of their guidance, and delivered a substantial adjusted EBITDA of $40.7 million, indicating healthy profitability.</li><li>One of the positive takeaways from the quarter was Q2 Holdings' success in securing several major deals, including five total Enterprise and Tier 1 contracts, with notable expansion activities among existing clients.</li></ul>

Q2 Holdings reported strong first-quarter results for 2025, showcasing stronger-than-expected financial performance and significant growth across several metrics.The company achieved a 15% year-over-year increase in revenue to $189.7 million, exceeding the high end of their guidance, and delivered a substantial adjusted EBITDA of $40.7 million, indicating healthy profitability.One of the positive takeaways from the quarter was Q2 Holdings' success in securing several major deals, including five total Enterprise and Tier 1 contracts, with notable expansion activities among existing clients.

Q2 Holdings Inc.: Reinventing Commercial Banking with Powerful All-in-One Platform Strategy!

<ul><li>Q2 Holdings, Inc., a provider of secure cloud-based digital banking solutions, reported strong financial results for the fourth quarter and full year 2024.</li><li>The company achieved non-GAAP revenue of $183 million for the fourth quarter, marking a 13% increase year-over-year and a 5% sequential growth.</li><li>Full year revenue totaled $696.5 million, up 11% compared to the previous year.</li></ul>

Q2 Holdings, Inc., a provider of secure cloud-based digital banking solutions, reported strong financial results for the fourth quarter and full year 2024.The company achieved non-GAAP revenue of $183 million for the fourth quarter, marking a 13% increase year-over-year and a 5% sequential growth.Full year revenue totaled $696.5 million, up 11% compared to the previous year.

Q2 Holdings: Expanding Commercial Banking Solutions & Digital Banking To Up Their Game!

<ul><li>Q2 Holdings recently reported its financial performance for the third quarter of 2024, showing a generally positive momentum in its business operations.</li><li>The company's non-GAAP revenue reached $175 million, reflecting a 13% increase year-over-year, primarily driven by an 18% year-over-year growth in subscription revenue.</li><li>Subscription revenues now constitute more than 80% of total revenue, underscoring Q2 Holdings' strategic shift towards a model that emphasizes recurring, higher-margin revenue streams.</li></ul>

Q2 Holdings recently reported its financial performance for the third quarter of 2024, showing a generally positive momentum in its business operations.The company's non-GAAP revenue reached $175 million, reflecting a 13% increase year-over-year, primarily driven by an 18% year-over-year growth in subscription revenue.Subscription revenues now constitute more than 80% of total revenue, underscoring Q2 Holdings' strategic shift towards a model that emphasizes recurring, higher-margin revenue streams.

Q2 Holdings Crushes Expectations with Explosive Subscription Revenue Growth—But Will It Last? - Major Drivers

United States

Q2 Holdings Inc is a provider of secure, cloud-based virtual banking solutions. The Company enables regional and community financial institutions, or RCFIs, to deliver a suite of integrated virtual banking services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Q2 Holdings Inc (QTWO US)

Q2 Holdings Is Leveraging Big Data—How Will Its 27 Million-User Advantage Reshape AI Adoption?

Q2 Holdings reported a solid financial performance for the third quarter of 2025, showcasing revenue of $202 million, a 15% increase...

Baptista Research

Q2 Holdings: Innovation Studio Adoption As A Significant Contributor To Growth!

Q2 Holdings reported its financial results for the second quarter of 2025, demonstrating strong performance in several key areas. The company...

Baptista Research

Q2 Holdings Inc.: Reinventing Commercial Banking with Powerful All-in-One Platform Strategy!

Q2 Holdings reported strong first-quarter results for 2025, showcasing stronger-than-expected financial performance and significant growth across...

Baptista Research

Q2 Holdings: Expanding Commercial Banking Solutions & Digital Banking To Up Their Game!

Q2 Holdings, Inc., a provider of secure cloud-based digital banking solutions, reported strong financial results for the fourth quarter and full...

Baptista Research

Q2 Holdings Crushes Expectations with Explosive Subscription Revenue Growth—But Will It Last? - Major Drivers

Q2 Holdings recently reported its financial performance for the third quarter of 2024, showing a generally positive momentum in its business...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)