Q2 Holdings (QTWO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Q2 Holdings (QTWO) reported $201.7 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 15.3%. EPS of $0.57 for the same period compares to $0.28 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $197.46 million, representing a surprise of +2.15%. The company delivered an EPS surprise of +3.64%, with the consensus EPS estimate being $0.55.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.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.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:Revenue- Subscription: $165.22 million compared to the $162.33 million average estimate based on four analysts.Revenue- Services and other: $18.6 million versus $18.57 million estimated by four analysts on average.Revenue- Transactional: $17.89 million versus $16.64 million estimated by four analysts on average.View all Key Company Metrics for Q2 Holdings here>>>Shares of Q2 Holdings have returned -6% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Q2 Holdings, Inc. (QTWO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks