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Q2 Holdings QTWO Increase (Decrease) in Deferred Implementation Costs

Increase (Decrease) in Deferred Implementation Costs at other companies

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$3.79M-34.0%
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$175M+250%

Other financials

Income statement

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Revenue$216.5M+14.1%
Gross profit$127.9M+26.7%
Operating income$27.7M+1,165%
Net income$26.6M+460%
EPS (diluted)$0.40+471%

Balance sheet

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Cash & equivalents$218.3M-34.3%
Total debt$343.9M+45.3%
Total equity$611.7M+12.1%
Total assets$1.2B-7.7%

Cash flow

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Operating cash flow$56.3M+29.4%
CapEx$6.6M+740%
Free cash flow$49.7M+16.3%

Valuation

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Market cap$2.71B-39.3%
Enterprise value$2.83B-35.4%
P/E36.7×
P/S3.3×-2.9×

Profitability

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Gross margin55.6%+3.8pp
Operating margin8%+6.1pp
Net margin9%+7.3pp
FCF margin24.5%+2.4pp

Returns & leverage

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Return on equity12.8%+10.3pp
Debt / equity0.6×+0.1×
Current ratio0.9×-0.5×

Where this comes from

Reported directly by Q2 Holdings in its filing.

Tagged under the XBRL concept qtwo:IncreaseDecreaseinDeferredImplementationCosts.

The official record: Q2 Holdings’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Q2 Holdings's increase (decrease) in deferred implementation costs?
Q2 Holdings (QTWO) reported increase (decrease) in deferred implementation costs of $6.37M in Q1 2026.
How has Q2 Holdings's increase (decrease) in deferred implementation costs changed year-over-year?
Q2 Holdings's increase (decrease) in deferred implementation costs increased by 41.9% year-over-year, from $4.49M to $6.37M.
What is the long-term trend for Q2 Holdings's increase (decrease) in deferred implementation costs?
Over 4 years (2021 to 2025), Q2 Holdings's increase (decrease) in deferred implementation costs has grown at a 9.0% compound annual growth rate (CAGR), from $12.85M to $18.16M.
What does increase (decrease) in deferred implementation costs mean?
Represents the net change in costs incurred to implement software or services for customers that are deferred and amortized over the life of the contract. This reflects the upfront investment required to onboard new clients and scale service delivery. It is a key indicator of the cost intensity of customer acquisition and deployment.