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Q2 Holdings QTWO Stock-based compensation for capitalized software development

Stock-based compensation for capitalized software development at other companies

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$52K+92.6%

Other financials

Income statement

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Revenue$219.8M+12.6%
Gross profit$130.2M+24.5%
Operating income$29.3M+198%
Net income$29.9M+154%
EPS (diluted)$0.46+156%

Balance sheet

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Cash & equivalents$99.9M-73.5%
Total debt$40.9M-92.4%
Total equity$643.5M+10.1%
Total assets$968.4M-30.1%

Cash flow

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Operating cash flow$60.7M+24.7%
CapEx$1.7M+30.1%
Free cash flow$59.0M+24.5%

Valuation

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Market cap$3.92B-14.8%
Enterprise value$3.86B-19.0%
P/E42.6×-932×
P/S4.6×-1.6×

Profitability

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Gross margin57%+4.4pp
Operating margin10%+9.7pp
Net margin10.9%+10.2pp
FCF margin25.2%+2.0pp

Returns & leverage

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Return on equity15%+14.1pp
Debt / equity0.1×-0.9×
Current ratio0.9×0.0×

Where this comes from

Reported directly by Q2 Holdings in its filing.

Tagged under the XBRL concept qtwo:StockBasedCompensationForSoftwareDevelopment.

The source filing: Q2 Holdings’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 5:05 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001410384-26-000053
Line itemSix Months Ended June 30, 2026Six Months Ended June 30, 2025
Net cash provided by (used in) financing activities(420,459)4,218
Effect of exchange rate changes on cash, cash equivalents and restricted cash(534)451
Net increase (decrease) in cash, cash equivalents and restricted cash(267,168)55,224
Cash, cash equivalents and restricted cash, beginning of period369,303360,793
Cash, cash equivalents and restricted cash, end of period$102,135$416,017
Supplemental disclosure of non-cash investing and financing activities:
Property and equipment acquired and included in accounts payable and accrued liabilities$484$1,182
Stock-based compensation for capitalized software development$950$1,074

Item 1. Financial Statements.

FAQ

What is Q2 Holdings's stock-based compensation for capitalized software development?
Q2 Holdings (QTWO) reported stock-based compensation for capitalized software development of $437K in Q2 2026.
How has Q2 Holdings's stock-based compensation for capitalized software development changed year-over-year?
Q2 Holdings's stock-based compensation for capitalized software development decreased by 0.7% year-over-year, from $440K to $437K.
What does stock-based compensation for capitalized software development mean?
The portion of total stock-based compensation expense that is allocated to the development of internal-use or external-use software assets. This reflects the non-cash cost of human capital dedicated to long-term product innovation and infrastructure.

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