Workflow
FinTech
icon
Search documents
Alkami(ALKT) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:19
Financial Performance - Alkami's Q1 2025 revenue grew by 28.5%, driven by new clients, existing client user growth, and ARPU growth[47] - The company's ARR increased by 33% to $404 million[48] - The remaining performance obligation (RPO) reached $1.6 billion, representing 3.9x live ARR, up 31% year-over-year[48] - Q1'25 includes MANTL revenue of $1.4 million based on acquisition closing date of March 17, 2025[60] Client and User Growth - Alkami implemented 7 clients in Q1 2025, bringing the total digital platform client count to 278[48] - The company exited Q1 2025 with 20.5 million registered users, up 2.3 million or 13% year-over-year[48] - Alkami signed 4 new digital banking platform clients in Q1[48] Market and Product Strategy - Alkami's total addressable market (TAM) is a growing, healthy $14 billion[18] - The company focuses on the top 2,500 financial institutions (FIs) excluding megabanks, with approximately 500 contracts up for renewal annually[16] - Full year 2025 revenue guidance of $443 million to $447 million and Adj EBITDA guidance of $49.5 million to $52.5 million[72] MANTL Acquisition - Full year guidance includes revenue of approximately $31.4 million and an Adj EBITDA loss of $5.0 million from the MANTL acquisition[72] - MANTL's ARR under contract at December 31, 2025 is expected to be approximately $60 million, representing a growth rate of over 30% based on the same metric in 2024[72]
Trump Media Publishes Letter to Shareholders
Globenewswire· 2025-04-29 21:00
Company Overview - Trump Media and Technology Group Corp. (TMTG) operates the social media platform Truth Social, the streaming platform Truth+, and the FinTech brand Truth.Fi [1][3] - The mission of TMTG is to combat perceived censorship by Big Tech and to provide a platform for free expression [3] Annual Meeting Information - TMTG has published a letter to shareholders ahead of its annual meeting scheduled for April 30, 2025 [1] - Shareholders can find details on how to vote and participate in the annual meeting at proxydocs.com/djt [2] Product Offerings - Truth Social is designed as a safe harbor for free expression amid increasing censorship [3] - Truth+ focuses on family-friendly live TV channels and on-demand content [3] - Truth.Fi is a new financial services and FinTech brand that incorporates America First investment vehicles [3]
Affirm to Report All Pay-Over-Time Loans to TransUnion
PYMNTS.com· 2025-04-22 16:05
Core Insights - Affirm will start reporting all pay-over-time loans to TransUnion from May 1, including Pay in 4 and longer-term monthly installments [1] - Transactions will be visible on consumers' TransUnion credit files but will not affect traditional credit scores; future credit scoring models may incorporate this data [2] - Affirm's initiative aims to make its financial products more mainstream, with 53% of non-BNPL users likely to consider using it if it could improve their credit scores [3] Industry Impact - Affirm's loan reporting to TransUnion is seen as a significant milestone for the BNPL industry, allowing millions of consumers to receive credit for their payment behavior [4] - The company has also begun furnishing information to Experian, expanding its credit reporting to include pay-over-time products [5] - The evolution of BNPL into a trusted service is emphasized by Affirm's CEO, highlighting the control consumers have over their payment schedules [5]
Remitly Announces Upcoming Investor Conference Participation
Globenewswire· 2025-02-26 21:05
SEATTLE, Feb. 26, 2025 (GLOBE NEWSWIRE) -- Remitly Global, Inc. (NASDAQ: RELY) (“Remitly”), a trusted provider of digital financial services that transcend borders, today announced that its management team will present at the following investor conferences: The Citizens JMP Technology ConferenceDate: Tuesday, March 4, 2025Time: 11:30 a.m. Eastern Time / 8:30 a.m. Pacific Time Wolfe FinTech ForumDate: Tuesday, March 11, 2025Time: 9:20 a.m. Eastern Time / 6:20 a.m. Pacific Time The presentations will be webca ...