US Equity · NYSE · Earnings Dossier

QTWO earnings intelligence

Q2 Holdings

Technology · Software - Application · USD reporting basis

Current earnings profile Mixed earnings transmission

Delivery and market response do not currently form a persistent directional pattern.

Evidence100/100 · Deep

Next scheduled catalyst

No forward date is currently stored

The historical dossier remains available while the next calendar date is unconfirmed.

0event risk

Inactive

Countdown-calendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement11.0%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

Earnings power must be positive at the start of the three-year window.

Beat rate66.7%8 beats in 12 measured quarters
Average surprise-16.1%median 7.4%
Delivery streak11 consecutive beats
Average response+6.5%12 measured reactions
Result-price confirmation50%same directional sign
Surprise variability90.4 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-year on year
Revenue growth13.9%year on year
Average surprise19.1%latest four quarters
SUE0.71standardised surprise
Net margin10.9%trailing basis
Cash conversion2.72xcash flow / net income
P/E42.6xcurrent snapshot
Data completeness93%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close62.81 USDcompleted week
13-week return25.3%price momentum
Fair-value gap-3.1%price versus current fair value
Relative strength-7.9exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateUndecided48.1%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period29 Jul 202630 Jun 2026 · exact
EPS actual / estimate0.52 / 0.42USD
Surprise+23.8%Beat
EPS growth0.0%year on year
Revenue / growth219765000+12.6% · USD
Next close / four weeks+11.5% / -completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Apr 202631 Mar 2026 · exact
EPS actual / estimate0.63 / 0.69USD
Surprise-8.7%Miss
EPS growth+26.0%year on year
Revenue / growth216506000+14.1% · USD
Next close / four weeks+3.6% / -6.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period11 Feb 202631 Dec 2025 · exact
EPS actual / estimate0.68 / 0.61USD
Surprise+11.5%Beat
EPS growth+40.4%year on year
Revenue / growth208222000+13.8% · USD
Next close / four weeks-6.6% / -7.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period5 Nov 202530 Sep 2025 · exact
EPS actual / estimate0.30 / 0.20USD
Surprise+50.0%Beat
EPS growth-31.8%year on year
Revenue / growth201704000+15.2% · USD
Next close / four weeks+16.6% / +16.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 Jul 202530 Jun 2025 · exact
EPS actual / estimate0.52 / 0.53USD
Surprise-1.9%Miss
EPS growth+36.8%year on year
Revenue / growth195148000+12.9% · USD
Next close / four weeks-14.2% / -10.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period7 May 202531 Mar 2025 · exact
EPS actual / estimate0.50 / 0.48USD
Surprise+4.2%Beat
EPS growth+61.3%year on year
Revenue / growth189735000+14.6% · USD
Next close / four weeks+11.3% / +8.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period12 Feb 202531 Dec 2024 · exact
EPS actual / estimate0.48 / 0.47USD
Surprise+2.8%Beat
EPS growth+142.2%year on year
Revenue / growth183045000+12.9% · USD
Next close / four weeks-2.8% / -19.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period6 Nov 202430 Sep 2024 · exact
EPS actual / estimate0.44 / 0.35USD
Surprise+25.7%Beat
EPS growth+210.0%year on year
Revenue / growth175021000+12.9% · USD
Next close / four weeks+20.7% / +23.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period31 Jul 202430 Jun 2024 · exact
EPS actual / estimate0.38 / 0.32USD
Surprise+18.8%Beat
EPS growth-year on year
Revenue / growth172890000- · USD
Next close / four weeks-3.3% / +8.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period1 May 202431 Mar 2024 · exact
EPS actual / estimate0.31 / 0.28USD
Surprise+10.7%Beat
EPS growth-year on year
Revenue / growth165508000- · USD
Next close / four weeks+13.3% / +16.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period21 Feb 202431 Dec 2023 · exact
EPS actual / estimate0.20 / 0.25USD
Surprise-20.0%Miss
EPS growth-year on year
Revenue / growth162118000- · USD
Next close / four weeks+11.9% / +13.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period1 Nov 202330 Sep 2023 · exact
EPS actual / estimate-0.40 / 0.19USD
Surprise-310.5%Miss
EPS growth-year on year
Revenue / growth154967000- · USD
Next close / four weeks+16.2% / +19.8%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context