Q2 HOLDINGS INC QTWO S

August 15, 2019 - 6:04pm EST by

member

						2019	2020
Price:		90.00		EPS		0	0
Shares Out. (in M):		48		P/E		0	0
Market Cap (in $M):		4,200		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0
Borrow Cost:		General Collateral

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7	member 10/01/19 5:05PM PrecisionLender Acquisition
This morning QTWO announced an acquisition of PrecisionLender, a commercial lending software provider for sales coaching, pricing & portfolio management, for $510mm in cash. The Company did not provide financial details of the transaction but... login to read the rest view available tags
6	member 8/28/19 8:23PM Cloud Lending Guidance
Hi Mason, Great writeup, thanks for posting. What's your take on their 2019 Cloud Lending guidance (~5% of total 2019 revenue, or $15mm)? Based on the Cloud Lending historicals QTWO filed late last year, that woud imply... login to read the rest view available tags
5	member 8/20/19 4:49PM Re: revenue and bookings performance 4
the backlog already incorporates the strong recent bookings and even with that the visibility is less it was this time last year. moreover, everyone on the sellside and buyside are already assuming accelerating revenue growth... login to read the rest view available tags
4	member 8/20/19 12:26PM revenue and bookings performance
Thanks for the interesting idea. I see what you mean about the backlog, its coverage of the next six quarters' revenue is down a little Y/Y, 168% vs. 173% for the June Q 2018. However, I... login to read the rest view available tags
3	member 8/19/19 10:01PM Backlog numbers show decreasing revenue visibility
QTWO began providing a Performance Obligation (i.e. backlog) number in 2018, along with the % to be recognized in the next 24 months. Of note, the percent of upcoming consensus estimates represented by the 24 month backlog has been decreasing... login to read the rest view available tags
2	member 8/16/19 2:20PM Re: NCR 1
yes. we own NCR. see our writeup. the thesis on QTWO came after learning more about the momentum at NCR through primary research. QTWO has been taking share from all the core providers (JKHY, FIS... login to read the rest 1 view available tags

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