Alkami Technology projects a phased conversion and recognition of its $71 million ARR backlog throughout 2026, with less than half expected in Q1, reflecting steady revenue growth and implementation timelines.
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How much of the $71M ARR backlog do you expect to convert and recognize in Q1 2026 versus the remainder of 2026?
Analysis of Expected Conversion and Recognition of the $71M ARR Backlog in 2026
Alkami Technology reported an Annual Recurring Revenue (ARR) backlog of approximately $71 million at the end of 2025, representing contracts pending implementation. This backlog includes 42 new clients and roughly 1.6 million digital users. Management expects the majority of this backlog to launch over the next 12 months, implying substantial conversion during the full year 2026, although precise quarterly breakdowns were not explicitly provided 1.
Implementation Timeline and DSSP Impact:
Q1 2026 Revenue Guidance Context:
Backlog Conversion Phasing:
Additional Factors Affecting Recognition Timing:
In essence:
While Alkami has not provided a precise dollar figure allocating how much of the $71M ARR backlog will be recognized in Q1 2026 specifically, the material guidance and commentary support the view that backlog ARR conversion is staged forward over 12 months, implying conversion split across Q1 and the remainder of 2026, with the majority expected within the full year but not necessarily front-loaded in Q1.
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