ALKTALKAMI TECHNOLOGY, INC.
Services-Prepackaged Software
- Revenue
- $444M
- 33% YoY
- Operating margin
- -12.1%
- 9.6% YoY
- EBITDA
- −$27M
- 22% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$50M net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired17% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired48% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $152M | $204M | $265M | $334M | $444M | 33% |
| Operating income | −$43M | −$58M | −$64M | −$45M | −$54M | 20% |
| Net income | −$47M | −$59M | −$63M | −$41M | −$48M | 17% |
| Operating cash flow | −$29M | −$38M | −$18M | $19M | $43M | 131% |
| Capex | $1M | $1M | $1M | $1M | $2M | 29% |
| Stock-based comp | $15M | $45M | $51M | $59M | $76M | 28% |
| Buybacks | $3M | $0 | $0 | — | — | |
| Dividends | $5M | $0 | $0 | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $7M | −$652K | 115 | 123 |
| FY2025 | $8M | $17M | 183 | 117 |
| FY2024 | $4M | $11M | 121 | 107 |
| FY2023 | $998K | −$5M | 73 | 65 |