Innodata Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 delivered record revenue, margin, and cash, with 58% year-over-year growth and strong diversification of the customer base. Leadership transitions and innovation in AI benchmarks and agentic capabilities position the company for continued high-quality growth.
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The meeting covered director elections, auditor ratification, executive compensation, and equity plan approval, with all proposals passing by majority vote. No shareholder questions were submitted during the Q&A session.
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Record Q1 2026 results with 54% revenue growth, margin expansion, and strong cash generation. Raised 2026 revenue guidance to 40%+, secured major new contracts, and accelerated customer diversification, positioning for continued growth.
Fiscal Year 2025
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Q4 and FY2025 saw strong revenue and margin growth, with robust demand across AI sectors and significant innovation investments. Guidance for 2026 is 35%+ revenue growth, with further upside possible and increasing customer diversification.
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Record Q3 2025 revenue and EBITDA were driven by strong big tech and federal wins, with six new investment initiatives fueling future growth. Guidance for 45%+ year-over-year growth in 2025 is reiterated, and transformative expansion is expected in 2026.
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Q2 2025 saw 79% year-over-year revenue growth, strong profitability, and raised full-year guidance to 45%+ organic growth. Major new deals, robust pipeline, and increased investments position the company for continued momentum in AI and agentic AI markets.
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Q1 2025 saw 120% year-over-year revenue growth, strong profitability, and major expansion in generative AI, agentic AI, and trust and safety services. Guidance for 40%+ annual growth is reaffirmed, with significant new customer wins and a robust pipeline.
Fiscal Year 2024
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Q4 and full-year 2024 saw record revenue and profitability, with 127% and 96% year-over-year growth, respectively. Strong momentum with big tech and enterprise customers, robust cash position, and a 2025 outlook for 40%+ revenue growth and continued margin expansion.
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Record Q3 revenue and profitability driven by big tech demand for generative AI data services, with strong margin expansion and cash growth. Guidance raised for Q4 and full-year 2024, with momentum expected to continue into 2025.
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Record Q2 revenue grew 66% year-over-year to $32.6M, driven by major big tech contracts and expansion into new verticals. Full-year revenue growth guidance was raised to 60%+, with Q3 margins and EBITDA expected to improve as recruiting costs normalize.