Innodata Earnings Call Transcripts
Fiscal Year 2026
-
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
-
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.
-
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.
-
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.
-
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
-
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.
-
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.
-
Q2 2024 revenue grew 66% year-over-year to $32.6M, driven by major Big Tech contract wins and expanded partnerships. Full-year revenue growth guidance was raised to 60%+, with Q3 adjusted EBITDA expected to triple as recruiting costs normalize.