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Integrated Research Limited (AU:IRI)
ASX:IRI
Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.05Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: meaningful near-term financial headwinds driven by a large one-off expected credit loss and continued churn in core product lines caused profitability to turn negative and pro forma revenue to decline. Offsetting this, IR has a strong cash position (no debt), improved operating cash flow, important product launches (Iris, Elevate), a significant deployment with a top-10 U.S. bank, and a clear product-led growth roadmap including an IR Labs MVP planned for calendar 2026. Management expects higher investment in H2 to fund growth. Overall, strategic product progress and balance-sheet strength are positives, while earnings, renewals volatility and near-term expense increases are material negatives — yielding a balanced outlook.Company Guidance
Statutory Revenue and Pro Forma Revenue
Statutory revenue for H1 FY26 was $28.3M, slightly down 2% versus PCP. Pro forma revenue (underlying measure smoothing license fees) was $34.4M, down 6% versus PCP with term-based contracts down 4% and services down 2%.
Product Launches and Roadmap
Launched Iris (AI natural-language observability interface) and Elevate (Prognosis-as-a-service) in H1; IR Labs planning a standalone AI-powered MVP in calendar 2026. Iris rollout to Transact and Infrastructure targeted by end of FY26 with planned agentic capabilities and data-layering later in calendar 2026.
Key Customer Deployment
High Value Payments product fully implemented for a top-10 U.S. bank — described as a significant foundational deployment and a driver of ongoing discussions with other global banks.
New Client and Expansion Momentum
New client revenue increased modestly with multiple strong wins late in the period, particularly across Government, Health and Defence verticals. Expansion (cross-sell/upsell) outperformed in percentage terms (noted as a strong uplift, though off a low base).
Product Mix Winners
Transact product grew: Pro forma revenue for Transact was up 6% driven by expansion business, contrasting declines in other product lines.
Cash Position and Liquidity
Cash increased 8% in the half to $43.6M. Operating cash flow improved to $5.5M versus $0.5M in PCP. No debt on the balance sheet.
Disciplined Operating Costs (ex-credit loss)
Operating expenses excluding expected credit losses were down 4% to $26.5M. Sales & Marketing decreased 9% while Product & Technology investment increased 14% aligned to strategy.
Strong Balance Sheet and Net Assets
Net assets remained strong at $95.7M (down 5% to PCP) and company retains capital headroom to fund product-led growth initiatives.
AU:IRI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:IRI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | AU$0.32 | ― | ― |
Aug 25, 2025 | AU$0.43 | AU$0.41 | -5.53% |
Feb 19, 2025 | AU$0.44 | AU$0.42 | -5.41% |
Aug 19, 2024 | AU$0.70 | AU$0.60 | -14.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Integrated Research Limited (AU:IRI) report earnings?
Integrated Research Limited (AU:IRI) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).
What is Integrated Research Limited (AU:IRI) earnings time?
Integrated Research Limited (AU:IRI) earnings time is at Aug 20, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Integrated Research Limited stock?
The P/E ratio of Integrated Research Limited is N/A.
What is AU:IRI EPS forecast?
Currently, no data Available