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Data I/O (DAIO)
NASDAQ:DAIO
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.17Last Year’s EPS
-0.04Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: near-term financial results were weak with notable declines in quarterly revenue, bookings, gross margin compression, larger net losses and reduced cash balances. Offsetting these negatives are substantial strategic initiatives — accelerated transformation, broad AI adoption driving productivity and cost savings, a new security partnership to expand addressable markets, a healthy recurring revenue mix (58%), no debt, inventory reductions, and an active, disciplined M&A pipeline. Management outlined clear remediation actions (cost savings target, margin recovery via absorption, and organic growth focus tied to Edge AI demand) and expects positive operating cash flow by end of 2026. Overall, the company faces material short-term financial headwinds but has several credible strategic levers to drive recovery over the next 12–18 months.Company Guidance
Transformation Progress Ahead of Schedule
Management reports the company is approximately one year ahead of its multi-year transformation plan, having executed six strategic priorities (modernizing go-to-market, platform investment, customer engagement, operations/IT optimization, cloud migration, and company-wide AI deployment). Leadership changes and executive/board refresh completed to support execution.
AI-Driven Productivity and Faster Software Delivery
AI is being deployed across departments; company released production code with minimal human intervention, accelerated ERP and DevOps tasks, and reduced implementation costs (example: Salesforce Service Cloud delivered on time for ~$100k versus an earlier ~$250k scope).
Strategic Partnership to Expand Addressable Market
Signed a partnership with IAR (security provisioning) combining algo libraries and provisioning expertise to target security provisioning in devices, enabling expansion from programming CapEx into broader data provisioning, programming services and test markets.
Recurring Revenue Base and Deferred Revenue Growth
Consumables, adapters and services comprised 58% of 2025 revenue, providing a stable recurring base. Deferred revenue increased modestly to approximately $1.5M (up from $1.4M).
Active, Disciplined M&A Pipeline
Management reports an active pipeline (multiple data rooms opened and discussions ongoing), focused on day‑one accretive transactions and disciplined deal screening; inorganic initiatives intended to accelerate strategic expansion.
Resilience, Security Remediation and Operational Recovery
Company remediated a cyber incident and was back up and running within 11 working days; invested in cloud migration and security improvements to strengthen infrastructure.
Early Demand Signals for Edge AI
Management cites encouraging early customer activity and pipeline tied to Edge AI build-outs, with new customer conversations and opportunities not initially in the revenue plan, supporting a target of organic revenue growth in 2026.
Balance Sheet Strength: No Debt and Inventory Reductions
Company ended Q4 with $7.9M cash, no debt, and implemented inventory reductions (~$0.5M) and programs to improve lean operations.
DAIO 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
DAIO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $2.81 | ― | ― |
Oct 30, 2025 | $3.12 | $3.03 | -2.88% |
Jul 24, 2025 | $3.43 | $3.33 | -2.92% |
Apr 24, 2025 | $2.11 | $2.30 | +9.00% |
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 Data I/O (DAIO) report earnings?
Data I/O (DAIO) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Data I/O (DAIO) earnings time?
Data I/O (DAIO) earnings time is at Apr 23, 2026, After Close (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 DAIO EPS forecast?
DAIO EPS forecast for the fiscal quarter 2026 (Q1) is -0.17.