Intellicheck Mobilisia (IDN)
NASDAQ:IDN
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Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
-0.02Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple significant operational and financial achievements — record revenues, first full-year GAAP profitability, a large increase in adjusted EBITDA, improved cash and a strong SaaS mix — supported by a successful AWS migration, pricing power, and strategic customer wins and partnerships. Lowlights are largely manageable operational constraints and accounting-driven items: retail seasonality/weakness, noncash amortization compressing full-year margins, higher GAAP R&D due to reduced capitalization, some partner activation gaps, implementation hardware backlogs, and an outstanding deferred tax valuation allowance. Taken together, the positives (sustained profitability, margin strength, cash generation, and scalable go-to-market progress) notably outweigh the challenges discussed.Company Guidance
Record Revenues
Total revenue for Q4 2025 grew 12% year-over-year to $6.635M and full-year 2025 revenue increased 13% to a record $22.67M.
GAAP Profitability Achieved
The company delivered its first full year of GAAP profitability as a public company with net income of $1.27M for 2025 versus a net loss of $0.92M in 2024; full-year diluted EPS of $0.06 compared to a loss per share of $0.05 in 2024.
Material Adjusted EBITDA Improvement
Adjusted EBITDA for Q4 2025 was $1.877M (more than double Q4 2024's $860k) and full-year adjusted EBITDA rose to $2.56M, nearly 5x the $520k reported in 2024, demonstrating operating leverage.
Strong Gross Margins and SaaS Mix
Gross margin remained very high at 91.4% in Q4 2025 (vs. 91.1% Q4 2024); adjusted gross profit margin improved to 93.5% in Q4 (vs. 93.0% prior). SaaS revenue represented ~99% of total revenue in 2025.
Improved Cash Position and Debt-Free Balance Sheet
Cash and cash equivalents increased to $9.65M at year-end 2025 from $4.7M at year-end 2024, with working capital of ~$10.1M and a debt-free balance sheet.
Successful Cloud Migration and Cost Efficiency
Migration to AWS is substantially complete; Azure spend declined more than 55% from peak levels and underlying cloud costs grew below revenue growth, supporting margin sustainability and expected gross margins of ~90–91% in 2026.
Pricing Power and ARPU Expansion
Average price per transaction increased 25% in Q4 2025 versus Q4 2024, reflecting mix shifts toward higher-value verticals and demonstrated pricing power.
Key Contract Renewals and Large New Agreements
Renewal and expansion with a top-3 national U.S. bank produced ~33% YoY revenue growth from that client (vs. anticipated 15%). A regional bank signed a 3-year agreement (high 7-figure total contract value) expanding use to 1,900 branches.
Channel & Partnership Progress
Expanded channel program (example: Alloy integration) and new enriched desktop application that reduces integration friction, creating broader distribution and faster onboarding opportunities.
Market Recognition and Efficient Marketing
Named a leader in the IDC Marketscape for worldwide identity verification in financial services; marketing spend fell ~40% YoY while visibility (e.g., LinkedIn followers) increased ~3x, indicating improved marketing efficiency.
IDN 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
IDN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 19, 2026 | $4.80 | $5.54 | +15.42% |
Nov 12, 2025 | $4.48 | $6.18 | +37.95% |
Aug 12, 2025 | $5.03 | $4.95 | -1.59% |
May 13, 2025 | $3.00 | $3.16 | +5.33% |
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 Intellicheck Mobilisia (IDN) report earnings?
Intellicheck Mobilisia (IDN) is schdueled to report earning on May 19, 2026, After Close (Confirmed).
What is Intellicheck Mobilisia (IDN) earnings time?
Intellicheck Mobilisia (IDN) earnings time is at May 19, 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 IDN EPS forecast?
IDN EPS forecast for the fiscal quarter 2026 (Q1) is 0.01.