The earnings call reflects a positive sentiment overall, with significant growth in recurring revenue, diversity in market expansion, and successful technology migration. However, the decline in retail revenue and challenging macroeconomic conditions are noted as areas of concern.

Company Guidance -

Q2 2025

During the Intellicheck First Quarter 2025 Earnings Conference Call, the company provided several key metrics highlighting their performance and strategic direction. The company reported a 5% increase in first-quarter revenue year-over-year, reaching a record $4.894 million, with SaaS revenue up 6% to $4.868 million, representing over 99% of total revenue. Adjusted EBITDA improved by $100,000, nearing breakeven with a $17,000 loss. The adjusted gross margin, excluding software amortization expenses, rose to 91.8% from 91.2% in Q1 2024. The company also noted a significant increase in deferred revenue and SaaS remaining performance obligations, up by $3.5 million quarter-over-quarter, indicating robust future revenue prospects. Additionally, they highlighted their successful AWS migration, with financial benefits expected to follow, and an optimistic outlook on cash flow, anticipating higher cash levels by the end of 2025 compared to Q1.

Strong Growth in Recurring Revenue

Intellicheck's recurring revenue grew from under $2 million per year to almost $20 million last year. In Q1 2025, they renewed $10 million in annual contract value.

Successful Technology Migration

Progress in migrating clients from Azure to AWS is underway, expected to result in cloud savings and easier onboarding of new clients.

Diverse Market Expansion

Intellicheck is expanding into new verticals such as retail banking, title insurance, auto, and logistics, moving away from being tied to retail credit cards.

Record First Quarter Revenue

Q1 2025 revenues increased 5% year-over-year to a record $4,894,000, with SaaS revenue growing 6%.

Improvement in Adjusted Gross Margin

Adjusted gross margin improved to 91.8% in Q1 2025 from 91.2% in Q1 2024.

New Sales Leadership

Appointment of Tim Poulin as Senior Vice President of Sales, bringing extensive experience and adding three additional sales associates.

Increased Cash Reserves

Cash and cash equivalents were at $5.1 million at the end of Q1 2025, higher than the market consensus of $3.4 million.

Intellicheck Mobilisia (IDN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IDN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2025 (Q2)	-0.02 / -	-0.01	―	―	―
May 13, 2025	2025 (Q1)	-0.03 / -0.02	-0.02	0.00% (0.00)	―
Mar 20, 2025	2024 (Q4)	>-0.01 / 0.03	0.04	-25.00% (-0.01)	―
Nov 13, 2024	2024 (Q3)	-0.01 / -0.04	-0.03	-33.33% (-0.01)	―
Aug 08, 2024	2024 (Q2)	-0.01 / -0.01	-0.04	75.00% (+0.03)	―
May 13, 2024	2024 (Q1)	-0.05 / -0.02	-0.07	71.43% (+0.05)	―
Mar 21, 2024	2023 (Q4)	-0.01 / 0.04	-0.03	233.33% (+0.07)	―
Nov 08, 2023	2023 (Q3)	-0.02 / -0.03	-0.04	25.00% (+0.01)	―
Aug 10, 2023	2023 (Q2)	-0.05 / -0.04	-0.06	33.33% (+0.02)	―
May 09, 2023	2023 (Q1)	-0.06 / -0.07	-0.08	12.50% (<+0.01)	―

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
May 13, 2025	$3.00	$3.16	+5.33%
Mar 20, 2025	$2.55	$2.72	+6.67%
Nov 13, 2024	$2.70	$2.40	-11.11%
Aug 08, 2024	$2.89	$2.07	-28.37%

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 Aug 12, 2025, After Close (Confirmed).

What is Intellicheck Mobilisia (IDN) earnings time?

Intellicheck Mobilisia (IDN) earnings time is at Aug 12, 2025, 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 2025 (Q2) is -0.02.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing