Intellicheck Mobilisia (IDN)
NASDAQ:IDN
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
-0.01Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted clear operating and financial progress: double-digit revenue growth (13% YoY), a meaningful swing to profitability (adjusted EBITDA of $935K and net income of $636K), improved gross margins, disciplined expense control, and a clean balance sheet with $10M+ cash and no debt. Management acknowledged near-term macro-driven softness in retail, automotive and title verticals and flagged timing risks in accounts receivable and device deliveries, but emphasized durable competitive advantages (exclusive DMV barcode data), product traction (desktop, SDK) and strong momentum in the banking vertical. On balance, the positive financial momentum and strategic positioning outweigh the macro and timing headwinds discussed.Company Guidance
Revenue Growth
Total revenue of $5.524M in Q1 2026 versus $4.894M in Q1 2025, an increase of $630K or ~13% year-over-year. SaaS revenue grew similarly to $5.514M from $4.868M (+13% YoY).
Profitability and Adjusted EBITDA Expansion
Adjusted EBITDA of $935K in Q1 2026 versus a loss of $17K in Q1 2025, a YoY improvement of $952K. Adjusted EBITDA margin was approximately 17%. Net income was $636K ($0.03/diluted share) versus a net loss of $318K in the prior year quarter, marking the third consecutive profitable quarter.
Strong Gross Margin and Operating Efficiency
Gross profit as a percent of revenue improved to 91.0% from 89.7% (+130 bps). Adjusted gross profit margin (ex-amortization) rose to 93.4% from 91.8% (+160 bps). Cost of revenue (ex-amortization) declined to $362K from $399K despite 13% revenue growth.
Improved Operating Income and Expense Discipline
Operating income of $542K in Q1 2026 compared to an operating loss of $348K in Q1 2025 (improvement of $890K). Operating expenses declined by $257K (-5% YoY) to $4.483M, with SG&A down 6% and R&D down 4%.
Strong Balance Sheet and Cash Generation
Cash and cash equivalents of $10.062M at March 31, 2026, with no debt. Generated operating cash flow of $444K in Q1. Working capital of $11.119M, total assets $27.109M and shareholders' equity $21.533M.
Banking & Lending Momentum
Banking and lending represented over 50% of quarterly revenue and was the primary growth engine. A large regional bank (3‑year contract, very high seven-figure value) is fully implemented and expanding use cases. New desktop delivery method signed 3 new clients and is opening doors to smaller banks/credit unions.
Product, Partnerships and Competitive Differentiation
Progress on desktop application, mobile SDK, hub reporting console and portal delivery; hardware-free solutions emphasized. New partnership with Alloy showing early traction. Company claims sub-second verification with ~99% decisioning using exclusive state DMV barcode specs (trusted test lab).
Notable Commercial Wins and Vertical Progress
First American Title launched a digital e-commerce identity verification capability in Q1 (meaningful platform embedding). Cargo freight rollout with a food manufacturer reached low six-figure annual contract value. Growth continues in age/background checks, foreign auto suppliers and stadium concessions (early stage).
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 |
|---|---|---|---|
May 12, 2026 | $7.22 | $4.45 | -38.37% |
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% |
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 06, 2026, After Close (Confirmed).
What is Intellicheck Mobilisia (IDN) earnings time?
Intellicheck Mobilisia (IDN) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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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 (Q2) is 0.03.