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Innodata (INOD)
NASDAQ:INOD
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.22Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong fiscal 2025 results (robust revenue growth, expanded margins, healthy cash build) and showcased multiple technical and commercial innovations with clear potential to drive further growth and margin expansion. Management also acknowledged short-term execution and timing risks — including depreciation of legacy workflows (~$20M run rate), dependence on a largest customer, and several initiatives that remain early-stage — and noted near-term margin normalization due to reinvestment. On balance, the positives (strong growth, profitability, cash position, measurable technical improvements and a constructive 2026 outlook) outweigh the highlighted risks.Company Guidance
Strong Top-Line Growth
Q4 revenue of $72.4M, up 22% year-over-year; FY2025 revenue of $251.7M, up 48% year-over-year; Q4 sequential revenue growth of 15.7% vs Q3 ($62.6M).
Healthy Profitability and Margins
Q4 adjusted gross margin of 42% (above external 40% target); Q4 adjusted gross profit $30.1M (+6% YoY, +9% sequential); adjusted EBITDA $15.7M (22% of revenue), exceeding analyst consensus by $1.2M; Q4 net income $8.8M.
Strong Balance Sheet and Liquidity
Cash balance of $82.2M at year-end (up ~$8.4M sequentially and from $46.9M at year-end 2024 — ~75% year-over-year increase); did not draw on $30M credit facility.
Conservative but Ambitious 2026 Outlook
Company currently forecasts ~35% year-over-year revenue growth for 2026 with potential for significant upside based on active programs, recently awarded wins and late-stage evaluations.
Investments Driving Innovation and Competitive Position
Meaningful growth-oriented investments in COGS and SG&A (engineers, data scientists, customer-facing leadership) aimed at scaling capabilities across generative AI training, agentic AI and physical AI; management expects these to be margin-enhancing over time.
Demonstrable Technical Wins
Developed a drone/small-object detection model that exceeds prior state-of-the-art benchmarks by 6.45%, and built data engineering systems for egocentric and affordance datasets used in robotics engagements (incl. work with Palantir).
Agent & Adversarial Capabilities with Measurable Impact
Agent optimization pipeline showed improvements up to 25 points in constraint satisfaction and in demanding scenarios a >31-point advantage versus standard approaches; adversarial simulation system for robust stress-testing is in early engagements with hyperscalers and security teams.
Expanding Customer Traction and Diversification
Management reports broadening demand across Mag 7, domestic AI innovation labs, sovereign AI initiatives and enterprises; expects other-customer aggregate growth to outpace the largest customer and meaningful revenue diversification in 2026.
INOD 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
INOD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $47.58 | $44.17 | -7.17% |
Nov 06, 2025 | $60.90 | $65.10 | +6.90% |
Jul 31, 2025 | $54.90 | $44.95 | -18.11% |
May 08, 2025 | $41.11 | $34.62 | -15.79% |
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 Innodata (INOD) report earnings?
Innodata (INOD) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Innodata (INOD) earnings time?
Innodata (INOD) earnings time is at May 07, 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 INOD EPS forecast?
INOD EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.