The earnings call highlighted strong revenue growth, strategic investments paying off, and successful expansion into new markets. While there was a decrease in net income compared to the previous year and increased SG&A spending, the positive aspects significantly outweigh these concerns.

Company Guidance

In the recent conference call, Innodata provided a robust guidance for its future outlook, emphasizing significant growth prospects and strategic initiatives. The company reported record revenue of $62.6 million for the third quarter of 2025, marking a 20% year-over-year organic growth and a 7% sequential quarterly increase. Adjusted EBITDA was reported at $16.2 million, representing 26% of revenue and a 23% sequential growth, indicating strong margin expansion. Cash reserves rose to $73.9 million, up by $27 million since year-end. Innodata reiterated its guidance of at least 45% year-over-year growth for 2025 and anticipated potentially transformative growth in 2026. The company highlighted new contracts and strategic partnerships, with potential revenues from these new deals projected to significantly contribute to 2026 growth, including a $68 million opportunity from pre-training data and a $25 million initial project with a high-profile government customer. The company is also investing approximately $9.5 million in capability building for 2025, expecting these investments to yield considerable benefits in 2026 and beyond.

Record Revenue and Growth

Innodata delivered record revenue of $62.6 million, representing a 20% year-over-year organic growth and a 7% sequential quarterly growth.

Adjusted EBITDA Increase

Adjusted EBITDA was $16.2 million or 26% of revenue, up 23% sequentially, showing margin expansion despite growth investments.

Cash Position Improvement

Cash increased to $73.9 million, up by $27 million since year-end and $14.1 million since last quarter.

Pretraining Data Investment Success

Investments in pretraining data capabilities resulted in contracts potentially generating $68 million of revenue, fully recapturing the $1.3 million investment.

Launch of Innodata Federal

The new business unit targeting U.S. government agencies has already won a project with a new high-profile customer, expected to generate $25 million mostly in 2026.

Strategic Expansion in AI and Sovereign Markets

Innodata is engaging with sovereign AI entities and expects to announce strategic partnerships soon.

Recognition by Time Magazine

Innodata was ranked #24 on Time Magazine's inaugural list of America's Top 500 Growth Leaders for 2026.

Innodata (INOD) 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 >

INOD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2026	2025 (Q4)	0.22 / -	0.31	―	―	―
Nov 06, 2025	2025 (Q3)	0.14 / 0.24	0.51	-52.94% (-0.27)	―
Jul 31, 2025	2025 (Q2)	0.11 / 0.20	0	―
May 08, 2025	2025 (Q1)	0.17 / 0.22	0.03	633.33% (+0.19)
Feb 20, 2025	2024 (Q4)	0.21 / 0.31	0.052	496.15% (+0.26)
Nov 07, 2024	2024 (Q3)	0.13 / 0.51	0.011	4536.36% (+0.50)
Aug 08, 2024	2024 (Q2)	-0.04 / 0.00	-0.029	―
May 07, 2024	2024 (Q1)	- / 0.03	-0.077	138.96% (+0.11)	―
Feb 22, 2024	2023 (Q4)	- / 0.05	-0.07	171.43% (+0.12)	―
Nov 02, 2023	2023 (Q3)	- / 0.01	-0.12	108.33% (+0.13)	―

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
Nov 06, 2025	$60.90	$65.10	+6.90%
Jul 31, 2025	$54.90	$44.96	-18.11%
May 08, 2025	$41.11	$34.62	-15.79%
Feb 20, 2025	$54.56	$61.91	+13.47%

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 Feb 19, 2026, TBA (Confirmed).

What is Innodata (INOD) earnings time?

Innodata (INOD) earnings time is at Feb 19, 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 2025 (Q4) is 0.22.

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