Identiv (INVE)
NASDAQ:INVE
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Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.26Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful operational and financial progress (notably strong YoY revenue growth, substantial gross margin improvement, completed manufacturing transition to Thailand, a major IFCO strategic win, and a strong cash position) while acknowledging near-term challenges: softening consumer demand, expected margin variability during IFCO scale-up, continued non‑profitability and planned cash usage. Management presented clear milestones (IFCO pilot/mass production timing, ID Blue commercialization, NPD progress) and disciplined cost control, but conversion of pipeline opportunities and execution risk during the IFCO ramp introduce uncertainty.Company Guidance
Revenue Growth Exceeding Guidance
Q1 2026 revenue of $7.4M vs $5.3M in Q1 2025, a year-over-year increase of ~39.6%. Q1 sales exceeded company guidance, driven by strong demand, new customer conversions and one large customer pulling full-year volume into Q1.
Material Gross Margin Improvement
GAAP gross margin improved to 17.4% in Q1 2026 from 2.5% in Q1 2025 (+14.9 percentage points). Non-GAAP gross margin improved to 23.8% from 10.8% in Q1 2025 (+13.0 percentage points), largely driven by the completed production transition to the Thailand facility and elimination of Singapore production costs.
Improved Profitability Trends (Smaller Losses)
GAAP net loss narrowed to $3.4M (‑$0.15 per share) from $4.8M (‑$0.21) in Q1 2025 (improvement of $1.4M, ~29.2%). Non-GAAP adjusted EBITDA loss improved to $2.7M from $3.9M (improvement of $1.2M, ~30.8%).
Manufacturing Transition Completed — Thailand Facility
Completed 2-year transition to a state-of-the-art Thailand manufacturing facility, delivering cost savings, procurement efficiencies, improved utilization and faster delivery; management cites positive customer feedback on quality and service.
Major Strategic Win: IFCO Agreement
Signed long-term exclusive supply agreement with IFCO to provide BLE smart labels for a pool of >400 million reusable plastic containers; pilot production of >0.5M units expected shortly and mass production targeted for Q4 2026.
Strong Balance Sheet and Liquidity
Exited Q1 2026 with $124.8M in cash, cash equivalents and restricted cash and working capital of $129.6M, supporting planned investments and operations.
Progress on Innovation and Pipeline Metrics
Pipeline grew to 124 opportunities (from 101 at year-end 2025, +22.8%); 8 new-customer conversions in Q1; 18 active NPD projects with 3 completed in Q1 (3 of 7 target completed, 42.9% of 2026 NPD target). ID Blue BLE portfolio and expanded ID-Safe inlay portfolio on track for commercialization later in 2026.
Market Recognition and Go-to-Market Improvements
Launched new corporate website, published 20 thought-leadership articles, and won IoT Connected Retail Application of the Year — supporting demand generation and channel engagement.
INVE 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
INVE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $4.82 | $3.96 | -17.84% |
Mar 12, 2026 | $3.31 | $3.53 | +6.65% |
Nov 10, 2025 | $3.83 | $3.69 | -3.66% |
Aug 07, 2025 | $3.60 | $3.58 | -0.56% |
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 Identiv (INVE) report earnings?
Identiv (INVE) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
What is Identiv (INVE) earnings time?
Identiv (INVE) earnings time is at Aug 05, 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 INVE EPS forecast?
INVE EPS forecast for the fiscal quarter 2026 (Q2) is -0.15.