Intelligent Protection Management (IPM)
NASDAQ:IPM
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Earnings Data
Report Date
Aug 11, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
-0.08Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operating trajectory: revenue grew 15.2% with notable strength in core managed services (+19%) and procurement (+78.4%), adjusted EBITDA and loss from operations both improved, liquidity is healthy with no long-term debt, and the company achieved SOC 2 Type 1 compliance and strategic AI partnerships. Key concerns include a return to a net loss for the quarter (driven largely by the absence of a prior-year tax benefit), a deterioration in operating cash flow (use of $200K vs prior-year cash generation), declines in professional services (-33.5%) and subscription revenue (-9.7%), and remaining negative adjusted EBITDA. On balance, the positive growth, margin progress, balance sheet strength, and strategic milestones outweigh the near-term profitability and cash flow headwinds.Company Guidance
Top-line Growth
Total revenue of $6.4M in Q1 2026 vs $5.5M in Q1 2025, an increase of 15.2% driven by higher managed services and procurement activity.
Core Managed IT Momentum
Core managed information technology revenue of $3.4M, up 19% year-over-year, driven by new customer wins and expansion of services to existing customers.
Strong Procurement Recovery
Procurement revenue of $1.7M, up 78.4% year-over-year, reflecting customers replacing hardware and new project-related purchases.
Improved Adjusted EBITDA
Adjusted EBITDA improved from negative $500K to negative $200K (improvement of $300K, ~60%), reflecting stronger revenue and operational efficiencies (management cited a 65% improvement).
Reduced Operating Loss
Loss from operations decreased to $800K from $1.3M in the prior year period (decline of over 42%), aided by lower noncash expense (depreciation and amortization).
Healthy Liquidity and Capital Position
Cash and cash equivalents of $8.1M (including $1.0M restricted) as of 03/31/2026 and no long-term debt; completed remaining share repurchases under the repurchase plan (50K shares for $83.5K).
Regulatory and Security Milestones
Achieved SOC 2 Type 1 compliance, underscoring cybersecurity and data protection credentials important for regulated industry customers.
Long-term Infrastructure Commitment
Executed extension of Phoenix data center colocation license through August 2032, supporting hosting and private cloud continuity.
Strategic AI Partnerships
Announced partnerships (including MindsDB and third-party AI integrations referenced for IBM customers) to accelerate AI and predictive analytics capabilities, intended to enhance offerings, automation, and customer retention.
IPM 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
IPM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $1.86 | $1.95 | +4.84% |
Mar 17, 2026 | $1.95 | $1.61 | -17.22% |
Nov 12, 2025 | $1.97 | $1.87 | -5.08% |
Aug 12, 2025 | $2.00 | $1.96 | -2.00% |
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 Intelligent Protection Management (IPM) report earnings?
Intelligent Protection Management (IPM) is schdueled to report earning on Aug 11, 2026, TBA (Confirmed).
What is Intelligent Protection Management (IPM) earnings time?
Intelligent Protection Management (IPM) earnings time is at Aug 11, 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 IPM EPS forecast?
IPM EPS forecast for the fiscal quarter 2026 (Q2) is 0.02.