INNODATA INC (INOD) Earnings History

INNODATA INC - Q4 FY2025 EarningsBeat

Filed at: Feb 26, 2026, 4:18 PM EST|Read from source

EXECUTIVE SUMMARY

Innodata reported strong full-year 2025 results with significant revenue growth driven by its AI-focused services, particularly in the DDS segment. The company anticipates continued robust growth in 2026, supported by innovation and expanding customer diversification, while also focusing on margin expansion through automation.

POSITIVE HIGHLIGHTS

  • •

    Full-year 2025 revenue grew 48% year-over-year to $251.7 million.

    positive
  • •

    Fourth-quarter 2025 revenue increased 22% year-over-year to $72.4 million.

    positive
  • •

    Full-year 2025 Adjusted EBITDA increased 68% to $57.9 million.

    positive
  • •

    Anticipates approximately 35% or more revenue growth in 2026.

    positive
  • •

    Cash, cash equivalents and short-term investments increased significantly to $82.2 million as of December 31, 2025, from $46.9 million in the prior year.

    positive

CONCERNS & RISKS

  • •

    Fourth-quarter 2025 net income decreased to $8.8 million ($0.25/diluted share) from $10.3 million ($0.31/diluted share) in the prior year's quarter.

    attention
  • •

    Synodex segment revenue decreased 23% year-over-year for the full year 2025, from $7.9 million to $7.3 million.

    attention
  • •

    Synodex segment gross margin compressed to 18% in full-year 2025 from 27% in full-year 2024.

    attention
  • •

    Agility segment net income (loss) attributable to the segment was a loss of $0.27 million for the full year 2025, compared to income of $1.3 million in the prior year.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$72.38B
+22.3%
Prior year: $59.18B
Annual (YTD)
$251.66B
N/A
Prior year: $170.46B
Net Income
Quarterly
$8.83B
-14.2%
Prior year: $10.30B
Annual (YTD)
$32.18B
N/A
Prior year: $28.66B
EPS (Diluted)
Quarterly
$0.25
-19.4%
Prior year: $0.31
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$0.28
-17.6%
Prior year: $0.34

MARGIN ANALYSIS

Gross Margin
Current Quarter
38.0%
Prior Year
45.0%
YoY Change
-700 bps
Net Margin
Current Quarter
12.2%
Prior Year
17.4%
YoY Change
-520 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
DDS Segment
0.0%
N/A
Synodex Segment
0.0%
N/A
Agility Segment
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
DDS Segment
N/A———
Synodex Segment
N/A———
Agility Segment
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
"approximately 35% or more revenue growth"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

2025 was a defining year for Innodata, with significant annual growth and margin expansion.

— INNODATA INC, Q4 FY2025 2025 Earnings Call

Entering 2026 with extraordinary momentum driven by accelerating demand in frontier model training, agentic AI, and physical AI.

— INNODATA INC, Q4 FY2025 2025 Earnings Call

Innodata's role is evolving from data supplier to strategic lifecycle partner for advanced AI initiatives.

— INNODATA INC, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.