INOD Q2 2025 Earnings
Reported Jul 31, 2025 at 4:27 PM ET · SEC Source
Q2 25 EPS
$0.20
BEAT +60.00%
Est. $0.13
Q2 25 Revenue
$58.4M
BEAT +3.62%
Est. $56.4M
vs S&P Since Q2 25
+52.0%
BEATING MARKET
INOD +69.9% vs S&P +17.9%
Market Reaction
Did INOD Beat Earnings? Q2 2025 Results
Innodata delivered a decisive beat across the board in Q2 2025, posting earnings of $0.20 per diluted share against a consensus estimate of $0.13, a 60% positive surprise, while revenue of $58.39 million edged past the $56.35 million estimate and sur… Read more Innodata delivered a decisive beat across the board in Q2 2025, posting earnings of $0.20 per diluted share against a consensus estimate of $0.13, a 60% positive surprise, while revenue of $58.39 million edged past the $56.35 million estimate and surged 79.4% year over year. The primary engine behind the quarter's strength was the company's Digital Data Solutions segment, which nearly doubled revenue to $50.58 million from $25.41 million a year ago as demand for AI-related data engineering services accelerated; DDS gross margins expanded to 38% from 24%, reflecting improved project mix and operating leverage at scale. The company also swung to GAAP net income of $7.22 million from a near-breakeven position in the prior-year period, with adjusted EBITDA reaching $13.23 million versus $2.79 million a year earlier. Although rising operational costs and customer concentration remain watchpoints for investors, management raised full-year 2025 revenue guidance to 45% or more organic growth, up from 40%, citing a robust pipeline with significant deal values not yet reflected in the forecast.
Key Takeaways
- • 79% year-over-year organic revenue growth driven by DDS segment
- • DDS segment revenue nearly doubled year-over-year from $25.4M to $50.6M
- • Consolidated gross margin expanded to 39% from 29% year-over-year
- • Adjusted EBITDA increased by $10.4 million year-over-year to $13.2 million
- • Significant new deal wins across diverse new and existing customers
INOD YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
INOD Revenue by Segment
With YoY comparisons, source: SEC Filings
“Q2 was another outstanding quarter. We beat analysts' expectations across the board on key metrics – revenue, Adjusted EBITDA, net income, and fully-diluted EPS. As a result of strong demand and momentum, which includes significant new deal wins across a diversity of new and existing customers, we are increasing our revenue guidance to 45% or more organic revenue growth in 2025, up from 40%. We have a robust pipeline that includes significant dollar values positioning us for a strong second half of the year. Many of these deals are not incorporated in our forecast, leaving room for possible further increases.”
— Jack Abuhoff, Q2 2025 Earnings Press Release
INOD Earnings Trends
INOD vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
INOD EPS Trend
Earnings per share: estimate vs actual
INOD Revenue Trend
Quarterly revenue: estimate vs actual
INOD Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.19 | $0.42 | +127.03% | $90.1M | +17.82% |
| Q4 25 MISS FY | $0.26 | $0.25 | -3.85% | $72.4M | +4.19% |
| FY Full Year | — | $0.92 | — | $251.7M | — |
| Q3 25 BEAT | $0.16 | $0.24 | +50.00% | $62.6M | +4.63% |
| Q2 25 BEAT | $0.13 | $0.20 | +60.00% | $58.4M | +3.62% |