Innodata (INOD) Q1 2026

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Innodata delivered a blowout first quarter for fiscal 2026, posting revenue of $90.10 million, a 54.4% year-over-year gain that cleared the $76.47 million consensus estimate by 17.82%, while earnings per diluted share of $0.42 nearly tripled the $0.1… Read more Innodata delivered a blowout first quarter for fiscal 2026, posting revenue of $90.10 million, a 54.4% year-over-year gain that cleared the $76.47 million consensus estimate by 17.82%, while earnings per diluted share of $0.42 nearly tripled the $0.18 Wall Street expected, representing a 127.03% beat. The driving force behind the outperformance was rapid expansion within Big Tech, most notably the announcement of new engagements with a major hyperscaler customer expected to generate roughly $51.00 million in revenue this year alone, a relationship that carried zero revenue just twelve months ago. Adjusted EBITDA reached $24.98 million, or 28% of revenue, up 96% from the prior-year period, reflecting deepening operating leverage as Innodata scales its agentic AI data services. Management lifted full-year 2026 revenue growth guidance to approximately 40% or more, up from the 35% or more guided only ten weeks prior, characterizing the raised outlook as prudent given several large programs not yet included in forecasts. Analysts tracking the company have noted its positioning as an outsourced data engineering arm for LLM creators, with structural cost advantages that continue to attract hyperscaler attention.