Core Insights - Innodata Inc. (INOD) reported better-than-expected fourth-quarter 2025 results, with adjusted earnings per share (EPS) and revenues exceeding the Zacks Consensus Estimate, although the bottom line saw a decline year over year [1][9] - The stock experienced a decline of 3.6% in after-market trading following the earnings report [1] Financial Performance - The company achieved an adjusted EPS of 25 cents, surpassing the Zacks Consensus Estimate of 21 cents by 19.1%, but down from 31 cents in the same quarter last year [3] - Revenues reached $72.4 million, exceeding the consensus mark of $69 million by 4.2% and reflecting a year-over-year growth of 22.3% [4] - Adjusted gross profit increased by 6% year over year to $30.1 million, while the adjusted gross margin contracted by 600 basis points to 42% [4] Segment Performance - **DDS Segment**: Revenues increased to $64.6 million from $51.3 million year over year, with adjusted gross profit rising by 8.9% to $25.5 million, although the adjusted gross margin contracted by 700 basis points to 39% [5] - **Synodex Segment**: Revenues declined to $1.6 million from $2.1 million due to a contract termination, with adjusted gross profit falling by 56.4% to $0.4 million and the adjusted gross margin contracting by 1,800 basis points to 24% [6] - **Agility Segment**: Revenues increased to $6.1 million from $5.8 million year over year, with adjusted gross profit rising by 1.9% to $4.2 million, while the adjusted gross margin declined by 300 basis points to 67% [7] Annual Highlights - For the full year 2025, Innodata's revenues increased by 48% year over year to $251.7 million, with adjusted gross profit rising to $108 million from $73.1 million, maintaining an adjusted gross margin of 43% [8] - Adjusted EPS for 2025 was 92 cents, up 3.4% from 89 cents in 2024 [8] Future Outlook - Innodata anticipates 35% organic revenue growth for 2026, driven by strong demand for AI and customer diversification [9][11] - The company aims to evolve from a data supplier to a strategic lifecycle partner for advanced AI initiatives [3]

Innodata Inc (INOD) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.05%. A quarter ago, it was expected that this company would post earnings of $0.14 per share when it actually produced earnings of $0.24, delivering a surprise of +71.43%.Over the last four quarters, the company h ...

Innodata (NasdaqGM:INOD) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAmy Agress - SVP and General CounselHamed Khorsand - Principal and Director of ResearchJack Abuhoff - President and CEOMarissa Espineli - VP and Corporate ControllerConference Call ParticipantsAllen Klee - Managing Director and Senior Research AnalystGeorge Sutton - Senior Research AnalystOperatorGood afternoon, ladies and gentlemen, and welcome to the Innodata to report fourth quarter and fiscal year 2025 resul ...

Innodata (NasdaqGM:INOD) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAmy Agress - SVP and General CounselHamed Khorsand - Principal and Director of ResearchJack Abuhoff - President and CEOMarissa Espineli - VP and Corporate ControllerConference Call ParticipantsAllen Klee - Managing Director and Senior Research AnalystGeorge Sutton - Senior Research AnalystOperatorGood afternoon, ladies and gentlemen, and welcome to the Innodata to report Fourth Quarter and Fiscal Year 2025 Resul ...

Innodata (NasdaqGM:INOD) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker6Good afternoon, ladies and gentlemen, and welcome to the Innodata to report fourth quarter and fiscal year 2025 results conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star 0 for the operator. This call is being recorded on Thursday, February 26th, 2026. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-35774 INNODATA INC. (Exact name of registrant as specified in its charter) Delaware 13-3475943 (State or other jurisdiction of (I.R.S. Employer Identification No.) ...

Exhibit 99.1 Innodata Reports Fourth Quarter and Full Year 2025 Results NEW YORK – February 26, 2026 – INNODATA INC. (Nasdaq: INOD) today reported results for the fourth quarter and the year ended December 31, 2025. * Adjusted EBITDA is defined below. · 48% Full-Year Revenue Growth and Strong Q4 Results · Anticipates ~35%+ Revenue Growth in 2026 with Expanding Customer Diversification · Announces Innovations in Dataset Creation and Evaluations for LLMs, AI Agents, and Physical AI (Robotics) · Revenue of $72 ...

48% Full-Year Revenue Growth and Strong Q4 Results Anticipates ~35%+ Revenue Growth in 2026 with Expanding Customer Diversification Announces Innovations in Dataset Creation and Evaluations for LLMs, AI Agents, and Physical AI (Robotics) NEW YORK CITY, NY / ACCESS Newswire / February 26, 2026 / INNODATA INC. (Nasdaq:INOD) today reported results for the fourth quarter and the year ended December 31, 2025. ...

Core Insights - Innodata Inc. (INOD) is set to release its fourth-quarter 2025 results on February 26, 2026, after market close [1] Financial Performance - Innodata reported a record third-quarter 2025, with adjusted earnings per share (EPS) of 24 cents, exceeding the Zacks Consensus Estimate by 71.4%. This is a decrease from the adjusted EPS of 51 cents in the same quarter last year [2] - Revenues for the third quarter reached $62.6 million, surpassing the consensus estimate by 4.6% and reflecting a year-over-year growth of 19.8% [2] - Adjusted EBITDA increased to $16.2 million from $13.9 million a year ago, indicating operational leverage [2] - The company maintains guidance for 45% or more year-over-year organic revenue growth in 2025 [2] Earnings Estimates - The Zacks Consensus Estimate for fourth-quarter EPS remains unchanged at 21 cents, indicating a 32.3% decline from the year-ago EPS of 31 cents. Revenue estimates for the quarter are pegged at $69.5 million, suggesting a 17.4% year-over-year growth [5] - For 2026, revenues are expected to increase by 25.9%, with EPS projected to grow by 27.8% [6] Market Dynamics - Fourth-quarter revenues are likely supported by ongoing expansion with large technology customers and strong demand for generative AI data engineering services. The company has highlighted significant deal momentum [8] - Anticipated contracts related to high-quality pre-training data could represent approximately $68 million in potential revenue across multiple customers, with some scaling expected through 2026 [9] - The launch of Innodata Federal and engagement with a new high-profile customer may contribute to early mobilization revenues in the fourth quarter [10] Profitability Factors - Scale benefits from expanding engagements with big tech and higher-value services are expected to support gross margin dynamics [12] - Investments in new capabilities, including federal expansion and advanced model safety offerings, may pressure selling and administrative costs in the near term [13] Stock Performance - INOD stock has gained 18.5% over the past six months, outperforming some industry peers but underperforming the Zacks Engineering - R and D Services industry [16] - Compared to competitors like Cognizant Technology Solutions and Infosys, INOD has shown stronger price resilience [17] - The stock is currently trading at a premium forward P/E compared to its industry [20] Investment Outlook - Despite solid operating momentum and strong organic growth expectations, the fourth-quarter EPS is projected to decline year over year, and the Earnings ESP stands at 0.00%, indicating no clear signal for another earnings beat [22]

Core Insights - The artificial intelligence boom has created distinct investment opportunities, with Innodata (INOD) and BigBear.ai (BBAI) representing different approaches to capitalize on this trend [1][2]. Company Overview - Innodata has positioned itself as a high-growth data engineering partner for Big Tech and AI model builders, acting as a "picks and shovels" enabler of generative AI [2]. - BigBear.ai focuses on mission-ready AI solutions for defense and intelligence, recently expanding its capabilities through acquisitions [2]. Financial Performance - Innodata reported third-quarter revenues of $62.6 million, a 20% increase year over year, with adjusted EBITDA of $16.2 million, and anticipates 45% or more revenue growth in 2025 [7][10]. - In contrast, BigBear.ai's third-quarter revenue declined 20% year over year to $33.1 million, with a gross margin decrease to 22.4% [8][10]. Growth Potential - Innodata's revenue for the first nine months of 2025 reached $179.3 million, up 61% year over year, driven by demand for high-quality data [9]. - The company has a potential revenue pipeline of approximately $68 million from new contracts, positioning it well for future growth [11]. - BigBear.ai's recent acquisition of Ask Sage for $250 million aims to enhance its secure AI capabilities, although operational performance remains under pressure [14][17]. Valuation Metrics - Innodata trades at a forward price-to-sales ratio of 4.39X, while BigBear.ai trades at 9.95X, despite BigBear's weaker growth trajectory and negative EBITDA [10][18]. - Innodata's lower valuation multiple aligns with its profitable growth profile and clearer earnings visibility [18]. Earnings Outlook - The consensus estimate for Innodata's 2026 earnings per share is $1.12, indicating a 27.8% growth from 2025, with revenues expected to rise 25.9% [21]. - BigBear.ai is projected to narrow its loss to 25 cents per share in 2026, with revenues expected to grow 30.2% [22]. Investment Considerations - Both companies are positioned to benefit from expanding AI budgets, particularly in generative AI and federal deployments [23]. - However, Innodata is seen as having a clearer path to sustained profitability and diversified growth drivers, making it a more compelling investment opportunity at current levels [24][25].