Innodata, Q4 and Earnings Call
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If you are wondering whether Innodata’s recent share price puts it on sale or already prices in a lot of optimism, you are not alone. The stock most recently closed at US$44.17, with returns of a 1.5% decline over 7 days,
Abuhoff described robust demand across the generative AI life cycle and increasing traction with a "broad and diversified number of large customers." He shared, "We anticipate another year of potentially extraordinary growth in 2026. We currently estimate our 2026 year-over-year growth to potentially be approximately 35% or more."
Partnering with companies building generative AI models has been a boon to Innodata.
Innodata (NasdaqGM:INOD) has entered into new partnerships with Palantir and the U.S. Missile Defense Agency focused on AI data engineering and training data services. The collaborations center on providing specialized data annotation and engineering support for advanced AI and defense-related projects.
Innodata Inc. is set to report fourth-quarter and fiscal year 2025 results after the market closes Thursday, a critical test for the AI data services provider following promises of "transformative growth" ahead.
On a forward 12-month price-to-sales basis, Innodata trades at 4.39X, while BigBear.ai trades at 9.95X. Despite BigBear’s weaker growth trajectory and negative EBITDA, it commands a materially higher revenue multiple. Innodata’s lower multiple appears more aligned with its profitable growth profile and clearer earnings visibility.
Full-Year Revenue Growth and Strong Q4 ResultsAnticipates ~35%+ Revenue Growth in 2026 with Expanding Customer DiversificationAnnounces Innovations in Dataset Creation and Evaluations for LLMs, AI