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Innodata Smashes Q1 Forecasts and Lifts 2026 Growth Outlook to About 40%+

Rising Big Tech demand is fueling the gains.

Overview

  • Innodata reported results Thursday after the bell showing revenue up 54% to $90.1 million and diluted EPS of $0.42 versus $0.23 expected.
  • Profitability improved with adjusted EBITDA of $25.0 million, a 28% margin, and cash rising to $117.4 million with a $50 million credit line still unused.
  • Management raised full‑year revenue growth guidance to roughly 40% or higher and described the outlook as conservative.
  • New work with an unnamed Big Tech client is expected to generate about $51 million in 2026 as revenue from other large tech customers also accelerated.
  • The company launched an AI evaluation and observability platform in beta, closed a $1 million hyperscaler deal, and said 15 companies are testing the software to assess and monitor AI systems.