Innodata Inc. (INOD) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 29.41%. A quarter ago, it was expected that this company would post earnings of $0.22 per share when it actually produced earnings of $0.31, delivering a surprise of 40.91%. Over the last four quarters, the company ...

Innodata (INOD) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 This call is being recorded on Thursday, 05/08/2025. I would now like to turn the conference over to Amy Aggress, General Counsel at InnoData Inc. Please go ahead. Speaker1 Thank you, Lovely. Good afternoon, everyone. Thank you for joining us today. Our speakers today are Jack Apohawk, CEO of Innodata and Mariz Espinelli, Interim CFO. Also on the call today is Anish Pantarkar, Senior Vice President, Finance and Corporate Development. We ...

Innodata (INOD) is scheduled to report first-quarter 2025 results on May 8.For the first quarter, the Zacks Consensus Estimate for revenues is pegged at $58.66 million, suggesting a 121.36% rise from the year-ago quarter’s reported figure.The Zacks Consensus Estimate for earnings is pinned at 20 cents per share, indicating an increase of 566.67% from the prior-year quarter’s reported figure. Image Source: Zacks Investment ResearchInnodata has a positive earnings surprise history. In the last reported quarte ...

浦银国际研究 首次覆盖 | 互联网行业 Innodata（INOD.US）：大模型时代 "卖铲人"，数据标注乘势而起 Innodata 深耕数据标注，持续受益于 AI 大模型对数据的需求增长，是 数据标注行业稀缺上市标的。公司客户聚焦美国大型科技企业，已覆 盖"美股七巨头"中的五家，巨头围绕 AI 基建的资本支出扩张或带来 增量。公司增长势头强劲，2024 年收入增长 96%，公司预计 2025 年 收入增长 40%+。我们首次覆盖 Innodata（INOD.US），给予"买入"评 级，目标价为 55 美元，潜在升幅 44%。 图表 1：盈利预测和财务指标 | 美元百万 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 87 | 170 | 240 | 281 | 307 | | 经营利润 | 0 | 24 | 33 | 46 | 58 | | 调整后净利润 | 3 | 33 | 29 | 40 | 49 | | 调整后目标 P/E (x) | | | 25.0 | 18.6 | 15 ...

As artificial intelligence (AI) continues to attract outsized investor interest, two names — Innodata (INOD) and BigBear.ai Holdings (BBAI) — are gaining attention for their specialized roles in the AI ecosystem. While both are small-cap pure plays in the space, they offer very different business models, risk profiles and growth trajectories. In this face-off, we analyze each stock’s strengths and weaknesses to assess which may offer better upside potential heading into the back half of 2025.The Case for IN ...

浦银国际研究 首次覆盖 | 互联网行业 Innodata（INOD.US）：大模型时代 "卖铲人"，数据标注乘势而起 Innodata 深耕数据标注，持续受益于 AI 大模型对数据的需求增长，是 数据标注行业稀缺上市标的。公司客户聚焦美国大型科技企业，已覆 盖"美股七巨头"中的五家，巨头围绕 AI 基建的资本支出扩张或带来 增量。公司增长势头强劲，2024 年收入增长 96%，公司预计 2025 年 收入增长 40%+。我们首次覆盖 Innodata（INOD.US），给予"买入"评 级，目标价为 55 美元，潜在升幅 44%。 图表 1：盈利预测和财务指标 SPDBI 目标价 目前价 市场预期区间 资料来源：Bloomberg、浦银国际 USD 72 USD 75 USD 38 USD 55 股价表现 -40% -20% 0% 20% 40% 60% 80% 0 20 40 60 80 1/2025 2/2025 3/2025 4/2025 Innodata股份有限公司股价(美元) 相对于标普500指数表现(右轴) 资料来源：Bloomberg、浦银国际 | 美元百万 | 2023 | 2024 | 202 ...

Innodata Inc. (INOD) represents a compelling opportunity in the booming artificial intelligence (AI) ecosystem. With a focus on data engineering for generative AI and large language models (LLMs), the company has emerged as a trusted infrastructure partner to some of the world’s most influential tech giants.Its solid financial performance, proprietary platform development, and strategic positioning in the AI safety and risk evaluation space give it significant upside potential.Innodata has delivered a stand ...

Core Insights - The stock market's turbulent start to 2025 contrasts with the record-breaking highs of 2024, yet the AI revolution continues to drive productivity in the global economy [1] Group 1: BigBear.ai - BigBear.ai focuses on artificial intelligence, delivering AI-driven decision intelligence through its platform that extracts insights from large datasets [3] - The company has secured major government contracts, including with the Department of Defense, and is expanding into supply chains, logistics, and healthcare [4] - BigBear.ai's Pangiam digital identity brand utilizes images and biometrics for real-time threat detection, with notable clients including major global airports and the Department of Homeland Security [5] - For the year ended December 31, 2024, BigBear.ai reported $158 million in revenue, a 2% year-over-year increase, with a significant order backlog of $418 million, reflecting strong underlying demand [6] - Although currently unprofitable, BigBear.ai has over $115 million in cash, allowing for strategic growth opportunities [7] Group 2: Innodata - Innodata specializes in data preparation, focusing on gathering, cleaning, and organizing raw information for training AI models, which is crucial for generative AI applications [8] - With a market capitalization of $1.2 billion, Innodata reported a 96% year-over-year revenue increase to $171 million in 2024, driven by relationships with key customers [9] - Innodata achieved profitability in 2024, reporting $28.7 million in net income, a turnaround from a $900,000 loss in 2023, with management projecting a 40% revenue increase in 2025 [10] - Innodata's forward price-to-sales ratio is 4.8, representing a discount compared to BigBear.ai's 5.2, while its forward price-to-earnings ratio of 43 reflects strong earnings momentum [10][11] Group 3: Comparative Analysis - Both BigBear.ai and Innodata have distinct strengths, but Innodata is viewed as the better AI stock due to its proven product ecosystem and robust fundamentals [12] - Until BigBear.ai can effectively monetize its order backlog, Innodata is expected to outperform, making it a compelling option for investors seeking small-cap exposure to AI [13]

Innodata Inc. (INOD) has taken a significant step forward in the AI safety landscape with its newly announced Generative AI Test & Evaluation Platform. The platform, powered by Nvidia's (NVDA) advanced inferencing technology, represents a strategic move into the growing market for AI risk mitigation tools. While the development showcases INOD's technological progress, investors should carefully consider the company's current valuation before making investment decisions.Strategic Platform Launch Amid Industr ...

Core Viewpoint - Innodata Inc. (INOD) is positioned as a key player in the generative AI sector, with significant growth potential driven by its robust business model and increasing demand for AI data solutions [1][16]. Business Model - Innodata operates through three segments: Digital Data Solutions (DDS), Synodex, and Agility, focusing on AI data preparation, training data creation, and AI model deployment [4][6]. - The DDS segment provides various data engineering support services, including data transformation, curation, hygiene, consolidation, extraction, compliance, and master data management [5]. Financial Performance - In Q4 2024, Innodata reported adjusted earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.22, and revenues of $59.18 million, surpassing estimates by 11.41% [6]. - For the full year 2024, revenues reached $170.5 million, a 96% increase year-over-year, with adjusted EBITDA of $34.6 million, reflecting a 250% increase [7]. Market Opportunity - Innodata is set to benefit from a significant increase in AI spending, with major tech companies planning to invest $325 billion in AI infrastructure by 2025, marking a 46% year-over-year increase [8]. - The company is recognized as a crucial partner in the AI revolution, providing high-quality data essential for training advanced language models [9]. Client Diversification - Innodata has diversified its clientele, with revenues from its largest customer reaching an annualized run rate of approximately $135 million, including $24 million in new awards [12]. - Revenues from seven other Big Tech customers increased by 159% sequentially, validating the company's land-and-expand strategy and reducing concentration risk [13]. Future Guidance - For 2025, Innodata projects at least 40% revenue growth, with plans to reinvest in talent, technology, and product development while maintaining adjusted EBITDA growth [14]. - The company has an expected revenue growth rate of 47.3% for the current year, with earnings expected to decline slightly by 2.3% [15]. Long-term Investment Potential - Innodata represents a unique investment opportunity with proven execution and substantial unrealized potential in the AI sector, supported by strong financial results and strategic positioning [16]. - The company boasts a return on equity of 66.36%, significantly higher than industry averages, and a net margin of 16.81% compared to 6.6% for the industry [17]. Valuation Metrics - Innodata's forward P/E ratio stands at 68.45X for the current financial year, justified by its extraordinary growth rate and improving margins in a rapidly expanding market [18].