NASDAQ$INOD

Innodata Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Innodata's Q2 2021 results were reported, showing revenue growth driven by AI-based solutions and industry platforms.

Innodata reported strong revenue growth in Q2 2021, with a 23% increase compared to the year-ago quarter, driven by AI-based solutions and industry platforms. The company anticipates continued growth of 20% or more year over year in the remaining quarters of the year and expects growth to accelerate in the second half of 2021 and continue into 2022.

  • Innodata reported a strong growth quarter.
  • The company reduced structural costs by $6 million since the end of 2019.
  • Incremental revenues provided 78% gross margin, reflecting the operating leverage in the business.
  • Innodata is investing internally generated cash flow in sales and marketing, as well as product enhancement initiatives.

Headline financials

Total Revenue

$17M

Previous: $13.9M+23.0%
EPS (adj)

-$0.00

Previous: -$0.02+80.6%
Capital Expenditures

-$1.47M

Previous: -$970K-51.9%
Free Cash Flow

-$1.58M

Previous: -$1.53M-3.2%
Net Income

-$103K

Previous: -$557K+81.5%
Operating Income

-$336M

Previous: -$291M-15.5%
Gross Profit

$6.64M

Previous: $4.18M+58.8%
Cash & Equivalents

$22.1M

Previous: $13.5M+63.6%
Total Assets

$60.9M

Previous: $51.3M+18.7%
Stock-Based Comp

$336K

Previous: $298K+12.8%

Revenue & EPS history

Innodata · Revenue · Quarterly

$17M

Q2 2021+23%vs Q2 2020

Forward guidance

Innodata anticipates continuing to achieve 20% or more year over year growth in the remaining quarters of the year. Moreover, they expect growth to accelerate in the second half of 2021 over the first half of 2021 with continued acceleration in 2022 driven by expansions in business from new and recently-won customers and pipeline growth as their expanding salesforce becomes fully productive.

Tailwinds

  • Anticipate continuing to achieve 20% or more year over year growth in the remaining quarters of the year.
  • Expect growth to accelerate in the second half of 2021 over the first half of 2021.
  • Expect continued acceleration in 2022 driven by expansions in business from new and recently-won customers.
  • Pipeline growth from expanding salesforce becoming fully productive.
  • Proving to be an indispensable partner to organizations seeking to embrace artificial intelligence.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+3.9%

Avg return

Earnings day

+8.8%

Avg return

5 days after

+9.4%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+77.7%

Q3 2024

Best reaction

-25.0%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%+97.5%+119.2%
Q4 2025-7.2%-6.6%-22.0%
Q3 2025+7.0%+1.7%-5.1%
Q1 2025-15.7%-15.2%+24.6%
Q4 2024+13.5%+17.6%-23.4%
Q3 2024+77.7%+91.0%+85.0%
Q2 2024+20.0%+6.3%-9.0%
Q1 2024+55.3%+59.9%+124.9%
Q4 2023-16.8%-11.2%-26.0%
Q3 2023+18.8%+16.1%-1.6%
Q2 2023+27.9%+25.1%-3.5%
Q1 2023+15.3%+7.1%+30.0%
Q4 2022+10.2%+3.2%+13.4%
Q3 2022+16.6%+13.8%+7.2%
Q2 2022-25.0%-32.0%-48.5%
Q1 2022+11.1%+2.0%-26.9%
Q4 2021+42.5%+45.7%+33.6%
Q3 2021-18.3%-25.3%-44.4%
Q2 2021+20.5%+13.1%+15.3%
Q1 2021+6.3%-1.0%+13.8%
Q4 2020+39.7%+57.5%+20.8%
Q3 2020+41.8%+31.4%+73.6%
Q2 2020+4.3%+9.9%+43.3%
Q1 2020+11.7%+7.8%+21.4%
Q4 2019+2.3%-3.8%-16.2%
Q3 2019-5.4%-4.3%-12.1%
Q2 2019+7.8%+12.9%+8.6%
Q1 2019-9.5%-12.9%-14.7%
Q4 2018-4.1%-2.0%-15.6%
Q3 2018+6.3%-1.4%+27.5%
Q2 2018+0.8%-4.8%+12.1%
Q1 2018-0.9%-0.9%-1.7%
Q4 2017+0.9%+6.4%+3.6%
Q3 2017-8.7%-14.8%-3.5%
Q2 2017-3.2%+0.0%-3.2%
Q1 2017-15.4%-17.9%-17.9%
Q4 2016-2.4%-7.3%+2.4%
Q3 2016-12.0%-22.0%-10.0%
Q2 2016+2.0%-1.2%-7.7%
Q1 2016+0.0%
Q4 2015-3.7%
Q3 2015+8.3%
Q2 2015+0.4%
Q1 2015-0.7%
Q4 2014-0.4%
Q3 2014-1.9%
Q2 2014-1.6%
Q1 2014-6.9%
Q4 2013+2.9%
Q3 2013-1.7%
Q2 2013-1.8%
Q1 2013-2.6%
Q4 2011-0.5%
Q4 2012-0.5%
Q3 2012-12.1%
Q2 2012-2.3%
Q1 2012+2.2%
Q3 2011-6.8%
Q4 2009-8.3%
Q2 2011-8.3%
Q4 2010-8.3%
Q1 2011-1.5%
Q3 2010+5.6%
Q2 2010-4.3%
Q1 2010-7.5%

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