NASDAQ$INOD

Innodata Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Innodata's Q3 2024 revenue reached a record $52.2 million, marking a 136% year-over-year increase, and the company raised its full-year revenue guidance.

Innodata reported record third-quarter revenue of $52.2 million, a 136% increase year-over-year. The company is raising its 2024 full-year revenue guidance, driven by strong business momentum and increasing investments in generative AI.

  • Record third quarter revenue of $52.2 million, up 136% year-over-year.
  • Raised 2024 full-year revenue guidance to between 88% and 92% year-over-year revenue growth.
  • Expanded Big Tech customer roster to include five of the Magnificent Seven, a prominent AI research and development company, and a prominent social media company.
  • Secured second federal government agency win leveraging generative AI capabilities in Innodata’s Agility platform.

Headline financials

Total Revenue

$52.2M

Previous: $22.2M+135.6%
EPS

$0.51

Previous: $0.01+5000.0%
Capital Expenditures

-$5.52M

Previous: -$4.32M-27.8%
Free Cash Flow

$11.9M

Previous: -$3.95M+400.5%
Net Income

$17.4M

Previous: $371K+4587.1%
Operating Income

-$41M

Previous: $1.24M-3406.8%
Gross Profit

-$30.9M

Previous: $8.22M-475.6%
Stock-Based Comp

$855K

Previous: $1.02M-15.9%

Revenue & EPS history

Innodata · Revenue · Quarterly

$52.2M

Q3 2024+135.6%vs Q3 2023
Beat estimate in 5 of 6 quarters(83%)
ActualEstimate

Forward guidance

Innodata is raising 2024 full-year revenue guidance to between 88% and 92% year-over-year revenue growth.

Tailwinds

  • Strong business momentum
  • Margin expansion
  • Broadening customer relationships
  • Continuing progress on our strategic roadmap
  • Increasing investments by the world’s largest tech companies in generative AI and large language models (LLMs)

Headwinds

  • Impacts resulting from ongoing geopolitical conflicts, including between Russia and Ukraine, Hamas’ attack against Israel and the ensuing conflict and increased hostilities between Hezbollah and Israel and Iran and Israel
  • Investments in large language models
  • Contracts may be terminated by customers
  • Projected or committed volumes of work may not materialize
  • Pipeline opportunities and customer discussions which may not materialize into work or expected volumes of work

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 Q3 2024

Historical avgQ3 2024

+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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