Data I/O Corporation (DAIO) Earnings Call Transcripts

Data I/O Corporation's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Data I/O Corporation (DAIO:US) reported revenues of $3.3 million, a significant decrease from $6.2 million in the same quarter last year. The company experienced a net loss of $3.2 million, or $0.34 per share, which includes onetime expenses related to operational optimization. Management provided guidance for Q2 revenue between $5 million and $5.4 million, indicating a potential sequential growth of at least 20%, driven by improved bookings and a strong pipeline of new customer engagements. Additionally, Data I/O announced a $9 million direct investment to support its acquisition strategy, which is expected to nearly double the company's revenue post-acquisition.

Reported metrics

Guidance from management

Management expects Q2 revenues to be between $5 million and $5.4 million, indicating a strong recovery from Q1. This guidance reflects both delayed revenue recognition from Q1 and new customer activity in Q2.

What management said

I can't really get into those details. We just kicked off early due diligence. We'll be getting more on that once we close and talk through really what the -- not only the strategic rationale, but how we're going to lay each other strategy and how well they fit together in the future, the team members and things like that. That's a little way premature.

We're looking at sort of a combination -- potential combination of other sources of cash, also potential debt or assumption of debt. They do have some debt on their balance sheet as it is right now. We may just bring that over. That might be the most expeditious way. But we're -- I think we're very confident about the ability to raise this to secure the rest of the financing.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of revenue growth following the significant decline in Q1. There were questions about the company's ability to finance the acquisition and the potential impact of onetime expenses on future profitability.

Main topics on the call

• Revenue Decline — Data I/O reported Q1 revenues of $3.3 million, down from $6.2 million year-over-year. CFO Charlie DiBona noted that the reduced revenues were partly due to 'lower bookings and backlog' and a slower-than-expected ramp of ...
• Strong Q2 Guidance — Management provided Q2 revenue guidance of $5 million to $5.4 million, implying a minimum of 20% sequential growth from Q1. DiBona stated, 'The demand did not disappear. It shifted,' indicating confidence in the sales pi...
• Transformational Acquisition — Data I/O is pursuing a transformational acquisition expected to nearly double its annual revenues. CEO Bill Wentworth mentioned that the acquisition would be 'immediately accretive to both earnings and cash flow.'
• Direct Investment — The company announced a $9 million direct investment to enhance its balance sheet and support M&A activities. DiBona emphasized that this investment 'validates our strategy' and strengthens financial flexibility.

Read the full Data I/O Corporation transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 Data I/O Corporation earnings call transcripts on record, spanning March 3, 2020 to May 14, 2026. Based on this history, Data I/O Corporation reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DAIO

Exchange

NasdaqCM

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

29

First call

March 3, 2020

Most recent

May 14, 2026

Reporting cadence

quarterly