Innventure, Inc. (INV) Earnings Call Transcripts

Innventure, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Innventure, Inc. reported a significant revenue increase to $1.4 million, up from $0.2 million in the same quarter last year, signaling strong momentum across its operating companies. The company also highlighted over $50 million in bookings, indicating robust demand and a positive trajectory towards achieving a projected revenue run rate of $100 million by year-end. Management maintained its optimistic outlook, expecting continued growth in revenue and adjusted EBITDA in the second half of the year and into 2027.

Reported metrics

Guidance from management

Management expects to achieve a revenue run rate of approximately $100 million by year-end 2026 and anticipates strong revenue and adjusted EBITDA growth in the second half of 2026 and into 2027.

What management said

Look, we would anticipate certainly more bookings, Chip. And so I think by the time we announce the next quarter, which will be first half of August, in all likelihood, we can give an update on bookings if there are material changes. But to Roland's point, these businesses are lumpy in the early stages, but then they hit an inflection point that could be substantial. You might note that Vertiv, who had a great deal o...

Yes. So there have been bookings, Nehal. I can't quantify that for you. But I think when we announced the second quarter in August, I would project that we will update some of the bookings forecast. Again, the CEO call was just 2 weeks ago or just a little bit over. So we -- and we gave our first quarter -- excuse me, our year-end result was kind of late in the quarter as well. So we've done updates here in the last ...

What analysts pressed on

Analysts raised concerns about potential delays in data center deployments affecting Accelsius' growth trajectory. There were questions regarding the predictability of bookings and cash conversion cycles as the company scales its operations.

Main topics on the call

• Revenue Growth — Innventure's revenue grew to $1.4 million in Q1 2026, up from $0.2 million a year earlier, marking a sequential increase from $0.8 million in Q4 2025. Management noted, "Revenue has grown sequentially every quarter since...
• Bookings and Demand — The company reported over $50 million in bookings for the quarter, reflecting strong customer interest and validation of its technology. CEO Bill Haskell stated, "Customers are continuing to buy, test and integrate the t...
• Operational Efficiency — Total G&A expenses decreased to $12.7 million, down $7 million from Q1 2025, indicating improved operational efficiency. CFO David Yablunosky highlighted a 51% reduction in professional service fees as a result of transi...
• Future Revenue Guidance — Management expects to exit December 2026 with positive operating cash flow and a revenue run rate of approximately $100 million. Haskell emphasized, "We still feel very optimistic that we'll hit that run rate before year...

Read the full Innventure, Inc. 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 5 Innventure, Inc. earnings call transcripts on record, spanning November 13, 2025 to August 13, 2026. Based on this history, Innventure, Inc. reports quarterly. The most recent call on file is dated August 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

INV

Exchange

NasdaqGM

Country

US

Sector

Financials

Industry

Capital Markets

Calls on record

5

First call

November 13, 2025

Most recent

August 13, 2026

Reporting cadence

quarterly