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EarningsQ2 2026 Earnings Report
IPM Q2 2026 EPS Results
Actual EPS-$0.10
Consensus EPS$0.02
Beat/MissMissed by -$0.12
One Year Ago EPS-$0.08
IPM Q2 2026 Revenue Results
Actual Revenue$6.46M
Expected Revenue$6.40M
Beat/MissBeat by +$62.54K
YoY Revenue Growth+12.93%
Earnings Announcement Details
QuarterQ2 2026
Date08/11/2026
TimeAfter Close
Conference CallTuesday, August 11, 2026
IPM Upcoming Earnings
Intelligent Protection Management's next earnings date is estimated for November 10, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
IPM Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed solid top-line growth, expanding recurring managed services, strong procurement/AI-driven bookings, increased deferred revenue and a healthy cash position with no long-term debt — all positive indicators. However, meaningful near-term challenges were highlighted: supply-chain disruptions that delayed revenue and produced a loss on a large order, widened net losses year-to-date, quarter-level adjusted EBITDA deterioration, steep declines in professional services and subscription revenues, and a related-party customer's reduced spend. Management outlined remediation steps (supplier diversification, converting procurement projects into recurring services, disciplined capital allocation) and is targeting positive adjusted EBITDA by Q4. Overall, positives around demand, backlog, recurring revenue expansion and balance sheet strength are materially offset by near-term margin and cash-flow pressures and higher reported losses.Company Guidance
Top-Line Growth
Total revenue increased ~13% year-over-year to $6.5M in Q2 2026 (from $5.7M). Revenue for the first half of 2026 rose 14% to $12.8M (from $11.2M).
Recurring Managed IT Momentum
Managed IT revenue (recurring services) was $3.8M in Q2, up 8.4% year-over-year; managed IT services grew ~9% for the six-month period, strengthening the predictable revenue base.
Strong Procurement and AI-Related Sales
Procurement revenue increased 64% year-over-year in Q2 to $2.0M and rose ~70% for the six-month period, driven by sales of AI-related servers, storage and infrastructure.
Growing Backlog / Deferred Revenue
Deferred revenue was $4.5M as of 06/30/2026, up $0.6M from $3.9M on 12/31/2025, indicating booked orders that should convert to future GAAP revenue as fulfillment occurs.
Balance Sheet Strength
Quarter-end cash and cash equivalents of $7.5M and no long-term debt provide financial flexibility to invest organically and pursue acquisitions.
Customer Wins and Pipeline Expansion
Management reported robust new customer additions and a growing pipeline across regulated verticals (legal, finance, healthcare, energy, private equity, manufacturing, retail), positioning further expansion of recurring services.
Infrastructure & Data Center Capability
Extended Phoenix Tier 3 data center agreement through 2032 with discounted capacity and 100% uptime guarantee, supporting private cloud, AI private cloud, and managed backup/disaster offerings.
Improving Six-Month Adjusted EBITDA Trend
Adjusted EBITDA for the six months ended 06/30/2026 was negative $800k, modestly improved from negative $900k in the prior-year period, with management targeting positive adjusted EBITDA by Q4.
IPM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed