INNODATA WKN: 907651 ISIN: US4576422053 Kürzel: INOD Forum: Aktien Thema: Hauptdiskussion

47,07 USD
+8,41 % +3,65
01:20:04 Uhr, UTP Consolidated
Kommentare 340
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Primax, 11.05.2025 20:39 Uhr
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Die news aus Genf sind positiv zu bewerten...schauen wir mal, was da die woche kommt.
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Primax, 09.05.2025 19:13 Uhr
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Fand ich schon sehr gut. Its models are widely in use for a variety of horizontal applications as well as industry specific applications. And the fourth is a global healthcare company that is a leader in advanced medical imaging diagnostics and digital health solutions. It is actively integrating LLMs and AI to enhance diagnostics, streamline clinical workflows and improve patient outcomes, developing foundation models capable of processing multimodal data, including medical images, records and reports. Now, when it comes to existing customers, we're seeing major expansion opportunities, some we've already won and others we expect to win in the near-term. I'll share a few examples to illustrate the kind of traction we are now seeing. I'll start with 3 of our big tech customers, which until recently were relatively small accounts for us, but which are now showing signs of meaningful expansion. I'll also touch on the continued strong momentum we're seeing within our largest customer. The first example is a customer we started working with in the second quarter of last year. Now in 2024, we recognized only about $400,000 of revenue from them. But today, by contrast, we have late-stage pipeline that we value as having the potential to result in more than $25 million of bookings this year and continued growth over the next several years. This customer is one of the most valuable software companies in the world.

Liest sich alles ganz ordentlich. Mal sehen, wohin die Tendenz heute gegen 22uhr geht. Ich denke schlusskurs um die 35$
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Primax, 09.05.2025 19:09 Uhr
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Mies ja, hab etwas reingefisht bei 32$ Waren einige gute Punkte im Call aber der hier wohl nicht so „For example, with our largest customer, we exited 2024 at an annualized revenue run rate of approximately $135 million. In Q1, we were running higher than this by about 5%. And in Q2, we anticipate that we could be lower by about 5%,“ Vom Trend her find ich’s i.O. 07.04 LL - 26.4$ 14.04 HH - 38$ 21.04 HL - 29$ 02.05 HH - 42$ 09.05 HL - 32$ https://www.directupload.eu/file/d/8914/spc6tfde_jpg.htm

Dito! Bei 31,70 nachgekauft. Trend passt...hoffentlich gibt's am Wochenende in der Schweiz gute Nachrichten!
Standard
Standard, 09.05.2025 17:24 Uhr
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Fand ich schon sehr gut. Its models are widely in use for a variety of horizontal applications as well as industry specific applications. And the fourth is a global healthcare company that is a leader in advanced medical imaging diagnostics and digital health solutions. It is actively integrating LLMs and AI to enhance diagnostics, streamline clinical workflows and improve patient outcomes, developing foundation models capable of processing multimodal data, including medical images, records and reports. Now, when it comes to existing customers, we're seeing major expansion opportunities, some we've already won and others we expect to win in the near-term. I'll share a few examples to illustrate the kind of traction we are now seeing. I'll start with 3 of our big tech customers, which until recently were relatively small accounts for us, but which are now showing signs of meaningful expansion. I'll also touch on the continued strong momentum we're seeing within our largest customer. The first example is a customer we started working with in the second quarter of last year. Now in 2024, we recognized only about $400,000 of revenue from them. But today, by contrast, we have late-stage pipeline that we value as having the potential to result in more than $25 million of bookings this year and continued growth over the next several years. This customer is one of the most valuable software companies in the world.
Standard
Standard, 09.05.2025 17:24 Uhr
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We're in the process of being onboarded by a number of potentially significant customers. I'm going to share 4 of them with you now. The first is a global powerhouse building mission critical systems that power everything from multinational finance and telecommunications to government operations and cloud infrastructure. It is integrating large language models and AI across its cloud infrastructure and enterprise applications to enhance automation, productivity and decision-making, and also embeds generative AI directly into horizontal and vertical applications. The second is a cloud software company that has revolutionized the way businesses manage customer relationships. It is leveraging large language models and AI to enhance customer relationship management and enterprise operations in a second leadership position in launching agentic AI capabilities to autonomously handle complex enterprise tasks. The third is a Chinese technology conglomerate that operates one of the world's largest digital commerce ecosystems. It has built its own family of LLM models incorporating hybrid reasoning capabilities and supporting multiple modalities, including text, image, audio and video.
Standard
Standard, 09.05.2025 17:17 Uhr
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Mies ja, hab etwas reingefisht bei 32$ Waren einige gute Punkte im Call aber der hier wohl nicht so „For example, with our largest customer, we exited 2024 at an annualized revenue run rate of approximately $135 million. In Q1, we were running higher than this by about 5%. And in Q2, we anticipate that we could be lower by about 5%,“ Vom Trend her find ich’s i.O. 07.04 LL - 26.4$ 14.04 HH - 38$ 21.04 HL - 29$ 02.05 HH - 42$ 09.05 HL - 32$ https://www.directupload.eu/file/d/8914/spc6tfde_jpg.htm
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Primax, 09.05.2025 16:19 Uhr
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Puh...20% runter...
Standard
Standard, 09.05.2025 10:38 Uhr
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Stimmt, Soundhound ist vllt kein so guter Vergleich, aber die sind halt 3 mal so hoch bewertet bei 4mrd und KUV von 20-30 und Inno liegt bei 7
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Wander, 09.05.2025 10:17 Uhr
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Knabber sich langsam wieder ran an den Schlusskurs von gestern. Das Ding ist halt auch gut bewertet :D darf man nicht vergessen.
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Primax, 09.05.2025 8:03 Uhr
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Die haben einfach von 43$ auf 31$ runtergedrückt jetzt wieder bei 37$

Und das mit relativ wenig Volumen...ich bin entspannt.
Standard
Standard, 08.05.2025 23:17 Uhr
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Sind wieder bei knapp 40$ paar gute Neuigkeiten über 4 neue Kunden und die Entwicklung an Umsatz von Bestandskunden. Muss mal morgen Transkript anschauen. https://web.quartr.com/link/companies/11634/events/317998/transcript?targetTime=0.0
Standard
Standard, 08.05.2025 23:06 Uhr
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Die haben einfach von 43$ auf 31$ runtergedrückt jetzt wieder bei 37$
Standard
Standard, 08.05.2025 23:04 Uhr
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Mal schauen was der call sagt bei Hims& hears war auch afterhour Absturz und danach starker Anstieg
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Wander, 08.05.2025 23:03 Uhr
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Danke für die Zahlen!
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Wander, 08.05.2025 23:02 Uhr
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Also anscheinend doch eigentlich besser als erwartet. Warum dann so ein Absturz?
Standard
Standard, 08.05.2025 23:02 Uhr
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Für das erste Quartal 2025 erwarten Analysten einen Gewinn pro Aktie (EPS) von etwa 0,18 bis 0,20 US-Dollar – das entspricht einem enormen Anstieg gegenüber den 0,03 US-Dollar im Vorjahresquartal. • Der Umsatz soll bei rund 57,6 bis 58,7 Millionen US-Dollar liegen, was einem Wachstum von über 117 % gegenüber dem Vorjahr entspricht
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