Integrated Research Ltd (ASX:IRI)

Half Year 2026 Integrated Research Ltd Earnings Call Transcript

Feb 25, 2026 / 11:30 PM GMT

Release Date Price: A$0.32 (+1.59%)

Transcript

Key Points

Positve

Integrated Research Ltd (ASX:IRI) launched several new products in the first half, including their first AI-powered product, Iris, and a cloud-based service, Elevate.
The company reported a strong cash position with an increase to $43.6 million, indicating financial stability.
New client revenue showed modest progress, with multiple strong wins achieved late in the reporting period.
The company has no debt, which provides financial flexibility to invest in growth strategies.
Integrated Research Ltd (ASX:IRI) is focusing on a product-led growth strategy, aiming to build and commercialize new products to drive sustainable growth.

Negative

Revenue was slightly down due to a softer renewals book, impacting overall financial performance.
The company reported an operating loss and a net loss after tax, primarily due to material expected credit losses.
Pro forma revenue decreased by 6% compared to the prior corresponding period, with declines in both term-based contracts and services revenue.
The company's largest market, the Americas, saw a 6% decline in pro forma revenue.
Expected credit losses amounted to $4.8 million, significantly impacting the financial results for the half year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IRI.AX - Integrated Research Ltd
Half Year 2026 Integrated Research Ltd Earnings Call
Feb 25, 2026 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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Okay, hello everybody.

We'll wait for a few more people to join the call, and then I'll kick off.

Okay, welcome everyone and thank you for joining IR's half year FY26 results webinar.

My name is Gemma Garkett, head of communications here at IR, and I'll be hosting today's session.

This morning, I released its half year results and associated presentation for FY 26, which have been lodged with the ASX.

These are available on the ASX platform and our investor center on our website and should be read in conjunction with this webinar.

Joining me on the call today are Ian Lowe, CEO and managing director, and Christian Shaw, CFO, who will present today on IR's business

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