Q4 2025 Information Services Group Inc Earnings Call Transcript

Mar 6, 2026 / 02:00 PM GMT

Release Date Price: $4.53 (-4.83%)

Transcript 10-K8-K

Key Points

Positve

Information Services Group Inc (III) reported a strong Q4 with revenues of $61.2 million, up 6% from the prior year.
The company's growth was driven by double-digit growth in Europe and a 13% increase in recurring revenues globally.
AI-related services accounted for nearly 35% of Q4 revenues, indicating a successful integration of AI into their offerings.
Adjusted EBITDA for Q4 was $8.1 million, up 24%, with an EBITDA margin increase of nearly 200 basis points to 13.2%.
The company generated $29 million in operating cash flow for the full year, up 46% from the previous year, showcasing strong cash generation capabilities.

Negative

Asia Pacific region experienced a decline in Q4 revenues, down $1.1 million compared to the prior year.
The macroeconomic environment remains uncertain, causing clients to be cautious with their spending.
Despite strong performance, net income for Q4 was $2.6 million, down from $3 million in the prior year.
The company faces challenges in the public sector in Asia Pacific, which needs to reignite spending for growth.
There is a mixed pace in the US market, with some projects moving from Q1 to Q2 due to geopolitical and economic uncertainties.

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

III.OQ - Information Services Group Inc
Q4 2025 Information Services Group Inc Earnings Call
Mar 06, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Information Services Group 4th quarter 2025 conference call. This call is being recorded and a replay will be available on ISG's website within 24 hours.

Now I'd like to turn the call over to Mr. Will Thoretz for opening remarks and introductions. Mr. Thoretz, please go ahead.

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Unidentified_2 [2]
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Thank you, operator. Hello and good morning. My name is Will Thoris. I am head of corporate communications for ISG. I'd like to welcome everyone to ISG's 4th quarter conference call. I'm joined today

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