Innventure Inc (NAS:INV)

Q2 2025 Innventure Inc Earnings Call Transcript

Aug 14, 2025 / 09:00 PM GMT

Release Date Price: $4.7 (+0.64%)

Transcript 10-Q

Key Points

Positve

Innventure Inc (INV) is experiencing rapid growth in the data center liquid cooling market, driven by the increasing adoption of AI.
Excelsius, a subsidiary of Innventure Inc (INV), has made significant progress in engaging with key industry players, including hyperscalers and multinational OEMs.
The company has successfully increased its contracted go-to-market partner network by over 100% since the beginning of 2025.
Excelsius has achieved a 28% to 40% operating cost improvement over traditional water cooling solutions, according to a study by Dahibs Engineering.
Innventure Inc (INV) has a robust pipeline with 3 times gross coverage of bookings for 2025 and 6 times for 2026, indicating strong future demand.

Negative

Innventure Inc (INV) reported a second-quarter revenue of only $0.5 million, indicating early-stage revenue generation.
The company experienced a non-cash goodwill adjustment of $113 million, reflecting macroeconomic challenges.
Excelsius is still in the proof of concept stage, with average order sizes less than $5 million, indicating limited immediate revenue impact.
The sales cycles for Excelsius's technology can span several quarters, potentially delaying revenue realization.
Innventure Inc (INV) has a high level of general and administrative expenses, totaling $18.6 million for the quarter, which could impact profitability.

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

INV.OQ - Innventure Inc
Q2 2025 Innventure Inc Earnings Call
Aug 14, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Adventure 2nd quarter 2025 earnings conference call. At this time, all participants are listen-only mode after the speaker's presentation we'll open up for questions. To ask a question during a session, you need to press 11 on your telephone. You then hit an unrate a message advising your hand is raised to withdraw your question, please press 11 again. Please advise that today's call is being recorded. I, I'd like to hand it over to your first speaker today, Lucas Harper, Chief Investment Officer. Please go ahead.

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