Digi International Inc (STU:DGI)

Q1 2026 Digi International Inc Earnings Call Transcript

Feb 4, 2026 / 10:00 PM GMT

Release Date Price: €39 (+3.17%)

Transcript 10-Q8-K

Key Points

Positve

Digi International Inc (DGII) reported a strong start to fiscal 2026 with several new all-time records, including $122 million in quarterly revenues, up 18% year over year.
The company achieved $157 million in annualized recurring revenue, marking a 31% increase year over year and the fifth consecutive quarter of double-digit growth.
Digi International Inc (DGII) reported $32 million in quarterly adjusted EBITDA, up 23% year over year, with a new quarterly record of a 25.8% adjusted EBITDA margin.
The integration of Jolt is progressing well, with strong customer response to the combined SmartSense and Jolt platform, leading to materializing cross-selling opportunities.
The acquisition of Particle strengthens Digi International Inc (DGII)'s edge-to-cloud capabilities and expands its addressable market in the IoT device management space, adding $20 million in ARR.

Negative

Despite strong performance, Digi International Inc (DGII) did not increase its annual guidance after the first fiscal quarter, citing a prudent approach and historical practices.
The company faces challenges related to memory pricing volatility due to AI demand, which could impact costs and supply chain stability.
There are risks associated with tariffs, commodity prices, and the highly publicized memory challenges that AI expansion has created.
Digi International Inc (DGII) acknowledges the fear of unknown price changes in memory components, which could affect future pricing strategies.
The competitive landscape remains challenging, with concerns about Chinese-originated parts affecting certain segments, particularly in the US market.

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

DGII.OQ - Digi International Inc
Q1 2026 Digi International Inc Earnings Call
Feb 04, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone and welcome to TG International Inc. First quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To participate, you will need to press 11 on your telephone. You will then hear a message advising your hand is raised. To withdraw your question, simply press 11 again. Please note, this conference is being recorded. Now it's my pleasure to turn the call over to the Chief Financial Officer, Jamie Locke. Please go ahead.

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Unidentified_2 [2]
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