Q1 2026 I3 Verticals Inc Earnings Call Transcript

Feb 6, 2026 / 01:30 PM GMT

Release Date Price: €17.6 (+4.14%)

Transcript 10-Q8-K

Key Points

Positve

Recurring revenue increased by over 8%, indicating strong long-term growth potential.
SaaS revenue grew by over 24%, marking the fourth consecutive quarter of over 20% growth.
The company announced a strategic acquisition in the transportation market, expected to enhance market positioning and growth.
i3 Verticals Inc (IIIV) remains well-capitalized with $37 million in cash and no debt, providing financial stability.
The acquisition is expected to significantly expand geographic reach and has an EBITDA margin above 50%.

Negative

Overall revenue growth was only 1%, reflecting challenges in non-recurring revenue streams.
Professional services and software license revenues declined by $33 million.
Adjusted EBITDA declined by $1 million, with a decrease in margin from 27.9% to 25.8%.
Maintenance revenues declined by 8%, indicating potential challenges in sustaining older revenue streams.
The company faces headwinds in professional services revenue, with expectations of further decline in fiscal 2026.

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

IIIV.OQ - i3 Verticals Inc
Q1 2026 I3 Verticals Inc Earnings Call
Feb 06, 2026 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone and welcome to the I3 verticals first quarter 2026 earnings conference call. Today's call is being recorded and a replay will be available starting today through February 13th.

The number for the replay is 855-669-9658, and the code is 6,769,466.

The replay may be accessed for 30 days at the company's website. At this time, for opening remarks, I would like to turn the call over to Clay Whitson, Chief Strategy Officer. Please go ahead, sir.

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Unidentified_2 [2]
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Good morning and welcome to the first quarter of 2026 conference

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