Sign In
Buy INVE
Identiv Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.150 |
| EPS Surprise | -7.14% |
| Revenue estimate | 6.917M |
| Revenue actual | 7.413M |
| Revenue Surprise | 7.18% |
| Release date | Mar 12, 2026 |
| EPS estimate | -$0.170 |
| EPS actual | -$0.160 |
| EPS Surprise | 5.88% |
| Revenue estimate | 5.65M |
| Revenue actual | 6.166M |
| Revenue Surprise | 9.13% |
| Release date | Nov 10, 2025 |
| EPS estimate | -$0.230 |
| EPS actual | -$0.150 |
| EPS Surprise | 34.78% |
| Revenue estimate | 5.65M |
| Revenue actual | 5.009M |
| Revenue Surprise | -11.35% |
| Release date | Aug 07, 2025 |
| EPS estimate | -$0.310 |
| EPS actual | -$0.260 |
| EPS Surprise | 16.13% |
| Revenue estimate | 5.1M |
| Revenue actual | 5.04M |
| Revenue Surprise | -1.18% |
Last 4 Quarters for Identiv
Below you can see how INVE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $3.60 |
| EPS estimate | -$0.310 |
| EPS actual | -$0.260 |
| EPS surprise | 16.13% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $3.45 |
| Aug 04, 2025 | $3.44 |
| Aug 05, 2025 | $3.58 |
| Aug 06, 2025 | $3.50 |
| Aug 07, 2025 | $3.60 |
| Aug 08, 2025 | $3.58 |
| Aug 11, 2025 | $3.61 |
| Aug 12, 2025 | $3.67 |
| Aug 13, 2025 | $3.70 |
| 4 days before | 4.35% |
| 4 days after | 2.78% |
| On release day | -0.556% |
| Change in period | 7.25% |
| Release date | Nov 10, 2025 |
| Price on release | $3.83 |
| EPS estimate | -$0.230 |
| EPS actual | -$0.150 |
| EPS surprise | 34.78% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $3.71 |
| Nov 05, 2025 | $3.94 |
| Nov 06, 2025 | $3.91 |
| Nov 07, 2025 | $3.78 |
| Nov 10, 2025 | $3.83 |
| Nov 11, 2025 | $3.69 |
| Nov 12, 2025 | $3.72 |
| Nov 13, 2025 | $3.52 |
| Nov 14, 2025 | $3.75 |
| 4 days before | 3.23% |
| 4 days after | -2.09% |
| On release day | -3.66% |
| Change in period | 1.08% |
| Release date | Mar 12, 2026 |
| Price on release | $3.31 |
| EPS estimate | -$0.170 |
| EPS actual | -$0.160 |
| EPS surprise | 5.88% |
| Date | Price |
|---|---|
| Mar 06, 2026 | $3.29 |
| Mar 09, 2026 | $3.30 |
| Mar 10, 2026 | $3.36 |
| Mar 11, 2026 | $3.25 |
| Mar 12, 2026 | $3.31 |
| Mar 13, 2026 | $3.53 |
| Mar 16, 2026 | $3.46 |
| Mar 17, 2026 | $3.43 |
| Mar 18, 2026 | $3.36 |
| 4 days before | 0.608% |
| 4 days after | 1.51% |
| On release day | 6.65% |
| Change in period | 2.13% |
| Release date | May 13, 2026 |
| Price on release | $4.82 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.150 |
| EPS surprise | -7.14% |
| Date | Price |
|---|---|
| May 07, 2026 | $5.04 |
| May 08, 2026 | $5.14 |
| May 11, 2026 | $4.82 |
| May 12, 2026 | $4.82 |
| May 13, 2026 | $4.82 |
| May 14, 2026 | $3.96 |
| May 15, 2026 | $3.81 |
| May 18, 2026 | $3.82 |
| May 19, 2026 | $3.94 |
| 4 days before | -4.37% |
| 4 days after | -18.26% |
| On release day | -17.84% |
| Change in period | -21.83% |
Identiv Earnings Call Transcript Summary of Q1 2026
Identiv reported Q1 2026 revenue of $7.4M, beating guidance and up from $5.3M in Q1 2025. GAAP gross margin improved to 17.4% (non-GAAP 23.8%) driven largely by the completed manufacturing transition to the Thailand facility and associated cost savings; non-GAAP adjusted EBITDA loss narrowed to $2.7M. The company highlighted a long-term exclusive agreement with IFCO to supply BLE smart labels, expects production of over 0.5M pilot units shortly and mass production in Q4 2026, and continues development and planned commercialization of its ID Blue BLE portfolio later this year. Pipeline metrics: the new-customer opportunity pipeline grew to 124 (goal 125 for 2026) with 8 conversions in Q1 and 18 active new-product-development projects (3 completed in Q1). Balance sheet remains strong with $124.8M in cash and working capital of $129.6M. Q2 2026 revenue guidance is $5.4M–$6.0M (reflecting pull-forward of orders into Q1 and some softening in consumer-facing demand). Management expects margins to improve over the year from Thailand efficiencies but anticipates variability and some offsetting costs as IFCO scales. Cash usage for 2026 is expected to be $14M–$16M (excluding strategic-review costs), including ~$3.5M capex for IFCO production and $1.5M to purchase chips to lock pricing for multi-year orders. OpEx is expected to remain approximately flat versus prior year.
