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Integrated Research
Integrated Research (IRI) investor relations material
Integrated Research H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary25 Feb, 2026
Executive summary
Revenue declined due to a softer renewals book, with earnings impacted by a significant expected credit loss tied to a single client, but cash position improved year-over-year.
Product-led growth strategy advanced with launches of AI-powered Iris, Prognosis Elevate (as-a-service), and full implementation of High Value Payments for a top 10 U.S. bank.
Modest improvements in new client and expansion revenues, particularly in government, health, and defense verticals, with new business and expansion revenues offsetting some churn in legacy segments.
Substantial investment in new products underway, aiming for sustainable medium-term growth.
Financial highlights
Statutory revenue for H1 FY26 was $28.3 million, down 2% year-over-year; pro forma revenue was $34.4 million, down 6%.
EBITDA loss of $3.1 million and net after-tax loss of $1.5 million, compared to prior period profits of $4.6 million.
Cash increased to $43.6 million, with net assets at $95.7 million and no debt.
Operating expenses rose to $31.7 million, driven by increased product and technology investment and a $4.8 million credit loss provision.
Operating cash flow increased to $5.5 million from $0.5 million in the prior period.
Outlook and guidance
Expenses expected to rise in H2 FY26 due to accelerated investment in product-led growth, with short- to medium-term profit impacted by ongoing investment and softer renewals.
Continued focus on new product launches, including further AI-powered offerings and data layering capabilities in calendar 2026.
Management confident in medium-term execution, supported by strong client base, talent, and balance sheet.
Board did not declare an interim dividend; future dividends will be assessed after annual results.
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Next Integrated Research earnings date
H2 202625 Aug, 2026
Integrated Research
Next Integrated Research earnings date
H2 202625 Aug, 2026
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Frequently asked questions
Integrated Research Limited is a technology company that specializes in providing performance management and monitoring solutions for critical IT infrastructure, payments systems, and unified communications environments. The company’s flagship product, the Prognosis platform, enables businesses to monitor and manage the performance of their digital environments in real time, helping to ensure system reliability, optimize operations, and enhance user experience. Integrated Research serves clients across industries such as finance, telecommunications, and healthcare. Integrated Research Limited is headquartered in North Sydney, Australia, and its shares are listed on the ASX.
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