)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Itron
Itron (ITRI) investor relations material
Itron Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Q4 2025 revenue was $572 million, down year-over-year due to portfolio changes and project timing; full-year revenue was $2.37–$2.4 billion, down 3%.
Adjusted EBITDA for Q4 was $99 million, up 21% year-over-year; full-year adjusted EBITDA was $374 million, up 16%.
Outcomes segment delivered record Q4 revenue, up 23%, supporting overall profitability.
Strategic acquisitions of Urbint and Locusview closed, launching the Resiliency Solutions segment.
Free cash flow for Q4 was $112 million, up $41 million; full-year free cash flow was $383 million, up $175 million.
Financial highlights
Q4 GAAP net income was $101.6–$102 million, up 75% year-over-year; full-year GAAP net income was $301 million, up 26%.
Q4 non-GAAP diluted EPS was $2.46, up $1.11; full-year non-GAAP diluted EPS was $7.13, up $1.51.
Q4 adjusted gross margin was 40.5–40.7%, up over 560 bps year-over-year.
Q4 free cash flow was $112 million; full-year free cash flow was $383 million.
Net cash from operating activities for the year was $406 million, up from $238 million.
Outlook and guidance
2026 revenue expected between $2.35–$2.45 billion, representing 1% growth at midpoint.
2026 non-GAAP EPS guidance is $5.75–$6.25 per share, with a 22% effective tax rate and lower interest income from acquisitions.
Q1 2026 revenue guidance is $565–$575 million, down 6% year-over-year; Q1 non-GAAP EPS expected at $1.20–$1.30.
Resiliency Solutions segment to contribute $65–$70 million in 2026 at ~70% gross margin, accretive to revenue and EBITDA but dilutive to EPS by $0.38, turning accretive by end of 2027.
ARR projected to grow mid-teens to 20% in 2026, including contributions from recent acquisitions.
Impact of portfolio mix on future profitability
Drivers of 2026 EPS outlook reduction
Backlog decline impact on future revenue growth?
What drives 2026 EPS decline despite revenue growth?
Detail the strategic rationale for Resiliency Solutions
Explain the TTM book-to-bill trend
Explain 2026 EPS dilution from acquisitions?
What drives 2026 ARR growth, organic vs. M&A?
Describe current utility demand and key KPIs?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Itron earnings date
Q1 202630 Apr, 2026
Itron
Next Itron earnings date
Q1 202630 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Itron, Inc. is a technology and service company that provides customers with an end-to-end solution to manage energy and water resources. The company's technology and services enable the collection, management and analysis of large volumes of information that helps our customers make informed decisions. It provides services such as Smart Metering Systems, Distribution Automation, and Utility Network Communications. Customers include electric, gas and water utilities and smart cities around the world.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage