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Innodata Inc. 8-K Filings

INOD NASDAQ

Every 8-K that Innodata Inc. (INOD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow INOD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full INOD filings page.

Rhea-AI Summary

INNODATA INC (INOD) announced that its Board of Directors elected Admiral Michael S. Rogers as an independent director, effective September 10, 2026. In line with the company’s non-employee director compensation policies, he will receive an annual cash retainer of $75,000, paid in equal monthly installments, plus a prorated equity grant under the Amended and Restated Innodata Inc. Equity Compensation Plan, to be determined and administered by management.

The Board determined that Admiral Rogers meets SEC and Nasdaq independence standards, and there are no related-party or Item 404(a) transactions disclosed. He also entered into a customary indemnification agreement with the company. Innodata highlights his background as former Director of the National Security Agency and Commander of U.S. Cyber Command, noting that his cyber and national security experience is expected to help guide its growing Federal practice and AI safety and evaluation initiatives.

Rhea-AI Summary

Innodata Inc. entered into an equity distribution agreement that permits it to offer and sell shares of its common stock, par value $0.01 per share, having an aggregate offering price of up to $300,000,000 from time to time through designated financial institutions acting as sales agents or principals.

The sales agents include Goldman Sachs & Co. LLC, Craig-Hallum Capital Group LLC, Wells Fargo Securities, LLC, Maxim Group LLC, and Wedbush Securities Inc., which will use commercially reasonable efforts to sell the shares and may receive a commission of up to 2.0% of the gross proceeds from each sale. Sales may be conducted as at the market offerings under Rule 415 of the Securities Act or by other methods permitted by law, under a shelf registration statement on Form S-3 (File No. 333-298075) filed August 6, 2026 and effective upon filing. Innodata has no obligation to sell any shares and may suspend offers or terminate the program at any time.

Rhea-AI Summary

Innodata Inc. reported record results for the second quarter ended June 30, 2026, with revenue of $92.1 million, up 58% year-over-year, net income attributable to Innodata Inc. of 14,412 (in thousands) and diluted EPS of $0.41. Adjusted Gross Margin reached 49%, above the company’s 40% target, and Adjusted EBITDA was 25,355 (in thousands), which management said grew 92% year-over-year. Net cash provided by operating activities for the first half of 2026 was 164,441 (in thousands), supporting cash and cash equivalents of 240,278 (in thousands) as of June 30.

Management noted reduced revenue concentration as the largest customer represented 37% of Q2 revenue, down from 56% in Q1, while the Big Tech customer announced last quarter scaled from 17% to 34%. The company reiterated full-year 2026 revenue growth guidance of 40% or more. Innodata also described progress in AI research, including agentic reinforcement learning, new public benchmarks, and an AI Cyber Training Suite for secure coding agents.

The board approved a planned leadership transition effective September 30, 2026: founder Jack S. Abuhoff will move from Chief Executive Officer to Executive Chairman, remaining Board Chair, while President and Chief Revenue Officer Rahul Singhal will become Chief Executive Officer and join the Board. Previously reported compensation arrangements for both executives remain in effect, with any new or amended plans to be disclosed separately.

Rhea-AI Summary

Innodata Inc. filed a current report describing both updated outlook and leadership changes. The company reaffirmed its full-year 2026 revenue growth guidance of approximately 40% or more year-over-year, consistent with the guidance provided on May 7, 2026 and above the approximately 35% or more it guided with its fourth quarter and full-year 2025 results. This signals continued confidence in demand for its data and AI-related services.

Innodata appointed Jayant Chauhan as Executive Vice President and Chief Financial Officer, effective July 6, 2026. Interim CFO Marissa Espineli will transition to Chief Accounting Officer, continuing as Principal Accounting Officer. Chauhan brings over 25 years of finance and operational experience across global technology businesses, including senior roles at Mphasis and OYO, and earlier investment banking positions at J.P. Morgan and BMO Capital Markets.

Under his employment agreement, Chauhan will receive a $460,000 annual base salary, a target annual cash bonus of at least 75% of base salary subject to performance metrics, and eligibility for additional incentive awards. If terminated without cause or he resigns for good reason, he is entitled to one year of salary-and-bonus-based severance, extended benefits and insurance, subject to customary conditions. Upon a qualifying termination in connection with a change of control, he would receive a lump-sum payment equal to 200% of his salary-plus-bonus metric, up to 24 months of continued benefits and insurance, and accelerated vesting of unvested equity awards.

In connection with his start, Chauhan will receive an initial grant of restricted stock units valued at $1.3 million, half of which are performance-based. The filing also notes standard confidentiality and non-interference covenants, indemnification protections, and that there are no related-party or family relationships requiring disclosure.

Rhea-AI Summary

Innodata Inc. reported the results of its Annual Meeting of Stockholders held on June 4, 2026. Stockholders elected all five director nominees and ratified the selection of BDO India Services Private Limited as independent auditors for the fiscal year ending December 31, 2026.

Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers and approved the Amended and Restated Innodata Inc. Equity Compensation Plan. All proposals received more votes in favor than against, indicating broad support for the board’s recommendations.

Rhea-AI Summary

Innodata Inc. reported record first quarter 2026 results, highlighted by strong growth in revenue, profit, and cash flow. Revenue for the quarter ended March 31, 2026 was $90.1 million, up 54% from $58.3 million a year earlier. Net income attributable to Innodata rose to $14.9 million from $7.8 million, with diluted earnings per share increasing to $0.42 from $0.22.

Gross margin improved to 44%, while Adjusted Gross Margin reached 47%. Adjusted EBITDA nearly doubled to $25.0 million from $12.7 million. Operating cash flow strengthened to $37.3 million, lifting cash and cash equivalents to $117.4 million from $82.2 million at year-end 2025.

The company raised its full-year 2026 revenue growth guidance to approximately 40% or more year-over-year, up from approximately 35% or more. Management also announced new engagements with a leading Big Tech customer expected to generate about $51 million of 2026 revenue, plus a $1 million initial contract for its new Evaluation and Observability Platform. Innodata has transitioned to reporting as a single operating segment, reflecting its focus on agentic AI technologies.

Rhea-AI Summary

Innodata Inc. has amended its credit agreement with Wells Fargo to increase its secured revolving credit facility to a maximum of $50.0 million and extend the maturity date to April 4, 2029.

The borrowing base is tied to specified percentages of eligible accounts, government prime accounts, unbilled accounts, and certain foreign accounts, less reserves. Based on this formula, the borrowing base would have been approximately $30.0 million as of December 31, 2025. The company states it is expanding this facility to support anticipated growth with new and existing customers.

Rhea-AI Summary

Innodata Inc. has approved a new employment agreement for President and Chief Revenue Officer Rahul Singhal, effective January 1, 2026. He will receive a $500,000 annual base salary and be eligible for annual cash bonuses targeted at not less than 75% of base pay, plus potential equity and other incentives decided by the board’s compensation committee.

If Innodata terminates Mr. Singhal without cause or he resigns for good reason, he may receive severance equal to 200% of his base salary plus a bonus reference amount, paid over 24 months, along with up to 24 months of continued health, life, and disability coverage and accelerated vesting of unvested awards. Following a change of control, these protections increase to a 300% lump-sum payment and up to 36 months of continued benefits with full vesting acceleration. The company also amended CEO Jack Abuhoff’s agreement so that accelerated awards with tiered performance metrics are treated as having achieved 100% of the payout target when vesting is accelerated.

Rhea-AI Summary

Innodata Inc. reported strong fourth-quarter and full-year 2025 results, highlighting rapid growth in its AI-focused data services. Revenue reached $72.4 million in the fourth quarter and $251.7 million for the year, representing 48% annual growth. Full-year net income attributable to Innodata rose to $32.2 million, with diluted EPS of $0.92. Adjusted EBITDA increased to $57.9 million, reflecting improved profitability on higher scale.

The DDS segment drove most of the expansion, with 2025 revenue of $220.8 million versus $141.1 million in 2024. Cash and cash equivalents grew to $82.2 million at year-end from $46.9 million, supported by $46.8 million in operating cash flow. Management expects approximately 35% or more revenue growth in 2026, citing accelerating demand across frontier model training, agentic AI, and physical AI.

Rhea-AI Summary

Innodata Inc. announced leadership changes. Nauman (Nick) Toor resigned as Chairman and director, effective November 6, 2025, with no disagreement cited. The Board elected Daniel H. (Don) Callahan and General (Ret.) Richard Clarke as independent directors as of the same date, filling the vacancy.

Under company policy, each new director will receive $75,000 per year, paid monthly, plus a prorated equity grant under the 2021 plan. The Board deemed both directors independent. Callahan joins the Audit and Compensation Committees; Clarke joins the Nominating Committee. Jack S. Abuhoff will serve as Chairman of the Board and continue as Chief Executive Officer, while Stewart R. Massey becomes Lead Independent Director.

The company amended Mr. Abuhoff’s employment agreement to reflect that he will cease serving as President as of the effective date. The Board appointed Rahul Singhal as President and Chief Revenue Officer effective November 6, 2025. Customary indemnification agreements were entered into, and a press release was issued.

Rhea-AI Summary

Innodata Inc. (INOD) furnished a press release announcing its third quarter 2025 financial results. The release is provided as Exhibit 99.1 to a Form 8-K dated November 6, 2025.

Consistent with General Instruction B.2 of Form 8‑K, the materials, including Exhibit 99.1, are deemed furnished and not filed under the Exchange Act, and are not incorporated by reference except as expressly set forth in a future filing.