The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: George Sutton - Craig-Hallum - Analyst
: Thank you and thanks for all the detail on the pipeline. So Jack, I wonder if you could walk through this statement of work with your largest customer.
If I understood correctly, you suggested it could be larger, and then you sort of cut off from them. So what would larger than the relative to the
statement of work opportunity?
Question: George Sutton - Craig-Hallum - Analyst
: And obviously, what you're suggesting in terms of the sequential revenues from this customer in Q2 which could be down 5%, that is completely
separate from the statement of work that would be meaningfully in addition to. Correct?
Question: George Sutton - Craig-Hallum - Analyst
: So you walk through a number of different customer opportunities and gave a good sense of the size of the opportunities. Can you give us a sense
of what you're finding your win rate to be when you go into these opportunities?
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MAY 08, 2025 / 9:00PM, INOD.OQ - Q1 2025 Innodata Inc Earnings Call
Question: George Sutton - Craig-Hallum - Analyst
: Okay, thanks. I'll turn it over to others.
Question: Allen Klee - Maxim Group - Analyst
: Yes. Hi, great quarter, George actually asked my questions, but I'll try to come up with some others. Can you remind us of what you said some stuff
last quarter of related to the size of the largest customer? I'm just trying to think about the impact of them being down 5%.
I think last quarter you said that with a win of $24 million of annual they're at around $135 million in revenue. I guess that means annually, but that
annual run rate grew 5% this quarter, but then we'll be down 5% next quarter. Is the way to think of it, or am I mixing things up? Thank you.
Question: Allen Klee - Maxim Group - Analyst
: That's great. I guess just in general for training, there's no change. It sounds like you have a ton of opportunities and it's expanding and safety
sounded really interesting because that gives you a recurring revenue.
Is there, just, is there a way that people are spending money more differently with you now than maybe they had a year ago?
Question: Allen Klee - Maxim Group - Analyst
: That's great. Thank you so much.
Question: Hamed Khorsand - Beating Wall Street Financial - Analyst
: I was just wondering, last quarter, you gave this guidance of 40% growth. How much of these projects that you're talking about today where you're
expecting within that guidance?
Question: Hamed Khorsand - Beating Wall Street Financial - Analyst
: Yeah, so that's what I was getting to, is that you have these all these projects on all as far as revenue opportunity, why keep the guidance of 40%
growth? What makes you nervous that you know you can't grow faster?
Question: Allen Klee - Maxim Group - Analyst
: Okay, great. Thank you.
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