IOT Earnings

IOT reported its FY2026Q3 earnings on 2025-12-04, showcasing a revenue of 416.00M against an estimate of 399.00M, resulting in a 4.25% surprise. The EPS was 0.15, surpassing the expected 0.12 by 25% . The stock experienced a 11.08% price change on the earnings day and a 10.59% change over the next five days, reflecting market reactions to the results.

Following IOT's FY2026Q3 earnings announcement on 2025-12-04, the stock price moved by 11.08% on the day of the release. Over the subsequent five days, it saw a 10.59% change. Historically, IOT's stock price tends to shift by an average of +0.21% in the 10 days leading up to earnings and +0.72% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate IOT’s annual revenue to reach 422.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 1.24% and EPS estimates Revise Upward by 0.76% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between IOT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 1.24%, while EPS estimates moved Revise Upward by 0.76% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, IOT's stock price typically moves by +0.21% in the 10 days before its earnings and +0.72% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 422.00M.

The earnings call highlights strong growth in large customer additions, emerging products, and international expansion, with AI contributing to enhanced customer value. Despite management's reluctance to provide detailed guidance, their optimism about future revenue and product expansion suggests positive sentiment. The Q&A session reveals confidence in growth across sectors and geographies, with no major concerns raised by analysts. Considering these factors, the overall sentiment is positive, likely leading to a stock price increase.