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Elsight (ELS) investor relations material
Elsight Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary4 Feb, 2026
Executive summary
Achieved record 2025 revenue of $23 million, an 11-fold increase over 2024, with Q4 revenue at $9.3 million.
Reached profitability and ended 2025 with $59 million in cash, providing a strong foundation for growth.
Secured a $21.2 million contract for early 2026 delivery, expanding forward revenue visibility.
Entered 2026 with $22 million in confirmed orders, representing 96% of 2025 revenue.
Strategic expansion into new geographies, domains, and product capabilities, including new business units.
Financial highlights
2025 revenue reached $23 million, up from $2 million in 2024, with recurring revenue from software and subscriptions at $2.6 million.
Gross margin stood at approximately 77%, with software margins increasing from 82% to 90% quarter-over-quarter.
Operating cash flow for 2025 was $19.8 million, with cash receipts totaling $32.8 million.
Cash and cash equivalents at year-end were $59 million.
Outlook and guidance
Order backlog expanded to $22 million, supporting strong revenue visibility into 2026.
Recurring revenue expected to grow significantly in 2026 due to rapid deployment and revenue recognition timing.
Multiple new product launches and a new business unit targeting a $20 billion TAM planned for 2026.
Margins expected to expand further as software and recurring services increase.
What drives recurring revenue growth in 2026?
New business unit's market disruption potential?
Product portfolio diversification strategy?
Detail SAM expansion drivers to $10B by 2028
How does the OEM strategy protect margins?
DIU Project G.I. next steps and revenue impact
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Record bookings, strong cash flow, and margin expansion drive improved outlook.
Next Elsight earnings date
H2 202511 Feb, 2026
Elsight
Next Elsight earnings date
H2 202511 Feb, 2026
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