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Intellicheck (IDN) investor relations material
Intellicheck Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and market position
Provides a SaaS-based identity validation and proofing service using proprietary analysis of DMV-issued IDs for real-time verification.
Recognized as a Leader in the IDC MarketScape 2025 for worldwide identity verification in financial services.
Serves major sectors including auto, financial services, real estate, retail, and corporate onboarding.
Technology integrates easily with existing hardware and workflows, requiring no new costly equipment.
Five of the largest 12 banks and two leading credit card issuers are clients, along with major law enforcement agencies.
Financial performance and growth
Q3 2025 net revenue reached $6.0M, a 28% increase year-over-year; SaaS revenue was $5.9M, up 26%.
Gross margin remained strong at 91%, with net income turning positive at $290K and adjusted EBITDA at $631K.
Cash and short-term investments totaled $7.2M with no debt as of September 30, 2025.
Stockholders' equity stood at $18.9M; institutional holdings accounted for 49% of shares.
Positive adjusted EBITDA is anticipated for 2025, supporting significant operating leverage.
Market trends and customer impact
U.S. fraud losses reached $27B in 2024, with 15 million people affected and $16B in account takeover fraud.
29% of identity fraud attributed to new account creation; 79% of auto dealerships experienced identity fraud losses.
Accurate ID validation is critical, as over 250 unique ID encryptions exist across North America.
Customers use the platform to meet AML/KYC requirements and prevent fraud in real time.
High customer retention with a positive net revenue retention (NRR) of 28%.
- TimeTickerHeadlineOpen
- 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCW
Revenue up 89% y/y, record backlog, and new strategy for European optical payload leadership. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts. - 6 FebSCW
Space segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook. - 6 FebSCW
73% revenue growth, record backlog, and major space contracts drive expansion and investment. - 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebSCW
Q1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured.
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