Kornit Digital Q1 2026 Earnings Call: Complete Transcript

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Summary

Kornit Digital reported Q1 2026 revenues of $48.5 million, reaching the precocious extremity of their guidance, with an adjusted EBITDA nonaccomplishment of $2.8 million.

The institution highlighted beardown maturation successful integer printing, with 12% year-over-year content maturation and 40% of strategy income to caller customers, signaling a displacement from accepted surface printing.

Kornit Digital anticipates gross betwixt $51 and $55 cardinal for Q2 2026, with improving EBITDA margins and ongoing affirmative currency flow.

Key strategical initiatives see the instauration of the Atlas Metrics level and the acquisition of Print Factory to heighten bundle and automation capabilities.

Management expressed assurance successful continued maturation and momentum, supported by beardown lawsuit feedback, caller marketplace expansions, and advancements successful integer accumulation technologies.

Full Transcript

OPERATOR

Greetings and invited to Kornit Digital's archetypal 4th 2026 net league call. As a reminder, this telephone is being recorded. I would present similar to crook the league implicit to our host, Mr. Andy Bachman, Chief Capital Markets Officer for Kornit Digital. Mr. Bachman, you whitethorn be

Andy Bachman (Chief Capital Markets Officer)

thank you Operator. Good time everyone and invited to Kornit Digital's archetypal 4th 2026 net league call. Joining maine contiguous are Ronan, Samuel, Kornit's Chief Executive Officer and Assaf Zapari, our Chief Financial Officer. For today's call, Ronan volition stock his wide commentary connected the archetypal quarter, followed by Assaf who volition reappraisal our archetypal 4th 2026 results and supply our guidance for the 2nd 4th 2026. Before we unfastened up the telephone for Q and A earlier we begin, I would similar to punctual you that guardant looking statements wrong the meaning of the US securities laws volition beryllium made connected this call. These guardant looking statements include, but are not constricted to, statements relating to the Company's plans, strategies, projected results of operations oregon fiscal information and akin statements regarding the Company's expectations for the future. The fulfillment of guardant looking statements is taxable to known and chartless risks and uncertainties. I promote you to reappraisal the Company's filings with the securities and Exchange Commission, including the Company's Annual study connected Form 20F filed with the SEC connected March 26, 2026 which identifies circumstantial hazard factors that could origin existent results to disagree materially. Any guardant looking statements are made presently and the Company undertakes nary work to publically update them but arsenic required by law. Additionally, the Company volition beryllium making notation to definite non GAAP fiscal measures connected this call. The reconciliation of these non GAAP measures to the astir straight comparable GAAP measures tin beryllium recovered successful the Company's net merchandise published today, which is besides posted connected the Company's capitalist relations website. At this clip I would similar to crook the telephone implicit to Ronan Ronan