Data I/O Corp (DAIO)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$2.840.00%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · DAIO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on organic revenue growth driven by customer demand, new sales models, and expansion in programming services and recurring revenue.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $3.25 million in 2026-Q1 to $5.15 million in 2026-Q2, a 59% sequential increase, exceeding guidance of 20% growth. Management's statements and financials show delivering progress on organic revenue growth.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Revenue of $5.2 million grew 59% sequentially from the first quarter”
“Organic revenue growth for 2026 over 2025 and 20% sequential growth guidance for Q2”
“Plan is proving to be about one year ahead of schedule and poised to deliver revenue growth this year”
Close and integrate transformational acquisition expected to nearly double annual revenues and expand market reach.
Stated as a priority in 3 of last 3 quarters. Management announced the transformational acquisition expected to close by end of 2026-Q3, with exclusivity extended to August 2026. The acquisition is expected to nearly double annual revenues, aligning with management's growth framework. Progress is on track but financial impact will be clearer post-close.
“Transformational acquisition on track with exclusivity extended to the end of August”
“Transformational acquisition announced, expected to be completed by the end of the third quarter”
“Plan is about one year ahead of schedule including acquisition integration”
Continue expense reductions and operational optimizations to improve gross margins and lower break-even revenue threshold.
Stated as a priority in 3 of last 3 quarters. Operating expenses decreased from $4.75 million in 2026-Q1 to $3.66 million in 2026-Q2, reflecting implemented cost optimizations and expense reductions totaling approximately $1.8 million annual run rate. Management's statements and financials show delivering progress on cost discipline.
“Operating expenses excluding 1x items decline sequentially and from prior year period”
“Operating expense optimizations implemented since beginning of 2026 total reduction of approximately $1.8 million annual run rate”
“Broader expense reductions implemented since late 2024 lower break-even revenue threshold materially”
Embed artificial intelligence throughout business functions to accelerate decision-making and scale operations.
Stated as a priority in 2 of last 3 quarters. Management emphasizes embedding AI across operations and customer-facing capabilities as a key driver of transformation. While no direct financial metrics are cited, AI adoption is described as accelerating the company's transition and operational scaling.
“AI deeply engrained across all functional departments”
“Ongoing investments in technology platform and IT infrastructure continue to be vital”
Raise capital through a $9 million direct investment to support growth initiatives and acquisitions.
Stated as a priority in 3 of last 3 quarters. The $9 million direct investment closed in May 2026 increased cash from $5.7 million at 2026-Q1 to $10.8 million at 2026-Q2, strengthening the balance sheet to support growth and acquisitions. Management has consistently highlighted this capital raise as foundational to their strategy.
“Closed on $9 million direct investment in May 2026 to strengthen balance sheet”
“$9 million direct investment strengthens balance sheet”
“Cash at quarter end declined from year-end, as expected, prior to investment”
Over the trailing year it converted 0.28x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.