T STAMP INC (IDAI)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · IDAI
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.
Continue expanding revenue from the S&P 500 bank partner and onboarding new financial institutions on the orchestration layer with new product offerings.
Stated as a priority in 2 recent quarters (2026-Q1 and 2026-Q2). The S&P 500 bank partner is expected to generate about $2.8 million in 2026 and $3 million in 2027. Over 100 financial institutions have been enrolled on the orchestration layer, with new product offerings planned. Revenue growth and customer onboarding show delivering progress consistent with management's statements.
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 0 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.
“Our S&P 500 bank partner continues to be the bedrock of our US Financial Services business with anticipated gross revenue of around $2.8 million in 2026.”
“The increase in recognized revenue in Q1 reflects continued performance on historic engagements and new clients anticipated to result in significant billable revenue.”
Develop and grow revenue from African telecommunications and government contracts with a focus on long-term recurring revenue.
Stated in 2 quarters (2026-Q1 and 2026-Q2). Management estimates at least $2 million revenue from Africa's largest Telco by end of 2027, with potential to grow to $3-5 million annually. Government contract negotiations in Ghana and Nigeria add to pipeline. The revenue pipeline and contract progress indicate delivering growth consistent with stated priorities.
“We are actively working with Africa's largest Telco estimating minimum $2 million revenue by end of 2027 and negotiating government contracts.”
“We anticipate being able to share information of potential revenue in Q3 from African engagements.”
Establish a Sovereign Technology Center in Gozo, Malta to develop and deploy sovereign AI models and infrastructure for EU and African markets.
Stated in 2 quarters (2026-Q1 and 2026-Q2). The Sovereign Technology Center is being developed in Malta to provide sovereign AI services with eco-friendly infrastructure. The global sovereign AI market is estimated at $48 billion in 2026, growing to $180 billion by 2033. Management's statements and market data show delivering progress on this strategic initiative.
“The Sovereign Technology Centre Limited is being established in Malta as a center of excellence for sovereign AI technologies.”
“We anticipate significant interest from international governmental entities concerned with technology sovereignty and privacy.”
Finalize acquisitions of Lexverify Ltd. and CyberFish CyberPsychology Solutions Ltd. to strengthen AI and large language model expertise.
Stated in 2 quarters (2026-Q1 and 2026-Q2). The acquisitions of Lexverify and CyberFish were completed in early 2026, with related acquisition expenses reflected in operating costs. These acquisitions enhance the company's AI and large language model capabilities, consistent with management's stated growth strategy.
“One-time acquisition expenses related to Lexverify included in operating expenses.”
“Completed acquisition of Lexverify Ltd. in February 2026 and CyberFish in March 2026.”
Secure financing of $5.51 million via a 24-month loan to ensure sufficient cash resources and operational continuity.
Newly stated in mid-2026. The company secured a $5.51 million financing via a 24-month loan to ensure operational cash sufficiency amid stock price pressure. This financing increased cash and receivables to over $7.6 million, demonstrating capital discipline and support for ongoing operations.
Over the trailing year it converted 0.42x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
30 material management or governance events in the past 24 months, led by capital-allocation actions. 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.