IBEX Limited
IBEX
$36.74 -0.04%
Exchange: NASDAQ | Sector: Technology | Industry: Information Technology Services
Q1 2025
Published: Nov 7, 2024

Earnings Highlights

  • Revenue of $129.72M up 4.1% year-over-year
  • EPS of $0.43 increased by 9.8% from previous year
  • Gross margin of 30.6%
  • Net income of 7.53M
  • "we have now improved adjusted EBITDA margin over the prior year in nine out of the last ten quarters" - Bob Dechant
IBEX
Company IBEX

Executive Summary

IBEX delivered a record-breaking first quarter for FY2025, underscoring an improving margin trajectory and sustainable top-line momentum even as macro conditions remain mixed. Revenue reached $129.7 million, up 4.1% year over year, while adjusted EBITDA margin expanded to 12% from 11% in the prior year, reflecting a durable shift toward higher-margin offshore/nearshore delivery and the continued migration of clients to digital and omnichannel services. Management articulated a clear strategy centered on new logo acquisition, higher-margin service lines, and the integration of AI-enabled offerings (AI Automate, AI Translate, AI Authenticate) to sustain growth and competitive differentiation. The company also reaffirmed FY2025 guidance, targeting revenue of $515-525 million and adjusted EBITDA of $67-69 million, with capex guidance of $15-20 million, signaling disciplined reinvestment to scale AI capabilities and sales resources. The balance sheet remains healthy, with a modest net debt position and steady free cash flow generation, supporting share repurchases and potential accretion to shareholder value. Investors should monitor, over the coming quarters, the rate of new logo ramp, the mix shift toward higher-margin services, DSOs normalization, and the pace of AI-driven workflow improvements that may further boost margins and retention.”,

Key Performance Indicators

Revenue
Increasing
129.72M
QoQ: 4.16% | YoY: 4.10%
Gross Profit
Increasing
39.68M
30.59% margin
QoQ: 1.32% | YoY: 8.96%
Operating Income
Increasing
9.09M
QoQ: -29.35% | YoY: 9.13%
Net Income
Increasing
7.53M
QoQ: -23.50% | YoY: 1.43%
EPS
Increasing
0.45
QoQ: -21.05% | YoY: 9.76%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 140.74 0.73 +11.0% View
Q2 2025 140.68 0.57 +6.1% View
Q1 2025 129.72 0.43 +4.1% View
Q4 2024 124.53 0.56 +0.1% View
Q3 2024 126.80 0.57 -3.7% View