as of 11-13-2026 3:34pm EST
Information Services Group Inc is an AI-centered technology research and advisory firm providing digital transformation and technology advisory services that help organizations optimize performance, reduce costs, and accelerate innovation. The Company's expertise includes sourcing advisory, cloud and data analytics, managed governance and risk services, network and software advisory, technology strategy and operations design, change management, and market intelligence, serving both private- and public-sector clients globally. It operates in one segment, fact-based sourcing advisory services, and operates principally in the Americas, with generate maximum revenue in Europe and the Asia Pacific.
| Founded: | 2006 | Country: | United States |
| Employees: | 1500 | City: | STAMFORD |
| Market Cap: | 299.2M | IPO Year: | 2006 |
| Target Price: | $7.55 | AVG Volume (30 days): | 274.0K |
| Analyst Decision: | Buy | Number of Analysts: | 2 |
| Dividend Yield: | Dividend Payout Frequency: | semi-annual | |
| EPS: | 0.19 | EPS Growth: | 216.67 |
| 52 Week Low/High: | $3.74 - $6.45 | Next Earning Date: | 11-02-2026 |
| Revenue: | $192,745,000 | Revenue Growth: | 4.51% |
| Revenue Growth (this year): | 4.54% | Revenue Growth (next year): | 3.35% |
| P/E Ratio: | 32.84 | Index: | |
| Free Cash Flow: | 25.0M | FCF Growth: | -28.93% |
SEC 8-K filings with transcript text
Nov 2, 2026 · 100% conf.
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2 iii-ex99d1.htm
Exhibit 99.1
Press Contact:
Will Thoretz
+1 203 517 3119
will.thoretz@isg-one.com
Investor Contact:
Michael Sherrick
+1 203 517 3104
michael.sherrick@isg-one.com
Information Services Group Announces
Third-Quarter 2026 Results
●Reports third-quarter GAAP revenues of $65.1 million, up 4.4% versus prior year, exceeding guidance
●Reports third-quarter GAAP net income of $3.4 million, up 10.3%; GAAP EPS of $0.07, up 10.2%, and adjusted EPS of $0.10, up 7.5%, all versus prior year
●Reports third-quarter adjusted EBITDA of $10.0 million, up 19% versus prior year, exceeding guidance
●Generates $12.3 million in cash from operations in the third quarter, highest amount in five years
●Declares fourth-quarter dividend of $0.045 per share, payable December 18, 2026, to shareholders of record as of December 4, 2026
●Sets fourth-quarter guidance: revenues between $64 million and $65 million and adjusted EBITDA between $9 million and $10 million
STAMFORD, Conn., November 2, 2026 ― Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm, today announced financial results for the third quarter ended September 30, 2026.
“ISG delivered a robust financial performance in the third quarter, with strong cash generation, expanding margins and solid revenue growth,” said Michael P. Connors, chairman and CEO. “Revenue in the quarter was driven by a return to growth in Asia Pacific, up 47 percent; AI-related revenues reaching over $30 million for the first time and recurring revenues continuing to build, up 7 percent. This mix of growth helped drive margin expansion to 15.4 percent, our highest quarterly margin in four years. AI is amplifying the value of our portfolio, with research that informs choices, advisory execution that secures outcomes for enterprises and governance that sustains value. We are well-positioned to close out an outstanding 2026 and continue our momentum into the new year.”
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Third-Quarter 2026 Results
Reported revenues for the third quarter were $65.1 million, up 4.4 percent from $62.4 million in the prior year.
Revenues were $41.9 million in the Americas, down 1 percent on a reported basis. Revenues in Europe were $17.0 million, up 6 percent on a reported basis, and Asia Pacific revenues were $6.2 million, up 47 percent on a reported basis, all versus the prior year.
ISG reported third-quarter operating income of $6.5 million, compared with operating income of $4.6 million in the prior year. Reported third-quarter net income was $3.4 million, compared with net income of $3.1 million in the prior year. Fully diluted earnings per share were $0.07, compared with fully diluted earnings per share of $0.06 in the prior year.
Adjusted net income (a non-GAAP measure defined below under “Non-GAAP Financial Measures”) for the third quarter was $5.0 million, or $0.10 per share on a fully diluted basis, compared with adjusted net income of $4.7 million, or $0.09 per share on a fully diluted basis, in the prior year’s third quarter.
Third-quarter adjusted EBITDA (a non-GAAP measure defined below under “Non-GAAP Financial Measures”) was $10.0 million, up 19 percent from the prior year. Adjusted EBITDA margin (a non-GAAP measure calculated by dividing adjusted EBITDA by reported revenues) was 15.4 percent, compared with 13.5 percent in the prior year’s third quarter.
Other Financial and Operating Highlights
ISG generated cash from operations of $12.3 million in the third quarter, its highest amount in five years. The firm’s cash balance totaled $28.5 million at September 30, 2026, up 20 percent from $23.7 million at June 30, 2026. During the third quarter, ISG returned $6.9 million to shareholders through share repurchases ($4.5 million) and dividends ($2.4 million).
2026 Fourth-Quarter Revenue and Adjusted EBITDA Guidance
“Considering both market conditions and the strength of our portfolio, ISG is targeting fourth-quarter revenues between $64 million and $65 million and adjusted EBITDA of between $9 million and $10 million, continuing our year-over-year growth. We continuously monitor the macroeconomic environment, including the impact of FX, inflation and other factors, and will adjust our business plans as conditions warrant,” said Connors.
Quarterly Dividend
The ISG Board of Directors declared a fourth-quarter dividend of $0.045 per share, payable on December 18, 2026, to shareholders of record as of December 4, 2026.
Conference Call
ISG has scheduled a call for today, November 2, 2026, at 9 a.m., U.S. Eastern Time, to discuss the company’s third-quarter results. The call can be accessed by dialing +1 (833) 461-5787; or, for international callers, by dialing +1 (626) 884-3620. The access code is 410135322. A recording of the
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conference call will be accessible on ISG’s investor relations page for approximately four weeks
Aug 5, 2026 · 100% conf.
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May 7, 2026 · 100% conf.
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2 iii-20260507xex99d1.htm
Exhibit 99.1
Press Contact:
Will Thoretz
+1 203 517 3119
will.thoretz@isg-one.com
Investor Contact:
Michael Sherrick
+203 517 3104
michael.sherrick@isg-one.com
Information Services Group Announces
First-Quarter 2026 Results
●Reports first-quarter GAAP revenues of $61.2 million, up 3% versus prior year, at the top end of guidance
●Reports first-quarter GAAP net income of $2.7 million, up 83%; GAAP EPS of $0.05, up 83%, and adjusted EPS of $0.09, up 17%
●Reports first-quarter adjusted EBITDA of $8.3 million, up 12% versus prior year
●Signs historic multiyear contract valued at up to $17 million to support AI-powered reinvention for top global manufacturer
●Declares second-quarter dividend of $0.045 per share, payable June 26, 2026, to shareholders of record as of June 5, 2026
●Sets second-quarter guidance: revenues between $62.5 million and $63.5 million and adjusted EBITDA between $8.0 million and $9.0 million
STAMFORD, Conn., May 7, 2026 ― Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm, today announced financial results for the first quarter ended March 31, 2026.
“ISG delivered a strong first quarter, with revenue of $61.2 million, up 3 percent, and adjusted EBITDA of $8.3 million, up 12 percent—both at the top end of guidance—with adjusted EBITDA margins expanding more than 100 basis points from the prior year, to 13.5 percent,” said Michael P. Connors, chairman and CEO. “Revenue growth was driven primarily by Europe, up 25 percent, and recurring revenues, up 9 percent, as AI continues to be a tailwind for our firm.
“Adding to our recurring revenue acceleration, we signed the largest single client contract in our history—a multiyear agreement valued at up to $17 million to provide governance services for a top global manufacturer,” Connors said. “Under this landmark contract, ISG will manage $300 million in global
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technology spend with 200 technology vendors to support a large-scale, multiyear AI-powered transformation.
“This contract and our growing profitability reflect our unique strengths as an AI-centered research and advisory powerhouse that engages strategically with clients, provides deeper insights to shape client solutions and decisions, and, importantly, delivers unmatched execution and AI governance at scale.”
First-Quarter 2026 Results
Reported revenues for the first quarter were $61.2 million, up 3 percent from $59.6 million in the prior year.
Revenues were $39.8 million in the Americas, down 3 percent on a reported basis. Revenues in Europe were $17.3 million, up 25 percent on a reported basis, and Asia Pacific revenues were $4.1 million, down 15 percent on a reported basis, all versus the prior year.
ISG reported first-quarter operating income of $5.0 million, compared with operating income of $3.4 million in the prior year. Reported first-quarter net income was $2.7 million, compared with net income of $1.5 million in the prior year. Fully diluted earnings per share were $0.05, compared with fully diluted earnings per share of $0.03 in the prior year.
Adjusted net income (a non-GAAP measure defined below under “Non-GAAP Financial Measures”) for the first quarter was $4.3 million, or $0.09 per share on a fully diluted basis, compared with adjusted net income of $3.7 million, or $0.07 per share on a fully diluted basis, in the prior year’s first quarter.
First-quarter adjusted EBITDA (a non-GAAP measure defined below under “Non-GAAP Financial Measures”) was $8.3 million, up 12 percent from the prior-year first quarter. Adjusted EBITDA margin (a non-GAAP measure calculated by dividing adjusted EBITDA by reported revenues) was 13.5 percent, compared with 12.4 percent in the prior year.
Other Financial and Operating Highlights
ISG used cash from operations of $0.7 million in the first quarter. The firm’s cash balance totaled $22.7 million at March 31, 2026, up from $20.1 million at March 31, 2025, but down from $28.7 million at December 31, 2025. During the first quarter, ISG paid dividends of $2.2 million and repurchased $2.1 million of shares.
2026 Second-Quarter Revenue and Adjusted EBITDA Guidance
“Clients remain somewhat cautious in the face of current macro and geopolitical conditions and as a result are focusing on cost optimization and preparing for enterprise-scale adoption of AI, which play to ISG strengths,” said Connors. “We see current demand trends continuing. ISG is targeting revenues between $62.5 million and $63.5 million and adjusted EBITDA of between $8.0 million and $9.0 million, which will continue our year-over-year growth. We will monitor the macroeconomic environment, including the impact of FX, inflation and other factors, and adjust our business plans accordingly.”
Quarterly Dividend
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The ISG Board of Directors declared a second-quarter dividend
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