Kornit Digital Q4 Earnings Call Highlights

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MarketBeat

Wed, February 11, 2026 astatine 11:52 AM CST 7 min read

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Kornit returned to gross maturation with Q4 gross of $58.9 million and adjusted EBITDA of $5.5 million, generated $10.6 million successful Q4 operating currency travel (ninth consecutive affirmative quarter), and reported full-year gross of $208.2 million with a currency equilibrium of astir $491.2 million.
The institution is shifting to a recurring exemplary via its AIC program, exiting the twelvemonth with astir $25 million successful ARR and AIC gross that grew 104% YoY successful the quarter, with absorption saying ~83% of gross is present recurring oregon highly predictable.
Usage and adoption trends accelerated—impressions roseate 11% successful 2025 to 243 million, Apollo strategy uptime exceeded 90%, and implicit 40% of 2025 strategy deals were net-new customers oregon expansions arsenic bulk apparel enactment shifts from surface to digital.
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Kornit Digital (NASDAQ:KRNT) reported fourth-quarter and full-year 2025 results that absorption said met the company’s goals of returning to gross growth, expanding its recurring gross basal done its AIC program, and delivering affirmative adjusted EBITDA and operating currency flow. Executives besides highlighted rising accumulation volumes crossed the installed basal and improving traction successful bulk apparel printing arsenic much customers displacement from accepted surface printing to integer production.

For the 4th quarter, Kornit posted gross of $58.9 million and adjusted EBITDA of $5.5 million, some described arsenic astatine the precocious extremity of guidance. The institution generated $10.6 million of operating currency travel successful Q4, which absorption said was its ninth consecutive 4th of affirmative operating currency generation.

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For full-year 2025, Kornit reported gross of $208.2 million, up 2% twelvemonth implicit year, and adjusted EBITDA of $1.5 million. Operating currency travel for the twelvemonth was $24.4 million, which CFO Assaf Zipori attributed to continued moving superior improvement.

Management emphasized “impressions” arsenic a cardinal indicator of utilization and recurring consumption. Kornit said impressions grew astatine a beardown double-digit complaint successful Q4 and were up 11% for full-year 2025 to 243 cardinal impressions.

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CEO Ronen Samuel said content maturation came from respective sources, including higher utilization among AIC programme customers, expanding bulk and long-run enactment shifting from surface printing to Kornit’s integer systems, and high-volume accumulation connected the Apollo platform. Samuel said strategy uptime during Q4 highest play was more than 90% “across the board” for Apollo, which helium described arsenic supporting precocious utilization and lawsuit satisfaction.