View ValuationIntegrated Research 향후 성장Future 기준 점검 3/6Integrated Research (는) 각각 연간 18.4% 및 7.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.1% 로 예상됩니다.핵심 정보18.4%이익 성장률15.38%EPS 성장률Software 이익 성장25.7%매출 성장률7.7%향후 자기자본이익률5.06%애널리스트 커버리지Low마지막 업데이트28 Feb 2026최근 향후 성장 업데이트Major Estimate Revision • Mar 04Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from AU$65.0m to AU$60.0m. Losses expected to increase from AU$0.004 per share to AU$0.007. Software industry in Australia expected to see average net income growth of 48% next year. Consensus price target down from AU$0.40 to AU$0.36. Share price fell 6.3% to AU$0.30 over the past week.Major Estimate Revision • Sep 01Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from AU$0.056 to AU$0.031. Revenue forecast unchanged from AU$76.6m at last update. Net income forecast to shrink 58% next year vs 29% growth forecast for Software industry in Australia . Consensus price target down from AU$0.70 to AU$0.55. Share price was steady at AU$0.45 over the past week.Price Target Changed • Jul 19Price target decreased by 13% to AU$0.70Down from AU$0.80, the current price target is provided by 1 analyst. New target price is 63% above last closing price of AU$0.43. Stock is down 54% over the past year. The company is forecast to post earnings per share of AU$0.08 for next year compared to AU$0.16 last year.Major Estimate Revision • Jan 16Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$81.4m to AU$76.4m. EPS estimate also fell from AU$0.092 per share to AU$0.073 per share. Net income forecast to shrink 52% next year vs 42% growth forecast for Software industry in Australia . Consensus price target down from AU$0.87 to AU$0.75. Share price fell 2.1% to AU$0.46 over the past week.공시 • Jan 11Integrated Research Limited Provides Revenue Guidance for the Full Year 2023Integrated Research Limited provided revenue guidance for the full year 2023. Subject to audit, the company expected the TCV result to translate into reported statutory revenue in the range of $39 million - $42 million for the period, an increase of 1% - 9% on the pcp. On a pro-forma basis, revenue is anticipated to be in the range of $36 million - $38 million, down -6% - 0% on the pcp, reflecting lower recurring (licence) revenue.Major Estimate Revision • Jul 13Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$75.1m to AU$69.8m. EPS estimate also fell from AU$0.018 per share to AU$0.014 per share. Net income forecast to grow 4.3% next year vs 13% growth forecast for Software industry in Australia. Consensus price target down from AU$0.65 to AU$0.60. Share price rose 9.9% to AU$0.45 over the past week.모든 업데이트 보기Recent updates공시 • 8hIntegrated Research Announces Iris for Card PaymentsIntegrated Research announced Iris for Card Payments, the AI-powered assistant designed to help payments teams detect issues earlier, understand their impact faster, and act before revenue and customer trust are at risk. As card payments environments grow in scale and complexity, issues can cascade in minutes. Transaction volumes spike, dependencies multiply, and even highly experienced teams can struggle to correlate schemes, response codes, flows, and performance metrics in real-time. AI-powered observability can unlock faster, deeper insight for payments teams at precisely the moment when clarity matters most. Via natural language prompts, Iris for Card Payments delivers real-time card payments insights, and is built on IR's core observability platform Prognosis which monitors over 80 billion transactions each year for some of the world's largest banks and financial institutions. Iris makes deep card payments expertise instantly accessible, reducing reliance on scarce specialists and building confidence 24/7. Iris understands card payments end-to-end, with built-in IR correlation logic to explain why something happened, not just what. Clear answers about transaction declines, approvals, volumes and performance - no syntax or dashboard stitching required. Iris for Card Payments is available from May 2026 in Beta to customers globally as part of the release of Prognosis 13.3. Future releases will extend Iris to High Value Payments and Real-Time Payments domains.공시 • Jun 18Integrated Research Announces Its Uc&C Observability Solution, Collaborate, Now Supports Nice CxoneIntegrated Research announced that its UC&C observability solution, Collaborate, now supports NICE CXone, one of the world's most widely adopted cloud contact center platforms. Part of the release of Prognosis 13.3, IR's core observability platform, Collaborate now offers enterprise teams a single place to monitor performance and customer journeys across CXone, bring-your-own-carrier (BYOC) infrastructure, and multi-vendor UC platforms such as Microsoft Teams and Webex. With Prognosis 13.3, Collaborate ingests and correlates telemetry from NICE CXone, BYOC SBCs, and UC platforms into a single high-performance intelligence layer. This provides an end-to-end picture of each interaction, even as it moves between voice, digital channels and multiple systems. Key capabilities include: Multi-source data aggregation – Collaborate pulls in SBC metrics, UC call flows and third-party platform data alongside CXone events, giving operations teams one "source of truth" across their entire contact estate. Reporting built for operations – Real-time and historical dashboards help teams track skills performance, team workload, agent utilization, queue wait times and contact outcomes in one place, without stitching together multiple tools. Customer-centric analytics – Users can follow customer journeys across channels, analyze handle times, abandon rates and first-contact-resolution proxies, and pinpoint where interactions are breaking down. Pre-emptive alerting – Threshold-based alerts on wait times, queue volumes and agent utilization help IT and operations teams get ahead of potential SLA breaches, rather than reacting after customers complain. Historical depth – Prognosis 13.3 supports up to five years of history, enabling trend analysis, capacity planning and long-range SLA reporting for complex environments. As part of the release of Prognosis 13.3, Collaborate introduces unified Call Detail Record (CDR) search, a single database with AI-powered search, giving deeper visibility into interactions across any vendor. AI powered insight at individual call level is significant as IT teams must assess performance and experience at individual call level to identify root cause and to remediate issues. Using Iris, IR's conversational AI intelligence layer for multi-vendor UC&C observability, teams can now search a single CDR database that spans CXone, UC platforms, SBCs and other vendors instead of querying separate systems.공시 • Jun 17Integrated Research Announces the Launch of Iris for Nonstop, Extending Its Conversational AI Intelligence Layer to HPE Nonstop EnvironmentsIntegrated Research announced the launch of Iris for Nonstop, extending its conversational AI intelligence layer to HPE Nonstop environments. Building on the success of Iris in multi-vendor unified communications and collaboration (UC&C) observability, IR has embedded Iris directly into the Prognosis Platform for HPE Nonstop. This allows IT teams, business application stakeholders and more to ask questions in natural language and receive immediate, context-rich answers about the health, performance and capacity of their Nonstop systems. AI-powered observability for always-on Nonstop environments. HPE Nonstop is a trusted platform for high-volume, always-on workloads in financial services, retail, telecommunications and other industries where downtime is not an option. IR's Infrastructure suite, powered by Prognosis, has long helped clients monitor, troubleshoot and optimize the performance and availability of these environments with real-time dashboards, alerting and automated reporting. Iris for Nonstop builds on this foundation by adding a conversational AI layer that: Answers complex questions in plain language – Operators can ask questions such as "Is CPU usage normal for this time period?" or "Can you show me the network traffic trends over the past 2 weeks?", and Iris will respond with explanations, context and recommended next steps. Accelerates incident resolution – By synthesizing Prognosis' real-time telemetry into guided insights, Iris helps teams identify root causes faster, reducing mean time to resolution in high-stakes Nonstop environments. Democratizes Nonstop expertise – Iris makes Nonstop performance and capacity data accessible to broader IT, business and executive stakeholders, with easy-to-consume natural-language summaries and reports. Supports proactive capacity and batch planning – By leveraging Prognosis Infrastructure, Business Insight and Batch Manager capabilities, Iris can surface trends in capacity, usage patterns and batch workloads, helping teams plan ahead before issues impact production. Unified intelligence layer for hybrid Nonstop, from core to edge . As Nonstop clients adopt virtual Nonstop, cloud deployments and hybrid infrastructures spanning core and edge, the complexity of managing performance and capacity continues to grow. The combination of Prognosis Server on Nonstop, Prognosis Edge, and now Iris for Nonstop gives organizations a unified intelligence layer over their distributed, mission-critical environments. Iris for Nonstop is available now with Prognosis 13.3, for clients using IR Infrastructure and the Prognosis Platform for HPE Nonstop.내러티브 업데이트 • Jun 08IRI: Product Vision Day And Steady Assumptions Will Support Future UpsideAnalysts have reiterated an A$0.36 fair value for Integrated Research, with only minor tweaks to the discount rate, revenue growth, profit margin and forward P/E assumptions. This signals that their updated modelling leaves the overall valuation view broadly intact.내러티브 업데이트 • May 24IRI: Product Vision Day And Stable Assumptions Will Support Long Term UpsideAnalysts have maintained their A$0.36 price target for Integrated Research, noting that only minor adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions were made and that these did not materially change their valuation view. What's in the News Integrated Research scheduled an Analyst and Investor Day focused on outlining its product vision and innovation strategy (Key Developments).내러티브 업데이트 • Apr 20IRI: Product Vision Day And Stable Assumptions Will Support Long Term UpsideAnalysts have kept their fair value estimate for Integrated Research steady at A$0.36. Only small technical adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions informed the updated price target stance.내러티브 업데이트 • Apr 05IRI: Product Vision Day And Stable Assumptions Will Support Long Term UpsideAnalysts have kept the A$ price target for Integrated Research broadly unchanged, with only a marginal adjustment that reflects slightly updated assumptions for discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Integrated Research has scheduled an Analyst/Investor Day focused on outlining its product vision for the business.내러티브 업데이트 • Mar 22IRI: Steady Assumptions And Product Vision Update Will Support Long Term UpsideAnalysts have kept the price target for Integrated Research steady at A$0.36, citing only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any major shift in the outlook. What's in the News Integrated Research has scheduled an Analyst and Investor Day, giving you a chance to hear directly from management about the business and its direction (company event filing).내러티브 업데이트 • Mar 08IRI: Revised Margins And P/E Assumptions Will Support Long Term UpsideAnalysts have trimmed their fair value estimate for Integrated Research from A$0.40 to A$0.36. This reflects updated assumptions that pair a slightly higher discount rate and future P/E multiple with more cautious profit margin expectations and revised revenue growth forecasts.Major Estimate Revision • Mar 04Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from AU$65.0m to AU$60.0m. Losses expected to increase from AU$0.004 per share to AU$0.007. Software industry in Australia expected to see average net income growth of 48% next year. Consensus price target down from AU$0.40 to AU$0.36. Share price fell 6.3% to AU$0.30 over the past week.Reported Earnings • Mar 03First half 2026 earnings released: AU$0.009 loss per share (vs AU$0.026 profit in 1H 2025)First half 2026 results: AU$0.009 loss per share (down from AU$0.026 profit in 1H 2025). Revenue: AU$28.3m (down 1.7% from 1H 2025). Net loss: AU$1.53m (down 133% from profit in 1H 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.내러티브 업데이트 • Feb 21IRI: New AI Observability Capabilities Will Support Long Term Upside PotentialAnalysts have slightly trimmed their price target for Integrated Research to A$0.40, reflecting small updates to discount rate assumptions and expected future P/E, while keeping fair value and key operating assumptions broadly unchanged. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer for multi vendor unified communications and collaboration observability, built on the company’s Prognosis platform.공시 • Feb 12Integrated Research Limited to Report First Half, 2026 Results on Feb 26, 2026Integrated Research Limited announced that they will report first half, 2026 results on Feb 26, 2026내러티브 업데이트 • Feb 06IRI: New AI Observability Platform Will Support Long Term UpsideAnalysts have adjusted their price target for Integrated Research to account for a slightly higher discount rate and a modestly revised future P/E expectation, resulting in a small change in estimated valuation levels. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer for multi vendor unified communications and collaboration observability, built on the company’s Prognosis platform and designed to turn complex monitoring data into plain language answers for IT teams and business users.분석 기사 • Feb 06Is Now The Time To Look At Buying Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it saw a decent share price growth...내러티브 업데이트 • Jan 23IRI: New AI Observability Layer Will Support Long Term UpsideAnalysts have made only a marginal adjustment to their price target for Integrated Research, reflecting slightly updated views on discount rates, long term revenue growth, profit margins, and the future P/E multiple, while keeping their fair value estimate broadly in line with prior assumptions. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer embedded in its Prognosis platform, designed to turn complex observability data from unified communications and collaboration environments into plain language insights for IT and business users.내러티브 업데이트 • Jan 08IRI: Cloud Observability Services And AI Features Will Support Long Term UpsideAnalysts have kept their fair value estimate for Integrated Research broadly steady, making only minor tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E. These changes feed into a small adjustment in the overall price target and reflect a largely unchanged view of the company’s medium term risk and earnings profile.내러티브 업데이트 • Dec 17IRI: Cloud Observability Expansion Is Expected To Support Long Term UpsideAnalysts have modestly raised their integrated research price target, citing incremental adjustments to discount rate assumptions and forward valuation multiples that support a fair value estimate now framed around improved long term earnings visibility. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer embedded in its Prognosis observability platform.Recent Insider Transactions • Dec 09Independent Non-Executive Director recently bought AU$52k worth of stockOn the 5th of December, Michael Hitz bought around 150k shares on-market at roughly AU$0.35 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$127k more in shares than they have sold in the last 12 months.공시 • Dec 03Integrated Research Unveils IrisIntegrated Research unveiled Iris, the only conversational AI intelligence layer built for multi-vendor unified communications and collaboration (UC&C) observability. Powered by IR's leading observability platform Prognosis, Iris translates complex monitoring data into actionable insights, answering plain language questions such as "Why are dropped calls spiking in Singapore?" or "which department had the worst Teams experience today?" with detailed, context-rich responses. As enterprises scale hybrid and multi-cloud environments, global outage costs continue to rise with one in five outage costs reported to exceed costs of USD 1 million. By 2026, organizations that apply observability automatically are predicted to achieve measurable competitive advantage through AI-assisted insight and automation. Iris is embedded in Prognosis as a true real-time intelligence layer, so that IT teams can spend less time monitoring and more time making decisions that drive elite enterprise performance. Meet Iris: The natural language AI built for observability: Democratize insight - Iris removes the barriers between people and data, giving everyone the power to understand what's happening and why. Accelerate resolution - Spend less time digging and more time doing. Iris provides key insights instantly so teams can resolve issues before they escalate. Empower smarter decisions - From IT operations to executives, Iris helps see patterns, spot risks, and act with confidence - all powered by IR's decades of domain expertise. The launch is part of the general release of Prognosis 13.2, the most innovative version of IR's flagship observability platform released to date, offering deeper insights and better experiences for IT teams managing the performance of large unified communications, collaboration and payments ecosystems. What's new in Prognosis 13.2: Iris: natural-language AI assistant for UC&C observability - answers domain-specific questions with insight and suggested actions within seconds. Workflow-aware automation - outbound ITSM alerting (starting with ServiceNow) to reduce manual triage and mean time to resolution. Faster reporting for Microsoft Teams and Cisco Webex - improved speed, scalability and long-term performance for large UC datasets. Genesys Cloud visibility - first CCaaS module delivering a unified service view. Assurance for recorded interactions - integration with Verint Call Recording on Genesys Engage to verify status, quality and availability. Broader Microsoft Teams coverage - extended Microsoft Teams monitoring to include Teams rooms. Payments and capacity enhancements - real-time visibility for SWIFT and Fed ISO schemes, multi-workload NonStop capacity management, BASE24 eps monitoring on Linux and a vendor-neutral ingest via a TCP IP listeners and Kafka. The release of Iris comes following the company's recent launch of Prognosis Elevate, IR's new fully managed insight-as-a-service platform for UC&C ecosystems. Clients using Prognosis Elevate will gain automatic access to Iris with the Prognosis 13.2 upgrade.내러티브 업데이트 • Dec 02IRI: New Cloud Platform Launch Is Expected To Drive Future UpsideAnalysts have slightly reduced their price target for Integrated Research, reflecting minor adjustments in discount rate and future price-to-earnings assumptions. Key financial projections remain essentially unchanged.내러티브 업데이트 • Nov 18IRI: Revenue Setbacks Will Be Outweighed By New Platform LaunchAnalysts have revised their price target for Integrated Research downward from $0.55 to $0.40. They cite lowered revenue growth projections and compressed profit margins as the primary factors behind the adjustment.분석 기사 • Nov 14Integrated Research Limited's (ASX:IRI) Prospects Need A Boost To Lift SharesIntegrated Research Limited's ( ASX:IRI ) price-to-earnings (or "P/E") ratio of 4.1x might make it look like a strong...공시 • Nov 05Integrated Research Ltd Launches New Observability-As-A-Service Platform Prognosis Elevate as Hybrid It ComplexitiesIntegrated Research Ltd. unveiled Prognosis Elevate, a new fully managed observability-as-a-service platform for unified communications and collaboration (UC&C) ecosystems. Powered by IR's market-leading core technology, Prognosis, the new cloud-based platform gives enterprises deep visibility of complex, multi-vendor IT environments without the burden of managing infrastructure. Each customer instance of Prognosis Elevate runs in a dedicated AWS Virtual Private Cloud (VPC), with regional hosting options to meet compliance, latency and data-sovere sovereignty requirements. The launch comes as demand continues to accelerate for secure, scalable observability solutions that can manage fragmented enterprise environments. It's now estimated that more than 90% of enterprises operate hybrid or multi-cloud IT environments, with more than 70% of enterprises reported to be increasing their observability investment to manage the performance of these complex ecosystems. What Prognosis Elevate offers: Prognosis-as-a-service: subscription-based, cloud-hosted observability for unified communications and collaboration (UC&C) ecosystems in large-scale enterprises. Dedicated AWS VPC per client: regional selection for compliance, latency and data residency. Continuous innovation: automatic access to the latest Prognosis features as they are released. Enterprise-grade analytics: real-time telemetry reporting across complex UC&C ecosystems, with payments visibility capability coming soon. Simplified operations: no hardware procurement or upgrade cycles. Security and control: clients retain configuration visibility; IR handles the infrastructure. Flexible scale and global support: backed by IR's DevOps, services and 24x7 teams worldwide. Prognosis Elevate is available now for enterprises globally.공시 • Sep 19Integrated Research Limited, Annual General Meeting, Nov 24, 2025Integrated Research Limited, Annual General Meeting, Nov 24, 2025.Major Estimate Revision • Sep 01Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from AU$0.056 to AU$0.031. Revenue forecast unchanged from AU$76.6m at last update. Net income forecast to shrink 58% next year vs 29% growth forecast for Software industry in Australia . Consensus price target down from AU$0.70 to AU$0.55. Share price was steady at AU$0.45 over the past week.분석 기사 • Aug 30Integrated Research (ASX:IRI) Is Paying Out A Dividend Of A$0.02The board of Integrated Research Limited ( ASX:IRI ) has announced that it will pay a dividend on the 21st of October...Declared Dividend • Aug 28Dividend of AU$0.02 announcedDividend of AU$0.02 is the same as last year. Ex-date: 3rd September 2025 Payment date: 21st October 2025 Dividend yield will be 4.5%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 26% over the next 3 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.내러티브 업데이트 • Aug 27Revenue May Stabilize While Profit Margins Decline In The Coming YearsDespite a notable increase in consensus revenue growth forecasts, a sharp decline in the future P/E multiple has driven the consensus analyst price target for Integrated Research down from A$0.70 to A$0.55. What's in the News Integrated Research previewed enhanced Cisco cloud migration solutions at Cisco Live, offering deeper visibility, real-time and intelligent insights.Reported Earnings • Aug 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: AU$0.076 (down from AU$0.16 in FY 2024). Revenue: AU$68.3m (down 18% from FY 2024). Net income: AU$13.4m (down 51% from FY 2024). Profit margin: 20% (down from 33% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Aug 11Some Investors May Be Worried About Integrated Research's (ASX:IRI) Returns On CapitalASX:IRI 1 Year Share Price vs Fair Value Explore Integrated Research's Fair Values from the Community and select yours...Price Target Changed • Jul 19Price target decreased by 13% to AU$0.70Down from AU$0.80, the current price target is provided by 1 analyst. New target price is 63% above last closing price of AU$0.43. Stock is down 54% over the past year. The company is forecast to post earnings per share of AU$0.08 for next year compared to AU$0.16 last year.공시 • Jul 17Integrated Research Limited to Report Fiscal Year 2025 Results on Aug 21, 2025Integrated Research Limited announced that they will report fiscal year 2025 results on Aug 21, 2025분석 기사 • Jun 16When Should You Buy Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it saw a double-digit share price...공시 • Jun 05Integrated Research Announces Enhanced Cisco Cloud Migration SupportIntegrated Research (IR) announced a preview of its enhanced Cisco cloud migration solution at Cisco Live - San Diego. As organizations accelerate their move to the cloud, IR is bringing innovations that streamline complex migration journeys. The latest enhancements provide deeper visibility, real-time insights, and intelligent insights, enabling customers to reduce risk, lower their total cost of ownership, and ensure a seamless transition without disrupting the user experience. Cisco Live attendees will receive an exclusive first look at IR's enhanced cloud migration capabilities. IR experts will provide live demos showcasing how Prognosis helps clients: Navigate even the most complex cloud migrations; Ensure user adoption and seamless experience; M maintain service quality and mitigate risk every step of the way.분석 기사 • May 09Integrated Research Limited (ASX:IRI) Shares Fly 29% But Investors Aren't Buying For GrowthIntegrated Research Limited ( ASX:IRI ) shareholders would be excited to see that the share price has had a great...Reported Earnings • Feb 24First half 2025 earnings released: EPS: AU$0.026 (vs AU$0.064 in 1H 2024)First half 2025 results: EPS: AU$0.026 (down from AU$0.064 in 1H 2024). Revenue: AU$28.8m (down 29% from 1H 2024). Net income: AU$4.57m (down 59% from 1H 2024). Profit margin: 16% (down from 27% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.새로운 내러티브 • Feb 09Shifting To High-Value Clients And Launching IR Labs May Improve Stability, But Challenges Remain Strategic focus on high-value enterprise customers and efficient cost management is expected to enhance net margins and revenue stability. Major Estimate Revision • Jan 16Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$81.4m to AU$76.4m. EPS estimate also fell from AU$0.092 per share to AU$0.073 per share. Net income forecast to shrink 52% next year vs 42% growth forecast for Software industry in Australia . Consensus price target down from AU$0.87 to AU$0.75. Share price fell 2.1% to AU$0.46 over the past week.공시 • Jan 16Integrated Research Limited to Report First Half, 2025 Results on Feb 20, 2025Integrated Research Limited announced that they will report first half, 2025 results on Feb 20, 2025Board Change • Nov 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Chairman of the Board Peter Lloyd is the most experienced director on the board, commencing their role in 2010. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Oct 22Why Integrated Research Limited (ASX:IRI) Could Be Worth WatchingIntegrated Research Limited ( ASX:IRI ), might not be a large cap stock, but it saw a decent share price growth of 17...공시 • Oct 18Integrated Research Limited Announces Company Secretary ChangesIntegrated Research Limited announced the appointment of Leanne Ralph as Company Secretary with effect from 1 November 2024. Ms. Ralph is a seasoned Company Secretary with experience across a high number of companies. Integrated Research further announces the resignation of Will Witherow as Company Secretary, upon his return to the U.S. with effect from 30 November 2024. Mr. Witherow joined Integrated Research in July 2017, and was appointed General Counsel & Company Secretary in April 2022. Mr. Witherow will continue as General Counsel for Integrated Research upon his return to the U.S.공시 • Oct 10Integrated Research Appoints Ian Lowe as CEOIntegrated Research (IR) has welcomed Ian Lowe as Chief Executive Officer. Ian brings over 20 years of leadership experience across various industries, with a focus on driving business transformation, growth, and innovation. Ian has held several prominent leadership roles, including Global CEO at Daxci, CEO at EP&T Global, and CEO and Executive Director at Adslot. His experience spans diverse industries, making him well-equipped to lead IR into its next phase.분석 기사 • Aug 29Impressive Earnings May Not Tell The Whole Story For Integrated Research (ASX:IRI)Last week's profit announcement from Integrated Research Limited ( ASX:IRI ) was underwhelming for investors, despite...Upcoming Dividend • Aug 26Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 02 September 2024. Payment date: 15 October 2024. Trailing yield: 3.5%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (0.4%).공시 • Aug 22Integrated Research Limited Declares Fully Franked Final Dividend for the Year Ended June 30, 2024, Payable on October 15, 2024On August 20, 2024, the directors of Integrated Research Limited declared a fully franked final dividend for the year ended June 30, 2024 of 2.0 cents per ordinary share and will be paid on October 15, 2024 with a record date of September 3, 2024.분석 기사 • Aug 21Investors Don't See Light At End Of Integrated Research Limited's (ASX:IRI) Tunnel And Push Stock Down 37%Integrated Research Limited ( ASX:IRI ) shares have had a horrible month, losing 37% after a relatively good period...공시 • Aug 21Integrated Research Limited, Annual General Meeting, Nov 27, 2024Integrated Research Limited, Annual General Meeting, Nov 27, 2024.New Risk • Aug 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 20% per year for the foreseeable future. High level of non-cash earnings (29% accrual ratio). Minor Risk Market cap is less than US$100m (AU$113.5m market cap, or US$76.5m).공시 • Aug 07Integrated Research Limited Announces the Appointment of Ian Lowe as the New Chief Executive Officer, Effective October 1, 2024Integrated Research Limited announced the appointment of Ian Lowe as the new Chief Executive Officer, effective October 1, 2024. Ian brings a wealth of experience and a proven track record of success in building and consolidating high-growth technology businesses. His appointment marks an exciting chapter for the company as it undertakes its product led growth strategy. Ian Lowe is a dynamic, innovative, passionate, and outcomes-driven leader with a deep understanding of the technology industry. He has served as CEO and Executive Director of ASX listed and privately held companies spanning Finance, Media, Sustainability and Measurement, including Adslot, EP&T Global, Opus Consulting and Facilitate Digital. His strategic and operational expertise encompasses a wide range of technology areas including platforms, cloud, digital marketplaces, big data, digital media, and workflow and transactional automation. With a focus on stakeholder management and building exceptional leadership teams, Ian has a proven track record of defining and implementing strategies that drive growth and success. He has successfully led cloud-enabled platforms, digital marketplaces, and data-driven propositions under various business models including SaaS, subscription, and transactional models.Buy Or Sell Opportunity • Jul 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 113% to AU$0.85. The fair value is estimated to be AU$0.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.공시 • Jul 18Integrated Research Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Integrated Research Limited announced that they will report fiscal year 2024 results on Aug 20, 2024Buy Or Sell Opportunity • Jul 09Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 127% to AU$0.89. The fair value is estimated to be AU$0.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jul 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 129% to AU$0.86. The fair value is estimated to be AU$0.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Jun 28Integrated Research Limited (ASX:IRI) Stock Rockets 33% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Integrated Research Limited ( ASX:IRI ) shares have been powering on, with a gain of 33...Buy Or Sell Opportunity • Jun 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to AU$0.85. The fair value is estimated to be AU$0.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Jun 11Here's What's Concerning About Integrated Research's (ASX:IRI) Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...분석 기사 • Apr 20Why Investors Shouldn't Be Surprised By Integrated Research Limited's (ASX:IRI) Low P/SIntegrated Research Limited's ( ASX:IRI ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right...Recent Insider Transactions • Apr 20Independent Non-Executive Director recently bought AU$98k worth of stockOn the 11th of April, Mark Ronald Brayan bought around 260k shares on-market at roughly AU$0.38 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.분석 기사 • Mar 02Here's What's Concerning About Integrated Research's (ASX:IRI) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.064 (vs AU$0.019 in 1H 2023)First half 2024 results: EPS: AU$0.064 (up from AU$0.019 in 1H 2023). Revenue: AU$40.8m (up 6.3% from 1H 2023). Net income: AU$11.2m (up 248% from 1H 2023). Profit margin: 27% (up from 8.4% in 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.공시 • Feb 13Integrated Research Limited to Report First Half, 2024 Results on Feb 22, 2024Integrated Research Limited announced that they will report first half, 2024 results on Feb 22, 2024공시 • Jan 22Integrated Research Limited Announces Resignation of James Scott as Director, Effective 30 January 2024Integrated Research Limited announced that Mr. James Scott will resign from the Board with effect from 30 January 2024. Mr. Scott has been a Director of Integrated Research Limited since May 2021. The Directors have accepted Mr. Scott's resignation with regret. Mr. Scott's contribution to Integrated Research Limited is greatly appreciated by the Directors and Management.공시 • Jan 12Integrated Research Limited Announces Chief Financial Officer ChangesIntegrated Research announced the appointment of Christian Shaw as Chief Financial Officer (CFO). Christian commences with the Company on 15 January 2024, working alongside outgoing Interim CFO, Matthew Walton to ensure a seamless transition. Christian will assume the CFO role upon 1 March 2024. Christian brings extensive experience as a Senior Finance Executive, with a strong operational, commercial and strategic focus. He was formerly CFO at AJG Australia Pty Ltd. Prior to that, he was the CFO at Multicom Resources, MOKO Social Media Limited and iCash Payment Systems. Christian graduated with a Bachelor of Business from the University of Technology Sydney and is a Certified Practicing Accountant. Matthew commenced as Interim CFO in July 2022 and has led significant business change and process improvements during his tenure with IR including reducing cost base, improving cash flow discipline and increasing overall commercial awareness across the business. Matthew will continue with IR until 29 February 2024.공시 • Jan 11Integrated Research Limited Provides Revenue Guidance for the Full Year 2023Integrated Research Limited provided revenue guidance for the full year 2023. Subject to audit, the company expected the TCV result to translate into reported statutory revenue in the range of $39 million - $42 million for the period, an increase of 1% - 9% on the pcp. On a pro-forma basis, revenue is anticipated to be in the range of $36 million - $38 million, down -6% - 0% on the pcp, reflecting lower recurring (licence) revenue.분석 기사 • Dec 27Is It Time To Consider Buying Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it saw a decent share price growth...분석 기사 • Nov 21A Look At The Intrinsic Value Of Integrated Research Limited (ASX:IRI)Key Insights Using the Dividend Discount Model, Integrated Research fair value estimate is AU$0.30 Integrated...공시 • Oct 24Integrated Research Limited Announces the Appointment of Michael Hitz as Independent Non-Executive DirectorIntegrated Research Limited announced that Michael Hitz has been appointed to the Board as an Independent Non-Executive Director with effect from 23 October 2023. Michael's career spans roles from engineering communications infrastructure in energy, mining and telecommunications, to corporate strategy, mergers and acquisitions and investing. Over the past five years Michael has worked with a leading pan-Asian fund who invest in public companies pursuing growth in payments, telecommunications and energy. Prior to this, Michael was a Partner and Managing Director for The Boston Consulting Group, where he held roles including leading the technology, media and telecommunications business. Michael is a Director of The Institute for Economics and Peace Limited. Michael holds a degree in computer engineering with honours from the University of Newcastle, Australia.공시 • Sep 29Integrated Research Limited Announces Resignation of Allan Brackin as Director, Effective from 30 September 2023Integrated Research Limited announced that Mr. Allan Brackin will resign from the Board with effect from 30 September 2023. Mr. Brackin has been a Director of Integrated Research Limited since February 2021. During his tenure, Mr. Brackin has served on the Audit and Risk Committee and as Chair of the Nomination and Remuneration Committee. Directors have accepted Mr. Brackin's resignation with regret.분석 기사 • Aug 28Is Integrated Research Limited (ASX:IRI) Potentially Undervalued?While Integrated Research Limited ( ASX:IRI ) might not be the most widely known stock at the moment, it received a lot...Reported Earnings • Aug 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: AU$0.17 loss per share (down from AU$0.009 profit in FY 2022). Revenue: AU$69.8m (up 11% from FY 2022). Net loss: AU$29.2m (down AU$30.8m from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.공시 • Aug 26Integrated Research Limited, Annual General Meeting, Nov 22, 2023Integrated Research Limited, Annual General Meeting, Nov 22, 2023.New Risk • Aug 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.3% net profit margin). Market cap is less than US$100m (AU$77.0m market cap, or US$49.3m).Major Estimate Revision • Jul 13Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$75.1m to AU$69.8m. EPS estimate also fell from AU$0.018 per share to AU$0.014 per share. Net income forecast to grow 4.3% next year vs 13% growth forecast for Software industry in Australia. Consensus price target down from AU$0.65 to AU$0.60. Share price rose 9.9% to AU$0.45 over the past week.공시 • Jul 12+ 1 more updateIntegrated Research Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Integrated Research Limited announced that they will report fiscal year 2023 results on Aug 25, 2023분석 기사 • May 12What Is Integrated Research Limited's (ASX:IRI) Share Price Doing?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it received a lot of attention from...Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.019 (vs AU$0.01 in 1H 2022)First half 2023 results: EPS: AU$0.019 (up from AU$0.01 in 1H 2022). Revenue: AU$38.4m (up 19% from 1H 2022). Net income: AU$3.22m (up 80% from 1H 2022). Profit margin: 8.4% (up from 5.5% in 1H 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.Price Target Changed • Feb 16Price target increased by 18% to AU$0.65Up from AU$0.55, the current price target is provided by 1 analyst. New target price is 10% above last closing price of AU$0.59. Stock is down 33% over the past year. The company is forecast to post earnings per share of AU$0.018 for next year compared to AU$0.009 last year.분석 기사 • Jan 11Is It Time To Consider Buying Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • Nov 24A Look At The Intrinsic Value Of Integrated Research Limited (ASX:IRI)Today we will run through one way of estimating the intrinsic value of Integrated Research Limited ( ASX:IRI ) by...Price Target Changed • Nov 16Price target increased to AU$0.55Up from AU$0.50, the current price target is provided by 1 analyst. New target price is 57% above last closing price of AU$0.35. Stock is down 74% over the past year. The company posted earnings per share of AU$0.009 last year.공시 • Sep 27Integrated Research Announces David Purdue to Retire as Company Secretary, Effective 30 September 2022Integrated Research announced that Mr. David Purdue will retire from his position as Company Secretary with effect from the close of business on 30 September 2022. Mr. Purdue was appointed Company Secretary in July 2012. The company's Chair Mr. Peter Lloyd thanks Mr. Purdue for his longstanding and significant contribution to the company during his 18 plus years of service. Mr. Will Witherow was appointed as Company Secretary in April 2022 to provide for succession planning and transition into the role and continues in that role going forward. Mr. Witherow also holds the position of General Counsel for Integrated Research.Buying Opportunity • Sep 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be AU$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 51%.공시 • Aug 23Integrated Research Limited, Annual General Meeting, Nov 23, 2022Integrated Research Limited, Annual General Meeting, Nov 23, 2022.Reported Earnings • Aug 19Full year 2022 earnings released: EPS: AU$0.009 (vs AU$0.046 in FY 2021)Full year 2022 results: EPS: AU$0.009 (down from AU$0.046 in FY 2021). Revenue: AU$62.9m (down 20% from FY 2021). Net income: AU$1.55m (down 81% from FY 2021). Profit margin: 2.5% (down from 10% in FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 41% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.Buying Opportunity • Aug 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.0%. The fair value is estimated to be AU$0.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 32%.공시 • Aug 09IR Appoints Rodney Foreman as Senior Vice President, AmericasIR announced the appointment of Rodney Foreman as Senior Vice President (SVP), Americas. Rodney joins IR from Megaport Limited, an ASX-listed company where he was most recently the Chief Revenue Officer. He brings to IR over 20 years of experience in the information technology sector, delivering enterprise grade products and solutions across infrastructure and cloud-based platforms. He has held senior executive leadership roles within companies including IBM, Dell, Nutanix and Informatica, leading product management and global sales teams. Joining the Executive Leadership Team (ELT), Rodney will be responsible for the overall planning and execution of the commercial strategy and revenue growth of the Americas, while working closely with the international regions.공시 • Jul 27Integrated Research Announces Executive ChangesIntegrated Research announced the appointment of Matthew Walton as Interim Chief Financial Officer (CFO). Matthew's appointment will take effect immediately, working alongside outgoing CFO, Peter Adams to ensure a seamless transition until a permanent appointment is announced. Matthew brings extensive experience as a senior finance executive, with a strong operational, commercial and strategic focus. He was formerly CFO at GBST, a trusted name in technology innovation for many of the world's leading financial services brands. Prior to that, he was the interim CFO at eftpos Payments Australia, leading the function through a transformation agenda. Matthew was also CFO at Afterpay during the period of the Afterpay Touchcorp merger, and has also held finance roles at Westpac and BT Financial Group as Head of Finance. Matthew is CPA qualified and a Graduate member of the Australian Institute of Company Directors. He graduated with a Bachelor of Science from the University of Sydney and has an MBA from the Macquarie Graduate School of Management.분석 기사 • Jul 22Is Integrated Research Limited (ASX:IRI) Potentially Undervalued?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it led the ASX gainers with a...공시 • Jul 14Integrated Research Limited to Report Fiscal Year 2022 Results on Aug 18, 2022Integrated Research Limited announced that they will report fiscal year 2022 results on Aug 18, 2022공시 • Jun 03Integrated Research Limited Appoints Katrina Small as Chief People OfficerIR announced the appointment of Katrina Small as Chief People Officer (CPO). With this appointment, Katrina joins the Executive Leadership Team (ELT) at IR and will be responsible for strengthening the people and culture strategy as the business continues to transform and grow. Katrina has nearly two decades of extensive experience in HR disciplines, including Organizational Development, Workplace Culture & Talent Management, Health & Safety, Rewards & Recognition, and Employee Experience & Engagement. Her previous HR experience ranges across industries, having worked with organizations like Newell Brands, Virgin Australia, Qantas and Maia Financial.Buying Opportunity • Jun 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be AU$0.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.2% in 2 years. Earnings is forecast to decline by 10% in the next 2 years.공시 • Jun 01Integrated Research Limited Announces the Resignation of Peter Adams as Chief Financial Officer, Effective 31 August 2022Integrated Research Limited announced the resignation of Mr. Peter Adams, Chief Financial Officer, effective 31 August 2022. Peter commenced as Chief Financial Officer at IR in 2008 and has led significant business change and process improvements during his tenure, including the modernisation of the financial reporting system, business model transformation and enhanced governance and risk practices. He also served as Interim CEO for a period during his time.Major Estimate Revision • May 17Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from AU$78.2m to AU$72.4m. EPS estimate also fell from AU$0.05 per share to AU$0.01 per share. Net income forecast to shrink 55% next year vs 16% growth forecast for Software industry in Australia . Consensus price target down from AU$1.00 to AU$0.65. Share price fell 20% to AU$0.58 over the past week.분석 기사 • May 16Is Integrated Research (ASX:IRI) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Apr 27Price target decreased to AU$1.00Down from AU$1.50, the current price target is provided by 1 analyst. New target price is 31% above last closing price of AU$0.77. Stock is down 70% over the past year. The company is forecast to post earnings per share of AU$0.048 for next year compared to AU$0.046 last year.공시 • Apr 20Integrated Research Appoints William Witherow as a Company SecretaryIntegrated Research Limited announced that Mr. William Witherow has been appointed as a Company Secretary with immediate effect. Mr. Witherow joined IR in July 2017 and holds the position of Head of Legal and Compliance and oversees the provision of legal services for IR's global operations. Mr. Witherow is a qualified lawyer and has been appointed as an additional Company Secretary to assist Mr. Purdue.이익 및 매출 성장 예측ASX:IRI - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/2028787N/A516/30/2027714N/A-216/30/202660-1N/A5112/31/20256871314N/A9/30/202568101111N/A6/30/2025681389N/A3/31/2025701799N/A12/31/202471211010N/A9/30/202477241112N/A6/30/202483271313N/A3/31/20247831315N/A12/31/202372-211316N/A9/30/202371-251015N/A6/30/202370-29614N/A3/31/202369-13212N/A12/31/2022693-19N/A9/30/2022662213N/A6/30/2022632517N/A3/31/2022706618N/A12/31/20217710718N/A9/30/2021789820N/A6/30/2021788921N/A3/31/20218510922N/A12/31/20209212922N/A9/30/202010118923N/A6/30/202011124924N/A3/31/2020107231025N/A12/31/2019104221125N/A9/30/201910222N/A23N/A6/30/201910122N/A21N/A3/31/20199822N/A22N/A12/31/20189622N/A23N/A9/30/20189320N/A22N/A6/30/20189119N/A21N/A3/31/20189220N/A22N/A12/31/20179420N/A23N/A9/30/20179219N/A25N/A6/30/20179119N/A26N/A3/31/20179018N/A24N/A12/31/20168818N/A22N/A9/30/20168717N/A19N/A6/30/20168516N/A16N/A3/31/20168014N/A16N/A12/31/20157613N/A17N/A9/30/20157314N/A19N/A6/30/20157014N/A21N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: IRI 의 연간 예상 수익 증가율(18.4%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: IRI 의 연간 수익(18.4%)이 Australian 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: IRI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: IRI 의 수익(연간 7.7%)이 Australian 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: IRI 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: IRI의 자본 수익률은 3년 후 5.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/23 20:30종가2026/06/23 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Integrated Research Limited는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Chris SavageBell PotterKatie BelleLodge Partners Pty Ltd.Todd GuyotMA Moelis Australia Securities Pty Ltd1명의 분석가 더 보기
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from AU$65.0m to AU$60.0m. Losses expected to increase from AU$0.004 per share to AU$0.007. Software industry in Australia expected to see average net income growth of 48% next year. Consensus price target down from AU$0.40 to AU$0.36. Share price fell 6.3% to AU$0.30 over the past week.
Major Estimate Revision • Sep 01Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from AU$0.056 to AU$0.031. Revenue forecast unchanged from AU$76.6m at last update. Net income forecast to shrink 58% next year vs 29% growth forecast for Software industry in Australia . Consensus price target down from AU$0.70 to AU$0.55. Share price was steady at AU$0.45 over the past week.
Price Target Changed • Jul 19Price target decreased by 13% to AU$0.70Down from AU$0.80, the current price target is provided by 1 analyst. New target price is 63% above last closing price of AU$0.43. Stock is down 54% over the past year. The company is forecast to post earnings per share of AU$0.08 for next year compared to AU$0.16 last year.
Major Estimate Revision • Jan 16Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$81.4m to AU$76.4m. EPS estimate also fell from AU$0.092 per share to AU$0.073 per share. Net income forecast to shrink 52% next year vs 42% growth forecast for Software industry in Australia . Consensus price target down from AU$0.87 to AU$0.75. Share price fell 2.1% to AU$0.46 over the past week.
공시 • Jan 11Integrated Research Limited Provides Revenue Guidance for the Full Year 2023Integrated Research Limited provided revenue guidance for the full year 2023. Subject to audit, the company expected the TCV result to translate into reported statutory revenue in the range of $39 million - $42 million for the period, an increase of 1% - 9% on the pcp. On a pro-forma basis, revenue is anticipated to be in the range of $36 million - $38 million, down -6% - 0% on the pcp, reflecting lower recurring (licence) revenue.
Major Estimate Revision • Jul 13Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$75.1m to AU$69.8m. EPS estimate also fell from AU$0.018 per share to AU$0.014 per share. Net income forecast to grow 4.3% next year vs 13% growth forecast for Software industry in Australia. Consensus price target down from AU$0.65 to AU$0.60. Share price rose 9.9% to AU$0.45 over the past week.
공시 • 8hIntegrated Research Announces Iris for Card PaymentsIntegrated Research announced Iris for Card Payments, the AI-powered assistant designed to help payments teams detect issues earlier, understand their impact faster, and act before revenue and customer trust are at risk. As card payments environments grow in scale and complexity, issues can cascade in minutes. Transaction volumes spike, dependencies multiply, and even highly experienced teams can struggle to correlate schemes, response codes, flows, and performance metrics in real-time. AI-powered observability can unlock faster, deeper insight for payments teams at precisely the moment when clarity matters most. Via natural language prompts, Iris for Card Payments delivers real-time card payments insights, and is built on IR's core observability platform Prognosis which monitors over 80 billion transactions each year for some of the world's largest banks and financial institutions. Iris makes deep card payments expertise instantly accessible, reducing reliance on scarce specialists and building confidence 24/7. Iris understands card payments end-to-end, with built-in IR correlation logic to explain why something happened, not just what. Clear answers about transaction declines, approvals, volumes and performance - no syntax or dashboard stitching required. Iris for Card Payments is available from May 2026 in Beta to customers globally as part of the release of Prognosis 13.3. Future releases will extend Iris to High Value Payments and Real-Time Payments domains.
공시 • Jun 18Integrated Research Announces Its Uc&C Observability Solution, Collaborate, Now Supports Nice CxoneIntegrated Research announced that its UC&C observability solution, Collaborate, now supports NICE CXone, one of the world's most widely adopted cloud contact center platforms. Part of the release of Prognosis 13.3, IR's core observability platform, Collaborate now offers enterprise teams a single place to monitor performance and customer journeys across CXone, bring-your-own-carrier (BYOC) infrastructure, and multi-vendor UC platforms such as Microsoft Teams and Webex. With Prognosis 13.3, Collaborate ingests and correlates telemetry from NICE CXone, BYOC SBCs, and UC platforms into a single high-performance intelligence layer. This provides an end-to-end picture of each interaction, even as it moves between voice, digital channels and multiple systems. Key capabilities include: Multi-source data aggregation – Collaborate pulls in SBC metrics, UC call flows and third-party platform data alongside CXone events, giving operations teams one "source of truth" across their entire contact estate. Reporting built for operations – Real-time and historical dashboards help teams track skills performance, team workload, agent utilization, queue wait times and contact outcomes in one place, without stitching together multiple tools. Customer-centric analytics – Users can follow customer journeys across channels, analyze handle times, abandon rates and first-contact-resolution proxies, and pinpoint where interactions are breaking down. Pre-emptive alerting – Threshold-based alerts on wait times, queue volumes and agent utilization help IT and operations teams get ahead of potential SLA breaches, rather than reacting after customers complain. Historical depth – Prognosis 13.3 supports up to five years of history, enabling trend analysis, capacity planning and long-range SLA reporting for complex environments. As part of the release of Prognosis 13.3, Collaborate introduces unified Call Detail Record (CDR) search, a single database with AI-powered search, giving deeper visibility into interactions across any vendor. AI powered insight at individual call level is significant as IT teams must assess performance and experience at individual call level to identify root cause and to remediate issues. Using Iris, IR's conversational AI intelligence layer for multi-vendor UC&C observability, teams can now search a single CDR database that spans CXone, UC platforms, SBCs and other vendors instead of querying separate systems.
공시 • Jun 17Integrated Research Announces the Launch of Iris for Nonstop, Extending Its Conversational AI Intelligence Layer to HPE Nonstop EnvironmentsIntegrated Research announced the launch of Iris for Nonstop, extending its conversational AI intelligence layer to HPE Nonstop environments. Building on the success of Iris in multi-vendor unified communications and collaboration (UC&C) observability, IR has embedded Iris directly into the Prognosis Platform for HPE Nonstop. This allows IT teams, business application stakeholders and more to ask questions in natural language and receive immediate, context-rich answers about the health, performance and capacity of their Nonstop systems. AI-powered observability for always-on Nonstop environments. HPE Nonstop is a trusted platform for high-volume, always-on workloads in financial services, retail, telecommunications and other industries where downtime is not an option. IR's Infrastructure suite, powered by Prognosis, has long helped clients monitor, troubleshoot and optimize the performance and availability of these environments with real-time dashboards, alerting and automated reporting. Iris for Nonstop builds on this foundation by adding a conversational AI layer that: Answers complex questions in plain language – Operators can ask questions such as "Is CPU usage normal for this time period?" or "Can you show me the network traffic trends over the past 2 weeks?", and Iris will respond with explanations, context and recommended next steps. Accelerates incident resolution – By synthesizing Prognosis' real-time telemetry into guided insights, Iris helps teams identify root causes faster, reducing mean time to resolution in high-stakes Nonstop environments. Democratizes Nonstop expertise – Iris makes Nonstop performance and capacity data accessible to broader IT, business and executive stakeholders, with easy-to-consume natural-language summaries and reports. Supports proactive capacity and batch planning – By leveraging Prognosis Infrastructure, Business Insight and Batch Manager capabilities, Iris can surface trends in capacity, usage patterns and batch workloads, helping teams plan ahead before issues impact production. Unified intelligence layer for hybrid Nonstop, from core to edge . As Nonstop clients adopt virtual Nonstop, cloud deployments and hybrid infrastructures spanning core and edge, the complexity of managing performance and capacity continues to grow. The combination of Prognosis Server on Nonstop, Prognosis Edge, and now Iris for Nonstop gives organizations a unified intelligence layer over their distributed, mission-critical environments. Iris for Nonstop is available now with Prognosis 13.3, for clients using IR Infrastructure and the Prognosis Platform for HPE Nonstop.
내러티브 업데이트 • Jun 08IRI: Product Vision Day And Steady Assumptions Will Support Future UpsideAnalysts have reiterated an A$0.36 fair value for Integrated Research, with only minor tweaks to the discount rate, revenue growth, profit margin and forward P/E assumptions. This signals that their updated modelling leaves the overall valuation view broadly intact.
내러티브 업데이트 • May 24IRI: Product Vision Day And Stable Assumptions Will Support Long Term UpsideAnalysts have maintained their A$0.36 price target for Integrated Research, noting that only minor adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions were made and that these did not materially change their valuation view. What's in the News Integrated Research scheduled an Analyst and Investor Day focused on outlining its product vision and innovation strategy (Key Developments).
내러티브 업데이트 • Apr 20IRI: Product Vision Day And Stable Assumptions Will Support Long Term UpsideAnalysts have kept their fair value estimate for Integrated Research steady at A$0.36. Only small technical adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions informed the updated price target stance.
내러티브 업데이트 • Apr 05IRI: Product Vision Day And Stable Assumptions Will Support Long Term UpsideAnalysts have kept the A$ price target for Integrated Research broadly unchanged, with only a marginal adjustment that reflects slightly updated assumptions for discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Integrated Research has scheduled an Analyst/Investor Day focused on outlining its product vision for the business.
내러티브 업데이트 • Mar 22IRI: Steady Assumptions And Product Vision Update Will Support Long Term UpsideAnalysts have kept the price target for Integrated Research steady at A$0.36, citing only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any major shift in the outlook. What's in the News Integrated Research has scheduled an Analyst and Investor Day, giving you a chance to hear directly from management about the business and its direction (company event filing).
내러티브 업데이트 • Mar 08IRI: Revised Margins And P/E Assumptions Will Support Long Term UpsideAnalysts have trimmed their fair value estimate for Integrated Research from A$0.40 to A$0.36. This reflects updated assumptions that pair a slightly higher discount rate and future P/E multiple with more cautious profit margin expectations and revised revenue growth forecasts.
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from AU$65.0m to AU$60.0m. Losses expected to increase from AU$0.004 per share to AU$0.007. Software industry in Australia expected to see average net income growth of 48% next year. Consensus price target down from AU$0.40 to AU$0.36. Share price fell 6.3% to AU$0.30 over the past week.
Reported Earnings • Mar 03First half 2026 earnings released: AU$0.009 loss per share (vs AU$0.026 profit in 1H 2025)First half 2026 results: AU$0.009 loss per share (down from AU$0.026 profit in 1H 2025). Revenue: AU$28.3m (down 1.7% from 1H 2025). Net loss: AU$1.53m (down 133% from profit in 1H 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
내러티브 업데이트 • Feb 21IRI: New AI Observability Capabilities Will Support Long Term Upside PotentialAnalysts have slightly trimmed their price target for Integrated Research to A$0.40, reflecting small updates to discount rate assumptions and expected future P/E, while keeping fair value and key operating assumptions broadly unchanged. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer for multi vendor unified communications and collaboration observability, built on the company’s Prognosis platform.
공시 • Feb 12Integrated Research Limited to Report First Half, 2026 Results on Feb 26, 2026Integrated Research Limited announced that they will report first half, 2026 results on Feb 26, 2026
내러티브 업데이트 • Feb 06IRI: New AI Observability Platform Will Support Long Term UpsideAnalysts have adjusted their price target for Integrated Research to account for a slightly higher discount rate and a modestly revised future P/E expectation, resulting in a small change in estimated valuation levels. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer for multi vendor unified communications and collaboration observability, built on the company’s Prognosis platform and designed to turn complex monitoring data into plain language answers for IT teams and business users.
분석 기사 • Feb 06Is Now The Time To Look At Buying Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it saw a decent share price growth...
내러티브 업데이트 • Jan 23IRI: New AI Observability Layer Will Support Long Term UpsideAnalysts have made only a marginal adjustment to their price target for Integrated Research, reflecting slightly updated views on discount rates, long term revenue growth, profit margins, and the future P/E multiple, while keeping their fair value estimate broadly in line with prior assumptions. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer embedded in its Prognosis platform, designed to turn complex observability data from unified communications and collaboration environments into plain language insights for IT and business users.
내러티브 업데이트 • Jan 08IRI: Cloud Observability Services And AI Features Will Support Long Term UpsideAnalysts have kept their fair value estimate for Integrated Research broadly steady, making only minor tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E. These changes feed into a small adjustment in the overall price target and reflect a largely unchanged view of the company’s medium term risk and earnings profile.
내러티브 업데이트 • Dec 17IRI: Cloud Observability Expansion Is Expected To Support Long Term UpsideAnalysts have modestly raised their integrated research price target, citing incremental adjustments to discount rate assumptions and forward valuation multiples that support a fair value estimate now framed around improved long term earnings visibility. What's in the News Integrated Research launched Iris, a conversational AI intelligence layer embedded in its Prognosis observability platform.
Recent Insider Transactions • Dec 09Independent Non-Executive Director recently bought AU$52k worth of stockOn the 5th of December, Michael Hitz bought around 150k shares on-market at roughly AU$0.35 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$127k more in shares than they have sold in the last 12 months.
공시 • Dec 03Integrated Research Unveils IrisIntegrated Research unveiled Iris, the only conversational AI intelligence layer built for multi-vendor unified communications and collaboration (UC&C) observability. Powered by IR's leading observability platform Prognosis, Iris translates complex monitoring data into actionable insights, answering plain language questions such as "Why are dropped calls spiking in Singapore?" or "which department had the worst Teams experience today?" with detailed, context-rich responses. As enterprises scale hybrid and multi-cloud environments, global outage costs continue to rise with one in five outage costs reported to exceed costs of USD 1 million. By 2026, organizations that apply observability automatically are predicted to achieve measurable competitive advantage through AI-assisted insight and automation. Iris is embedded in Prognosis as a true real-time intelligence layer, so that IT teams can spend less time monitoring and more time making decisions that drive elite enterprise performance. Meet Iris: The natural language AI built for observability: Democratize insight - Iris removes the barriers between people and data, giving everyone the power to understand what's happening and why. Accelerate resolution - Spend less time digging and more time doing. Iris provides key insights instantly so teams can resolve issues before they escalate. Empower smarter decisions - From IT operations to executives, Iris helps see patterns, spot risks, and act with confidence - all powered by IR's decades of domain expertise. The launch is part of the general release of Prognosis 13.2, the most innovative version of IR's flagship observability platform released to date, offering deeper insights and better experiences for IT teams managing the performance of large unified communications, collaboration and payments ecosystems. What's new in Prognosis 13.2: Iris: natural-language AI assistant for UC&C observability - answers domain-specific questions with insight and suggested actions within seconds. Workflow-aware automation - outbound ITSM alerting (starting with ServiceNow) to reduce manual triage and mean time to resolution. Faster reporting for Microsoft Teams and Cisco Webex - improved speed, scalability and long-term performance for large UC datasets. Genesys Cloud visibility - first CCaaS module delivering a unified service view. Assurance for recorded interactions - integration with Verint Call Recording on Genesys Engage to verify status, quality and availability. Broader Microsoft Teams coverage - extended Microsoft Teams monitoring to include Teams rooms. Payments and capacity enhancements - real-time visibility for SWIFT and Fed ISO schemes, multi-workload NonStop capacity management, BASE24 eps monitoring on Linux and a vendor-neutral ingest via a TCP IP listeners and Kafka. The release of Iris comes following the company's recent launch of Prognosis Elevate, IR's new fully managed insight-as-a-service platform for UC&C ecosystems. Clients using Prognosis Elevate will gain automatic access to Iris with the Prognosis 13.2 upgrade.
내러티브 업데이트 • Dec 02IRI: New Cloud Platform Launch Is Expected To Drive Future UpsideAnalysts have slightly reduced their price target for Integrated Research, reflecting minor adjustments in discount rate and future price-to-earnings assumptions. Key financial projections remain essentially unchanged.
내러티브 업데이트 • Nov 18IRI: Revenue Setbacks Will Be Outweighed By New Platform LaunchAnalysts have revised their price target for Integrated Research downward from $0.55 to $0.40. They cite lowered revenue growth projections and compressed profit margins as the primary factors behind the adjustment.
분석 기사 • Nov 14Integrated Research Limited's (ASX:IRI) Prospects Need A Boost To Lift SharesIntegrated Research Limited's ( ASX:IRI ) price-to-earnings (or "P/E") ratio of 4.1x might make it look like a strong...
공시 • Nov 05Integrated Research Ltd Launches New Observability-As-A-Service Platform Prognosis Elevate as Hybrid It ComplexitiesIntegrated Research Ltd. unveiled Prognosis Elevate, a new fully managed observability-as-a-service platform for unified communications and collaboration (UC&C) ecosystems. Powered by IR's market-leading core technology, Prognosis, the new cloud-based platform gives enterprises deep visibility of complex, multi-vendor IT environments without the burden of managing infrastructure. Each customer instance of Prognosis Elevate runs in a dedicated AWS Virtual Private Cloud (VPC), with regional hosting options to meet compliance, latency and data-sovere sovereignty requirements. The launch comes as demand continues to accelerate for secure, scalable observability solutions that can manage fragmented enterprise environments. It's now estimated that more than 90% of enterprises operate hybrid or multi-cloud IT environments, with more than 70% of enterprises reported to be increasing their observability investment to manage the performance of these complex ecosystems. What Prognosis Elevate offers: Prognosis-as-a-service: subscription-based, cloud-hosted observability for unified communications and collaboration (UC&C) ecosystems in large-scale enterprises. Dedicated AWS VPC per client: regional selection for compliance, latency and data residency. Continuous innovation: automatic access to the latest Prognosis features as they are released. Enterprise-grade analytics: real-time telemetry reporting across complex UC&C ecosystems, with payments visibility capability coming soon. Simplified operations: no hardware procurement or upgrade cycles. Security and control: clients retain configuration visibility; IR handles the infrastructure. Flexible scale and global support: backed by IR's DevOps, services and 24x7 teams worldwide. Prognosis Elevate is available now for enterprises globally.
공시 • Sep 19Integrated Research Limited, Annual General Meeting, Nov 24, 2025Integrated Research Limited, Annual General Meeting, Nov 24, 2025.
Major Estimate Revision • Sep 01Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from AU$0.056 to AU$0.031. Revenue forecast unchanged from AU$76.6m at last update. Net income forecast to shrink 58% next year vs 29% growth forecast for Software industry in Australia . Consensus price target down from AU$0.70 to AU$0.55. Share price was steady at AU$0.45 over the past week.
분석 기사 • Aug 30Integrated Research (ASX:IRI) Is Paying Out A Dividend Of A$0.02The board of Integrated Research Limited ( ASX:IRI ) has announced that it will pay a dividend on the 21st of October...
Declared Dividend • Aug 28Dividend of AU$0.02 announcedDividend of AU$0.02 is the same as last year. Ex-date: 3rd September 2025 Payment date: 21st October 2025 Dividend yield will be 4.5%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 26% over the next 3 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.
내러티브 업데이트 • Aug 27Revenue May Stabilize While Profit Margins Decline In The Coming YearsDespite a notable increase in consensus revenue growth forecasts, a sharp decline in the future P/E multiple has driven the consensus analyst price target for Integrated Research down from A$0.70 to A$0.55. What's in the News Integrated Research previewed enhanced Cisco cloud migration solutions at Cisco Live, offering deeper visibility, real-time and intelligent insights.
Reported Earnings • Aug 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: AU$0.076 (down from AU$0.16 in FY 2024). Revenue: AU$68.3m (down 18% from FY 2024). Net income: AU$13.4m (down 51% from FY 2024). Profit margin: 20% (down from 33% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 11Some Investors May Be Worried About Integrated Research's (ASX:IRI) Returns On CapitalASX:IRI 1 Year Share Price vs Fair Value Explore Integrated Research's Fair Values from the Community and select yours...
Price Target Changed • Jul 19Price target decreased by 13% to AU$0.70Down from AU$0.80, the current price target is provided by 1 analyst. New target price is 63% above last closing price of AU$0.43. Stock is down 54% over the past year. The company is forecast to post earnings per share of AU$0.08 for next year compared to AU$0.16 last year.
공시 • Jul 17Integrated Research Limited to Report Fiscal Year 2025 Results on Aug 21, 2025Integrated Research Limited announced that they will report fiscal year 2025 results on Aug 21, 2025
분석 기사 • Jun 16When Should You Buy Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it saw a double-digit share price...
공시 • Jun 05Integrated Research Announces Enhanced Cisco Cloud Migration SupportIntegrated Research (IR) announced a preview of its enhanced Cisco cloud migration solution at Cisco Live - San Diego. As organizations accelerate their move to the cloud, IR is bringing innovations that streamline complex migration journeys. The latest enhancements provide deeper visibility, real-time insights, and intelligent insights, enabling customers to reduce risk, lower their total cost of ownership, and ensure a seamless transition without disrupting the user experience. Cisco Live attendees will receive an exclusive first look at IR's enhanced cloud migration capabilities. IR experts will provide live demos showcasing how Prognosis helps clients: Navigate even the most complex cloud migrations; Ensure user adoption and seamless experience; M maintain service quality and mitigate risk every step of the way.
분석 기사 • May 09Integrated Research Limited (ASX:IRI) Shares Fly 29% But Investors Aren't Buying For GrowthIntegrated Research Limited ( ASX:IRI ) shareholders would be excited to see that the share price has had a great...
Reported Earnings • Feb 24First half 2025 earnings released: EPS: AU$0.026 (vs AU$0.064 in 1H 2024)First half 2025 results: EPS: AU$0.026 (down from AU$0.064 in 1H 2024). Revenue: AU$28.8m (down 29% from 1H 2024). Net income: AU$4.57m (down 59% from 1H 2024). Profit margin: 16% (down from 27% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
새로운 내러티브 • Feb 09Shifting To High-Value Clients And Launching IR Labs May Improve Stability, But Challenges Remain Strategic focus on high-value enterprise customers and efficient cost management is expected to enhance net margins and revenue stability.
Major Estimate Revision • Jan 16Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$81.4m to AU$76.4m. EPS estimate also fell from AU$0.092 per share to AU$0.073 per share. Net income forecast to shrink 52% next year vs 42% growth forecast for Software industry in Australia . Consensus price target down from AU$0.87 to AU$0.75. Share price fell 2.1% to AU$0.46 over the past week.
공시 • Jan 16Integrated Research Limited to Report First Half, 2025 Results on Feb 20, 2025Integrated Research Limited announced that they will report first half, 2025 results on Feb 20, 2025
Board Change • Nov 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Chairman of the Board Peter Lloyd is the most experienced director on the board, commencing their role in 2010. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Oct 22Why Integrated Research Limited (ASX:IRI) Could Be Worth WatchingIntegrated Research Limited ( ASX:IRI ), might not be a large cap stock, but it saw a decent share price growth of 17...
공시 • Oct 18Integrated Research Limited Announces Company Secretary ChangesIntegrated Research Limited announced the appointment of Leanne Ralph as Company Secretary with effect from 1 November 2024. Ms. Ralph is a seasoned Company Secretary with experience across a high number of companies. Integrated Research further announces the resignation of Will Witherow as Company Secretary, upon his return to the U.S. with effect from 30 November 2024. Mr. Witherow joined Integrated Research in July 2017, and was appointed General Counsel & Company Secretary in April 2022. Mr. Witherow will continue as General Counsel for Integrated Research upon his return to the U.S.
공시 • Oct 10Integrated Research Appoints Ian Lowe as CEOIntegrated Research (IR) has welcomed Ian Lowe as Chief Executive Officer. Ian brings over 20 years of leadership experience across various industries, with a focus on driving business transformation, growth, and innovation. Ian has held several prominent leadership roles, including Global CEO at Daxci, CEO at EP&T Global, and CEO and Executive Director at Adslot. His experience spans diverse industries, making him well-equipped to lead IR into its next phase.
분석 기사 • Aug 29Impressive Earnings May Not Tell The Whole Story For Integrated Research (ASX:IRI)Last week's profit announcement from Integrated Research Limited ( ASX:IRI ) was underwhelming for investors, despite...
Upcoming Dividend • Aug 26Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 02 September 2024. Payment date: 15 October 2024. Trailing yield: 3.5%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (0.4%).
공시 • Aug 22Integrated Research Limited Declares Fully Franked Final Dividend for the Year Ended June 30, 2024, Payable on October 15, 2024On August 20, 2024, the directors of Integrated Research Limited declared a fully franked final dividend for the year ended June 30, 2024 of 2.0 cents per ordinary share and will be paid on October 15, 2024 with a record date of September 3, 2024.
분석 기사 • Aug 21Investors Don't See Light At End Of Integrated Research Limited's (ASX:IRI) Tunnel And Push Stock Down 37%Integrated Research Limited ( ASX:IRI ) shares have had a horrible month, losing 37% after a relatively good period...
공시 • Aug 21Integrated Research Limited, Annual General Meeting, Nov 27, 2024Integrated Research Limited, Annual General Meeting, Nov 27, 2024.
New Risk • Aug 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 20% per year for the foreseeable future. High level of non-cash earnings (29% accrual ratio). Minor Risk Market cap is less than US$100m (AU$113.5m market cap, or US$76.5m).
공시 • Aug 07Integrated Research Limited Announces the Appointment of Ian Lowe as the New Chief Executive Officer, Effective October 1, 2024Integrated Research Limited announced the appointment of Ian Lowe as the new Chief Executive Officer, effective October 1, 2024. Ian brings a wealth of experience and a proven track record of success in building and consolidating high-growth technology businesses. His appointment marks an exciting chapter for the company as it undertakes its product led growth strategy. Ian Lowe is a dynamic, innovative, passionate, and outcomes-driven leader with a deep understanding of the technology industry. He has served as CEO and Executive Director of ASX listed and privately held companies spanning Finance, Media, Sustainability and Measurement, including Adslot, EP&T Global, Opus Consulting and Facilitate Digital. His strategic and operational expertise encompasses a wide range of technology areas including platforms, cloud, digital marketplaces, big data, digital media, and workflow and transactional automation. With a focus on stakeholder management and building exceptional leadership teams, Ian has a proven track record of defining and implementing strategies that drive growth and success. He has successfully led cloud-enabled platforms, digital marketplaces, and data-driven propositions under various business models including SaaS, subscription, and transactional models.
Buy Or Sell Opportunity • Jul 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 113% to AU$0.85. The fair value is estimated to be AU$0.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.
공시 • Jul 18Integrated Research Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Integrated Research Limited announced that they will report fiscal year 2024 results on Aug 20, 2024
Buy Or Sell Opportunity • Jul 09Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 127% to AU$0.89. The fair value is estimated to be AU$0.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jul 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 129% to AU$0.86. The fair value is estimated to be AU$0.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Jun 28Integrated Research Limited (ASX:IRI) Stock Rockets 33% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Integrated Research Limited ( ASX:IRI ) shares have been powering on, with a gain of 33...
Buy Or Sell Opportunity • Jun 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to AU$0.85. The fair value is estimated to be AU$0.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Jun 11Here's What's Concerning About Integrated Research's (ASX:IRI) Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
분석 기사 • Apr 20Why Investors Shouldn't Be Surprised By Integrated Research Limited's (ASX:IRI) Low P/SIntegrated Research Limited's ( ASX:IRI ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right...
Recent Insider Transactions • Apr 20Independent Non-Executive Director recently bought AU$98k worth of stockOn the 11th of April, Mark Ronald Brayan bought around 260k shares on-market at roughly AU$0.38 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
분석 기사 • Mar 02Here's What's Concerning About Integrated Research's (ASX:IRI) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.064 (vs AU$0.019 in 1H 2023)First half 2024 results: EPS: AU$0.064 (up from AU$0.019 in 1H 2023). Revenue: AU$40.8m (up 6.3% from 1H 2023). Net income: AU$11.2m (up 248% from 1H 2023). Profit margin: 27% (up from 8.4% in 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
공시 • Feb 13Integrated Research Limited to Report First Half, 2024 Results on Feb 22, 2024Integrated Research Limited announced that they will report first half, 2024 results on Feb 22, 2024
공시 • Jan 22Integrated Research Limited Announces Resignation of James Scott as Director, Effective 30 January 2024Integrated Research Limited announced that Mr. James Scott will resign from the Board with effect from 30 January 2024. Mr. Scott has been a Director of Integrated Research Limited since May 2021. The Directors have accepted Mr. Scott's resignation with regret. Mr. Scott's contribution to Integrated Research Limited is greatly appreciated by the Directors and Management.
공시 • Jan 12Integrated Research Limited Announces Chief Financial Officer ChangesIntegrated Research announced the appointment of Christian Shaw as Chief Financial Officer (CFO). Christian commences with the Company on 15 January 2024, working alongside outgoing Interim CFO, Matthew Walton to ensure a seamless transition. Christian will assume the CFO role upon 1 March 2024. Christian brings extensive experience as a Senior Finance Executive, with a strong operational, commercial and strategic focus. He was formerly CFO at AJG Australia Pty Ltd. Prior to that, he was the CFO at Multicom Resources, MOKO Social Media Limited and iCash Payment Systems. Christian graduated with a Bachelor of Business from the University of Technology Sydney and is a Certified Practicing Accountant. Matthew commenced as Interim CFO in July 2022 and has led significant business change and process improvements during his tenure with IR including reducing cost base, improving cash flow discipline and increasing overall commercial awareness across the business. Matthew will continue with IR until 29 February 2024.
공시 • Jan 11Integrated Research Limited Provides Revenue Guidance for the Full Year 2023Integrated Research Limited provided revenue guidance for the full year 2023. Subject to audit, the company expected the TCV result to translate into reported statutory revenue in the range of $39 million - $42 million for the period, an increase of 1% - 9% on the pcp. On a pro-forma basis, revenue is anticipated to be in the range of $36 million - $38 million, down -6% - 0% on the pcp, reflecting lower recurring (licence) revenue.
분석 기사 • Dec 27Is It Time To Consider Buying Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it saw a decent share price growth...
분석 기사 • Nov 21A Look At The Intrinsic Value Of Integrated Research Limited (ASX:IRI)Key Insights Using the Dividend Discount Model, Integrated Research fair value estimate is AU$0.30 Integrated...
공시 • Oct 24Integrated Research Limited Announces the Appointment of Michael Hitz as Independent Non-Executive DirectorIntegrated Research Limited announced that Michael Hitz has been appointed to the Board as an Independent Non-Executive Director with effect from 23 October 2023. Michael's career spans roles from engineering communications infrastructure in energy, mining and telecommunications, to corporate strategy, mergers and acquisitions and investing. Over the past five years Michael has worked with a leading pan-Asian fund who invest in public companies pursuing growth in payments, telecommunications and energy. Prior to this, Michael was a Partner and Managing Director for The Boston Consulting Group, where he held roles including leading the technology, media and telecommunications business. Michael is a Director of The Institute for Economics and Peace Limited. Michael holds a degree in computer engineering with honours from the University of Newcastle, Australia.
공시 • Sep 29Integrated Research Limited Announces Resignation of Allan Brackin as Director, Effective from 30 September 2023Integrated Research Limited announced that Mr. Allan Brackin will resign from the Board with effect from 30 September 2023. Mr. Brackin has been a Director of Integrated Research Limited since February 2021. During his tenure, Mr. Brackin has served on the Audit and Risk Committee and as Chair of the Nomination and Remuneration Committee. Directors have accepted Mr. Brackin's resignation with regret.
분석 기사 • Aug 28Is Integrated Research Limited (ASX:IRI) Potentially Undervalued?While Integrated Research Limited ( ASX:IRI ) might not be the most widely known stock at the moment, it received a lot...
Reported Earnings • Aug 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: AU$0.17 loss per share (down from AU$0.009 profit in FY 2022). Revenue: AU$69.8m (up 11% from FY 2022). Net loss: AU$29.2m (down AU$30.8m from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
공시 • Aug 26Integrated Research Limited, Annual General Meeting, Nov 22, 2023Integrated Research Limited, Annual General Meeting, Nov 22, 2023.
New Risk • Aug 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.3% net profit margin). Market cap is less than US$100m (AU$77.0m market cap, or US$49.3m).
Major Estimate Revision • Jul 13Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$75.1m to AU$69.8m. EPS estimate also fell from AU$0.018 per share to AU$0.014 per share. Net income forecast to grow 4.3% next year vs 13% growth forecast for Software industry in Australia. Consensus price target down from AU$0.65 to AU$0.60. Share price rose 9.9% to AU$0.45 over the past week.
공시 • Jul 12+ 1 more updateIntegrated Research Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Integrated Research Limited announced that they will report fiscal year 2023 results on Aug 25, 2023
분석 기사 • May 12What Is Integrated Research Limited's (ASX:IRI) Share Price Doing?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it received a lot of attention from...
Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.019 (vs AU$0.01 in 1H 2022)First half 2023 results: EPS: AU$0.019 (up from AU$0.01 in 1H 2022). Revenue: AU$38.4m (up 19% from 1H 2022). Net income: AU$3.22m (up 80% from 1H 2022). Profit margin: 8.4% (up from 5.5% in 1H 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.
Price Target Changed • Feb 16Price target increased by 18% to AU$0.65Up from AU$0.55, the current price target is provided by 1 analyst. New target price is 10% above last closing price of AU$0.59. Stock is down 33% over the past year. The company is forecast to post earnings per share of AU$0.018 for next year compared to AU$0.009 last year.
분석 기사 • Jan 11Is It Time To Consider Buying Integrated Research Limited (ASX:IRI)?Integrated Research Limited ( ASX:IRI ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 • Nov 24A Look At The Intrinsic Value Of Integrated Research Limited (ASX:IRI)Today we will run through one way of estimating the intrinsic value of Integrated Research Limited ( ASX:IRI ) by...
Price Target Changed • Nov 16Price target increased to AU$0.55Up from AU$0.50, the current price target is provided by 1 analyst. New target price is 57% above last closing price of AU$0.35. Stock is down 74% over the past year. The company posted earnings per share of AU$0.009 last year.
공시 • Sep 27Integrated Research Announces David Purdue to Retire as Company Secretary, Effective 30 September 2022Integrated Research announced that Mr. David Purdue will retire from his position as Company Secretary with effect from the close of business on 30 September 2022. Mr. Purdue was appointed Company Secretary in July 2012. The company's Chair Mr. Peter Lloyd thanks Mr. Purdue for his longstanding and significant contribution to the company during his 18 plus years of service. Mr. Will Witherow was appointed as Company Secretary in April 2022 to provide for succession planning and transition into the role and continues in that role going forward. Mr. Witherow also holds the position of General Counsel for Integrated Research.
Buying Opportunity • Sep 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be AU$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 51%.
공시 • Aug 23Integrated Research Limited, Annual General Meeting, Nov 23, 2022Integrated Research Limited, Annual General Meeting, Nov 23, 2022.
Reported Earnings • Aug 19Full year 2022 earnings released: EPS: AU$0.009 (vs AU$0.046 in FY 2021)Full year 2022 results: EPS: AU$0.009 (down from AU$0.046 in FY 2021). Revenue: AU$62.9m (down 20% from FY 2021). Net income: AU$1.55m (down 81% from FY 2021). Profit margin: 2.5% (down from 10% in FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 41% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Aug 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.0%. The fair value is estimated to be AU$0.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 32%.
공시 • Aug 09IR Appoints Rodney Foreman as Senior Vice President, AmericasIR announced the appointment of Rodney Foreman as Senior Vice President (SVP), Americas. Rodney joins IR from Megaport Limited, an ASX-listed company where he was most recently the Chief Revenue Officer. He brings to IR over 20 years of experience in the information technology sector, delivering enterprise grade products and solutions across infrastructure and cloud-based platforms. He has held senior executive leadership roles within companies including IBM, Dell, Nutanix and Informatica, leading product management and global sales teams. Joining the Executive Leadership Team (ELT), Rodney will be responsible for the overall planning and execution of the commercial strategy and revenue growth of the Americas, while working closely with the international regions.
공시 • Jul 27Integrated Research Announces Executive ChangesIntegrated Research announced the appointment of Matthew Walton as Interim Chief Financial Officer (CFO). Matthew's appointment will take effect immediately, working alongside outgoing CFO, Peter Adams to ensure a seamless transition until a permanent appointment is announced. Matthew brings extensive experience as a senior finance executive, with a strong operational, commercial and strategic focus. He was formerly CFO at GBST, a trusted name in technology innovation for many of the world's leading financial services brands. Prior to that, he was the interim CFO at eftpos Payments Australia, leading the function through a transformation agenda. Matthew was also CFO at Afterpay during the period of the Afterpay Touchcorp merger, and has also held finance roles at Westpac and BT Financial Group as Head of Finance. Matthew is CPA qualified and a Graduate member of the Australian Institute of Company Directors. He graduated with a Bachelor of Science from the University of Sydney and has an MBA from the Macquarie Graduate School of Management.
분석 기사 • Jul 22Is Integrated Research Limited (ASX:IRI) Potentially Undervalued?Integrated Research Limited ( ASX:IRI ), is not the largest company out there, but it led the ASX gainers with a...
공시 • Jul 14Integrated Research Limited to Report Fiscal Year 2022 Results on Aug 18, 2022Integrated Research Limited announced that they will report fiscal year 2022 results on Aug 18, 2022
공시 • Jun 03Integrated Research Limited Appoints Katrina Small as Chief People OfficerIR announced the appointment of Katrina Small as Chief People Officer (CPO). With this appointment, Katrina joins the Executive Leadership Team (ELT) at IR and will be responsible for strengthening the people and culture strategy as the business continues to transform and grow. Katrina has nearly two decades of extensive experience in HR disciplines, including Organizational Development, Workplace Culture & Talent Management, Health & Safety, Rewards & Recognition, and Employee Experience & Engagement. Her previous HR experience ranges across industries, having worked with organizations like Newell Brands, Virgin Australia, Qantas and Maia Financial.
Buying Opportunity • Jun 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be AU$0.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.2% in 2 years. Earnings is forecast to decline by 10% in the next 2 years.
공시 • Jun 01Integrated Research Limited Announces the Resignation of Peter Adams as Chief Financial Officer, Effective 31 August 2022Integrated Research Limited announced the resignation of Mr. Peter Adams, Chief Financial Officer, effective 31 August 2022. Peter commenced as Chief Financial Officer at IR in 2008 and has led significant business change and process improvements during his tenure, including the modernisation of the financial reporting system, business model transformation and enhanced governance and risk practices. He also served as Interim CEO for a period during his time.
Major Estimate Revision • May 17Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from AU$78.2m to AU$72.4m. EPS estimate also fell from AU$0.05 per share to AU$0.01 per share. Net income forecast to shrink 55% next year vs 16% growth forecast for Software industry in Australia . Consensus price target down from AU$1.00 to AU$0.65. Share price fell 20% to AU$0.58 over the past week.
분석 기사 • May 16Is Integrated Research (ASX:IRI) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Apr 27Price target decreased to AU$1.00Down from AU$1.50, the current price target is provided by 1 analyst. New target price is 31% above last closing price of AU$0.77. Stock is down 70% over the past year. The company is forecast to post earnings per share of AU$0.048 for next year compared to AU$0.046 last year.
공시 • Apr 20Integrated Research Appoints William Witherow as a Company SecretaryIntegrated Research Limited announced that Mr. William Witherow has been appointed as a Company Secretary with immediate effect. Mr. Witherow joined IR in July 2017 and holds the position of Head of Legal and Compliance and oversees the provision of legal services for IR's global operations. Mr. Witherow is a qualified lawyer and has been appointed as an additional Company Secretary to assist Mr. Purdue.
