Information Services Group

Information Services Group reported combined managed services and as-a-service annual contract value of $42.3 billion in Q2, up 43% year-over-year and the first quarter above $40 billion. Growth was driven by AI-related cloud infrastructure and software, with as-a-service ACV rising sharply while managed services grew only about 2.7%. ISG raised its full-year as-a-service growth forecast to 30% but kept managed services guidance at 2.1%; regional results were uneven, with EMEA and Asia Pacific improving and the Americas weakening. ISG said AI is reshaping deal economics, concentrating demand with hyperscalers and prompting provider consolidation and new deal types. » More on finance.yahoo.com

ISG posted Q1 revenue of $61.2 million, up 3% year-over-year, driven by 25% growth in Europe and 9% growth in recurring revenues. Adjusted EBITDA rose 12% to $8.3 million with margin expanding 111 basis points to 13.5%. AI-related revenue reached $21 million (about one-third of firm-wide revenue) and the company signed a multiyear governance deal worth up to $17 million. For Q2 ISG targets revenue of $62.5–63.5 million and adjusted EBITDA of $8–9 million. » More on finance.yahoo.com

Information Services Group reported EPS of $0.09 for Q1 2026, beating the $0.05 expectation; revenue was $61.18 million, slightly above the forecast. AI-related revenues rose 75% and were cited as a key growth driver, adjusted EBITDA grew 11.8%. Regionally, Europe led with 25.3% growth, while North/South America and APAC recorded declines. The stock rose about 4.3% in premarket trading and management confirmed a positive outlook with continued focus on AI and operational efficiency. » More on de.investing.com