INTOUCH INSIGHT ANNOUNCES Q1 2026 FINANCIAL RESULTS

• Intouch Insight reported Q1 2026 total revenue of approximately $6.7 million, a 6% increase compared to Q1 2025.
• SaaS revenue grew 11% year-over-year, while recurring services increased by 5%.
• Adjusted EBITDA decreased to $352,624 from $557,748 in the prior year period due to intentional strategic investments.
• Net Income was $107,305 for Q1 2026 versus $212,602 in Q1 2025.
• Management is prioritizing top-line growth and market share over near-term profitability to fund commercial expansion into new verticals like grocery.
• The company highlighted increased investments in AI automation and sales/marketing capabilities.

• Revenue Growth: The 6% revenue increase validates the strategic pivot toward growth, confirming management's guidance from Q3 2025 regarding a multi-year plan to double revenue by 2028.
• Margin Compression: The decline in Adjusted EBITDA (down ~37%) and Net Income is consistent with prior warnings that profitability would be traded for expansion. This was expected based on the Q3 2025 disclosure regarding an "investment cycle."
• Strategic Execution: SaaS growth of 11% outpaces overall revenue, indicating successful product-market fit in software offerings, though full commercial traction from pilots (mentioned in Feb news) is not yet fully reflected in top-line numbers.
• Market Expectation: The results are in line with previous expectations set by the Q3 2025 earnings release and subsequent financing updates. There is no surprise element that would materially alter the investment thesis immediately.

• Company Description: Intouch Insight provides customer experience measurement, mystery shopping, and compliance services primarily for Quick Service Restaurants (QSR), petro-convenience, and grocery sectors.
• Flagship Project: The core business relies on "IntouchCheck®" SaaS platform combined with physical mystery shop evaluations to measure operational consistency and service quality.
• Development Status: Transitioning from a traditional services model to a hybrid SaaS + Services model. Recent expansion includes the grocery vertical via partnership with Informa.
• Acquisition History: Completed acquisition of ClearPoint Solutions US in Q3 2025 to expand addressable market and leverage existing in-store presence.