PJ Sala's questions to Intellicheck Inc (IDN) leadership • Q4 2024
Question
PJ Sala asked about the potential to sustain double-digit growth and achieve operating leverage, and whether a Q2 launch for the social media customer was a reasonable expectation.
Answer
CEO Bryan Lewis affirmed that the company is structured for operating leverage, as significant expense growth is not required to support higher revenue. CFO Adam Sragovicz added that downward pricing pressure on cloud hosting costs, a major component of COGS, should also benefit margins. Regarding the social media client, Lewis was hesitant to provide a timeline, stating that while integration is complete, the launch timing is now dependent on the customer finalizing their internal processes and signing the purchase order.