Rank One Computing Corporation (ROC) Q2 2026 Earnings Call Transcript
Rank One Computing Corporation (ROC) Q2 2026 Earnings Call Transcript

Rank One Computing Corporation provides advanced biometric, facial recognition, and vision AI solutions in United States. Its products includes ROC SDK, offers ...
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Est. EPS $-0.05 · Revenue $6.30M · 1 analysts
Est. EPS $-0.05 · Revenue $6.60M · 1 analysts
Est. EPS $-0.28 · Revenue $22.00M · 1 analysts
Est. EPS $0.00 · Revenue $45.00M · 1 analysts
EPS $-0.04 · Revenue $5.35M
EPS $-0.04 · Revenue $13.70M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $17.0M | +23.9% | +99.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-2.7M | -283.7% | +73.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +76.4% | -11.4% | +13.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -11.8% | -27.2% | +87.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -15.8% | -209.7% | +86.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-1.7M | -6688.4% | -23.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -10.2% | -5379.1% | +38.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | -1046.4% | -723.9% | -20.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.73x | -36.3% | -5.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $7.8M | +9.9% | -3.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.18 vs -0.28 | +35.7% | -0.04 vs -0.05 | +20.0% |
| Revenue Surprise | $17.0M vs $22.0M | -22.8% | $5.1M vs $6.2M | -17.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | Kiernan Kathleen Louise | director: | — | — | 0 | — |
| Feb 23, 2026 | Klare Brendan Francis | director, 10 percent owner, officer: President & Board Chairman | Common Stock; $0.01 par value | — | 0 | — |
| Feb 23, 2026 | Klare Brendan Francis | director, 10 percent owner, officer: President & Board Chairman | Option (right to buy) | — | 835,000 | $2.40 |
| Feb 23, 2026 | Martinez Steven Mark | director | Common Stock; $0.01 par value | — | 0 | — |
| Feb 23, 2026 | Klum Scott Jeffrey | 10 percent owner | Common Stock; $0.01 par value | — | 0 | — |
Operator: Greetings, and welcome to the ROC Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. I would now like to turn the conference over to Jules Abraham with Core IR. Please go ahead. Jules Abraham: Thank you, Betsy, and good afternoon, everyone. We thank you for joining ROC's second quarter 2026 financial results call. Presenting on today's call are Scott Swann, ROC's CEO, and Cody Barnes, ROC's CFO. Brendan Klare, ROC's Co-Founder and Chairman of the Board of Directors, and David Ray, ROC's Head of Capital Markets and General Counsel, will also be available during the question-and-answer portion of the call. Before we begin, I remind everyone that this call may contain certain statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include remarks about management's future expectations, beliefs, estimates, plans, and prospects. Such statements are subject to a variety of risks, uncertainties, and other factors that could cause actual results to differ materially from those indicated or implied by such statements. Such risks and other factors are set forth in the company's quarterly report on Form 10-Q, filed with the Securities and Exchange Commission, and it does not undertake any duty to update such forward-looking statements. Additionally, during today's call, certain non-GAAP measures will be discussed. The presentation of this additional information should not be considered in isolation, or as a substitute for results prepared in accordance with U.S. GAAP. Now, it is my pleasure to turn the call over to ROC's CEO, Scott Swann. Scott. B. Swann: Thank you, Jules. Good afternoon, and thank you for joining ROC's second quarter 2026 earnings call. The second quarter marked ROC's first full quarter operating as a public company, and it was reflected measurable progress in 2 areas we outlined on our first quarter call. We've seen improving government contracting activity and broad commercial adoption across the ROC product portfolio. We're pleased to report sequential growth, nearly doubling our revenue compared to the first quarter. We've also successfully monetized the entire ROC Vision AI platform ahead of our plan. Second quarter revenue was $5.1 million, this is up 2% year-over-year as I mentioned, nearly double first quarter revenue, primarily driven by a 41% increase in R&D contract revenue, which more than offset the decline in product revenue attributed to the completion of a ROC Watch deployment recognized in the prior year period. In May, we said government procurement activity was appeared to be improving with awards and revenue to follow incrementally through the remainder of 2026. The second quarter provided initial evidence that funding and program activity are actually beginning to return to normal and develop. Additionally, we advanced our newer ROC products across the Vision AI …
Rank One Computing Corporation (ROC) Q2 2026 Earnings Call Transcript

Rank One Computing NASDAQ: ROC reported second-quarter 2026 revenue of $5.1 million, up 2% from the prior-year period and nearly double its first-quarter revenue, as higher government research-and-development contract revenue offset a decline in product revenue tied to the completion of a prior ROC Watch deployment.

Revenue reached $5.1 million; Gross margin improved to 90% from 80% in the prior year Broad Vision AI platform traction drove strong growth in ROC SDK, ROC ABIS, and ROC Enroll ROC Evidence achieves milestone upon 2Q26 commercialization, generated first revenue ahead of plan DENVER, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Rank One Computing Corporation d/b/a ROC, (Nasdaq: ROC) (“ROC” or the “Company”), a U.S. leader in Vision AI, building unified biometric, video analytics, and decision intelligence solutions, today announces financial results for the second quarter ended June 30, 2026. “In 2Q, ROC's revenue nearly doubled sequentially to $5.1 million, gross margin expanded to 90%, and government R&D revenue increased 41% year over year,” said B.

DENVER, CO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Rank One Computing Corporation d/b/a ROC, (Nasdaq: ROC) (“ROC” or the “Company”), a U.S. leader in Vision AI, building unified biometric, video analytics, and decision intelligence solutions, today announced that it will release its financial results for the second quarter of 2026 after the market close on Thursday, August 13, 2026.

Demonstrates category-leading speed, strong Rank-1 accuracy, and the operational efficiency of ROC's American-made technology

| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 31, 2025 | 66 | 10-K | Mar 31, 2026 | View |