Data I/O (DAIO) Q2 FY26 earnings call

Data I/O reported strong sequential revenue growth and significant gross margin expansion in Q2 FY26, driven by an inflection in capital equipment demand and operational efficiencies. The company is actively transforming its business through strategic acquisitions, including IAR's security assets, and expanding into new domains like robotics and global communications, aiming for greater scale and diversification. While a reported net loss was impacted by noncash accounting charges, the underlying operational performance showed substantial improvement, with adjusted EBITDA reaching breakeven.