Intelligent Protection Management (IPM) Q2 FY26 earnings call

Intelligent Protection Management Corp. reported solid top-line growth in Q2 FY26, driven by strong demand for managed IT and AI-related procurement, despite supply chain constraints delaying revenue recognition. The company is strategically evolving towards higher-value enterprise infrastructure, focusing on recurring managed services, cybersecurity, and cloud. While profitability was impacted by an unusual margin event and related-party revenue decline, IPM maintains a strong balance sheet and aims for positive adjusted EBITDA by Q4 FY26.