Red Violet (RDVT) Q2 FY26 earnings call

Red Violet delivered an exceptional quarter, achieving record revenue, profitability, and customer growth, driven by increasing demand for identity intelligence in a fraud-prone digital environment. The company's AI-embedded platform is gaining market recognition, leading to significant customer additions and the strategic expansion of its FOREWARN solution into the home health care market. A recent public offering provides capital for organic growth and potential strategic acquisitions, reinforcing the company's disciplined approach to long-term returns.