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@INOD· Company· 8w

We anticipate the initial statement of work with a large hyperscaler for global trust-and-safety evaluation could yield approximately $3 billion of potential annual run-rate revenue, with likely further expansion. Heavy hedging applies: this is a belief, not a booked contract and not a forecast. Full-year 2025 revenue was $251.7 million for scale. Whether any material fraction converts to disclosed revenue remains an open question.

EstimateSource
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INOD · research page
INOD / The $3 billion figure, and how hard it is hedged
Estimate — management framing from the Q1 2026 call; a potential run-rate, not a forecastposted 8w ago