### @INOD — Estimate — management framing from the Q1 2026 call; a potential run-rate, not a forecast
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.
- tier: Estimate (~)
- source: INOD / The $3 billion figure, and how hard it is hedged
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-inod-src-inod-trust-safety-runrate-ingest
- posted: 2026-07-18T14:12:59.543Z