Intellicheck, Inc. · NASDAQ:IDN
Intellicheck — Q1 2026 Earnings Presentation
18 slides from Intellicheck's earnings presentation, May 12, 2026
Slide 1: Investor Deck
Investor Deck May 2026 NASDAQ: IDN
Slide 2: Forward-Looking Statements
Forward -Looking Statements Certain statements made in this presentation Additional information concerning forward-looking constitute forward-looking statements within statements and the risks that could cause actual the meaning of the Private Securities Litigation results to differ is contained und
Slide 3: The only SaaS-based identity validation and proofing service
The only SaaS-based identity validation and proofing service that uses a unique and proprietary analysis of DMV-issued IDs to create trusted, real- time customer identity verification experiences. Copyright © 2026 Intellicheck, Inc. All Rights Reserved. Trademarks owned by Intellicheck, Inc. 3
Slide 4: Why Our Customers Use Intellicheck to Stop Fraudsters and Safeguard Their Business
Why Our Customers Use Intellicheck to Stop Fraudsters and Safeguard Their Business Confidently prove identity in real-time “A true gamechanger in stopping with the only platform that leverages fraud, top 5 all time.” proprietary access to authoritative data SVP of Fraud, top 5 Financial Services Com
Slide 5: Q1 Highlights Versus Prior Year
Q1 Highlights Versus Prior Year Revenue Operating expenses EPS grew to a Q1 Record Decreased by Improved to $5.5M 5% $0.03 to $4.5 million per diluted share 13% increase vs 2025 Gross Margin Net Income Adjusted EBITDA improved to Improved to Q1 Record improved to Q1 Record 91.0% $636,000 $935,000 Co
Slide 6: From Loss to Profit: FY2022 – FY2025
From Loss to Profit: FY2022 – FY2025 $5.1M $22.7M Net Income Swing 3.5 $20M FY22 → FY25 Revenue ($M) $18.9M $20.0M +$2.6M 2.5 $16.0M $10M +$1.3M $ 4.1M Net Income & Adj. EBITDA ($M) 1.5 +$0.5M $0M 0.5 Adj. EBITDA Swing FY22 → FY25 -0.5 -$1.0M -$0.9M -1.5 -$1.5M Net Income ($M) +42% -2.5 -$2.2M Adj.
Slide 7: Magnitude of the Problem
Magnitude of the Problem $27B 1.5B+ $16B In U.S. Fraud in Victims of In account 2024, impacting data breaches takeover fraud - 15 million people1 worldwide2 a 19% increase1 29% 79% of identity fraud of auto dealerships attributed to new account creation in 20243 had an identity fraud related loss wi
Slide 8: A Competitive Moat with a Significant Advantage
A Competitive Moat with a Significant Advantage 25+ years working with state DMVs provides proprietary product offering 44ms 250+ Unique DMV Barcode Formats Mastered AAMVA – American Association of Motor To Detect a Fraudulent ID Every state issues IDs with different barcode Vehicle Administrators -
Slide 9: Majority of Fraud can be Prevented Through Accurate ID Validation
Majority of Fraud can be Prevented Through Accurate ID Validation Criminals copy AAMVA barcode standards that are publicly available online • No state, province or territory DMV uses the same AAMVA standard on its own—each DMV adds additional unique security features • No two states, provinces or te
Slide 10: Intellicheck ID Validation Technology is Streamlined
Intellicheck ID Validation Technology is Streamlined Intuitive and easy to use technology Cloud SaaS integrates with existing in-person, online Simplifies and desktop workflows via existing hardware, mobile app, web portal or webhooks implementations Integrates with existing retail / branch hardware
Slide 11: Significant Callouts
Significant Callouts We continued to increase our penetration for authentication with significant organizations and new use cases One of the most widely recognized Leading regional bank in the First American Title – expanded brands in banking that is a top ten southeast added in branch its AgentNet
Slide 12: Multiple Growth Vectors for 2026 and Beyond
Multiple Growth Vectors for 2026 and Beyond New verticals represent meaningful opportunities Title Cargo Banking Background Lease-to-Own Insurance Freight Channel Partner Checks & BNPL GROWING EMERGING SIGNED GROWING SCALING First American ~$300K Avg Traction in LTO up Alloy Platform Title Theft per
Slide 13: Positioned for Success
Positioned for Success Very sticky customer base with Renewed focus on sales and a positive NRR of 111%* in 2025 marketing to drive growth ~90+% Gross margins consistently Achieved positive Net Income and Adjusted EBITDA Solid balance sheet at 3/31/26 in 2025 that positions us to $10.1 million and n
Slide 14: 2025 Full Year Financial Highlights
2025 Full Year Financial Highlights Total Revenue SaaS Revenue Gross Margin Revenue $22,666,000 $22,436,000 90.4% Balance Sheet Cash & Cash Equivalents Stockholders’ Equity Debt (as of December 31, 2025) $9,650,000 $20.7 million $0 Net Income & Net Income Adjusted EBITDA Adjusted EBITDA $1,273,000 $
Slide 15: Why Invest in Intellicheck
Why Invest in Intellicheck Six compelling reasons to own IDN shares 1 2 3 Record Revenue Diversification Is Working Achieved First Full Year of $6.6M in Q4 2025 —the highest Retail now less of a focus and Operating Profitability quarterly revenue in company represented 31%* of revenue in 2025. $1.6M
Slide 16: Analyst Coverage / Institutional Holdings
Analyst Coverage / Institutional Holdings Mike Grondahl Northland Securities Clean cap table with approximately Rudy Kessinger DA Davidson 60% of common shares outstanding institutionally held Jeff Van Rhee Craig-Hallum as of 12/31/25 Copyright © 2026 Intellicheck, Inc. All Rights Reserved. Trademar
Slide 17: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation Adjusted EBITDA We use Adjusted EBITDA as a non-GAAP financial performance The reconciliation of GAAP net loss to Non-GAAP Adjusted EBITDA is as follows in thousands: measurement. Adjusted EBITDA is calculated by adjusting net loss for certain reductions such as intere
Slide 18: Trusted Real-Time Identity Verification
Trusted Real -Time Identity Verification Bryan Lewis Adam Sragovicz CEO CFO 516.453.6647 516.992.1985 blewis@intellicheck.com asragovicz@intellicheck.com