Kornit Digital (KRNT) Q2 2026 Earnings Call Transcript

On Kornit Digital's Q2 2026 Earnings Conference Call, Andrew Backman, Chief Capital Markets Officer, introduced Ronen Samuel, the company's Chief Executive Officer, and Assaf Zipori, the Chief Financial Officer. Samuel and Zipori were set to discuss the company's performance and provide guidance for the third quarter.

Samuel highlighted that Q2 2026 marked another significant step in Kornit's transformation, with revenue reaching $55.3 million, surpassing the high end of the guidance. Adjusted EBITDA also exceeded expectations, and positive operating cash flow was reported for the 11th consecutive quarter. ARR increased by $7 million, bringing the total to $33.8 million, a 79% year-over-year growth, while revenue from All-Inclusive Click grew by 112% compared to the previous year.

Trailing 12-month impressions increased by 15%, indicating higher production volume across the installed base. System deliveries grew by 40%, with 60% of system sales in Q2 and the first half of 2026 going to traditional screen printers, demonstrating the transition from analog to digital production.

Samuel emphasized the importance of Kornit's All-Inclusive Click model, which fosters long-term customer commitments, reduces upfront investment, and enables scalable production as businesses grow. He noted that this model strengthens customer relationships, enhances system utilization, and deepens platform adoption. Samuel emphasized that the transition to digital manufacturing is a structural shift in the industry, driven by brands, retailers, and traditional screen printers seeking greater flexibility, shorter production runs, faster response times, and manufacturing closer to the point of demand.