Jones Soda Co. (JSDA) Earnings Call Transcripts

Jones Soda Co.'s Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, Jones Soda Co. (JSDA:US) reported a significant revenue increase of 194% year-over-year, reaching $12.4 million, driven primarily by the success of its Fallout branded products. The company achieved a net income of $115,000, marking a pivotal shift to profitability, which management emphasized as a 'meaningful inflection point.' Guidance for full-year revenue growth remains strong, with expectations to exceed 60%, bolstered by ongoing partnerships and product innovations.

Reported metrics

Guidance from management

Management expects full-year revenue growth to exceed 60% for fiscal 2026, with potential upside from new product innovations and partnerships. Guidance was maintained with no material expectations from HD9 revenues.

What management said

Great question. Last year, it was literally just an online piece, but this year, it will be available at both retail and as well as online. So we're certainly looking forward to that and specifically the timing of the launch of those as well.

Yes, I'm super excited about this one. Something passionate, I'm super passionate about. I believe that it's another catalyst for growth for Jones, and you will be seeing Jones Zeros rolling out in this summer in a specific channel that we already have some commitments for. So super excited about it. I think it's a launching point for us, and the product is just -- it's awesome. So I think it's another one of those o...

What analysts pressed on

Analysts expressed concerns regarding the declining sales in the HD9 segment and the potential impact of rising freight costs on margins. There were also inquiries about the sustainability of the revenue growth and the effectiveness of new product launches.

Main topics on the call

• Revenue Growth — Jones Soda reported Q1 revenue of $12.4 million, a 194% increase from $4.2 million in Q1 2025, driven by strong sales of Fallout branded products. CEO Scott Harvey stated, 'The momentum we established exiting 2025 contin...
• Profitability Milestone — The company achieved a net income of $115,000, a significant improvement from a net loss of $852,000 in the prior year. This transition to profitability is highlighted as a major milestone by management.
• Guidance Reaffirmation — Management reaffirmed full-year revenue growth expectations to exceed 60%, with potential upside from new product innovations and partnerships. CFO Brian Meadows noted, 'We expect the growth rate in our 2025 full year re...
• Partnership Success — The success of the Fallout collaboration has driven significant consumer demand, with strong sell-through in Club stores. Harvey mentioned, 'Consumer demand for the Fallout branded offerings significantly exceeded expect...

Read the full Jones Soda Co. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Jones Soda Co. earnings call transcripts on record, spanning March 24, 2020 to May 14, 2026. Based on this history, Jones Soda Co. reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JSDA

Exchange

OTCPK

Country

US

Sector

Consumer Staples

Industry

Beverages

Calls on record

28

First call

March 24, 2020

Most recent

May 14, 2026

Reporting cadence

quarterly