Kornit Digital Business Summary

Kornit Digital Ltd. (KRNT) operates as a global leader in sustainable, on-demand digital textile production, generating revenue through the sale of industrial-grade printing systems, proprietary pigment inks, and long-term service contracts. The company is currently executing a high-priority strategic pivot toward a recurring revenue model via its All-Inclusive Click (AIC) program, a pay-per-print subscription that reached a $25 million Annualized Recurring Revenue (ARR) milestone as of early 2026. Business operations are primarily segmented into Direct-to-Garment (DTG), Direct-to-Fabric (DTF), and the Kornit X software platform, which facilitates end-to-end workflow automation for e-commerce fulfillment. Kornit maintains a Tier 1 market position by targeting the displacement of traditional analog screen printing, competing directly with major players such as Seiko Epson, Mimaki Engineering, Durst Group, and EFI Reggiani. Unlike its competitors, Kornit distinguishes itself through a patented single-step waterless printing process that eliminates the need for external pretreatment, positioning it as the premium choice for high-volume, eco-conscious manufacturers. Founded in 2002 by a team of industry veterans including Ofer Ben-Zur, Guy Zimmerman, and Oded Kraft, the company is currently led by CEO Ronen Samuel, who joined in 2018 after an 18-year tenure at HP Indigo, where he served as Vice President of the EMEA region. The leadership team was recently bolstered by the appointment of Assaf Zipori as Chief Financial Officer in December 2025, bringing over two decades of experience in capital markets and M&A. Co-founder Kobi Mann continues to drive technical innovation as Chief Technology Officer, leveraging his deep pedigree in inkjet chemistry. The company’s governance is overseen by Chairman Yuval Cohen, founding partner of Fortissimo Capital, and the board includes former CEO Gabi Seligsohn. Notable institutional backing remains strong, with major stakes held by Senvest Management, BlackRock, and Morgan Stanley, while Amazon continues to be a strategic partner and significant warrant holder, underscoring Kornit’s critical role in the global retail supply chain.