EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2025-08-14
Management highlights
- Fiscal third quarter revenue was $15.4 million, an 18% increase over the prior year third quarter and an 18% sequential increase. - TS segment's managed cloud business had success in container shipping and strong Q4 revenue. - HPP segment's AZT PROTECT deployed in steel, concrete, and lumber industries with a land and expand strategy, receiving positive feedback from Rockwell resellers. - Finished the quarter with over $26 million in cash and cash equivalents, repurchased 19,000 common shares, and Board authorized a $0.03 per share quarterly cash dividend.
Segment performance
The Technology Solutions (TS) segment drove revenue growth. Fiscal third quarter revenue was $15.4 million, with TS contributing to the growth. The managed cloud business provided customized solutions, gained traction in niche markets like container shipping, and had strong revenue in the fourth quarter. The High-Performance Products (HPP) segment saw AZT PROTECT build momentum in the operational technology marketplace. It deployed in steel, concrete, and lumber industries, using a land and expand sales approach. Absolute revenue for TS and HPP is part of the $15.4 million total, with TS driving growth and HPP building momentum through AZT PROTECT deployments.
Guidance
- Believes current trends could grow top and bottom line for full fiscal year. - Fiscal fourth quarter is going well and positioned to finish the year ahead of fiscal 2025.
Risks
- Forward-looking statements are subject to uncertainties, risks, and influences beyond the company's control, including those in the Risk Factors section of annual and quarterly reports.
Q&A highlights
Q: Can you expand on the consulting expense?
A: Those were consultants for additional high-level testing of the product with improvements and enhancements.
Q: Can you disclose where the lumber mill and concrete facilities are located?
A: Yes, related to Pacific Northwest and details on deployment in those facilities.
Q: Can you elaborate on R&D for AZT PROTECT in the cell tower environment?
A: Tweaks made for specific environments like Linux-based systems in cell towers.
Q: Do you have projections for AZT revenues longer term?
A: Not willing to share externally, but have internal projections.
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $-0.03 | — | — | $-0.02 |
| Revenue | $15.4M | — | — | $13.1M |
Transcript
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Prior quarters
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