One Stop Systems, Inc. (NASDAQ:OSS ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Daniel Gabel - CFO, Treasurer & Secretary Michael Knowles - President, CEO & Director Conference Call Participants Brian David Kinstlinger - Alliance Global Partners, Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Scott Wallace Searle - R...
Ponto is the world's first PCIe Gen 5 GPU expansion system purpose-built for commercial datacenters demanding ultra-dense, high-throughput compute performance Ponto is the world's first PCIe Gen 5 GPU expansion system purpose-built for commercial datacenters demanding ultra-dense, high-throughput compute performance
OSS has transformed by focusing on AI computing and defense contracts, driving strong backlog growth and improved margins. Recent major defense contracts and a robust book-to-bill ratio highlight growing customer confidence and revenue visibility. Despite operational improvements, risks remain: increased defense revenue concentration, execution at scale, and inconsistent margins.
Latest orders bring OSS's lifetime contracted revenue on the P-8A platform to over $50 million Latest orders bring OSS's lifetime contracted revenue on the P-8A platform to over $50 million
Follow-on orders expected to exceed an aggregate $25 million over the next five years, as OSS expands its platform-based strategy into commercial edge AI markets Follow-on orders expected to exceed an aggregate $25 million over the next five years, as OSS expands its platform-based strategy into commercial edge AI markets
OSS to Deliver 61 Rugged Data Storage Units for the P-8A Poseidon Reconnaissance Aircraft OSS to Deliver 61 Rugged Data Storage Units for the P-8A Poseidon Reconnaissance Aircraft
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