Loading...
01/10 16:57
Loading...
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call reveals strong revenue growth, a record backlog, and promising 5G division orders. The company forecasts nearly doubling revenue by FY 2025 and expects significant revenue ramp-up in 2026. Despite a net loss due to increased spending, the company is debt-free and expects to reach breakeven GAAP earnings by year-end. The Q&A highlights positive traction with MNOs and competitive ORAN technology. However, no shareholder return plan was announced. Overall, the strong financial performance and optimistic future outlook suggest a positive stock price movement.
Net Loss $1,800,000.0, no year-over-year change mentioned, attributed to increased operational spending in the 5G division and R&D efforts.
Revenue $3,600,000.0, up 57% year-over-year, attributed to strong bookings and operational progress.
Gross Profit $1,100,000.0, no year-over-year change mentioned.
Record Backlog $19,600,000.0 as of April 30, driven by strong bookings.
Cash and Receivables $19,100,000.0, no year-over-year change mentioned.
Working Capital $20,400,000.0, no year-over-year change mentioned.
Debt Zero debt, no year-over-year change mentioned.
Inventory Over $7,000,000, no year-over-year change mentioned, to support near-term delivery and demand rebound.
Fiscal Year 2025 Revenue Forecast Nearly $21,000,000, expected to be almost double that of the prior fiscal year.
Firm Orders in 5G Division Over $12,000,000 already booked from an $118,000,000 LOI pipeline, indicating strong demand.
5G Division: Increased operational spending in the 5G division is a strategic investment supporting the certification, scaling, and deployment of the next generation ORAN 5G platform.
LNG Product Line Expansion: Expanded proprietary LNG product line with next generation satellite solutions based on Amplitex’s low noise IT foundation, receiving three patents this year.
ORAN 5G Radios: Certified ORAN 5G radios are being deployed globally, with over $12,000,000 of orders to be delivered this year.
Revenue Growth: Revenue of $3,600,000, up 57% year over year, with a forecast of nearly $21,000,000 for fiscal year 2025.
Backlog: Record backlog of $19,600,000 as of April 30, driven by strong bookings.
LOIs: Over $12,000,000 in firm orders booked from a $118,000,000 LOI pipeline.
Operational Efficiency: Successfully managed tariff-related risks through sourcing strategy and operational foresight.
Inventory Management: Maintained inventory of over $7,000,000 to support near-term delivery and demand rebound.
Market Positioning: Acquired ORAN assets in Canada to position the company as a viable supplier to large MNOs.
Partnerships: Partnering with leading AI native wireless companies to develop technologies for spectrum sensing and network optimization.
Net Loss: The company recorded a net loss of $1,800,000 due to increased operational spending in the 5G division and R&D efforts.
Regulatory Risks: The company is actively working on obtaining certifications for other countries, which may pose regulatory challenges.
Supply Chain Challenges: While the company has managed tariff-related risks effectively, there is a potential for future supply chain disruptions due to new tariff policies.
Competitive Pressures: The company faces competition from established players like Nokia and Ericsson, which may impact market share.
Economic Factors: The company is navigating a recovery phase following a challenging 2024, which may affect future revenue growth.
Operational Risks: Increased operational spending in the 5G division may impact short-term profitability.
Net Loss: Recorded a net loss of $1,800,000 driven by increased operational spending in the 5G division and R&D efforts, viewed as strategic investments.
Revenue Growth: Revenue of $3,600,000, up 57% year over year, marking the strongest quarter since Q4 FY 2023.
Backlog: Record backlog of $19,600,000 as of April 30, driven by strong bookings.
5G Division Orders: Over $12,000,000 in firm orders booked from a $118,000,000 LOI pipeline.
Strategic Achievements: Secured CE, FCC, and recertifications for ORAN 5G radio, enabling global deployment.
AI Partnerships: Partnering with leading AI companies for technologies in spectrum sensing and network optimization.
Inventory Management: Maintained inventory of over $7,000,000 to support near-term delivery and demand rebound.
Fiscal Year 2025 Revenue Forecast: Forecasting nearly $21,000,000 in revenue for FY 2025, almost double that of the prior fiscal year.
Future Revenue Growth: Expecting continued revenue growth and value creation in 2025 and beyond.
2026 Revenue Expectations: Expecting significant ramp-up in revenue in 2026, with hundreds of deliveries for radios.
Margin Expectations: Expecting to reach breakeven GAAP earnings by the end of the year.
Shareholder Return Plan: The company has not announced any share buyback program or dividend program during the call.
AmpliTech shows strong revenue growth and improved margins, with a positive EBITDA and reduced net loss. The rights offering provides growth capital without debt. Market risks are present, but the company's strategic positioning in high-growth sectors like ORAN 5G and quantum computing is promising. Despite some uncertainties in management's Q&A responses, the overall sentiment is positive, indicating a likely stock price increase of 2% to 8%.
The earnings call highlights strong financial performance with a 57% revenue increase and a healthy cash position. There are promising future prospects with significant backlog and partnerships in AI and 5G. Despite some concerns about gross margins due to one-time costs, optimistic guidance and increased orders from Tier 1 customers support a positive outlook. The Q&A section reinforces confidence with ongoing demand and strategic positioning in emerging technologies. Overall, the sentiment is positive, indicating a potential stock price increase in the short term.
The earnings call indicates strong revenue growth, strategic investments in 5G and R&D, and a positive future outlook with significant revenue forecast. Despite a net loss and earnings miss, the company's zero debt and record backlog are positive financial indicators. The Q&A section highlights promising partnerships and global market traction, although some concerns about competitive pressures and lack of margin guidance exist. Overall, the strong revenue growth, strategic initiatives, and positive future outlook suggest a positive stock price movement.
The earnings call reveals strong revenue growth, a record backlog, and promising 5G division orders. The company forecasts nearly doubling revenue by FY 2025 and expects significant revenue ramp-up in 2026. Despite a net loss due to increased spending, the company is debt-free and expects to reach breakeven GAAP earnings by year-end. The Q&A highlights positive traction with MNOs and competitive ORAN technology. However, no shareholder return plan was announced. Overall, the strong financial performance and optimistic future outlook suggest a positive stock price movement.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
