GNSS Overview

Quarterly Performance: Genasys (GNSS) reported a quarterly loss of $0.03 per share, matching expectations, and showing improvement from a loss of $0.26 per share a year ago, with revenues of $17.03 million, missing estimates by 14.22%.

Stock Outlook: The company's stock has underperformed, losing about 9.2% this year compared to the S&P 500's 16.4% gain, and currently holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market.

Earnings Estimates: The consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $20.4 million, with a fiscal year estimate of $0.12 on $77.75 million in revenues, reflecting mixed trends in estimate revisions.

Industry Context: Genasys operates in the Communication - Network Software industry, which is currently ranked in the bottom 17% of Zacks industries, suggesting that broader industry performance may significantly impact the stock's future.

Earnings Reports Overview: Several companies, including Casey's General Stores, AeroVironment, and Braze, are set to report earnings after hours on December 9, 2025, with varying forecasts and performance expectations.

Casey's General Stores (CASY): Expected to report earnings of $4.92 per share, reflecting a 1.44% increase year-over-year, and has consistently beaten earnings expectations.

AeroVironment (AVAV): Forecasted earnings of $0.85 per share, indicating an 80.85% increase compared to the previous year, with a higher Price to Earnings ratio than the industry average.

Braze (BRZE) and Others: Braze anticipates a loss of $-0.27 per share, while Dave & Buster's and Cracker Barrel expect significant decreases in earnings, highlighting a challenging quarter for some companies.

Partnership Announcement: Genasys Inc. has formed a strategic partnership with Julie Parker Communications to enhance public safety communication through a combination of secure communication tools and media expertise.

Collaboration Goals: The partnership aims to provide public safety agencies with comprehensive tools and training to improve internal coordination, transparency, and community engagement.

Expertise and Experience: Both organizations bring extensive experience in public safety communication, with Genasys focusing on protective communications and JPC specializing in crisis communication and media relations.

Commitment to Public Safety: The collaboration emphasizes the importance of trust, timely information, and modern communication strategies to better connect public safety agencies with their teams and the communities they serve.

Genasys Acoustics Installation: Genasys Inc. has completed the installation of Acoustics systems on the Alabama-Coushatta Tribe of Texas reservation, integrating it with Genasys Protect software for autonomous weather alerts from the National Weather Service.

Enhanced Emergency Communication: The Genasys Protect platform offers multi-channel emergency notifications and geo-targeted evacuation management, aiming to improve public safety and response effectiveness during emergencies, as highlighted by recent natural disasters.