TACT Overview

New Orders for BOHA! Terminal 2 LTE: TransAct Technologies has received initial orders for 596 units of its BOHA! Terminal 2 LTE from a major sushi franchise operator, part of a plan to modernize 2,108 locations over time.

Enhanced Features and Benefits: The new terminal improves speed, reliability, and connectivity, addressing complex workflows and enhancing operational efficiency, while also supporting franchisee adoption through a limited-time promotion.

Financial Performance: TransAct Technologies reported a 19% year-over-year increase in GAAP revenue for Q2 2025, reaching $13.8 million, and narrowed its GAAP earnings loss to $(0.01) per share, exceeding analyst expectations. The company saw growth in recurring revenue from its Food Service Technology segment, despite ongoing challenges in POS Automation.

Operational Developments: The company focused on expanding its recurring revenue base and product innovation, including acquiring control of the BOHA! software source code. Management updated its FY2025 sales outlook to between $49 million and $53 million, indicating improved financial performance but highlighting continued margin pressures and execution risks.

Industry Overview: The Zacks Computer-Peripheral Equipment industry, including companies like LG Display, Immersion, and TransAct Technologies, is positioned to benefit from rising demand for gaming accessories and 3D printing solutions, despite facing challenges from inflation and high interest rates impacting IT spending.

Market Dynamics: A shift towards professional gaming experiences and increasing commercial PC demand are expected to drive growth in the sector, while macroeconomic headwinds and elevated operating expenses may hinder profitability in the near term.

New Contract Announcement: TransAct Technologies has secured a contract with a new food service customer to implement the BOHA!® Platform across 55 locations, enhancing labor efficiency and operational consistency.

BOHA! Platform Benefits: The adoption of BOHA! is increasing among contract foodservice providers, offering improved control, reduced manual effort, and consistent execution in a challenging labor environment.

Upgrade Announcement: TransAct Technologies has successfully upgraded all 1,400 BOHA! units for a major convenience store chain to the new BOHA! Terminal 2, enhancing productivity and efficiency in foodservice operations.

Operational Impact: The BOHA! Terminal 2 streamlines workflows, leading to labor savings, improved food safety, and reduced waste, while also supporting the customer's various national brand restaurants within their stores.