Aug. 25 at 4:57 PM
$OSS 🌐
$OSS 360° SITUATIONAL AWARENESS UPDATE 🚨
Q2 earnings call gave an important update on OSS’s potential
$200M+ Army opportunity.
CEO Mike Knowles confirmed the two 360° vision opportunities are now in Army test & evaluation on representative vehicles. Both are progressing, and OSS says its solution is tested, rugged and production-ready.
The
$200M+ is NOT contracted revenue yet — it represents potential production orders if the Army funds and fields the system. Management previously estimated
$200M+ over 3–5 years, plus follow-on support and technology refresh opportunities.
📈 Q2 revenue +62.3% YoY to
$9.3M
🔥 Record Q2 bookings
$15.1M
📊 1.7x YTD book-to-bill
🚀 2026 growth guidance raised to 25–30%
💰
$31.4M cash, ZERO debt
🇺🇸 New
$1.3M Navy order Aug. 19
Army testing → production.
If OSS wins production, the
$200M+ opportunity could become a major multi-year revenue driver.
Still speculative, but the program is moving through the pipeline. 👀🇺🇸
#OSS #Defense #AI #Army