May. 3 at 11:44 PM
$OSS Liking what I’m seeing.
Last year was a rewriting the balance sheet and nose to the grind stone sales/revenue capture. Backlog is strong. No debt. High margin. Ready for explosive growth.
Took some notes on Q1 and 2026 outlook based on mgmt guidance in the last CC:
* 2026 revenue growth: 20–25%
* 2026 gross margin: about 40%
* Revenue timing: 40% first half / 60% second half
* EBITDA likely negative in H1, positive in H2, positive for full year
* R&D 10–12% of sales, front-loaded in H1
Q1 results does not need to be huge to stay on plan. Mgmt guided to only 40% of full-year revenue in H1. I see reasonable Q1 revs at
$7M–
$8M, gross margin near/above 40%, and likely negative EBITDA.
All said it’s consistent with a full year ramp.
Still a risk if backlog conv is significantly delayed with larger losses. But result would be a new buying opportunity at lower pps. Either way OSS is in solid growth mode.
Looking forward to earnings and CC May 6th. DYOR not advice.
