Mar. 24 at 1:57 PM
$OSS listened to the latest call — solid overall. Not perfect, but clear progress.
What stood out:
• Seasonality easing (still ~40/60 split), but ramp is becoming more visible
• Expansion into new verticals (robotics, healthcare, etc.)
• Commercial gaining traction → reduces reliance on defense cycles
• Customer-funded development increasing into ‘26 → potential platform wins + better long-term visibility
Watch-outs:
• Memory/supply chain constraints could limit near-term revenue conversion
• Government sales cycles remain long/lumpy
• Margin volatility expected (management flagged this — mix will drive swings)
• Commercial still early — needs to prove it can scale
Bottom line:
Story is shifting toward a more repeatable/platform model… now it’s about execution and consistency.
