May. 8 at 3:37 PM
$OSS Q1 has never been OSS’s quarter. Historically their weakest — revenue always piles up in H2. So when they report +55% revenue growth, 51.6% gross margin,
$15M in record bookings and a 1.8x book-to-bill in what should be their slow quarter… you pay attention. The setup for Q2/Q3/Q4 is unlike anything this company has shown before. Bullish.