Feb. 18 at 5:43 PM
Quantum Signals targets
$68M in Q4 revenue despite supply chain chaos and rising tape demand.
They're confident in their plan, demand remains steady; timing to ship remains the challenge.
Q4 revenue hit
$74.6M, with backlog soaring to over
$20M, way above the usual
$8-
$10M.
Margins improved to 38.8%, and net loss shrank to
$27.8M from
$46.5M last quarter.
Adjusted EBITDA swung to positive
$2.9M, and cash sits at
$13.8M.
Supply chain issues are delaying shipments, not demand or execution.
This company is pivoting, expectations remain strong.
Are supply chain hiccups the new normal? Follow for updates and insights.
$QMCO #Earnings
