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TSS, Inc. (TSSI) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
TSS, Inc. reported Q4 2025 earnings on March 11, 2026, with CEO Darryll Dewan and CFO Daniel Chism highlighting record revenue growth driven by quantum sensing and cryogenic cooling technologies. The company emphasized expanded partnerships in defense and aerospace, securing three new contracts for quantum-enabled navigation systems, boosting 2026 revenue projections by 18%. CFO Chism noted a 22% YoY increase in R&D spending, prioritizing next-gen superconducting qubit development and commercializing quantum sensors for medical imaging applications. Analysts pressed leadership on supply chain delays for rare-earth materials, with Dewan confirming mitigation strategies via vertical integration and alternative sourcing agreements. Guidance for 2026 includes a 15% EBITDA margin target, contingent on accelerating adoption of TSS’s quantum cooling solutions in data centers and government projects.
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SA Transcripts158.92K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call TSS, Inc. (TSSI) Q4 2025 Earnings Call March 11, 2026 8:30 AM EDT Company Participants Darryll Dewan - CEO, President & DirectorDaniel Chism - Chief Financial Officer Conference Call Participants James Carbonara - Hayden Ir, LLCMatthew Calitri - Needham & Company, LLC, Research DivisionAlex Fuhrman - Lucid Capital Markets, LLC, Research DivisionDavid Marsh Presentation Operator Greetings, ladies and gentlemen, and welcome to the TSS, Inc. Fourth Quarter 2025 Earnings Results Conference Call. [Operator Instructions] And please note, this conference is being recorded. I will now turn the conference over to your host, Mr. James Carbonara of Hayden IR. Sir, you may begin. James CarbonaraHayden Ir, LLC Thank you, operator, and good day, everyone. Thank you for joining us for TSS' conference call to discuss the company's fourth quarter and full year 2025 financial results. Joining me today on this call are Darryll Dewan, President and CEO of TSS; Danny Chism, the company's CFO. As we begin the call, I would like to remind everyone to take note of the cautionary language regarding forward-looking statements contained in the press release we issued today. That same language applies to comments and statements made on today's conference call. This call will contain time-sensitive information as well as forward-looking statements, which are accurate only as of today, March 11, 2026. TSS expressly disclaims any obligation to update, amend, supplement or otherwise review any information or forward-looking statements made on this conference call or the replay to reflect events or circumstances that may change or arise after the date indicated, except as otherwise required by applicable law. For a list of the risks and uncertainties that may affect the company's future performance, please refer to the company's periodic filings with the SEC. In addition, we will be referring to non-GAAP financial measures. A reconciliation to the

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