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CSP Inc (CSPI)
NASDAQ:CSPI
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call showed meaningful operational progress in higher-margin services, notable traction for the AZT Protect product (46 customers, multisite pipeline, OEM partnership with Acronis) and improved gross margins and net income. However, these positives were offset by a material top-line decline (total revenue -23.6%, product revenue -39.1%) largely due to a non‑recurring prior-year product order, a very high effective tax rate (75.5%) that depressed after-tax results, increased R&D spend, and timing uncertainties converting the AZT pipeline into consistent revenue. The company appears to be transitioning toward a more recurring, services-driven model with encouraging early signs, but near-term revenue volatility and execution/timing risks remain.Company Guidance
Service Revenue Growth and Managed Services Momentum
Service revenue increased 14.6% year-over-year to $5.3M (from $4.7M). Management reported that the majority of service revenue is driven by managed services and signed new MSP customers that will generate nearly six figures of additional monthly revenue (clarified as net ~ $100,000 per month of new recurring revenue beginning this quarter).
Improved Gross Profit and Margin Expansion
Gross profit increased to $4.7M (up $171k versus prior-year quarter) and gross margin expanded to 39.3% from 29.1% in the year-ago quarter (an improvement of ~10.2 percentage points), driven by a higher-margin service mix.
AZT Protect Product Traction and Pipeline Growth
AZT Protect is serving over 46 unique customers with multisite expansion opportunities; management reported year-over-year AZT revenue growth, multiple new site wins, several second/third-site approvals, and a growing pipeline of higher-value multisite opportunities (each with the potential to become seven-figure relationships). Strategic OEM partnership with Acronis is underway (embedding AZT), and a joint webinar drew ~200 attendees and generated more than a dozen demo requests.
Improved Net Income and Cost Control in SG&A
Net income rose to $91,000 from $42,000 in the prior-year quarter (increase of ~$49,000, ~116.7%). Sales, general & administrative expense declined $143,000 to $4.0M, indicating some cost discipline alongside revenue mix improvements.
Strong Liquidity and Capital Returns
Cash and cash equivalents of $24.9M as of 12/31/2025. Company declared a $0.03 per share dividend (payable March 12) and indicated share repurchase activity will resume this quarter, signaling commitment to shareholder returns.
Strategic Positioning for Cloud and Security Services
MSP practice is a Microsoft Azure platinum partner and management emphasized structural demand from cloud migrations and post-migration managed services, positioning CSP to capture recurring revenue and operating leverage as these practices scale.
CSPI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CSPI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $10.01 | $9.16 | -8.42% |
Dec 16, 2025 | $14.87 | $12.58 | -15.44% |
Aug 14, 2025 | $11.36 | $12.03 | +5.93% |
May 14, 2025 | $15.91 | $16.59 | +4.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does CSP Inc (CSPI) report earnings?
CSP Inc (CSPI) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is CSP Inc (CSPI) earnings time?
CSP Inc (CSPI) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CSPI EPS forecast?
Currently, no data Available