The earnings call presented a mix of positive developments in the AZT PROTECT product line and reseller partnerships, alongside challenges such as a decline in service revenue and gross profit margin, resulting in an overall revenue decline and a quarterly loss.
Company Guidance -
Q3 2025
During the CSPI fiscal 2025 second quarter results conference call, several key metrics and guidance were discussed. Revenue for the quarter was $13.1 million, slightly down from $13.7 million in the prior year, with service revenue at $4.6 million compared to $5.2 million previously. Despite a challenging operating environment, the company secured a six-figure 12-month customer support contract and signed six new customers for its AZT PROTECT solution, which is gaining traction in the OT marketplace. The Technology Solutions segment generated $12 million in revenue, maintaining profitability. The company ended the quarter with over $29 million in cash and cash equivalents, while repurchasing $384,000 worth of common shares and declaring a $0.03 per share quarterly cash dividend. The pipeline for AZT PROTECT expanded fivefold over recent quarters, with new reseller partnerships and significant contracts, including a notable South African cell tower protection agreement expected to generate seven-figure sales over 18 months. Despite potential challenges from price increases and customer spending reductions, CSPI is focused on maximizing opportunities, particularly in the growth of its AZT PROTECT offering.
AZT PROTECT Gains Traction
Six new customers signed during the quarter, with potential for follow-on sales reaching seven figures. The pipeline for AZT has increased fivefold over the past few quarters.
New Reseller Partnerships
New reseller partnership with Rexel USA and Oryx Industries, expanding market reach in the U.S. and South Africa. This includes significant projects like protecting a large building material manufacturer and cell tower providers.
Strong Cash Position
The company ended the quarter with over $29 million in cash and cash equivalents, supporting ongoing investments and shareholder returns.
Technology Solutions Revenue and Contracts
Technology Solutions business generated $12 million in revenue. New contracts include a Microsoft Azure migration project for a Florida-based healthcare provider.
CSP (CSPI) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
May 14, 2025
$16.04
$16.73
+4.30%
Feb 10, 2025
$19.58
$19.68
+0.51%
Dec 20, 2024
$16.41
$14.84
-9.57%
Aug 13, 2024
$15.86
$13.06
-17.65%
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 Aug 06, 2025, Before Open (Confirmed).
What is CSP Inc (CSPI) earnings time?
CSP Inc (CSPI) earnings time is at Aug 06, 2025, 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.