Financial Data and Key Metrics Changes - For Q1 of fiscal 2022, net sales were $116.8 million, with a gross profit percentage of 35.7% and adjusted EBITDA of $5.5 million, representing 4.7% of consolidated net sales [13][20][21] - The company targets fiscal 2022 net sales between $580 million and $600 million and adjusted EBITDA between $70 million and $76 million, reflecting a strong backlog and sales pipeline [14][24] - GAAP net loss for Q1 was $6 million, or $0.43 per diluted common share, while non-GAAP loss was $4 million, or $0.15 per diluted common share [21] Business Line Data and Key Metrics Changes - The commercial solutions segment reported net sales of $78.9 million in Q1, with a book-to-bill ratio of 0.77x, and is expected to accelerate sales over the fiscal year [32] - The government solutions segment had net sales of $37.8 million, a decline from the previous year, impacted by U.S. government program changes [53] - Adjusted EBITDA contributions were $9.1 million from the commercial solutions segment and $600,000 from the government solutions segment [20] Market Data and Key Metrics Changes - The total addressable market for SATCOM communications equipment is projected to grow from $5 billion to $9 billion by 2029, while the ng-911 market is expected to grow from $689 million to $1.7 billion by 2026 [12] - The backlog at the end of Q1 was $628.5 million, which is $23 million higher than the backlog a year ago [27] Company Strategy and Development Direction - The company is focused on capitalizing on the growing demand for satellite ground station infrastructure and next-generation 911 systems, with a strong emphasis on R&D and strategic investments [12][61] - A $100 million strategic growth investment has been secured to enhance financial flexibility and support long-term strategies [8][23] - The company plans to modernize its corporate branding and expand its talent pool, including filling key executive roles [65][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning to capture growth opportunities despite challenges from COVID-19 and supply chain disruptions [6][12] - The company anticipates that supply chain constraints will ease in the second half of fiscal 2022, allowing for improved performance [27] - Management highlighted the importance of next-generation 911 solutions and the critical role of satellite services in emergency response systems [42][45] Other Important Information - The company has received several significant contract awards for next-generation 911 services across various states, including Pennsylvania, South Carolina, and Arizona [34][35][36] - The company is also focusing on enhancing its satellite ground station business and addressing U.S. government needs related to supply chain risks and cybersecurity [50][52] Q&A Session Summary Question: Update on Ohio funding and lost contracts - Management indicated that the delay in Ohio funding is due to legislative processes, but there is bipartisan support for the contract [74][75] - A notable lost contract was in California, where the state chose a competitor, but management remains optimistic about future opportunities [76][77] Question: Insights on Troposcatter contracts - Management expressed confidence in receiving Troposcatter contracts due to the needs of a foreign government and U.S. government collaboration [82] Question: Satellite backup services for PSAPs - Management noted that there is a significant market for satellite backup services for PSAPs, particularly in rural areas, but funding remains a challenge [86][88] Question: Interest in acquisitions - Management confirmed that acquisitions are part of the strategy, particularly in software and technology areas that complement existing product lines [92][94] Question: R&D and marketing investments - Management indicated that approximately $3 million is being invested in new opportunities, particularly in LEO and MEO markets [103][104]

Index UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended October 31, 2021 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-7928 (Exact name of registrant as specified in its charter) Delaware 11-2139466 (State or other jurisdiction of incorporation /organization) (I.R.S. Employer ...

Comtech Telecommunications Corp. (NASDAQ:CMTL) Q4 2021 Results Earnings Conference Call September 4, 2021 4:30 PM ET Company Participants Jason DiLorenzo - IR Fred Kornberg - Chairman and CEO Michael Bondi - CFO Michael Porcelain - President and COO Conference Call Participants Joe Gomes - NOBLE Capital Markets Mike Latimore - Northland Capital Caleb Henry - Quilty Analytics Kyle McNealy - Jefferies Asiya Merchant - Citibank Operator Ladies and gentlemen, thank you for standing by. Welcome to Comtech Teleco ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended July 31, 2021 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-7928 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------|---- ...

Comtech Telecommunications Corp. (NASDAQ:CMTL) Q3 2021 Earnings Conference Call June 8, 2021 4:30 PM ET Company Participants Jason DiLorenzo - IR Fred Kornberg - Chairman and CEO Michael Bondi - CFO Michael Porcelain - President and COO Conference Call Participants Joe Gomes - Noble Capital Chris Quilty - Quilty Analytics Asiya Merchant - Citigroup Aditya Dagaonkar - Northland Capital Kyle McNealy - Jefferies Operator Ladies and gentlemen, thank you for standing by. Welcome to Comtech Telecommunications Cor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended April 30, 2021 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-7928 (Exact name of registrant as specified in its charter) Delaware 11-2139466 (State or other jurisdiction of incorporation /organization) (I.R.S. Employer Identifi ...

III Investor Presentation Q2 Fiscal Year 2021 Click and P C (ps) 1 This presentation reflects information as of March 11, 2021 Cautionary Statement Regarding Forward-Looking Statements Certain information in this presentation contains forward-looking statements, including, but not limited to, information relating to Comtech's future performance and financial condition, plans and objectives of Comtech's management and Comtech's assumptions regarding such future performance, financial condition and plans and ...

Comtech Telecommunications Corp. (NASDAQ:CMTL) Q2 2021 Results Earnings Conference Call March 11, 2021 4:30 PM ET Company Participants Jason DiLorenzo - Investor Relations Fred Kornberg - Chairman and CEO Michael Porcelain - President and COO Michael Bondi - Chief Financial Officer Conference Call Participants Mike Latimore - Northland Capital Asiya Merchant - Citigroup Chris Sakai - Singular Research Joe Gomes - Noble Capital Kyle McNealy - Jefferies Chris Quilty - Quilty Analytics Operator Ladies and gent ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended January 31, 2021 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-7928 (Exact name of registrant as specified in its charter) Delaware 11-2139466 (State or other jurisdiction of incorporation /organization) (I.R.S. Employer Identi ...

Comtech Telecommunications Corp. (NASDAQ:CMTL) Q1 2021 Results Conference Call December 9, 2020 4:30 PM ET Company Participants Jason DiLorenzo - IR Fred Kornberg - Chairman and CEO Michael Porcelain - President and COO Michael Bondi - CFO Conference Call Participants Joe Gomes - Noble Capital Chris Quilty - Quilty Analytics Asiya Merchant - Citigroup Kyle McNealy - Jefferies Aditya Dagaonkar - Northland Capital Operator Ladies and gentlemen, thank you for standing by. Welcome to Comtech Telecommunications ...