Genasys Inc. (NASDAQ:GNSS) Q1 2021 Earnings Conference Call February 9, 2021 5:00 PM ET Company Participants Satya Chillara - Investor Relations Dennis Klahn - Chief Financial Officer Richard Danforth - Chief Executive Officer Conference Call Participants Mike Latimore - Northland Capital Edward Woo - Ascendiant Capital Ryan MacWilliams - Stephens Rick Neaton - Rivershore Investments Robert Smith - Center for Performance Lloyd Korten - Unique Investments Will Hamilton - Manatuck Hill Operator Good day, ladi ...

Genasys Inc. (NASDAQ:GNSS) Q4 2020 Earnings Conference Call December 9, 2020 4:30 PM ET Company Participants Satya Chillara - Investor Relations Dennis Klahn - Chief Financial Officer Richard Danforth - Chief Executive Officer Conference Call Participants Mike Latimore - Northland Capital Ed Woo - Ascendiant Capital Ryan MacWilliams - Stephens Rick Neaton - Rivershore Investments Lloyd Korten - Unique Investments Operator Good day ladies and gentlemen, and welcome to the Genasys Inc.'s Fiscal Year 2020 Con ...

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INVESTOR PRESENTATION Summer 2020 DISCLOSURES Forward-looking Statements Except for historical information contained herein, the matters discussed are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934. You should not place undue reliance on these statements. We base these statements on particular assumptions that we have made in light of our industry experience, the stage of product and market development as well as our perception of historical trends, curre ...

Financial Data and Key Metrics Changes - Revenues for Q3 2020 were $12 million, a 35% increase from $8.9 million in Q3 2019, marking the highest revenue for any third quarter in the company's history [10] - Gross profit was $6.5 million, representing a gross margin of 54.1%, an increase attributed to higher revenues and fixed overhead cost leverage [11] - Net income for the quarter was $1.5 million or $0.04 per diluted share, compared to $600,000 or $0.02 per diluted share in the same quarter last year [11] - Cash generated from operating activities was $5.8 million, with cash and cash equivalents totaling $20.7 million as of June 30, 2020, up from $16.4 million on March 31, 2020 [12] Business Line Data and Key Metrics Changes - Fiscal Q3 bookings were $22.7 million, up 118% from the same period last year, driven by U.S. Army and Navy orders as well as domestic and international defense orders [15] - Backlog at June 30, 2020, was $26.4 million, a 26% increase from the same period a year ago [15] Market Data and Key Metrics Changes - The demand for Genasys products has increased due to ongoing civil unrest and COVID-19 communication applications, with over 450 U.S. cities deploying LRAD systems for public safety [16] - In Australia, the National Emergency Warning System (NEWS) delivered over 150 million emergency SMS texts during the severe 2019-2020 fire season [20] Company Strategy and Development Direction - The acquisition of Amika Mobile is aimed at expanding the SaaS business into large vertical markets, enhancing the critical communication platform [18] - The company is pursuing additional acquisitions to expand revenue, supported by a $100 million shelf registration to facilitate M&A efforts [19] - Genasys is focused on enhancing its critical communication platform, which includes various services like NEWS and PSS, to provide reliable emergency alerts [24] Management's Comments on Operating Environment and Future Outlook - Management noted that the second half of fiscal 2020 is expected to be much stronger than the first half, with a robust backlog and business pipeline [25] - The company anticipates continued growth in demand for its products and services, despite some short-term slowdowns in bookings due to COVID-19 [30][51] Other Important Information - Genasys has established a partnership with Esri to enhance its GIS platforms, which is expected to generate potential revenue [48][49] - The company is open to both domestic and international M&A opportunities, focusing on synergies rather than geographical limitations [41][44] Q&A Session Summary Question: Can the company take on additional acquisitions after Amika? - Management confirmed that they can pursue multiple initiatives simultaneously and are not halting further acquisitions [29] Question: Has COVID-19 impacted the business? - Management acknowledged an increase in order volume but noted that the size of orders has been smaller, leading to slower RFP processes [30] Question: How will the Amika acquisition expand the addressable market? - Management stated that the acquisition will enhance their sales force and provide credentials in the enterprise market, significantly accelerating growth [32][35] Question: Is the Amika acquisition a cash deal? - Management indicated that the terms have not been disclosed yet, but it will be paid for out of cash without borrowing [37] Question: What is the focus for future M&A activity? - Management expressed a preference for software-based acquisitions but remains open to all opportunities [41] Question: What is the current status of interest from Homeland Security? - Management reported increased interest and demand from the Department of Homeland Security, indicating a positive shift [47]

Genasys, Inc. (NASDAQ:GNSS) Q2 2020 Earnings Conference Call May 11, 2020 4:30 PM ET Company Participants Satya Chillara - IR Officer Dennis Klahn - CFO & Secretary Richard Danforth - CEO & Director Conference Call Participants Richard Neaton - Rivershore Investment Research Ed Woo - Ascendiant Capital Myles Wittenstein - UBS William Bremer - Vanquish Capital Group Operator Ladies and gentlemen, good afternoon, and welcome to Genasys Inc.'s Fiscal Second Quarter 2020 Financial Results Call. [Operator Instru ...

Genasys Inc. (NASDAQ:GNSS) Q1 2020 Earnings Conference Call February 10, 2020 4:30 PM ET Company Participants Satya Chillara - Investor Relations Richard Danforth - Chief Executive Officer Dennis Klahn - Chief Financial Officer Conference Call Participants Aman Gulani - B. Riley FBR Ed Woo - Ascendiant Capital Rick Neaton - Rivershore Investments Scott Billeadeau - Walrus Partners Jonathan Manela - Edge Carter Christopher - CBDG Walter Ramsley - Walrus Partners Operator Good afternoon and welcome to Genasys ...

Confidential and Proprietary Copyright 2019 • GENASYS INC. 1 INVESTOR PRESENTATION Winter 2019 suggested in the forward-looking statements. These risks and uncertainties are identified DISCLOSURES | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------ ...

Genasys, Inc. (NASDAQ:GNSS) Q4 2019 Earnings Conference Call December 9, 2019 4:30 PM ET Company Participants Satya Chillara - IR Dennis Klahn - CFO Richard Danforth - CEO Conference Call Participants Aman Gulani - B. Riley FBR Ed Woo - Ascendiant Capital Rick Neaton - Rivershore Investments Lloyd Korten - Unique Investments Alex Silverman - AWM Investments Will Hamilton - Manatuck Hill Partners William Bremer - Vanquish Capital Operator Good afternoon, and welcome to Genasys, Inc. Fourth Quarter Fiscal 201 ...

LRAD Corporation (LRAD) Q3 2019 Earnings Conference Call August 12, 2019 4:30 PM ET Company Participants Dennis Klahn - CFO Richard Danforth - CEO Conference Call Participants Aman Gulani - B. Riley Alex Silverman - AWM Scott Billeadeau - Walrus Partners Lloyd Korten - Unique Investment Ed Woo - Ascendiant Capital Operator Good day, ladies and gentlemen, and welcome to the Fiscal Third Quarter 2019 Financial Results Call. All lines have been placed in a listen-only mode and the floor will be opened for ques ...