Core Viewpoint - Gorilla Technology Group, trading on NASDAQ under the ticker GRRR, is engaging with investors through a structured event featuring management addressing pre-submitted questions and an analyst Q&A session [1]. Group 1 - The event is hosted by Craig Brelsford from RedChip Companies, indicating a focus on investor relations and communication [1]. - Jay Chandan, Chairman and CEO, and Bruce Bower, Chief Financial Officer, are present to provide insights and answer investor inquiries [1]. - The format includes a moderated Q&A session led by John Roy from Water Tower Research, suggesting an organized approach to investor engagement [1].

Summary of Gorilla Technology Group Conference Call Company Overview - **Company**: Gorilla Technology Group (NasdaqCM: GRRR) - **Date of Call**: January 28, 2026 - **Speakers**: Jay Chandan (Chairman and CEO), Bruce Bauer (CFO) Key Points Financial Performance and Projections - **Backlog**: The company has a signed backlog exceeding **$100 million**, which is tied to delivery milestones and represents contracted revenue [4][7] - **Revenue Guidance for 2026**: Expected revenue is projected to be between **$137 million and $200 million**, driven by backlog and ramp-up in data center programs across Asia, the Middle East, and Europe [5][7] - **Data Center Deployment**: Targeting deployment of up to **100 megawatts** by the end of 2026, with plans for several hundred megawatts in subsequent years [6][7] Market Opportunities - **Pipeline**: Actively pursuing deals exceeding **$10 billion** in AI infrastructure and data centers [5][7] - **U.S. Acquisition**: The company is in the process of a U.S. acquisition, which has been delayed due to government shutdowns affecting procurement and approvals [12][13] - **Client Contracts**: A significant contract worth **$1.4 billion** is in place, with the contractor based in Singapore, focusing on AI data center backbone work [15][16] Technology and Infrastructure - **AI Data Center Development**: The company is focusing on building AI reasoning workloads and deploying advanced GPU systems, including the **B300 Grace Blackwell** architecture [16][17] - **Strategic Partnerships**: Collaborating with major partners like NVIDIA, Broadcom, and HPE to enhance delivery capabilities globally [13][14] Financial Strategy - **Project Financing**: Emphasis on non-dilutive project-level capital to maintain corporate cash discipline [19][22] - **Buyback Program**: Increased buyback authorization to **$20 million**, with over **$11 million** already repurchased [35][38] Market Dynamics - **Rising Costs**: Anticipated increases in NVIDIA product prices (60%-70% for DRAM, 20%-40% for HBM3e) are expected to impact gross margins, but the company has structured contracts to manage these costs effectively [27][29] - **Demand Trends**: Increased urgency from clients to secure allocations as prices rise, indicating strong demand for compute resources [30][31] Regional Focus - **India and Southeast Asia**: The AI data center market in India is projected to grow from **$1.9 billion to $4 billion** in the coming years, with significant infrastructure expansion [32][33] - **Global Expansion**: The company is also exploring opportunities in the Middle East, including Saudi Arabia and the UAE, while maintaining operations in Egypt [51][56] Compliance and Governance - **Regulatory Compliance**: Commitment to transparency and compliance with SEC reporting obligations, ensuring accurate disclosures [26][46] R&D and Product Development - **Video Analytics and SDK**: The company has an existing SDK for video analytics and is actively developing integrated solutions for smart city applications [60][61] Conclusion - Gorilla Technology Group is positioned for significant growth in the AI infrastructure and data center market, with a strong backlog, strategic partnerships, and a disciplined financial approach. The company is navigating challenges in the market while focusing on execution and compliance.

Company Overview - Gorilla Technology Group Inc. (GRRR) is experiencing significant attention from investors due to high implied volatility in its options market, particularly the Jan 16, 2026 $2.50 Put option [1] Market Sentiment - The high implied volatility indicates that the market is anticipating a substantial price movement for Gorilla Technology shares, which could be driven by an upcoming event that may lead to either a rally or a sell-off [2][3] Analyst Ratings - Currently, Gorilla Technology holds a Zacks Rank of 5 (Strong Sell) within the Technology Services industry, which is positioned in the bottom 36% of the Zacks Industry Rank [3] - Over the past 60 days, no analysts have raised their earnings estimates for the current quarter, while one analyst has lowered the estimate, resulting in a decrease of the Zacks Consensus Estimate from 41 cents per share to 30 cents [3] Trading Strategy - The high implied volatility may present a trading opportunity, as seasoned options traders often seek to sell premium on options with such volatility, hoping that the underlying stock does not move as much as anticipated by expiration [4]

Core Insights - Gorilla Technology Group Inc. will participate in an investor webinar on January 28, 2026, to discuss its latest milestones and strategic objectives for 2026 [1][2]. Company Overview - Gorilla Technology Group Inc. is a global solution provider specializing in AI-driven Security Intelligence, Network Intelligence, Business Intelligence, and IoT technology, with over 24 years of operating history and 29 granted patents [3]. - The company is headquartered in London, U.K., and offers a wide range of solutions across various sectors, including Government & Public Services, Manufacturing, Telecom, Retail, Transportation & Logistics, Healthcare, and Education [4]. Financial Performance - Gorilla has a growing pipeline exceeding $7 billion, driven by strong demand for GPU-as-a-Service infrastructure, AI-powered smart cities, and mission-critical security platforms [3]. - Recent milestones include a $1.4 billion multi-year partnership to deploy AI-ready data centers in Southeast Asia and continued expansion of public safety programs in Asia and Latin America [3]. - The company reaffirmed its 2025 revenue guidance of $100-$110 million with EBITDA margins of 20-25% and expects 2026 revenue to range from $137 million to $200 million, reflecting increasing scale and sustained momentum [3].

Core Viewpoint - Gorilla Technology Group Inc. has initiated a share repurchase program authorized by the Board for $20 million, with approximately $10.4 million repurchased to date, and plans to pause further repurchases until after the release of its Full Year 2025 financial results in mid-March 2026 [1][2][5]. Share Repurchase Program - The company has repurchased approximately $5.0 million worth of shares, equating to about 354,000 shares, since the Board's increase of the repurchase program in Q4 2025 [2]. - Total repurchases under the program amount to approximately $10.4 million, leaving a remaining capacity of about $9.6 million [2]. Financial Position and Strategy - Gorilla maintains a strong cash position, ensuring that funding for committed projects and growth initiatives is not compromised by the share repurchase activities [3]. - The company has experienced reduced liquidity in its shares, attributed to a long-term oriented shareholder base that prefers to hold rather than sell at current levels [4]. - The company plans to resume share repurchases if the share price does not reflect its intrinsic value after the financial results are released [5]. Future Outlook - The Board will dynamically evaluate capital allocation, including potential additional share repurchases and growth investments, as market conditions evolve [7]. - Gorilla enters 2026 with a strong position, supported by contracted projects, a resilient capital structure, and a robust pipeline [7].

INVESTOR PRESENTATION Gorilla Technology Group, Inc. (NASDAQ : GRRR) December 2025 Disclaimers Disclaimer This investor presentation (this "Presentation") is for informational purposes only. The information contained herein does not purport to be all-inclusive and none of Gorilla Technology Group Inc. ("the Company") or its respective affiliates makes any representation or warranty, express or implied, as to the accuracy, completeness or reliability of the information contained in this Presentation. The Com ...

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Summary of Gorilla Technology Group Fireside Chat Company Overview - **Company**: Gorilla Technology Group (NasdaqCM:GRRR) - **Industry**: AI Security Platforms and Infrastructure - **Core Offerings**: Mission-critical AI security platforms, video intelligence, post-event analytics, secure network intelligence, lawful interception, and IPDR capabilities [3][4][5] Key Developments - **Major Contract**: Signed a three-year contract with FRAIR valued at approximately $1.4 billion, with the first phase of $300 million currently being launched in Thailand [4][6] - **AI Infrastructure**: Transitioning from a software solutions company to a sovereign-grade AI compute provider with enhanced data center capabilities across multiple regions including Middle East, North Africa, Europe, Southeast Asia, and Latin America [4][5] - **5G Solutions**: Successfully deployed the first global 5G lawful interception solution, with ongoing projects in Taiwan and Southeast Asia [24][25] Strategic Investments - **Acquisition of Actros**: Investment in Actros to enhance AI-driven platforms and infrastructure deployment in India, which is projected to grow from $15 billion in 2024 to over $330 billion by 2033, representing a 40% CAGR [16][17][18] - **Data Center Growth**: Data center market in India expected to grow from $9-10 billion to about $30 billion by 2032-2033, indicating significant opportunities for Gorilla [17] Recognition and Sustainability - **Nobel Sustainability Nomination**: CEO Jay Chandan was nominated for the 2025 Sustainability Awards, highlighting Gorilla's commitment to sustainable AI deployment at a national scale [11][12] Financial Outlook - **Revenue Projections for 2026**: Expected revenue range of $137 million to $200 million, driven by signed contracts and backlog, with a focus on reducing customer concentration risk [27][28] - **Cash Position**: Over $110 million in cash with reduced debt below $15 million, allowing for flexibility in executing large projects without relying heavily on equity markets [30] Operational Highlights - **Execution and Delivery**: Emphasis on building a repeatable deployment model and expanding engineering teams in Thailand and India [6][7][8] - **Project Milestones**: Successful execution of projects in Egypt and ongoing developments in AI infrastructure, with a focus on national scale delivery [22][26] Conclusion - Gorilla Technology Group is positioning itself as a leader in AI security and infrastructure, with significant contracts, strategic investments, and a strong focus on sustainability and operational execution. The company is set to transition from a growth story to a steady infrastructure platform, with promising financial projections for 2026 [29][30]

Core Insights - Gorilla Technology (GRRR) opened at $13.28 per share on December 17, with a market capitalization of $301 million and a trading volume of $447,700 [1] Financial Performance - As of September 30, 2025, Gorilla Technology reported total revenue of $65.8033 million, reflecting a year-over-year growth of 61.56% [1] - The company experienced a net loss attributable to shareholders of $8.5313 million, which is a decrease of 38.27% compared to the previous year [1] Company Overview - Gorilla Technology Group is headquartered in Taipei, Taiwan, and is recognized as a global leader in security intelligence, network intelligence, business intelligence, and Internet of Things (IoT) technologies [1] - The company has developed a range of solutions including smart cities, smart retail, enterprise security, and smart media [1] - Gorilla provides a comprehensive security integration platform for government agencies, telecom companies, and private enterprises with network monitoring and cybersecurity needs [1] Technology and Services - Gorilla emphasizes delivering leading-edge technology, expert services, and precise execution, ensuring top-tier, intelligent, and robust edge AI solutions that enhance operational performance and efficiency for clients [1] - With ongoing advancements in core technologies, Gorilla plans to offer edge AI solutions to managed service providers, distributors, system integrators, and hardware manufacturers [1]

本文源自：市场资讯 作者：行情君 据交易所数据显示，12月16日，大猩猩科技(GRRR)开盘上涨2.69%，截至22:34，报13.0美元/股，成交 77.16万美元，总市值2.95亿美元。 资料显示，大猩猩科技集团公司总部位于台湾台北,是全球领先的安全智能、网络智能、商业智能和物 联网技术公司。Gorilla开发了一系列解决方案,包括智能城市、智能零售、企业安全和智能媒体。此 外,Gorilla为政府机构、电信公司和具有网络监控和网络安全的私营企业提供了一个完整的安全融合平 台。 Gorilla强调提供领先的技术、专家服务和精确交付,并确保一流、智能和强大的边缘人工智能解决方案, 使客户能够提高运营性能和效率。随着核心技术的不断发展,Gorilla将向托管服务提供商、分销商、系 统集成商和硬件制造商提供边缘人工智能解决方案。 财务数据显示，截至2025年06月30日，大猩猩科技收入总额3932.58万美元，同比增长90.21%；归母净 利润-850.31万美元，同比减少627.62%。 大事提醒： 11月13日，大猩猩科技将披露2025财年三季报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披 ...