Conference Call to be Held Wednesday, May 7, 2025, at 10:00 a.m. ETESCONDIDO, Calif., April 28, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (“OSS” or the “Company”) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, announced today that the Company will release its first quarter 2025 financial results before the market opens on Wednesday, May 7, 2025. A webcast and conference call will be held that same da ...

ESCONDIDO, Calif., April 17, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. ("We", "OSS" or the "Company") (NASDAQ:OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today issued a shareholder letter, which reviews the progress it made in 2024 and the Company's expectations for 2025. Dear Fellow Shareholders We are excited to share the progress we made in 2024 and the opportunities ahead to profitably grow our busines ...

ESCONDIDO, Calif., April 10, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (NASDAQ:OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced that it will be presenting at the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub on April 23, 2025 at 3:30 PM PT. To access the live presentation, please use the following information: Planet MicroCap Showcase: VEGAS 2025 in p ...

ESCONDIDO, Calif., April 10, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced that it will be presenting at the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub on April 23, 2025 at 3:30 PM PT. To access the live presentation, please use the following information: Planet MicroCap Showcase: VEGAS 2025 in ...

Core Insights - One Stop Systems, Inc. (OSS) has secured a $500,000 contract from a medical imaging OEM customer, expected to contribute to revenue throughout 2025 [1][2] - The contract involves providing 4U short-depth servers equipped with Enterprise Class NVIDIA GPUs to support FDA-cleared breast scanning technology [2] - OSS anticipates follow-on orders for next-generation liquid-cooled 3U-SDS servers, which may become standard for the OEM's breast scanning devices [2] - The CEO of OSS, Mike Knowles, expressed optimism about the contract's potential to generate over $25 million in cumulative sales over the next five years [3] Company Overview - OSS specializes in rugged Enterprise Class compute solutions for AI, machine learning, and sensor processing at the edge [1][4] - The company designs and manufactures products that deliver data center performance in challenging environments, applicable across various industries including defense and commercial markets [4][5] - OSS's product offerings include ruggedized servers, compute accelerators, and storage solutions, catering to sectors such as autonomous trucking, farming, and defense [5][6] Market Position - The contract with the medical OEM highlights the increasing demand for ruggedized computing capabilities in commercial markets [3] - OSS is focused on high-growth, high-margin opportunities, particularly in the rapidly expanding edge computing market, which is valued in the multi-billion-dollar range [6]

One Stop Systems (OSS) Q4 2024 Earnings Call March 19, 2025 07:46 PM ET Company Participants Mike Knowles - President and Chief Executive OfficerDaniel Gabel - CFOBrian Kinstlinger - MD, Director of Research & Head of Technology Research Conference Call Participants Max Michaelis - Research Analyst Operator Good day, and welcome to the One Stop Systems Fourth Quarter twenty twenty four Conference Call and Webcast. At this time, all participants are in a listen only mode. Later, you will have the opportunity ...

Economic and Market Conditions - Economic uncertainty and capital markets disruption significantly impacted by geopolitical instability could harm the company's financial condition and results of operations [150]. - The company may be adversely affected by inflation, which has increased overall cost structure and could lead to higher interest rates and capital costs [164]. - The market for high-performance computing products is developing and may not grow as expected, affecting demand and sales [165]. - Business disruptions from natural disasters or geopolitical conflicts could lead to significant losses and increased costs [153]. - Changes in U.S. government priorities and defense spending could negatively impact the company's financial position and results [151]. - The company has not been materially impacted by ongoing geopolitical conflicts to date, but future effects remain unpredictable [160]. Customer and Supplier Risks - The company relies on a limited number of parts suppliers, and any disruption could impact manufacturing and design processes [151]. - A limited number of customers represent a significant portion of sales, and losing key customers could lead to a substantial decrease in revenue [151]. - In the year ended December 31, 2024, 20.2% of total consolidated revenues were attributable to the top three customers, including Raytheon, Alcon Gps, and Torc Robotics [193]. - In the year ended December 31, 2024, 39.7% of OSS segment revenues were attributable to the top three customers, indicating a significant reliance on a limited customer base [193]. - Approximately 37% of materials purchased in 2024 came from suppliers that accounted for more than 10% of total parts purchases, highlighting supply chain concentration risks [195]. - The company relies on a limited number of parts suppliers, and disruptions could adversely affect product marketing and sales [195]. Competition and Market Position - The company faces competition from new entrants and existing customers, which could harm its competitive position [150]. - The competitive landscape is evolving, with new entrants and distribution models potentially harming the company's market position [171]. - The company’s products face competition from mass-produced hardware solutions, which could create pricing pressure and reduce profit margins [170]. - The ongoing commoditization of HPC hardware and software is leading to increased pricing pressure, potentially reducing gross margins and adversely affecting operating results [213]. Government and Regulatory Risks - Changes in U.S. government priorities and potential reductions in defense spending could negatively impact the company's financial position and growth prospects [185]. - The U.S. government may terminate contracts at its convenience, which could adversely affect the company's business and financial performance [188]. - The company is subject to procurement laws and regulations that could impose risks and costs on its business [187]. - Compliance with evolving data protection regulations, such as GDPR and CCPA, could result in penalties of up to 4% of worldwide revenue and increased compliance costs [224][226]. - The company is subject to governmental export and import controls that could impair its ability to compete internationally and result in significant penalties for non-compliance [229][230]. - Changes in regulations or standards related to suppliers' products may lead to unanticipated costs or liabilities, adversely affecting business operations and future sales [231]. Cybersecurity and Intellectual Property Risks - The company faces risks associated with cybersecurity incidents that could disrupt operations and expose it to liabilities [176]. - The company has implemented systems to address cybersecurity risks, but these measures may not be sufficient for all possible situations [178]. - Cybersecurity breaches pose a risk of theft of proprietary designs, which could negatively impact competitive edge and financial results [216]. - The company faces significant risks related to intellectual property protection, including potential costs and resource diversion from enforcing proprietary rights against competitors [214][215]. - The company is obligated to indemnify channel partners and end-customers for certain intellectual property infringement claims, which could lead to substantial costs [222]. Financial and Operational Challenges - The company’s operating results may fluctuate significantly due to various factors, including longer sales cycles in military and defense markets [167]. - The sales cycles for some products can take several months or longer, increasing the risk of inventory becoming obsolete [202]. - The company offers extended product warranties, which could lead to significant costs if failure rates unexpectedly increase [205]. - Achieving design wins is critical for success, and failure to do so could harm the company's business [207]. - Acquisitions may require significant management attention and could disrupt operations, leading to potential financial dilution [211]. - The company anticipates that future growth will require significant expansion of operations and innovation, which may strain management and financial resources [192]. Stock and Ownership Structure - Directors, executive officers, and significant stockholders own approximately 40% of the outstanding common stock, allowing them to exert significant control over corporate matters [237]. - As of March 5, 2025, there are 21,323,261 shares of common stock outstanding, with potential future equity issuances causing dilution to current shareholders [241]. - The company has the right to issue up to 10,000,000 shares of blank-check preferred stock, which could adversely affect common stock rights and preferences [242]. - The company has never paid cash dividends and does not expect to do so in the foreseeable future, relying on share price appreciation for returns [250]. - The company qualifies as a "smaller reporting company," which may make its common stock less attractive to investors due to reduced reporting requirements [252]. - The market price of common stock could decline if equity research analysts downgrade the stock or cease coverage [240]. - Anti-takeover provisions in the company's charter could delay or prevent changes in control, potentially affecting stock price [244]. - The concentration of ownership among major stockholders may adversely affect the market price of common stock [237]. - The company may face challenges in raising additional capital on acceptable terms, impacting its ability to develop new technologies and expand operations [248].

Group 1 - One Stop Systems, Inc. reported a quarterly loss of $0.12 per share, significantly worse than the Zacks Consensus Estimate of $0.01, marking an earnings surprise of -1,300% [1] - The company posted revenues of $15.14 million for the quarter ended December 2024, exceeding the Zacks Consensus Estimate by 0.93% and showing an increase from $13.16 million year-over-year [2] - Over the last four quarters, One Stop Systems has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] Group 2 - The stock has underperformed the market, losing about 8.7% since the beginning of the year compared to the S&P 500's decline of -4.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $14 million, while for the current fiscal year, it is $0.01 on revenues of $61.3 million [7] - The Zacks Industry Rank for Electronics - Miscellaneous Products is in the bottom 40% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - The company reported consolidated revenue growth for Q4 2024, with a year-over-year increase of 15.1%, reaching $15.1 million compared to $13.2 million in Q4 2023, driven by growth in both OSS and Bressner segments [4][10][18] - Management anticipates double-digit consolidated revenue growth in 2025, with OSS segment revenue expected to exceed 20% growth and aims for EBITDA break-even for the year [1][18] Financial Performance - OSS segment revenue increased by 10% year-over-year, primarily due to higher sales from defense and commercial customers, contributing $7.04 million in Q4 2024 [4][5] - Bressner segment revenue grew by 19.9% year-over-year, totaling $8.1 million in Q4 2024 [4][5] - For the full year 2024, consolidated revenue was $54.7 million, a decrease of 10.2% from $60.9 million in 2023, largely due to the loss of a former media customer [10][11] Profitability Metrics - The consolidated gross margin for Q4 2024 was 15.7%, down from 33.7% in the prior year, with a gross margin of 23.8% when excluding one-time charges [6][12] - The company reported a net loss of $3.1 million, or $(0.15) per share, compared to a net loss of $278,000, or $(0.01) per share, in the prior year [8][34] - Adjusted EBITDA for Q4 2024 was a loss of $2.3 million, including $1.2 million in one-time charges, compared to adjusted EBITDA of $322,000 in the prior year [8][17] Operational Adjustments - The company took a $1.2 million charge related to contract losses for a customer-funded development contract, which impacted gross margin and net income [4][10] - Total operating expenses increased by 15.1% to $5.5 million, primarily due to higher general and administrative costs [7][34] Cash and Working Capital - As of December 31, 2024, the company reported cash and short-term investments of $10.0 million, down from $11.8 million a year earlier, with total working capital of $24.0 million [9][33] - The reduction in cash was mainly due to the repayment of $1 million in notes payable [9] Future Outlook - The company expects consolidated revenue for 2025 to be between $59 million and $61 million, with OSS segment revenue projected at approximately $30 million [18] - Management anticipates improved revenue and profitability in the second half of 2025 based on current trends and an expanding sales pipeline [18]

Core Viewpoint - One Stop Systems, Inc. (OSS) will release its fourth quarter and full year 2024 financial results on March 19, 2025, followed by a conference call to discuss the results [1] Group 1: Company Overview - OSS is a leader in rugged Enterprise Class compute solutions for artificial intelligence (AI), machine learning (ML), and sensor processing at the edge [1][3] - The company designs and manufactures products that enable rugged AI, sensor fusion, and autonomous capabilities in challenging environments [3][5] - OSS products include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software, utilized across various industries such as autonomous trucking, farming, and defense [4][5] Group 2: Product and Market Position - OSS solutions address the entire AI workflow, from data acquisition to deep learning and large-scale inference, and have achieved many industry firsts for industrial OEM and government customers [5] - The company operates in the rapidly growing multi-billion-dollar edge computing market, focusing on delivering high performance in demanding environments [5] Group 3: Communication and Accessibility - The conference call will be accessible via domestic and international phone lines, with a replay available after the call [2] - Additional information about OSS and its products can be found on the company's website and social media platforms [6]