Core Viewpoint - One Stop Systems, Inc. (OSS) will release its third quarter 2025 financial results on November 5, 2025, and will hold a conference call to discuss these results [1] Company Overview - One Stop Systems, Inc. is a leader in AI-enabled solutions for edge computing, focusing on rugged Enterprise Class compute and storage products [3][5] - The company designs and manufactures products that support AI, sensor fusion, and autonomous capabilities in challenging environments [3][5] Product Offerings - OSS's product line includes ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software [4] - These products are utilized across various industries, including autonomous trucking, farming, and defense applications [4] Market Position - OSS addresses the entire AI workflow, from data acquisition to deep learning and large-scale inference, and has achieved many industry firsts [5] - The company operates in the rapidly growing multi-billion-dollar edge computing market, delivering high performance in demanding conditions [5]

Core Insights - One Stop Systems, Inc. (NASDAQ: OSS) is a relatively small company that has not garnered much attention, yet its business fortunes have changed rapidly [1] Company Overview - The company operates in the technology, infrastructure, and internet services sectors, focusing on strong fundamentals and real potential for growth [1] Analyst Background - The analyst has a background in petroleum and gas engineering and has transitioned into finance, emphasizing the importance of understanding business growth and market reactions [1]

Core Insights - One Stop Systems, Inc. (OSS) has secured an initial order valued at approximately $1.5 million from a Canadian integrator for the commercial aerospace industry, with an expected three-year revenue pipeline of around $6 million [1][2]. Group 1: Contract Details - The contract involves the provision of embedded Cabin Services Systems (CSS), which includes 2,000 PAX Lighting Control Units (PLCU) and 63 Column Integration Controller Units (CICU) [2]. - Both PLCU and CICU are DO-160 qualified, ensuring they meet rigorous environmental testing standards for airborne equipment [2]. Group 2: Strategic Importance - Expanding into the commercial aerospace sector is a key component of OSS's long-term growth strategy, highlighting the company's commitment to establishing a presence in rugged compute and control architectures [3]. - The engagement reflects OSS's ongoing partnerships with leading aerospace primes and the demand for DO-160 qualified hardware [3]. Group 3: Product and Market Position - OSS specializes in AI-enabled solutions for edge computing, designing and manufacturing ruggedized servers, compute accelerators, and storage products for various industries, including aerospace [4][5]. - The company addresses the entire AI workflow, from data acquisition to deep learning, and is positioned in the rapidly growing edge computing market [6].

Core Insights - One Stop Systems, Inc. (OSS) will showcase its advanced integrated technologies at the 2025 AUSA Annual Meeting & Exposition, emphasizing low latency and powerful performance for rugged edge computing [1][2][3] Company Overview - OSS is a leading provider of rugged, enterprise-class compute solutions designed for artificial intelligence (AI), machine learning (ML), and sensor processing in challenging environments [1][5] - The company specializes in high-performance servers, storage systems, and embedded platforms that meet the demands of deployed environments [2][6] Product Highlights - At AUSA, OSS will introduce a new portfolio of products that leverage commercial data center advantages, compliant with MOSA and SOSA standards, aiming to set a new benchmark for defense-grade compute solutions [2][3] - OSS products include ruggedized servers, compute accelerators, and storage solutions, which are utilized across various industries, including defense, autonomous trucking, and agriculture [6][7] Strategic Focus - The company aims to bring data center capabilities directly to the battlefield, enhancing mission agility and decision-making for next-generation Army programs [3][5] - OSS solutions address the entire AI workflow, from data acquisition to deep learning and inference, positioning the company as a key player in the rapidly growing edge computing market [7]

Core Viewpoint - One Stop Systems, Inc. has successfully closed a registered direct offering, raising approximately $12.5 million through the sale of 2,500,000 shares at $5.00 per share, aimed at supporting growth and enhancing financial flexibility [1][2][3] Group 1: Financial Details - The offering resulted in gross proceeds of approximately $12.5 million before deducting placement agent commissions and other expenses [1] - The company plans to utilize the net proceeds for growth strategy advancement, working capital, and business acceleration, focusing on mergers and acquisitions [3] Group 2: Company Overview - One Stop Systems, Inc. specializes in rugged Enterprise Class compute solutions for AI, machine learning, and sensor processing at the edge [1][6] - The company designs and manufactures products that enable rugged AI and autonomous capabilities across various industries, including defense, autonomous trucking, and farming [6][7] Group 3: Market Position and Strategy - The company entered the second half of the year with strong momentum and is well-positioned to pursue opportunities that will accelerate growth and extend its leadership in enterprise-class compute [2] - OSS solutions address the entire AI workflow, from data acquisition to deep learning and inference, delivering industry firsts for industrial OEM and government customers [8]

Core Insights - One Stop Systems, Inc. has entered into securities purchase agreements for the sale of 2,500,000 shares of common stock at a price of $5.00 per share, resulting in gross proceeds of approximately $12.5 million [1][2] - The company plans to utilize the net proceeds for growth strategy advancement, working capital to support expected sales growth, and business acceleration, focusing on mergers and acquisitions and overall expansion [2] Offering Details - The offering is conducted under an effective shelf registration statement on Form S-3, declared effective by the SEC on August 25, 2023 [3] - A.G.P./Alliance Global Partners is the lead placement agent, with Roth Capital Partners acting as the joint-placement agent [2] Company Overview - One Stop Systems, Inc. specializes in AI-enabled solutions for rugged environments, designing and manufacturing Enterprise Class compute and storage products [5] - The company's products include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software, utilized across various industries such as autonomous trucking, farming, and defense [6] Technology and Applications - OSS solutions address the entire AI workflow, from data acquisition to deep learning and large-scale inference, delivering industry firsts for industrial OEM and government customers [7]

Core Insights - One Stop Systems, Inc. (OSS) has secured a new contract valued at approximately $500,000 from Safran Federal Systems, with expected follow-on production orders exceeding $3 million over the next five years [1][2]. Group 1: Contract Details - The contract involves the provision of 4U, short-depth servers engineered for military applications on naval vessels and aircraft, leveraging OSS's expertise in PCIe/Switch Fabric technology and rugged system design [2]. - OSS anticipates that this contract will contribute more than $3 million in cumulative sales over the next five years [2]. Group 2: Strategic Relationship - The contract marks the establishment of a new relationship with Safran, which OSS views as an opportunity for a broader strategic partnership, with ongoing collaboration with additional business units [3]. - The company aims to deepen its relationship with Safran and expand the presence of OSS products in both domestic and international aerospace and defense markets [3]. Group 3: Company Overview - OSS is recognized as a leader in AI-enabled solutions for edge computing, designing and manufacturing rugged enterprise-class compute and storage products [4]. - The company's products include ruggedized servers, compute accelerators, and flash storage arrays, utilized across various industries, including defense, autonomous trucking, and farming [5]. - OSS solutions address the entire AI workflow, delivering high performance in challenging environments, and are positioned within the rapidly growing edge computing market [6].

Company Overview - One Stop Systems, Inc. (OSS) is a leader in AI-enabled solutions for edge computing, providing rugged, enterprise-class compute and storage products [2][4] - The company designs and manufactures products that support AI, sensor fusion, and autonomous capabilities in challenging environments [2][4] Product Offerings - 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 [3][4] - The solutions address the entire AI workflow, from data acquisition to deep learning and large-scale inference, delivering high performance in demanding conditions [4] Market Position - OSS operates in the rapidly growing segment of the multi-billion-dollar edge computing market, focusing on AI-enabled solutions that require high performance [4] - The company has achieved many industry firsts for industrial OEM and government customers, highlighting its innovative capabilities [4] Upcoming Events - OSS will participate in the H.C. Wainwright 27th Annual Global Investment Conference from September 8-10, 2025, at the Lotte New York Palace Hotel, and the Lake Street Capital Markets 9th Annual Best Ideas Growth BIG9 Conference on September 11, 2025, at The Yale Club [6]

Core Insights - Maris-Tech Ltd. has entered into a Product Supply Agreement with One Stop Systems, Inc. to enhance its presence in the U.S. defense market [1][2][3] - The collaboration aims to provide OSS customers with advanced video and AI-based edge computing solutions for defense applications [2][3][4] - This partnership is part of Maris-Tech's broader strategy to expand its international sales network through regional collaborations [3][4] Company Overview - Maris-Tech is a leader in video and AI-based edge computing technology, focusing on intelligent video transmission solutions [5] - The company offers lightweight, low-power products that excel in raw data processing, image processing, and AI-driven analytics [5] - Maris-Tech serves various industries, including defense, aerospace, and homeland security, and is committed to innovation in mission-critical applications [5] Partner Overview - One Stop Systems, Inc. specializes in rugged AI-enabled solutions for edge computing, providing high-performance products for challenging environments [6] - OSS's offerings include ruggedized servers, AI accelerators, and storage solutions designed for mission-critical applications across multiple industries [6] - The collaboration with Maris-Tech allows OSS to enhance its product suite for U.S. defense customers, addressing evolving mission requirements [4][6]

Financial Data and Key Metrics Changes - The company reported consolidated revenue of $14.1 million for Q2 2025, a 6.9% increase from $13.2 million in the same quarter last year [14][15] - Consolidated gross margin expanded to 31.3% in Q2 2025 from 25.2% in the prior year quarter, while the OSS segment margin improved to 41.3% from 24.9% [15][16] - The company expects full-year revenue of approximately $59 million to $61 million for 2025, representing over 20% year-over-year growth for the OSS segment [13][19] Business Line Data and Key Metrics Changes - The OSS segment generated bookings totaling $25.4 million in the first half of the year, with a book-to-bill ratio of 2.3 [4] - The Bresner segment is expected to achieve higher sales and profitability in 2025 compared to last year's results, with recent bookings aligning with targets [7] - The OSS segment's gross margin is expected to be in the 40% range for the full year 2025, up from prior guidance of mid to upper 30s [16][19] Market Data and Key Metrics Changes - The company is seeing signs of stabilization in European markets served by the Bresner operating unit, with recent bookings and revenue in line with targets [7] - The market for composable infrastructure is projected to grow significantly, from $5.87 billion in 2024 to $28.44 billion by 2031 [9] Company Strategy and Development Direction - The company is focused on leveraging high-performance edge compute solutions to meet growing demands in AI, machine learning, and sensor fusion [2] - A multi-year strategic plan has been launched to rebuild the go-to-market approach and expand the sales pipeline [2][3] - The introduction of the Ponto platform aims to address the growing composable infrastructure market and enhance the company's position in commercial data centers [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on multi-year growth opportunities driven by AI and machine learning [7] - The company anticipates further commercial and defense announcements in the coming months, supported by strong demand for enterprise-class compute solutions [6] - Management remains cautious about the Bresner segment's growth outlook while optimistic about the OSS segment's potential [25][26] Other Important Information - The company has recognized lifetime contracted revenue of over $50 million on the PA platform, with expectations of approximately $4 million in cumulative sales between 2026 and 2029 [5][6] - R&D investments have been increased in 2025 to capitalize on emerging opportunities [8] Q&A Session Summary Question: What is the outlook for the Bresner segment? - Management noted that the Bresner segment is expected to perform well, with market recovery in Europe providing opportunities for growth [24][25] Question: How does the company view the data center market and AI partnerships? - The company is adjusting product lines to meet the demand for higher wattage GPUs and is actively engaging with AI software vendors for partnerships [28][31] Question: What is the expected growth rate for OSS and Bresner segments in 2026? - The OSS segment is expected to grow at about 20% to 25% annually, while the Bresner segment is modeled for growth in the range of 7% to 9% [41] Question: How is the company managing supply chain challenges? - Management indicated that they are working closely with suppliers to mitigate lead time risks and ensure production ramp-up in the second half of the year [34] Question: What is the current status of government and commercial bookings? - The company reported a stronger mix of defense bookings in the first half of the year, with expectations for continued alignment with bid and proposal activities [53][54]