BOHA! Restaurant Solutions - The restaurant solutions market represents the single greatest revenue opportunity in TransAct's history[7] - The total addressable market for BOHA! exceeds $1 billion in hardware, software, services, and label sales[7, 29] - TransAct has signed agreements related to BOHA! that generate approximately $3 million in annual recurring revenue, with a total sales opportunity of up to $120 million[34] Casino & Gaming - The Casino and Gaming printer business provides a strong financial foundation for TransAct's ongoing investments in its Restaurant Solutions business[51] - Epic Edge is the next-generation casino and gaming printer, offering a more than 2x improvement over current printers with 300 DPI print resolution[53] Financial Performance (3Q19) - Net sales were $117 million, compared to $158 million in 3Q18[60] - Gross profit was $55 million, with a gross margin of 475%, compared to $80 million and 505% in 3Q18[60] - Net income was $04 million, or $005 per diluted share, compared to $26 million, or $033 per diluted share in 3Q18[60] - Restaurant solutions net sales were $1951 thousand, compared to $1481 thousand in 3Q18[59] - Casino and gaming net sales were $5074 thousand, compared to $8267 thousand in 3Q18[59] - EBITDA was $05 million, and Adjusted EBITDA was $07 million[59] Market Opportunity - The total foodservice market includes 1,399,658 potential contact points[30] - This includes 762,715 restaurants and bars, 202,397 retailers, 148,856 travel & leisure locations, 237,850 noncommercial locations, and 47,840 all other foodservice locations[19, 21, 23, 25, 27]

TransAct Technologies Inc. (NASDAQ:TACT) Q3 2019 Earnings Conference Call November 6, 2019 4:30 PM ET Company Participants Jim Leahy - Investor Relations Bart Shuldman - Chairman and Chief Executive Officer Steve DeMartino - President and Chief Financial Officer Conference Call Participants Kara Anderson - B. Riley FBR Mitchell Sacks - Grand Slam Jeff Bernstein - Cowen Operator Good afternoon, ladies and gentlemen, and welcome to the TransAct Technologies Third Quarter 2019 Conference Call. At this time, al ...

TransAct Technologies Inc. (NASDAQ:TACT) Q2 2019 Results Conference Call August 7, 2019 4:30 PM ET Company Participants Jim Leahy - Investor Relations Bart Shuldman - Chairman and Chief Executive Officer Steven DeMartino - President and Chief Financial Officer Conference Call Participants Mitchell Sacks - Grand Slam Asset Management Operator Good afternoon, ladies and gentlemen, and welcome to the TransAct Technologies Second Quarter 2019 Conference Call. At this time all participants are in a listen only m ...

Financial Data and Key Metrics Changes - For Q1 2019, the company reported net sales of $11.6 million, a decrease of 6% from $12.2 million in Q1 2018 [25] - Operating income was $777,000, or 6.7% of net sales, compared to $856,000, or 7% of net sales in the prior year [36] - Adjusted EBITDA for Q1 2019 was $1.3 million, slightly up from $1.2 million in the same quarter last year [36] - Gross profit margin reached 52.7%, attributed to a decline in sales of lower-margin products [33] Business Line Data and Key Metrics Changes - Restaurant solutions sales declined 11% year-over-year to $900,000, driven by lower sales of the AccuDate 9700 terminal [25] - Casino and gaming sales decreased 8% year-over-year to $5.5 million, with domestic sales down 18% due to a large one-time shipment in the previous year [26][27] - POS automation and banking sales fell 26% to $1.3 million, primarily due to a slowdown in sales of the Ithaca 9000 POS printer [29] - TSG sales increased 7% year-over-year to $2.8 million, with BOHA! related sales increasing six-fold over the prior quarter [32] Market Data and Key Metrics Changes - Domestic casino and gaming sales were negatively impacted by a government shutdown and rising interest rates, leading to lower printer shipments in January and February [22] - International sales were up 18% year-over-year, driven by a large order from an Asian customer [28] - Lottery printer sales increased 9% to $697,000, although overall lottery sales are expected to decline as the company shifts focus [31] Company Strategy and Development Direction - The company is focusing on the BOHA! back-of-house ecosystem, which is seen as the largest market opportunity in its history, with potential revenues approaching $100 million [12][51] - The strategy includes increasing awareness through marketing initiatives and participating in industry events like the National Restaurant Association Show [13][15] - The company aims to build recurring revenue through software subscriptions, maintenance contracts, and label sales as BOHA! deployments increase [16][19] Management's Comments on Operating Environment and Future Outlook - Management noted that the restaurant and food service industry is facing challenges with labor shortages and rising costs, creating a favorable environment for BOHA! [9] - The sales cycle for new BOHA! opportunities is expected to take time due to the need for trials and customization [20] - Management expressed confidence in the long-term growth potential of BOHA! and its SaaS-based business model, which is anticipated to drive increased profitability [38][39] Other Important Information - The company ended Q1 2019 with $1.9 million in cash and no debt, returning approximately $700,000 to shareholders through dividends [37] - Two new board members were nominated, bringing valuable experience in the restaurant and foodservice sectors [44] Q&A Session Summary Question: Revenue opportunities with large customers - Management highlighted that the potential revenue from large customers related to BOHA! is approaching $100 million, encompassing hardware, software, and maintenance contracts [51] Question: Development process for BOHA! apps - The company engages with customers to identify pain points and develop apps that address specific operational needs, leading to a collaborative development process [52][53] Question: Inventory buildup - The increase in inventory is aimed at ensuring availability of BOHA! terminals and related hardware to meet anticipated demand from large customers [57][59]

TransAct Technologies Incorporated (NASDAQ:TACT) Q4 2018 Results Earnings Conference Call March 6, 2019 4:30 PM ET Company Participants Bart Shuldman - Chairman and CEO Steven DeMartino - President, CFO, Treasurer and Secretary Jim Leahy - IR, JCIR Conference Call Participants Kara Anderson - B Riley, FBR Jeff Bernstein - Cowen Operator Good day, ladies and gentlemen, and welcome to the TransAct Technologies Fourth Quarter 2018 Conference Call. At this time all participants are in a listen-only mode. Later, ...