Core Insights - One Stop Systems, Inc. reported a consolidated gross margin increase of over 600 basis points year-over-year to 31.3% on consolidated revenue of $14.1 million for the second quarter of 2025 [1][3] - The OSS segment achieved a gross margin of 41.3% on revenue of $5.8 million, with year-to-date bookings of $25.4 million, indicating a strong outlook for revenue growth and profitability in the second half of 2025 [1][2] Financial Performance - Consolidated revenue increased by 6.9% to $14.1 million from $13.2 million in Q2 2024, with OSS segment revenue rising by 4.3% [3][4] - The OSS segment's gross margin improved significantly by 16.4 percentage points to 41.3%, attributed to a more profitable product mix and the absence of prior inventory charges [4][6] - Total operating expenses rose by 11.6% to $6.2 million, mainly due to increased marketing, selling, and R&D costs [5][10] - The company reported a net loss of $2.0 million, or $(0.09) per share, an improvement from a net loss of $2.3 million, or $(0.11) per share, in the prior year [6][11] Market Outlook - The company anticipates consolidated revenue for the full year 2025 to be between $59 million and $61 million, with OSS segment revenue expected to grow over 20% year-over-year [12][14] - The strategic plan focuses on both commercial and defense markets, aiming to establish OSS as a key player in large, multi-year programs, which is expected to enhance predictable, recurring revenue [12][14] Segment Performance - The Bressner segment revenue increased by 8.7% compared to the same period in 2024, contributing to the overall revenue growth [4][8] - Year-to-date, the OSS segment has generated one of the highest levels of bookings in its history, with a book-to-bill ratio of 2.3x, indicating strong demand from defense and commercial customers [2][13]

As filed with the U.S. Securities and Exchange Commission on August 6, 2025. Registration No. 333-288878 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VEEA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 7373 98-1577353 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 1 ...

As filed with the U.S. Securities and Exchange Commission on August 6, 2025. Registration No. 333-288878 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VEEA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 7373 98-1577353 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 1 ...

Core Viewpoint - Fastly (FSLY) is expected to report its second-quarter 2025 results on August 6, with anticipated revenue growth and a narrower non-GAAP loss compared to the previous year [1][2][9]. Revenue Expectations - FSLY expects revenues in the range of $143 million to $147 million, representing a 10% year-over-year increase at the midpoint [1][9]. - The Zacks Consensus Estimate for revenues is $145.1 million, indicating a 9.6% increase from the same quarter last year [1]. Loss Forecast - The company anticipates a non-GAAP loss between 4 and 8 cents per share, with the consensus mark for loss at 5 cents per share, which is an improvement from the 7 cents loss reported in the previous year [2][9]. Key Growth Drivers - Fastly's content delivery and edge computing platform is expected to benefit from go-to-market transformation efforts and packaging improvements, aiding in deal acquisition and steady revenue growth [3]. - Enterprise demand for advanced digital experiences and security solutions is likely to support top-line growth, with the Security segment benefiting from ongoing portfolio enhancements [4]. Market Dynamics - Adoption of edge computing solutions, particularly for dynamic content and AI-driven workloads, has been a significant catalyst for growth [4]. - Traditional content delivery remains the primary revenue driver, while security and compute offerings are helping to diversify the revenue mix [4]. Challenges - Competitive industry pricing may constrain gross margin expansion, and profitability is closely tied to operating discipline [6]. - Macroeconomic uncertainty and regulatory factors related to specific customer relationships are expected to negatively impact second-quarter results [6]. Earnings Outlook - According to the Zacks model, FSLY has an Earnings ESP of -53.13% and a Zacks Rank of 3, indicating lower odds of an earnings beat [7].

Core Viewpoint - The collaboration between Mysten Labs and Veea Inc. aims to enhance decentralized data storage and transport capabilities through the integration of Walrus with VeeaHub STAX, creating a secure and scalable environment for decentralized applications and AI development [1][4]. Group 1: Product Integration - Walrus has been adopted as a VeeaHub STAX edge solution, providing high-performance data transport and storage for decentralized networks [1]. - VeeaHub STAX utilizes NVMe architecture to support edge computing tasks, ensuring reliable and secure data storage [2]. - The integration allows Walrus to scale with thousands of STAX-NVMe storage nodes, maintaining security and reliability while offering cost and speed advantages over centralized cloud services [4]. Group 2: Developer Benefits - The partnership enhances capabilities for developers, enabling low-latency access to data stored on Walrus, which empowers new use cases for edge AI and decentralized applications [3]. - Developers can leverage the Walrus Decentralized Store to build applications that operate on a Decentralized Physical Infrastructure Network (DePIN) [4]. Group 3: Company Background - Mysten Labs, founded by former Meta executives, focuses on creating foundational infrastructure for a decentralized internet and is the original contributor to the Sui blockchain [6]. - Veea Inc. specializes in smart edge connectivity and computing, with its VeeaHub STAX platform recognized for its edge networking and storage capabilities [8].

Core Viewpoint - One Stop Systems, Inc. (OSS) is set to release its second quarter 2025 financial results on August 7, 2025, with a conference call scheduled for the same day to discuss the results [1]. Company Overview - One Stop Systems, Inc. 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, catering to demanding environments across various applications [3][4]. Product Offerings - OSS's product lineup includes ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software, utilized in industries such as autonomous trucking, farming, and defense [4]. - The solutions provided by OSS address the entire AI workflow, from data acquisition to deep learning and large-scale inference, achieving many industry firsts for industrial OEM and government customers [5]. Market Position - OSS operates in the rapidly growing segment of the multi-billion-dollar edge computing market, delivering high-performance AI-enabled solutions in challenging environments [5].

Core Insights - One Stop Systems, Inc. (OSS) has secured a $2 million production contract for medical imaging technology, with expectations of total program value exceeding $25 million over the next five years [1][2][6] - The contract involves the provision of 65 next-generation liquid-cooled 3U-SDS systems, transitioning from a pilot phase to volume production [2][3] - OSS's strategy focuses on expanding into commercial edge AI markets, leveraging its success in the defense sector [6] Company Overview - OSS specializes in rugged Enterprise Class compute solutions for AI, machine learning, and sensor processing at the edge [1][7] - The company designs and manufactures products that deliver data center-class performance in challenging environments, including autonomous vehicles and medical devices [4][7][8] - OSS's product offerings include ruggedized servers, compute accelerators, and storage solutions, catering to various industries such as healthcare and defense [8][9] Technology and Innovation - The 3U-SDS system is highlighted as OSS's most flexible and rugged solution for AI at the edge, designed for diverse applications [4][5] - OSS employs advanced PCIe technologies and proprietary liquid cooling solutions, reducing system noise by up to 20 decibels compared to traditional air-cooled servers [5] - The company's innovations enable AI workloads to operate effectively in acoustically sensitive environments, such as patient care settings [5][9]

Core Insights - One Stop Systems, Inc. (OSS) has received a third order worth $340,000 from a leading defense contractor in Asia for autonomous maritime applications, indicating a shift from system development to production deployment [1][2] - OSS anticipates approximately $4 million in cumulative sales from 2026 to 2029 due to the expected expansion of unmanned surface vehicle (USV) production [2] - The company’s rugged computing technology is designed to convert manned patrol boats into autonomous vessels, supporting various mission profiles in defense and maritime security [3] Company Overview - OSS specializes in rugged Enterprise Class computing solutions for AI, machine learning, and sensor processing, catering to demanding environments [6][8] - The company’s product offerings include ruggedized servers, compute accelerators, and storage solutions, utilized across multiple industries including defense, autonomous trucking, and farming [7] - OSS's technology addresses the entire AI workflow, providing high-speed data acquisition and deep learning capabilities, positioning the company as a leader in the edge computing market [8] Product Details - OSS is supplying 16 rugged 3U Gen 5 Short Depth Servers and redundant ethernet switches for high-speed data processing from over 30 cameras, designed to operate reliably in extreme temperatures [4] - The systems are integral to the USV's computer vision and autonomous navigation, enhancing operational capabilities in complex marine environments [4] Strategic Positioning - The CEO of OSS highlighted the importance of the partnership with the defense contractor, emphasizing the transition to production and the long-term value of this relationship [5] - OSS aims to embed its PCIe/Switch Fabric technology throughout the lifecycle of defense programs, aligning with how global defense contractors manage critical projects [5]

Core Insights - One Stop Systems, Inc. (OSS) is participating in the NVIDIA GTC Paris Conference on June 11-12, 2025, showcasing its rugged, enterprise-class compute solutions for AI and machine learning applications [1][2] - OSS emphasizes its long-term partnership with NVIDIA and the importance of the GTC Paris event for demonstrating its specialized AI computing solutions [2] - The conference will feature discussions on various AI applications, including generative AI and robotics, attracting developers and business leaders [3] Company Overview - OSS is a leader in AI-enabled solutions designed for edge environments, providing enterprise-class compute and storage products that perform in challenging conditions [4] - The company's product offerings include ruggedized servers, compute accelerators, and storage solutions, utilized across industries such as autonomous trucking, defense, and aerospace [5][6] - OSS addresses the entire AI workflow, from data acquisition to deep learning and inference, positioning itself in the rapidly growing edge computing market [6] Event Details - The NVIDIA GTC Paris Conference is organized in partnership with VivaTech 2025, focusing on real-world applications of AI and accelerated computing [3] - OSS will have a presence at Booth E07, with representatives from its European subsidiary, Bressner, also exhibiting at the conference [2]

Financial Performance - The consolidated gross margin for the first quarter of 2025 increased by 320 basis points year-over-year to 32.6%, with consolidated revenue of $12.3 million [1][4] - OSS segment revenue was $5.2 million, reflecting a decrease of 5.9% compared to the same period in 2024, primarily due to lower shipments to a commercial aerospace customer [4][5] - The Bressner segment revenue decreased by $65,637, or 0.9%, compared to the same period in 2024 [4] - The company reported a net loss of $2.0 million, or $(0.09) per share, compared to a net loss of $1.3 million, or $(0.06) per share, in the prior year period [7][27] Operational Highlights - The OSS segment achieved strong first-quarter bookings of $10.4 million, driven by demand from both new and existing commercial and defense customers [2] - Management expects double-digit consolidated revenue growth in 2025 and anticipates reaching EBITDA break-even for the year [1][10] - The OSS segment gross margin improved to 45.5%, an increase of 11.3 percentage points from the prior year, attributed to a more profitable product mix [3][5] Strategic Outlook - The company is executing a strategic plan targeting both commercial and defense markets, aiming to establish OSS as a platform incumbent on large, multi-year programs [9] - OSS anticipates consolidated revenue for the full year of 2025 to be between $59 million and $61 million, with OSS segment revenue expected to grow over 20% year-over-year [10] - Management expects revenue and profitability to improve at a higher rate in the second half of 2025 based on current trends and an expanding sales pipeline [3][10]