Tantalus Systems Holding Inc (OTCPK:TGMPF)

Q1 2025 Tantalus Systems Holding Inc Earnings Call Transcript

May 8, 2025 / 04:00 PM GMT

Release Date Price: $1.76 (+0.34%)

Transcript

Key Points

Positve

Tantalus Systems Holding Inc (TGMPF) reported a 27% year-over-year revenue growth in Q1 2025, reaching $11.9 million.
The company expanded its user community by adding four new utilities in the first quarter.
Gross profit margins increased to 55%, with the software segment achieving a 74% margin.
The TrueSense Gateway is gaining traction, with 33 utilities activating trials or deployments, representing a potential $100 million opportunity.
Tantalus Systems Holding Inc (TGMPF) generated positive cash flow from operations of $3.2 million in the quarter, a significant improvement from the previous year.

Negative

The company is exposed to a 10% tariff on goods imported into the US, which may impact adjusted EBIT by $700,000 to $800,000 in 2025.
Despite revenue growth, the company reported a loss of $651,000 for the period.
There is a risk of power supply shortfalls in the PJM service territory, which could lead to increased power outages.
The lead times for critical assets like transformers are increasing, with some orders being taken for 2028.
Utilities' budget cycles and decision-making processes can delay the adoption and deployment of new technologies like the TrueSense Gateway.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GRID.TO - Tantalus Systems Holding Inc
Q1 2025 Tantalus Systems Holding Inc Earnings Call
May 08, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Tantalus System's first quarter 2025 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal conference specialists by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star than one on your telephone keypad. And to withdraw your question, please press star, then 2. Please note this event is being recorded. I would now like to turn the conference over to Ms. Deborah Hoenig of Investor Relations. Please go ahead, ma'am.

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Unidentified_2 [2]

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