Tantalus Systems Holding Inc (OTCPK:TGMPF)

Q3 2025 Tantalus Systems Holding Inc Earnings Call Transcript

Nov 13, 2025 / 03:00 PM GMT

Release Date Price: $2.62 (-1.69%)

Transcript

Key Points

Positve

Tantalus Systems Holding Inc (TGMPF) reported a 22.5% year-over-year revenue growth, reaching $14.2 million.
The company achieved a record high annual recurring revenue of $13.5 million, demonstrating scalability in recurring revenue.
Gross profit margins remained strong at 55%, with the software and services segment achieving a 74% margin.
The company converted $54 million in orders, marking a 35% increase over the prior nine-month period.
Tantalus Systems Holding Inc (TGMPF) has expanded its utility customer base, with 52 utilities placing orders for the Trueense gateway, surpassing internal estimates.

Negative

The company absorbed 5% of tariff-related charges, which could impact overall economic conditions and investments in the electric grid.
Operating expenses increased due to continued investments in sales, marketing, and general administrative costs.
There is potential for margin compression in the near term due to the upfront costs associated with the Trueense gateway.
The company used $1.3 million of cash flow from operations due to changes in working capital balances.
Despite strong growth, the company remains cautious about potential slowdowns in utility deployments due to higher prices from tariffs.

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

GRID.TO - Tantalus Systems Holding Inc
Q3 2025 Tantalus Systems Holding Inc Earnings Call
Nov 13, 2025 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and welcome to the Tantalus Systems 3rd quarter 2025 financial results conference call.

All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the key, followed by 0.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on your touchtone phone. 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 Deborah Hoenig, Investor relations. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.