Alfred Moore's questions to Eos Energy Enterprises Inc (EOSE) leadership • Q1 2025
Question
Alfred Moore inquired about the progress of subassembly automation, its expected ramp in Q3, and the resulting impact on the revenue trajectory relative to the company's guidance. He also asked if near-term project timing uncertainty from tariffs is factored into the guidance.
Answer
CEO Joseph Mastrangelo confirmed that the automation is operational and scaling, with April's production alone representing 75% of Q1's total volume. He stated that the full ramp-up through Q2 should support quarter-over-quarter output growth, aligning with annual guidance. Mastrangelo acknowledged market uncertainty but stressed that the fundamental long-term demand for energy storage continues to drive projects forward.