Brad Stevenson's questions to TSS Inc (TSSI) leadership • Q4 2024
Question
Brad Stevenson of Breakout Investors asked for an update on the company's order visibility beyond the typical window and inquired about any key design changes in the new facility that could benefit operations.
Answer
Darryll Dewan (executive) confirmed that visibility has improved and extends 90-120 days out, with the multiyear customer agreement providing a baseline volume. CFO Daniel Chism added that incremental revenue sometimes arrives with little notice. Regarding the new facility, Dewan highlighted significant upgrades including a massive increase in chiller capacity (from 150 to 1,650 tons), more power, a superior 'factory within a factory' layout, and a more than four-fold increase in validation stations to enhance throughput and accommodate new technologies.