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    Gaucci Siri • Singular Research

    Gaucci Siri is an Equity Research Analyst at Singular Research specializing in small- and micro-cap equities across technology, industrial, and consumer sectors. Siri’s coverage includes companies such as Live Ventures, Malibu Boats, and Digital Turbine, with documented research notes influencing investor decisions on these tickers. As an active analyst since joining Singular Research in the early 2020s, Siri has consistently published actionable buy- and sell-side reports, though detailed public metrics such as TipRanks rankings or exact portfolio returns are not directly available. Siri holds FINRA securities licenses including the Series 7 and 63, signifying strong compliance and regulatory knowledge in equity research.

    Gaucci Siri's questions to Orion Energy Systems Inc (OESX) leadership

    Gaucci Siri's questions to Orion Energy Systems Inc (OESX) leadership • Q2 2025

    Question

    Asked about the nature of project delays, the revenue recognition timeline for them, the potential to exceed the EV revenue target, the status of the Eversource contract, customer feedback on the TritonPro line, and the status of the DoD and other large projects.

    Answer

    Management explained that delays were due to various customer-specific reasons and that revenue recognition would occur in Q3, Q4, and FY26. They confirmed they still expect to exceed the $18M EV revenue target, with less than half of the Eversource contract recognized so far. The TritonPro line is exceeding expectations and helping gain market share. The DoD project is complete, and a new $10M+ multiyear project is expected to begin contributing to revenue in the current quarter.

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    Gaucci Siri's questions to Orion Energy Systems Inc (OESX) leadership • Q2 2025

    Question

    Gaucci Siri asked about the nature of project delays, the revenue cadence for their return, the potential for the EV business to exceed its target, progress on the Eversource contract, customer feedback on TritonPro, and the timing of a new $10 million project.

    Answer

    CEO Mike Jenkins stated that delays were due to varied circumstances but noted very strong October orders. Delayed projects will activate in Q3, Q4, and FY26. He confirmed the EV business should exceed its $18M target, with less than half of the Eversource contract recognized to date. Jenkins reported that the TritonPro line is exceeding expectations and customer feedback is positive. For the new $10M project, he said POs are in and work should begin in the current quarter (Q3).

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