John Weinberg's questions to TSS Inc (TSSI) leadership • Q1 2025
Question
An investor, John Weinberg, asked about the level of committed demand and visibility for the new facility, the company's assumptions on AI spending durability into 2026, and the evolution of its customer base beyond its legacy key customer.
Answer
Executive Darryll Dewan stated they have a demand visibility window of roughly 90 days to 5 months with their key customer. Executive Daniel Chism opined that AI infrastructure refresh cycles could be 5-6 years for enterprises but as short as 2-4 years for hyperscalers. On customer diversification, Darryll Dewan confirmed they are actively exploring opportunities to expand services in a way that is net incremental and does not conflict with their primary partnership, potentially through acquisitions or channel partnerships.