Todd Felty's questions to BOS Better Online Solutions Ltd (BOSC) leadership • Q2 2025
Question
Todd Felty from Stonix Wealth Management inquired about the composition of BOSC's revenue, specifically the percentage from the defense sector, the nature of its defense contracts, the usability of its tax loss carry-forward in an acquisition, and the status of its M&A strategy.
Answer
CEO Eyal Cohen explained that over 60% of revenue is from defense, primarily through partners like Rafael and Elbit, with efforts to secure direct IDF contracts underway. He clarified that the company's significant tax loss carry-forward would remain viable even if a foreign entity acquired BOSC. Regarding M&A, Cohen noted there are no barriers to being acquired by a larger player and confirmed that BOSC is actively evaluating its own acquisition targets.