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    Vishal Mishra • Bard Associates

    Vishal Mishra's questions to Amplitech Group Inc (AMPG) leadership

    Vishal Mishra's questions to Amplitech Group Inc (AMPG) leadership • Q1 2025

    Question

    Vishal Mishra of Bard Associates asked about the margin profile of the growing 5G ORAN business and its path to profitability. He also inquired about the competitive landscape, MNO procurement habits, and what differentiates AmpliTech's offerings from rivals.

    Answer

    CEO Fawad Maqbool explained that while specific margin guidance wasn't provided, the 5G division's growth will drive demand for the company's own proprietary MMIC chips and packaging, creating a symbiotic growth model across all divisions. He emphasized that AmpliTech's key differentiators are its unique, deployable ORAN technology and its position as a leading U.S.-based supplier in a market with few competitors.

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    Vishal Mishra's questions to Amplitech Group Inc (AMPG) leadership • Q1 2025

    Question

    Inquired about the margin profile for the new 5G ORAN radio business, the potential to reach GAAP breakeven by year-end, the nature of MNO relationships regarding LOIs, and the key competitive differentiators for AmpliTech's products.

    Answer

    The executive explained that the 5G business will drive synergistic growth across all divisions as they supply their own proprietary components for the radios, though no specific margin guidance was given. He noted the LOIs are specific to AmpliTech's unique offerings and that their competitive edge comes from being a U.S.-based leader in deployed ORAN technology with superior proprietary components. He also clarified that the legacy businesses are expected to grow in tandem with the 5G division.

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