One Stop Systems - AI on the FLY - AI Transportable Solutions on the Edge

[pegasusorion]

Spannender Wert 😎

[Sappralott]

Performt stark in den letzten Wochen!
Sehr spannendes Unternehmen, zukunftsträchtig ausgerichtet!

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CEO Michael Knowles

Raun als ceo wird nun abgelöst
Michael Knowles ist der neue Name
roth capital schreibt dazu
https://www.cantechletter.com/2023/05/one-stop-systems-is-a-…

Roth Capital Partners analyst Scott W. Searle delivered a client update on Tuesday on computing hardware and software company One Stop Systems (One Stop Systems Stock Quote, Charts, News, Analysts, Financials NASDAQ:OSS), saying the new CEO is good for One Stop’s business in aerospace and defence.

Escondido, California-based One Stop Systems designs and manufactures edge computing systems with autonomous and AI capabilities. The company announced on Monday the appointment of new President and CEO Michael Knowles, effective June 5, 2023.

Knowles comes with over 30 years of experience in the global aerospace and defence markets, with positions at companies such as Lockheed Martin and Curtiss Wright Defense Solutions. At connectivity-focused Cubic Corporation, Knowles was President and GM of its Mission Performance Solutions business, a $700 million unit with 2,000 employees. His most recent post was Vice-President at Curtiss Wright.

“OSS is at a unique and promising inflection point with superior AI Transportable technology that has the ability to make a dramatic impact for warfighters globally, ensuring that it is ‘Never a Fair Fight,” Knowles said in a statement.
“I’m excited to build on the inspiring AI product suite, driving growth in both defense and commercial markets and creating a powerful business model. OSS has the foundations for a team, products, and innovation mindset to succeed in the global marketplace and accelerate greater pipeline and business growth,” he said.

Commenting on the appointment, Searle said Knowles is well-suited to continue One Stop’s recent success and he noted that prior President and CEO Dave Raun will stay on as Board Member, a significant resource, according to Searle, as Raun had transformed the previously rudder-less One Stop into its current AI Transportables model, resulting in new product development as well as demand for its higher-margin offerings.

“Importantly, the architect of the current AI Transportables strategy, Dave Raun, will continue in his current Board role. Additionally, demand continues to build and we expect the Board will continue its process of ‘re-profiling’ to more adequately address the defence sector,” Searle wrote.

“Simply stated, under Mr. Raun’s leadership OSS has architected the current AI Transportables strategy that has driven new product development (i.e., the Rigel edge compute platform), end market focus (including defense), and the overall targeting of higher margin business opportunities. We believe Mr. Raun’s ongoing involvement is key for OSS,” he said.

On OSS’s financials, Searle is forecasting revenue to go from $72.4 million in 2022 down to $69.7 million in 2023 and then to $87.2 million in 2024. On EPS, the analyst has forecasted a development from $0.16 per share in 2022 to $0.13 in 2023 and to $0.34 in 2024.

With the update, Searle maintained a “Buy” rating on the stock and $7.00 target price, which represented at the time of publication a projected return of 182 per cent.

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Antwort auf Beitrag Nr.: 73.716.233 von Wolfirainbow am 22.04.23 20:04:58

OSS mit weiteren Erfolgen ohne Auswirkung am Kurs

Wolfi, die Umsätze von OSS wachsen stetig.
OSS hat sein Qualitätsmanagement an die Anforderungen der US Behörden im Bereich Militär angepasst.
Gestern die Vermeldung das wieder ein 3,5 Millionen Ausschreibung gewonnen wurde.

Ich gehe weiter von Wachstum aus. Aktuell ist der Kurs auf Jahrestief. Könnte eine Chance sein wenn der Markt wieder mal freundlicher wird und die Unterbewertung könnte man am größeren Jahresumsatz gegenüber der Marktkapitalisierung festmachen. Ob das Marktteilnehmer so sehen??
OSS ist meiner Meinung nach gut positioniert für die nächsten Zeiten.
Wie Du festgestellt hast, nur der Kurs zeigt es bisher noch nicht.

[Wolfirainbow]

Das Unternehmen gibt es seit 25 Jahren, die letzten Umsätze waren wohl schlechter als erwartet, der Kurs fällt seit Anfang 21, Chartanalyse fallend, Aktionärsbrief mit guten Aussichten verpufft - wieso glaubst du, hier könnte es besser werden?

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Entwicklungsauftrag vom Militär - Vehicle Visualization Systems Using NVIDIA GPUs

OSS integriert das NVIDIA jetson orin in die eigenen Systeme für Fahrzeuge.
Die banale PR zum Advisory Board vom Juli 2022 zahlt sich aus.
Die letzten Auftragsmeldungen kamen vermehrt von Seites des Militär. Wachstum setzt sich fort!

laut PR warten 14.000 Fahrzeuge auf so einen kleinen Helfer mit Rundumblick, Viel Glück OSS für weitere Aufträge
https://s3.amazonaws.com/b2icontent.irpass.cc/2595/rl115922.…

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OSS wächst - Erfolge des etablierten Board der Veteranen?

der Umsatz Q3 ´22 ist wieder gewachsen, bemerkenswert, andere Firmen erleiden Rückgänge

jetzt vor tagen erst meldet OSS einen größeren Auftrag für die mobilen sds 3u Systeme,
"OSS Wins Multi-Million-Dollar AI Transportable Program with Leading 5G Cellular Provider - .......won a multi-year, multi-million-dollar program with a Fortune 50 cellular provider to supply OSS transportable compute and storage hardware for a mobile 5G AI application. The deployment will involve installing OSS SDS rugged servers in service vehicles operating in more than 100 cities nationwide. The vehicles will use onboard 5G antennas to gather and characterize data real-time in the field, and then transport the data back to a service hub where it is uploaded to the cloud and combined with other data sets."

Geschwindigkeit durch die besten amd und intel cpu, nvidia gpu, sicherlich bald mit DDR5 Arbeitsspeicher ausgestattet und Netlist NVMe SSD´s, die scheinen einen Vorteil gegenüber den sonstigen Marktteilnehmern zu haben, zumindest wird der Name nicht verheimlicht!

Im Oktober schrieb OSS das sie mit EMBARK Trucks zusammenarbeiten, das CENTAURI System und wieder SDS 3U in Verbindung in den mitfahrenden Lösungen.

diese Mitglieder des Advisory Board erweisen sich vielleicht doch als wichtige Kontaktvermittler in der Industrie und Institutionen?!
https://onestopsystems.com/pages/about-oss
- Robin Fontes is a retired U.S. Army Major General
- Mike Dumont brings expertise in government, aerospace & defense, he is a retired three-star admiral
- Christopher Lever has spent his 32-year career in the technology sector including AI, leading functional organizations in finance, product management and sales. His M&A experience includes 12 transactions valued at over $2 billion
- Lex Turner is currently Vice President of Remote Operations for Phantom Auto, an innovative company enabling people to remotely operate vehicles across sites from thousands of miles away
- Roger Stanton is a retired Naval Aviator and Test Pilot with over 22 years’ experience in the design, development, and fielding of advanced aerospace systems including AI

Das sieht nach Wachstum in den kommenden Jahren aus, High Tech für die Zukunft.

nur meine Meinung
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Q1 2022 Revenue up 28% to Record $17.1 Million

One Stop Systems wächst!

OSS Q1 2022 Revenue up 28% to Record $17.1 Million, Net Income of
$579,000 or $0.03 per share
Q1 2022 Financial Highlights
- Record revenue $17.1 million, up 28%.
- Gross profit increased 16% to $5.1 million.
- Operating expenses up 8%.
- GAAP net income totaled $579,000 or $0.03 per share versus $41,000 in the same year-ago quarter.
- Non-GAAP net income increased to $978,000 or $0.05 per share as compared to $643,000 in the same year-ago quarter (see definition of this and other non-GAAP measures and reconciliation to GAAP, below).
- Adjusted non-GAAP EBITDA increased to $1.4 million compared to $1.1 million in the same year-ago quarter.
- Cash, cash equivalents and short-term investments totaled of $15.8 million on March 31, 2022.

"In the first quarter, OSS continued to make strong financial and operational progress across the board," commented OSS president and CEO, David Raun. "Revenue grew 28% over the same year-ago quarter, setting a record for a first quarter of $17.1 million. For the second year in a row, we minimized the Q4 to Q1 seasonality to about 4% as compared to 30% plus drops in prior years"

"Bressner, our European subsidiary, also performed exceptionally well with revenue growth of 7%. This helped increase our gross profit to $5.1 million from $4.4 million in the prior year same quarter, while pushing our gross margins back over the 30% mark"

"Our flagship Rigel platform, a compact and rugged supercomputer introduced late last year, and our recently introduced Centauri Storage Accelerator, have been well received."

https://s3.amazonaws.com/b2icontent.irpass.cc/2595/rl108399.…

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Autonomous Truck Wins with New Centauri Rugged Storage

OSS Adds Autonomous Truck Wins with New Centauri Rugged Storage and Server Platforms

"....has confirmed two new autonomous truck program wins with a pioneer in self-driving technology and a subsidiary of one of the world’s largest commercial vehicle manufacturers using Level 4 driving automation...."

“and we believe that they further establish OSS as a market leader in ruggedized compute and storage products for autonomous trucks. Autonomous trucking represents a perfect example of a rapidly growing market that demands ‘performance without compromise’ in harsh environments and where we believe that we have a clear competitive advantage.”
https://onestopsystems.com/blogs/press-releases/oss-adds-aut…



aktuell ist OSS auf einer Riesen Ausstellung AUVSI Xpotential Orlando
https://www.xponential.org/xponential2022/Public/Enter.aspx

Eine Messe rund um die Zukunft des autonomen Fahren, Sensoren, Systeme, Software, Forschung, alles was Rang und Namen hat trifft sich dort aktuell.

OSS stellt ein neues rugged system CENTAURI vor. Bis zu 128TB, speichern auf dem PCIE 4.0 Format im NVMe System, mit einzel NVMe SSD´s a 15TB

https://onestopsystems.com/products/centauri-storage-expansi…

Deutlich wird noch einmal das speziell in diesem Sektor Wachstumspotenzial.
aus der PR
OSS AI Transportables technology addresses the rapidly growing autonomous truck market that, according to a PitchBook report, is expected to increase from more than 16,000 Level 4 trucks sold next year to 1.6 million sold in 2030. The overall value of the global market for autonomous trucking is projected to grow from $528 million in 2023 to $166.8 billion in 2035.

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2021 Revenue up 19% to $62.0 Million

AI on the fly - nun muss das nur die Aktie noch umsetzen

der prognostizierte Umsatz von 61mill ist leicht übertroffen worden
OSS wächst also, immerhin um 19%

"On multiple engagements, our customers tell us we are not only the best solution they've found, we're the only solution that meets their requirements. Their feedback affirms our vision of providing superior ruggedized compute and storage products for these demanding environments."
https://www.pressviewer.com/ViewEmail.asp?b=2595&id=227013&p…

OSS baut diese kompakten Computersysteme die mitgenommen werden können
- selbstfahrende LKW´s
- Militärsysteme

OSS Tim Miller beschreibt in diesem Artikel das System für den Transportsektor
https://enterpriseviewpoint.com/deploying-artificial-intelli…

das transportable RIGEL EDGE SUPERCOMPUTER System hat aktuell die NVIDIA A100 gpu in Verbindung mit AMD 3rd Gen EPYC Prozessoren, aktuell noch mit DDR4 Speicher

NVIDIA, AMD und die kommende Generation DDR5 SDRAM geben damit schon die nächsten Impulse für die kommenden UPGRADES

aus dem Jahresbericht
"Outlook
For the first quarter of 2022, OSS expects revenue of approximately $16.8 million, which represent 26% growth over the first quarter of last year."