The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Eric Stine - Craig Hallum - Analyst
: Hi Daniel. Hi John.
Question: Eric Stine - Craig Hallum - Analyst
: Yes, good morning. So maybe just sticking with wind, you touched on Inox's backlog at over 3 gigawatts, when I look back here in fiscal '15, your
wind revenues were close to $70 million and Inox's backlog was just a little over a gigawatt, is there any reason why your business in wind can't
be dramatically larger? Obviously, you need to see the orders and there are reasons to be quite optimistic about more orders potentially near term,
is that the right way to think about it you're really just kind of getting started with supply for the 3 megawatts, and this business could be a lot
larger.
Question: Eric Stine - Craig Hallum - Analyst
: Got it. Okay. That's great. And then, maybe just on the new acquisition, you've had it for what it showed up in results for two months. But, just
curious market feedback, early impressions, maybe some things that have surprised you versus your expectations when you made the deal.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
OCTOBER 31, 2024 / 2:00PM, AMSC.OQ - Q2 2024 American Superconductor Corp Earnings Call
Question: Eric Stine - Craig Hallum - Analyst
: And you're in fact seeing those new customers that the doors that are now opening has there been a, how's the reaction been from those new
customers to your offering? Which obviously they didn't have access to or weren't accessing.
Question: Eric Stine - Craig Hallum - Analyst
: Yeah, understood. Thank you.
Question: Rusch Colin - Oppenheimer - Analyst
: Thanks so much guys, can you talk a little bit about the HART-IP within the power quality space? and where you're winning some of this has been
around kind of density of power management and some of it's been around performance. I just want to get a better sense from where you're
winning and why.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
OCTOBER 31, 2024 / 2:00PM, AMSC.OQ - Q2 2024 American Superconductor Corp Earnings Call
Question: Rusch Colin - Oppenheimer - Analyst
: This is super helpful and then, just as if you, you now are a little bit bigger business, can you talk a little bit about how the mix shifts within grid
and how we should think about margins as you see a little bit of growth coupled with some mix shift from quarter to quarter.
Question: Rusch Colin - Oppenheimer - Analyst
: Fantastic guys. Thanks so much.
| 
