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: Anja Soderstrom - Sidoti & Company, LLC - Analyst
: Hi and, thank you for taking my question and congrats on the great quarter here. So given that the second quarter was a lot better than we had
expected, and your given your prior commentary about you expecting to be in line with consensus on the full year.
Do you expect a more steeper decline in revenue for the second half than we had before or, how should we think about that seasonality?
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DECEMBER 04, 2024 / 4:00PM, DAKT.OQ - Q2 2025 Daktronics Inc Earnings Call
Question: Anja Soderstrom - Sidoti & Company, LLC - Analyst
: Okay. Thank you. And in terms of the gross margins, they have held up pretty nicely over the last couple of quarters. I understand. Now, when we're
going into a more a softer season in the second half, they might be coming down. But how should we think about those gross margins for next
year?
Question: Anja Soderstrom - Sidoti & Company, LLC - Analyst
: Okay. Thank you, and you also mentioned the e-sales channel that you have launched and, how do you see that trending and how do you expect
that to affect margins as that grow?
Question: Anja Soderstrom - Sidoti & Company, LLC - Analyst
: Okay. Thank you. And it seems like your operating expenses are going to be a bit inflated this year by the consulting fees you're spending on the
digital transformation. So, are those, do you expect to contain paying consulting fees in next year? or should we expect margins maybe to have a
positive effect from that falling off?
Question: Anja Soderstrom - Sidoti & Company, LLC - Analyst
: Okay. Thank you. And the last one for me before I get back in the queue with a new administration. Coming in and their sort of approach to the
tariffs, how do you think that might affect Daktronics?
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DECEMBER 04, 2024 / 4:00PM, DAKT.OQ - Q2 2025 Daktronics Inc Earnings Call
Question: Anja Soderstrom - Sidoti & Company, LLC - Analyst
: Okay, I understand, thank you. That was all for me.
Question: Mac Furst Furst - Singular Research - Analyst
: Thank you. This is Mac first with Singular Research. Congratulations on the quarter and thank you for taking my question.
Question: Mac Furst Furst - Singular Research - Analyst
: Yeah. So with the new administration taking office in January, what other changes do you expect following kind of the question that the previous
was raised?
Question: Mac Furst Furst - Singular Research - Analyst
: Yeah, you produce in China, but you do not sell it in China. So you basically import from China. with a large tariff expense of maybe even 35% on
anything coming out of China, that would obviously depress your margin, right? Is that a fair statement?
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DECEMBER 04, 2024 / 4:00PM, DAKT.OQ - Q2 2025 Daktronics Inc Earnings Call
Question: Mac Furst Furst - Singular Research - Analyst
: Yeah. Thank you very much. Thank you. Thanks for answering my question.
Question: Mac Furst Furst - Singular Research - Analyst
: Okay. Thank you for pointing that out. Thank you very much.
Question: Mac Furst Furst - Singular Research - Analyst
: Thank you again. The current relations on the quarter.
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