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: Kenneth George Herbert - RBC Capital Markets, Research Division - Analyst
: Wahid, just a first question. Can you provide any more color on the expected timing of the FTUAS contract announcement and what -- assuming
you're successful with the -- assuming you're successful with the -- with Increment 1, what that could contribute to this year, if anything, but I guess,
more importantly, to fiscal '23?
Question: Kenneth George Herbert - RBC Capital Markets, Research Division - Analyst
: And as a follow-up, with the situation currently in Eastern Europe, there's some speculation about reinstatement of maybe OCO accounts. How, if
anything, have you seen that situation in Europe impacting your business today? Or how should we think about that to potentially impact the
business in fiscal '23?
Question: Christopher Thomas Rieger - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Just sort of piggybacking on Austin's first question. I'd like to double-click on a comment you made regarding the supply chain difficulties you are
experiencing. You mentioned that some areas are better and some are worse. Could you sort of speak to the specifics as best you can as to how
the situation has changed from last quarter?
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MARCH 03, 2022 / 9:30PM, AVAV.OQ - Q3 2022 AeroVironment Inc Earnings Call
Question: Christopher Thomas Rieger - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: And just switching gears here. On the labor front, has your utilization of outsourced engineering services had a material impact on your margins?
And if so, could you quantify the impact?
Question: Michael Louie DiPalma - William Blair & Company L.L.C., Research Division - Analyst
: Wahid, can you discuss opportunities and the developmental progress with the Switchblade 600. You previously have discussed how there is some
strategic overlap with the 600 and Javelin missiles amongst other types of missiles. And specifically, the Javelin missiles have been in the news a
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MARCH 03, 2022 / 9:30PM, AVAV.OQ - Q3 2022 AeroVironment Inc Earnings Call
lot as it relates to Ukraine. So I was just wondering if you could discuss at a high level the different types of end markets and applications you see
for the 600?
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