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: Vijay Devar Vijay Devar - Northland Securities - Analyst
: Hey. Hi, this is Vijay Devar for Mike Latimore. Yes, look at the press release. I just have this sub now the 10-Q open in front of me. If you could quickly
talk about the Puerto Rico project once again, I think I missed a little bit. In terms of the visibility and the revenue expected for this fiscal year.
Question: Vijay Devar Vijay Devar - Northland Securities - Analyst
: Okay. And in terms of the ARR, do you have any visibility into what will be the exit ARR for the year ending, let's say fiscal year 2025?
Question: Vijay Devar Vijay Devar - Northland Securities - Analyst
: And in terms of the hardware bookings, we expect a healthy hardware bookings quarter in the fourth quarter.
Question: Vijay Devar Vijay Devar - Northland Securities - Analyst
: Okay. All right. And a little hypothetical question. If you were to kind of enter recession. I mean tough to argue, but if we enter a recession, what
do you think in terms of the impact on the demand or the timing of deployments?
Question: Vijay Devar Vijay Devar - Northland Securities - Analyst
: All right. Yes, I think I'm good. Thank you. Thanks a lot.
Question: Scott Searle - Roth MKM - Analyst
: Good afternoon. Thanks for taking my questions. I apologize I'm a little late to the call, so I hope I'm not redundant, but I just want to dive in Rich
quickly on PREPA. We've got the approvals. It sounds like it's still a little fluid at the current time. I'm wondering, as we get into the December
quarter, what's the cadence of the number of dams per quarter that we should be thinking about?
Question: Scott Searle - Roth MKM - Analyst
: Okay, fair enough. And then, on CROWS as well, it sounds like that is also starting to ramp up for an impact in 2025. I'm wondering if you could
frame the size, kind of the worst case scenario, best case scenario of what that contract could look like and how we should think about it on an
annualized basis going forward beyond 2025, fair enough.
And then on CROWS as well. It sounds like that is also starting to ramp up for an impact in 2025. I'm wondering if you could frame the size kind of
the worst case scenario, best case scenario of what that contract could look like and how we should think about it on an annualized basis going
forward beyond '25.
Question: Scott Searle - Roth MKM - Analyst
: Okay, great. And lastly, if I could, we continue to see weather related events, whether it's wildfires in California, hurricanes, tornadoes, et cetera,
that continue to increase as well as then other first person shooter events. So is there a way, have you been quantifying the pipeline of opportunities
for CONNECT and EVAC? Is there some way that you could help us understand the magnitude of the opportunity there, be it in terms of pop
coverage, subs or otherwise? Thanks.
Question: Scott Searle - Roth MKM - Analyst
: Thanks. That's very helpful, Brian. And if I could just follow up with Everbridge being acquired by Thoma Bravo, I think it closed in the last several
weeks. I'm wondering how that's impacting the competitive landscape, if at all, I know they'd shifted their focus more towards the enterprise side
of the equation. So I'm wondering what you're seeing in general and then what you're seeing in terms of some of the enterprise opportunities for
Genasys? Thanks.
Question: Scott Searle - Roth MKM - Analyst
: Great, thanks.
Question: Edward Woo - Ascendiant Capital - Analyst
: Yes, thank you. And following up on the prior question, what is your pipeline international look like?
Question: Edward Woo - Ascendiant Capital - Analyst
: Great. Well, thank you for answering my question, and I wish you guys good luck. Thank you.
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