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 Capital Group - Analyst
: Hi Daniel. Hi John, good morning.
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Hey, you too. So I do appreciate the commentary on semiconductors, but I'm wondering for orders, if you could do -- I think you've done this in
the past, but just an order breakdown high level for the grid segment in the fourth quarter? And then what is your expectation, again, high level
for how that plays out in fiscal '25?
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: That is great. I appreciate that color. And then you did mention wind, and I believe this was your strongest quarter since I think fiscal '16 may be in
wind. And I know your orders have been quite good or were in fiscal '24. I don't know if you did.
I might have missed it, but did you break out wind, I mean, just a percentage of what those were in Q4. And then based on that and based on the
backlog of win that you have, kind of what are your high-level thoughts for fiscal '25?
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Yeah. Absolutely helps. And I guess, just it's a new setup that you're -- because it is more kind of order to order and potentially orders in -- I don't
want to say small orders, but just smaller orders that add up to a bigger number, those are things that you will not announce.
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Right. And absolutely. I mean, Grid is the biggest part of the business by far. But this is the first time in a long, long time that I've heard you say that
the confidence very high that both businesses are working, have tailwinds, et cetera. So --
Question: Eric Stine - Craig-Hallum Capital Group - Analyst
: Okay. Thanks a lot.
Question: Colin Rusch - Oppenheimer & Co. - Analyst
: Thanks so much guys. Dan, can you talk a little bit about the effectiveness of the cross-selling efforts that you've got now that you've got a couple
of platforms integrated. I know asked this repeatedly, but I just want to get a sense of how that's impacting your win rate, order size and the
contribution to the overall bookings at the $75 million level?
Question: Colin Rusch - Oppenheimer & Co. - Analyst
: Okay. That's actually super helpful. And then from a margin perspective, as you get a little bit more scale and you've got this common platform
that you're selling across multiple applications. Can you talk a little bit about opportunities for driving cost reduction on the manufacturing side,
supply chain just either through incremental design adjustments or from just leveraging some of the scale purchasing.
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MAY 22, 2025 / 2:00PM, AMSC.OQ - Q4 2024 American Superconductor Corp Earnings Call
Question: Colin Rusch - Oppenheimer & Co. - Analyst
: Thanks so much guys.
Question: Justin Clare - Roth Capital Partners - Analyst
: Hey, good morning, thanks guys. So wanted to follow up on the semiconductor opportunity here. And just wanted to see if you could share a little
bit more about the visibility you have into the pipeline of opportunities in semiconductor.
And then if you could speak to -- are you primarily seeing the growth being driven by the US market? Or are you also seeing healthy international
growth? And then lastly, maybe if you could just speak to order sizes within semiconductors and how they might be trending?
Question: Justin Clare - Roth Capital Partners - Analyst
: Okay. That's really helpful. And then I just guess more broadly on demand and the orders that you're seeing, fiscal Q4 was strong. Wondering if the
implementation of the tariffs and then the pause? Has that had any notable effect on the cadence of orders that you've seen from your customers?
I'm wondering if you could just speak to how things have kind of evolved into your fiscal Q1 here?
Question: Justin Clare - Roth Capital Partners - Analyst
: Got it. Okay. And then maybe just shifting over to the navy here. So you have delivered the three systems to the US Navy now. And wondering if
you have any details on how those systems are performing? Have they been in the field?
And do you have kind of demonstrated performance that has advantages over legacy solutions that could help you to sell more of those systems.
I know this information is fairly sensitive given that it's with the military, but to the extent that you have any detail there?
Question: Justin Clare - Roth Capital Partners - Analyst
: Okay. Sounds good. All right. Thank you.
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