Comtech Telecommunications Corp Q4 2025 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Matthew Maus - B. Riley Securities Holdings Inc - Analyst : Matthew on for Mike Crawford. I guess to start off, regarding the $130 million carrier contract, I'm assuming it hits 2Q '26 bookings. Can you help us model some of the economics in terms of the contract duration, how it's -- how the revenue is expected to ramp and whether you think it kind of represents a meaningful step-up in Allerium's growth trajectory?

Question: Matthew Maus - B. Riley Securities Holdings Inc - Analyst : Got it. And you provided some preliminary first-quarter '26 guidance. I guess, given the government shutdown impact and the pull forward you mentioned, how should we think about the quarterly cadence through fiscal '26?

Question: Matthew Maus - B. Riley Securities Holdings Inc - Analyst : Got it. All right. And so bookings and the book-to-bill ratio both improved sequentially. I'm just wondering if you can lay that out one more time. What's kind of driving that improvement towards getting that above 1 in fiscal '26? And like where -- which segment specifically do you see the most strength of that?

Question: Matthew Maus - B. Riley Securities Holdings Inc - Analyst : And last one for me, just quickly on -- I think previously, you mentioned the EDIM certification was expected prior to calendar year-end. I'm just wondering where things stand now. Are you through the certification and what would the ramp look like?

Question: Matthew Maus - B. Riley Securities Holdings Inc - Analyst : Yeah, the EDIM certification in terms of it being -- it was previously expected prior to year-end. I'm wondering if there's an update on that.

Question: Matthew Maus - B. Riley Securities Holdings Inc - Analyst : Right, EDIM.