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: Brett Reiss - Janney Montgomery Scott - Analyst
: Hi, Tom. Hi Steve. Can you guys hear me?
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JULY 10, 2025 / 8:30PM, FEIM.OQ - Q4 2025 Frequency Electronics Inc Earnings Call
Question: Brett Reiss - Janney Montgomery Scott - Analyst
: Great. Nice quarter, great end of the year. Tom, you rattled off a number of growth potential areas, the Golden Dome, the APMT, resilient GPS. Can
you walk me through the processes to how you will allocate corporate time and resources to these various growth opportunities?
Question: Brett Reiss - Janney Montgomery Scott - Analyst
: Tom, I apologize, I didn't ask the question right -- in the right way. Of the five or six areas you mentioned, which one do you think has the greatest
potential that might lead to a greater allocation of corporate resources and attention?
Question: Brett Reiss - Janney Montgomery Scott - Analyst
: All right. Last one for me. Because of these tremendous growth opportunities, R&D spend is going to move up. We've got a strong balance sheet,
but do we have enough cash to fund this greater amounts of R&D that's needed to take advantage of these opportunities?
Question: Brett Reiss - Janney Montgomery Scott - Analyst
: Great. Thank you for taking my questions and enjoy the rest of the summer.
Question: George Marema - Pareto Ventures - Analyst
: Hey Tom, thanks for taking my questions. The first one was on gross margin this quarter was a little bit down. Can you sort of outline the reasons
why?
Question: George Marema - Pareto Ventures - Analyst
: As you look out into next -- into this current coming fiscal year, for '25, you're on a 43% gross margin for the year and 37% in this last quarter. Would
you be sort of targeting the high 30s or more low 40s for this coming year?
Question: George Marema - Pareto Ventures - Analyst
: Okay. And then on quantum sensing, could you sort of characterize or size up a little bit for this coming fiscal year, what kind of development like
revenue opportunity is there? Is it material like 10% of your business or less or more than that? And then secondly, when would you hope to have
product revenue out of this area. How far off?
Question: George Marema - Pareto Ventures - Analyst
: Okay. And then are any of the other newer products coming up before then, these other things you mentioned?
Question: George Marema - Pareto Ventures - Analyst
: Is that the turbo you're talking about?
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JULY 10, 2025 / 8:30PM, FEIM.OQ - Q4 2025 Frequency Electronics Inc Earnings Call
Question: George Marema - Pareto Ventures - Analyst
: They'll be out in this fiscal year, you hope this product?
Question: George Marema - Pareto Ventures - Analyst
: What kind of addressable market is that, if you can kind of size that up or characterize it?
Question: George Marema - Pareto Ventures - Analyst
: Okay, thank you ,Tom.
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