What guidance did Duos Technologies's management provide for the next earnings period?

What does Duos Technologies do and what are its main business segments?

Did Duos Technologies beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for Duos Technologies year over year?

What is Duos Technologies's latest dividend and current dividend yield?

What is Duos Technologies's gross profit margin?

What factors drove the changes in Duos Technologies's revenue and profit?

What were the key takeaways from Duos Technologies's earnings call?

- **Strategic Shift Complete**: Fully transitioned to data center focus, exiting legacy businesses to capitalize on edge computing boom. 
- **Breakthrough Contracts**: Secured $176M GPU-as-a-Service deal (80% margins) and 4.8MW colocation contract, validating high-density EDC model. 
- **Financial Turnaround**: 2025 revenue up 270%, EBITDA positive in Q4; 2026 guidance of $50-55M reflects accelerating growth. 
- **Competitive Edge**: Patented clean room tech and 90-day deployment cycle enable 60% cost advantage vs. traditional data centers. 
- **Growth Catalysts**: $10M+ backlog in Tech Solutions, 25MW GPU capacity expansion, and 20MW EDC deployments in 2026.

**【CEO Summary Section】**
- **Strategic Pivot to Data Centers**: Announced divestiture of Rail division and winding down of Energy subsidiary to focus on Edge Data Centers (EDCs) and Duos Tech Solutions. 
- **Duos Tech Solutions Launch**: Secured $10M in backlog for data center products, targeting hyperscalers and colocation providers. 
- **EDC Deployment Success**: Deployed 15 EDCs in 2025, secured $176M 36-month GPU-as-a-Service contract (80% margins), and 4.8MW high-power colocation deal. 
- **Innovation Highlight**: Patented clean room technology for modular data centers, reducing GPU warranty risks and differentiating from competitors. 
- **2026 Growth Plan**: Target 25MW of GPU capacity, 20MW of high-density EDCs, and expanding into underserved Tier 3/4 markets. 

**【CFO Financial Commentary】**
- **2025 Results**: $27M revenue (+270% YoY), $7.9M gross profit (29% margin), $9.8M net loss (improved from $10.8M). 
- **Key Metrics**: Positive EBITDA in Q3/Q4, $63M total assets, $63M cash from capital raises. 
- **2026 Guidance**: $50-55M revenue, higher gross margins driven by EDC scale, and reduced OpEx from Rail divestiture. 
- **Financial Strength**: $63M balance sheet, $5M contract liabilities for future revenue. 

**【Q&A Highlights】**
- **Competition Response**: Welcomes new entrants but emphasizes deployment speed (90-120 days vs. years for large DCs) and clean room tech advantage. 
- **Customer Demand**: 21 inquiries for 5-10MW sites at GTC, with hyperscalers and neocloud providers driving interest. 
- **Financial Breakdown**: 2026 revenue mix includes EDCs, Tech Solutions, and GPU-as-a-Service; PPE growth reflects EDC investments. 
- **Growth Outlook**: 3-4 year high demand for 10-15MW EDCs, with 5-10MW deployments enabled by utility partnerships.

Duos Technologies Group, Inc. (DUOT) Q4 2025 Earnings Call Transcript

- **Revenue Surge**: Q3 2025 revenue up 112% to $6.88 million, driven by APR Energy's AMA and Edge Data Centers.
- **Profitability Milestone**: Achieved $491,000 adjusted EBITDA (7% margin) 1 quarter ahead of schedule.
- **Strategic Shift**: Transitioning from Rail to Edge Computing, with 15 modular data centers deployed by year-end.
- **New Business**: Duos Technology Solutions to provide infrastructure services for hyperscalers, contributing Q4 2025.
- **Financial Strength**: $35 million cash, no debt, and $50 million shareholders' equity.
- **Innovation**: Patented modular data centers with clean room design, targeting Tier 3/4 markets with no-water cooling.
- **Expansion**: First out-of-Texas deployment in Illinois, targeting education and healthcare sectors.


**【CEO Opening Remarks】**
- Announced a 112% YoY revenue increase to $6.88 million in Q3 2025, driven by the Asset Management Agreement (AMA) with APR Energy and Edge Data Center deployments.
- Achieved positive adjusted EBITDA of $491,000 in Q3, 1 quarter ahead of projections, with a 7% margin.
- CFO Adrian Goldfarb transitioning to strategic advisor, with Leah Brown succeeding as CFO.
- Strategic pivot to Edge Computing, targeting underserved Tier 3/4 markets with modular data centers requiring no water and minimal power (300kW).
- 15 Edge Data Centers deployed by year-end, with 6 operational, 4 being installed, and 5 in final stages.
- New business, Duos Technology Solutions, to provide infrastructure equipment and procurement services for hyperscalers.
- 5% equity stake in APR Energy valued at $7.2 million, expected to generate future profits.
- Restructuring Rail business to allocate resources to high-growth Edge Computing opportunities.

**【CFO Financial Commentary】**
- Q3 2025 revenue: $6.88 million (112% YoY growth), with $5.15 million from recurring services and consulting under the AMA.
- Gross margin improved 174% to $2.52 million, driven by AMA revenue and 100% margin from equity interest in APR.
- Operating expenses increased 28% to $3.63 million, primarily due to stock-based compensation.
- Cash position strengthened to $35 million (422% YoY increase), with no debt and $50 million shareholders' equity.
- Backlog of $26 million, with $9.5 million expected to be recognized in Q4 2025.

**【President’s Strategic Updates】**
- Deployed 6 Edge Data Centers, with 4 more being installed and 5 in final stages, targeting Tier 3/4 markets like Illinois.
- Granted patent for modular data centers with clean room environment, reducing dust ingress and enabling SOC 2 compliance.
- New business, Duos Technology Solutions, to provide infrastructure equipment and procurement services, with contributions expected in Q4 2025.
- Modular design allows rapid deployment (120 days for 5MW sites) and scalability, addressing hyperscalers' need for distributed AI compute power.

**【Q&A Highlights】**
- AI/cloud demand driving Edge Data Center growth, with hyperscalers seeking alternatives to power-constrained large data centers.
- Supply chain constraints in small components (e.g., fiber, cabling) being mitigated by internal expertise and partnerships.
- 2026 outlook: AMA revenue decline offset by higher-margin Edge Computing and Duos Technology Solutions growth.
- Competitive advantage from patented modular design, no-water cooling, and focus on underserved markets.
- Illinois expansion underway, with education and healthcare sectors as key customers.


Duos Technologies Group, Inc. (DUOT) Q3 2025 Earnings Call Transcript

- **Revenue Surge**: Q2 2025 revenue up 280% to $5.74M, driven by APR Energy partnership and EDC deployments.
- **Gross Margin Recovery**: Q2 gross profit $1.52M (808% YoY), with 100% margin on APR equity stake proceeds.
- **EDC Expansion Ambition**: 15 EDCs by year-end, 65 by end-2026, targeting $60M+ annual revenue by mid-2028.
- **Profitability Goal**: Aiming for Q4 2025 breakeven on adjusted EBITDA, with $300K/year free cash flow per EDC.
- **Capital Strength**: $40M+ liquidity post-recent raises, no plans for additional equity dilution.

**【CEO Opening Remarks】**
- **Edge Data Center Expansion**: 15 EDCs to be installed in Texas by year-end, with 5 currently under deployment and 4 more ordered for mid-September. Targeting 65 EDCs by end-2026 and 150+ in the next 18 months.
- **APR Energy Partnership**: Managed 550 MW of power generation in 6 months, including a 150 MW plant in Mexico installed in 35 days. 5% equity stake in New APR Energy valued at $7.2M.
- **Railcar Inspection Portal**: Flat revenue but growing interest from Federal Rail Administration and labor unions; strategic reassessment underway.

**【CFO Financial Commentary】**
- **Revenue Growth**: Q2 2025 revenue $5.74M (280% YoY), driven by Duos Energy's asset management agreement with APR. H1 2025 revenue $10.69M (314% YoY).
- **Gross Margin**: Q2 2025 gross profit $1.52M (808% YoY), with 100% margin on $900K from APR equity stake.
- **Operating Expenses**: Q2 2025 expenses $4.96M (65% YoY), including $1M non-cash stock comp and one-time bonuses/commissions.
- **Liquidity**: $3.81M cash at quarter-end, with $40M+ post-recent capital raises. Debt retired, no plans for additional equity dilution.
- **Backlog**: $40M+ in contracts, $12.3M expected to be recognized in 2025.

**【Q&A Highlights】**
- **ARPU & Unit Economics**: Each EDC costs $1.2-1.4M to install, generating $350-500K annual revenue. Free cash flow of $300K/year after year 1.
- **Share Count**: Fully diluted 25M shares, including all convertible instruments.
- **Non-GAAP Metrics**: Considering non-GAAP reporting to better reflect recurring EDC revenues.
- **Expansion Plans**: Exploring behind-the-meter power solutions for U.S. data centers and opportunistic international deals (e.g., Puerto Rico, Canada).
- **Profitability Target**: Aiming for adjusted EBITDA breakeven by Q4 2025.


Duos Technologies Group, Inc. (DUOT) Q2 2025 Earnings Call Transcript

- **Power Segment Dominance**: 363% revenue growth driven by 730 MW contracted under APR Energy AMA, with 2 projects operational and 3+ in pipeline. 
- **Edge Data Center Scaling**: 15 units by year-end, 8 new commitments in Texas, and hyperscaler discussions for distributed computing. 
- **Financial Turnaround**: 24% net loss reduction to $2.08M, $7.2M APR equity stake, and $1M debt retired. 
- **Growth Trajectory**: Q2 revenue to match Q1, breakeven by Q3/Q4, and $45M+ backlog supporting 2025 guidance.

**【CEO Summary Section】**
- **Power Business Expansion**: 570 MW contracted under AMA with APR Energy, with an additional 160 MW expected within 2 weeks, totaling 730 MW. 2 U.S. projects operational, 2 more in progress, and a third in pipeline for fast power solutions. 
- **Edge Data Center Momentum**: 8 new EDC commitments (Texas locations), bringing total to 10 units. On track for 15 deployments by year-end, with first revenues starting Q2. Hyperscaler discussions underway for distributed computing solutions. 
- **Revenue Visibility**: Q1 revenue at upper end of $4-5M guidance, expects similar Q2 performance. 2025 backlog includes $17.4M in projected revenue, plus $7-8M in near-term awards. 

**【CFO Financial Review】**
- **Q1 2025 Financials**: 
  - Total Revenue: $4.95M (363% YoY growth) 
  - Gross Margin: $1.31M (1288% YoY increase) 
  - Net Loss: $2.08M (24% YoY improvement) 
- **Key Drivers**: 
  - $3.9M from Power segment (AMA with APR Energy) 
  - 5% equity stake in APR parent valued at $7.2M 
  - $1M debt retired, $1.2M expected by year-end 
- **Future Outlook**: 
  - Q2 revenue similar to Q1 
  - Target breakeven in Q3/Q4, positive adjusted EBITDA for 2025 
  - Stock-based comp ~$500-600K/Q, minimal depreciation impact in Q2

Duos Technologies Group, Inc. (DUOT) Q1 2025 Earnings Call Transcript

- **2025 Break-even Target**: Diversified into high-growth edge data centers ($28-30M 2025 revenue) and power solutions, with $42M APR Energy deal.
- **Edge Data Center Momentum**: 15 units deployed by year-end, targeting rural broadband and hyperscale AI customers.
- **Financial Turnaround**: 2024 net loss $10.76M (-4% YoY); 2025 expects EBITDA+ in H2 with $10-15M capital raise.
- **Risk Management**: Limited tariff impact; regulatory focus on incremental rail safety changes rather than comprehensive legislation.

**【CEO Opening Remarks】**
- Diversified into rail technology, edge data centers, and power solutions, with a focus on breaking even in 2025.
- Signed $42 million asset management agreement with APR Energy and Fortress, deploying 390 MW of gas turbines for AI data centers.
- Commercialized first edge data center in Amarillo, Texas, with plans to deploy 15 by year-end 2025, targeting rural broadband and hyperscale customers.

**【CFO Financial Overview】**
- 2024 revenue $7.28 million (-3% YoY), driven by delays in rail projects; services & consulting revenue +31% to $2.1 million.
- Gross margin negative $330k (Q4) due to high-cost edge data center deployments; operating expenses -10% to $11.45 million.
- 2025 guidance: $28-30 million revenue, Q1 $4-5 million, with EBITDA+ in H2 and $10-15 million capital raise for edge data centers.

**【Q&A Highlights】**
- Rail safety legislation: Unlikely comprehensive regulations under current admin; focus on incremental regulatory changes.
- Tariff impact: Minimal so far; potential raw material cost increases in steel/aluminum for railcar portals.
- Edge data center pipeline: 15 units by year-end; 5+ hyperscale discussions, including AWS interest in edge/AI solutions.
- APR Energy synergies: Power assets (e.g., 300 MW turbines) directly supporting AI data center deployments.

Actual	-0.77	-0.23	-0.11	-0.83	-0.68	-0.01	-0.49	-0.3	-0.1	-0.3	-0.42	-0.41	-0.43	-0.38	-0.43	-0.18	-0.4	-0.18	-0.3	-0.06
Forecast	-0.03	-0.53	-0.22	0.01	0.14	-0.07	-0.53	-0.22	-0.11	-0.295	-0.23	-0.32	-0.25	-0.38	-0.33	-0.25	-0.295	-0.18	-0.215	-0.12	-0.01
Surprise	-2466.67%	+56.60%	+50.00%	-8400.00%	-585.71%	+85.71%	+7.55%	-36.36%	+9.09%	-1.69%	-82.61%	-28.13%	-72.00%	0.00%	-30.30%	+28.00%	-35.59%	0.00%	-39.53%	+50.00%	0.00%

DUOT

DUOT fundamentals

DUOT Q4 2025 Earnings Preview

Earnings Call

You can ask Aime

DUOT

DUOT fundamentals

DUOT Q4 2025 Earnings Preview

Earnings Call

DUOT Earnings Call Summary for Q4/20254:30 PM on Mar 31, 2026

DUOT Earnings Call Summary for Q3/20254:30 PM on Nov 12, 2025

DUOT Earnings Call Summary for Q2/20254:30 PM on Aug 14, 2025

DUOT Earnings Call Summary for Q1/20254:30 PM on May 15, 2025

DUOT Earnings Call Summary for Q4/20244:30 PM on Mar 31, 2025

You can ask Aime