DUOT
Duos Technologies Group, Inc.9.24
+0.21+2.33%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details moats, high-density scale
Q&A reinforced Duos' moats—clean room patent shielding GPUs from dust, proven 15-pod deployments, and power-sourcing savvy—welcoming rivals like Crusoe while stressing speed to market. High-density pivot details emerged: GPU-as-a-Service deploys August on 4.8MW site scalable to 10MW, with 21 post-GTC inquiries and 25MW goal yielding $2M annual revenue per MW. Tech Solutions' $150M funnel dwarfs its $10M early backlog, enabling $6.5M/MW builds versus $10-13M norms. Analysts grilled competition, timelines, breakdowns; management answered crisply, no hedges. Gross margins hit 76% H2. Pods deploy fast.
Key Stats
Market Cap
188.64MP/E (TTM)
-Basic EPS (TTM)
-0.90Dividend Yield
0%Recent Filings
8-K
Signs $176M GPU contract
Duos Edge AI signed a definitive GPU-as-a-Service contract with Hydra Host on March 13, 2026, for a 2304 GPU B800 cluster serving a global tech giant. It projects $176 million revenue over 36 months, $18 million prepayment, over 80% gross margins, and $40 million annual EBITDA, funded by a $65 million offering. Deployment starts immediately. Forward-looking estimates carry execution risks.
8-K
Priced $65M stock offering
Duos Technologies priced its public offering of 8,666,666 common shares at $7.50 each, raising ~$65 million gross before discounts. The deal closed March 2, 2026, with underwriter Titan Partners getting a 30-day option for 1,299,999 more shares and warrants for 433,334 at $9.00. Funds target Edge Data Center expansion and working capital. Cash bolsters growth bets.
8-K
CEO shift, $176M GPU LOI
Duos Technologies appointed Douglas Recker as CEO effective April 1, 2026, succeeding Charles Ferry who stays on the board. On February 16, 2026, Duos Edge signed a non-binding LOI with Hydra Host for a 2304-GPU B800 cluster rental, projecting $176M revenue over 36 months, >80% gross margins, >$40M EBITDA, and $25M colocation upside. Non-binding terms hinge on financing.
8-K
CFO Brown inks 3-year deal
Duos Technologies locked in CFO Leah F. Brown with a three-year employment agreement effective November 16, 2025, featuring $250,000 base salary, up to 80% performance bonus, and 150,000 restricted shares cliff-vesting December 31, 2028. Equity accelerates on change of control or termination without cause. Secures key financial leadership.
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