MSAI
MultiSensor AI Holdings, Inc.0.4400
+0.0276+6.69%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
23.26MP/E (TTM)
-Basic EPS (TTM)
-0.24Dividend Yield
0%Recent Filings
8-K
Nasdaq grants bid-price extension
MultiSensor AI Holdings snagged a 180-day Nasdaq extension until May 11, 2026, to lift its common stock bid price above $1.00, after briefly hitting 10 consecutive days over the mark in early November but slipping back. Nasdaq's monitoring continues. No assurance of compliance. Plans reverse stock split with stockholder approval if needed.
8-K
Q3 revenue flat, loss shrinks sharply
MultiSensor AI reported Q3 2025 revenue of $1.6 million, flat year-over-year but up 11% sequentially, with software revenue surging 114% to $0.6 million. Gross margin hit 64%, while net loss plunged 80% to $1.7 million, fueled by cost cuts and no inventory impairments. Active sensors jumped 167% YoY to 665. Post-quarter capital raises netted ~$26 million.
10-Q
Q3 FY2025 results
MultiSensor AI Holdings narrowed Q3 losses to $1.7M from $8.2M y/y, as revenue held steady at $1.6M while SG&A plunged 65% on slashed professional fees and payroll after a July reduction in force. Software revenue doubled to $615K, fueling SaaS momentum with sensors up 167% y/y to 665 active units, yet hardware dipped. Operating cash burn eased to $5.8M YTD (derived), cash at $1.1M with no debt but going concern doubts flagged. Post-quarter, raised $16.5M gross via private placement and direct offering. Two customers drove 48% of Q3 revenue. Customer concentration risks loom large.
8-K
CFO equity awards restructured
MultiSensor AI Holdings canceled CFO Robert Nadolny's 48,076 performance stock units granted in February 2025, effective September 26, 2025, in exchange for new awards totaling 100,000 restricted stock units and 400,000 performance stock units under an amended employment agreement dated September 29, 2025. The RSUs split equally between September 2025 and January 2027 grants, vesting in four equal installments starting January 1, 2026, or 2027 respectively; PSUs vest on company-determined performance goals. This aligns Nadolny's compensation with the CEO's structure. No financial impact disclosed.
10-Q
Q2 FY2025 results
MultiSensor AI Holdings posted Q2 revenue of $1.4M, down 33% y/y from $2.1M amid a deliberate pivot from standalone hardware sales, yet software jumped 37% to $0.4M on SaaS momentum with 610 active sensors, up 460% y/y. Gross costs climbed to $1.1M from $0.5M due to product mix shifts and legacy clearances, yielding an operating loss of $3.3M—narrowed 32% y/y from $4.8M—while net loss eased to $3.3M or $(0.10) per diluted share on 33.6M shares. Cash dipped to $3.2M after $4.0M operating outflow, offset by $3.7M in stock issuances; no debt lingers post-repayments. Adjusted EBITDA, reconciled in the 10-Q, improved to $(2.6)M from $(1.2)M. Post-quarter, a July RIF cut 10 jobs to streamline costs. Customer concentration lingers as a risk.
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