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Daktronics
Daktronics (DAKT) investor relations material
Daktronics Sidoti Micro-Cap Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Sidoti Micro-Cap Virtual Investor Conference summary22 Jan, 2026
Leadership and strategic direction
Transition to a new CEO, Ramesh Jayaraman, starting February 1, with an Investor Day planned for early April to outline future strategic initiatives.
Ongoing business transformation includes digital initiatives, value-based pricing, and internal process improvements.
Executive compensation revamped to be more performance- and equity-based, aligning incentives with transformation goals.
Aggressive targets set for return on invested capital (17%-20%) and operating margin (10%-12%), with a focus on sustainable growth.
Market position and business segments
Leading provider of LED video displays in North America, serving sports, commercial, transportation, and international markets.
Diverse customer base with over 12,000 annual customers and installations in more than 120 countries.
Expanding SaaS offerings and leveraging channel partners for broader market reach.
Focus on product innovation, including narrow pixel pitch and micro-LED technologies.
Manufacturing and operational updates
80% of revenue generated from U.S. manufacturing, with facilities in the U.S., Ireland, China, and a new plant in Mexico coming online in April-May.
Mexico facility to provide cost advantages, labor diversification, and support for U.S. and international markets.
Manufacturing and fulfillment teams meeting market lead times, with added capacity supporting growth objectives.
How will new CEO evolve transformation plan?
Mexico facility's strategic supply chain role?
What specific actions will drive margin to 10-12%?
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Next Daktronics earnings date
Q3 20264 Mar, 2026
Daktronics
Next Daktronics earnings date
Q3 20264 Mar, 2026
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Frequently asked questions
Daktronics Inc designs, manufactures, and sells electronic display systems, including scoreboards, video displays, and digital signage. Its products are used in sports, transportation, business, and entertainment venues worldwide. The company is headquartered in Brookings, South Dakota, and its shares are listed on the NASDAQ.
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