Genasys (GNSS) Investor presentation summary

Product and technology leadership

• Offers a comprehensive suite for protective communications, including LRAD acoustic devices, Genasys Protect for zone-based alerts, and Evertel for secure interagency collaboration.

• LRAD systems are deployed in all 50 U.S. states and over 100 countries, serving public safety, defense, and critical infrastructure.

• Genasys Acoustics provides high-fidelity outdoor warning systems with multilingual, long-range voice messaging and robust backup features.

• Genasys Protect enables rapid, geo-targeted alerts and coordinated evacuations, as demonstrated during the 2025 Los Angeles wildfires.

• Evertel supports secure, compliant communication for first responders in 47 U.S. states.

Customer base and major projects

• Serves military, domestic safety agencies, critical infrastructure, education, and enterprise clients globally.

• Major projects include a $75M FEMA-funded Puerto Rico Early Warning System, integrating hardware and software for critical infrastructure.

• Puerto Rico project is on track for 2027 completion, with most work in 2026 and all technical risk retired.

• CROWS Acoustic Hailing Device program secured multi-year DoD funding, with production awards and a $175M+ addressable market.

• Genasys Protect covers 25.5M people across 39 California counties, with expanding international EWS pipeline.

Financial performance and outlook

• Q4 FY2025 revenue rose 152% YoY; Q1 FY2026 revenue up 146% YoY to $17.1M, with positive adjusted EBITDA.

• Achieved first positive operating income in seven quarters and fully repaid a $4M term loan.

• Record $58M 12-month backlog as of Q1 FY2026, anchored by the Puerto Rico project.

• Management guides toward operating and net income profitability in FY2026, targeting ~50% gross margin.

• Q1 FY2026 gross profit margin was 48.0%, with net loss significantly reduced YoY.