TSS (TSSI) Investor presentation summary

Technology service offerings and strengths

• Provides rack & systems integration, procurement, deployment, configuration management, and modular data center solutions for data centers, AI, and digital transformation initiatives.

• Emphasizes flexibility, speed, quality, and innovative solutions, simplifying complex projects for clients.

• Customers benefit from reduced complexity, faster time-to-value, certainty, and superior service.

Market opportunity and demand drivers

• Data center market growth is fueled by AI, cloud, and edge computing, with global server market projected to reach $873B by 2027.

• Non-x86 (AI-accelerated) servers saw 209% growth in 2025, reaching $155B.

• Public cloud services spending expected to hit $723B in 2025, up 21.5% YoY.

• Edge computing market estimated at $380B by 2028, with a 13.8% CAGR.

Financial performance and growth

• Achieved 66% revenue growth and 83% adjusted EBITDA growth in FY 2025.

• Four-year revenue CAGR of 73%, with FY 2025 revenue at $245.7M.

• FY 2025 adjusted EBITDA reached $18.6M, up 83% YoY.

• Maintains a solid balance sheet with $65.9M in cash as of March 2026.