Aug 13, 2026 earnings call — Multiband radio growth and product roadmap
Reiterated full-year revenue guidance of at least $90 million while Q2 revenue rose 10.6% to $23.4 million.
Revenue $0.0B (est $0.0B) · EPS $1.01 (est $0.87)
Key quotes
"That transition is still early, represents a multiyear tailwind for multiband BKR 9000 and now the BKR 9500 in-vehicle multiband radio."
"Our recently announced licensing agreement with Tango Tango extends our patented InteropONE technology into one of the country's largest push-to-talk over cellular networks, expanding our reach to more than 1,500 public safety agencies and over 35,000 active users."
"The increase in SG&A reflects higher engineering costs associated with new product and solution development to accelerate growth, which is in alignment with our Vision 2030 investment strategy."
Analyst Q&A 2
why BKR 9000 sells and 9500 feedback
Q (Luke Fingerson · Lake Street): Analyst asked what is driving traction for the BKR 9000 and asked for any customer feedback on the BKR 9500.
A: Management said they are shipping more BKR 9000 radios into the field and those radios are performing well, so customers buy more for their fleets and introduce them to nearby agencies. For the BKR 9500, feedback at the APCO show was very positive; customers were impressed with the radio's build when it was taken apart for display.
"I think the key thing that's driving the traction is we are shipping more radios into the field and those radios are performing well." — John Suzuki (CEO)
how backlog matters for revenue
Q (Robert Voorhis · Vanatoc Capital Management): Analyst asked whether backlog is still a relevant metric for predicting revenue, since orders seem just-in-time and backlog has been declining.
A: Management said the company now has a very efficient supply chain, so orders are turned around fairly quickly and don't stay in backlog long. They also said very large orders do occur (for example, U.S. forestry) and those can create backlog spikes and take a few months to a couple of quarters to deliver.
"We have a very efficient supply chain now so that when orders come in, we can turn them around fairly quickly." — John Suzuki (CEO)