other material
confidence high
sentiment positive
materiality 0.65
AmpliTech updates ORAN outlook: $17M backlog, Titan Crest price cut to $7M, positive EBITDA targeted for 2027
AmpliTech Group, Inc.
- Amendment No. 2 to Titan Crest APA cuts aggregate purchase price by $1M to $7M; rights/claims against Titan preserved.
- Approximately $17M current order backlog; over $17M in 5G ORAN shipments completed since program inception.
- 2026 revenue expected to exceed FY2025; some Asian customer deployments shifted, shipments may extend into 2027.
- Positive EBITDA targeted for FY2027; margins expected to improve beginning 2027 after ~$2M market-entry profit reduction.
- Received RFP from Tier-1 telecom infrastructure provider; potential tens of millions if awarded; 2,000+ radios in service.