财务数据和关键指标变化 - 第一季度收入为8.1百万美元,同比增长9.5% [6][7] - 红外组件销售收入为3.8百万美元,占总收入的47% [7] - 可见光组件销售收入为2.7百万美元,占总收入的33% [7] - 组件和模块销售收入为1.3百万美元,占总收入的16% [7] - 工程服务收入为0.3百万美元,占总收入的4% [7] - 毛利率为29%,同比下降1个百分点 [7] - 净亏损为1.3百万美元,同比减少38,000美元 [8] - EBITDA亏损为432,000美元,同比增加40,000美元 [8] - 截至9月30日,现金及受限现金为6.9百万美元 [8] - 截至9月30日,总订单量为21.3百万美元,同比下降7% [8] 各条业务线数据和关键指标变化 - 红外组件销售增加,主要是由于某国际军事项目年度合同续签并增加订单 [7] - 可见光组件销售下降,主要是由于中国电信客户销售下降 [7] - 组件和模块销售增加,主要是由于收购Visimid带来的新增销售,以及国防客户和医疗客户的定制订单增加 [7] - 工程服务收入增加,主要是由于Visimid新增销售和某航天相关研发合同增加 [7] 各个市场数据和关键指标变化 - 国防市场收入持续增长,尤其是在美国市场 [4] - 非国防市场收入在中国和欧洲持续疲软 [4] - 受到供应链和地缘政治因素影响,公司决定减少使用锗材料的产品 [13][14][15] 公司战略和发展方向及行业竞争 - 公司正在从组件制造商向提供定制化光学解决方案的供应商转型 [3][4] - 公司的三大增长支柱是:成像解决方案、国防市场和汽车市场 [3][4] - 收购Visimid使公司能够提供集成的相机模组解决方案,并获得了一个价值高达7.5百万美元的大型项目 [4][21][22] - 公司正在积极推进黑钻材料替代锗的工作,并已获得一个3.4百万美元的续订单 [4] - 汽车市场项目由于客户端集成问题可能会推迟一年左右 [10][11][12] 管理层对经营环境和未来前景的评论 - 公司战略转型正在取得成效,国防和解决方案业务增长良好 [4] - 但非国防市场在中国和欧洲持续疲软,预计未来几个季度仍将疲软 [4] - 公司正在主动减少使用锗材料的产品,以应对供应链挑战 [13][14][15] - 公司看到了多个可能带来数千万美元新收入的大型机会 [4] - 公司对未来前景保持乐观,相信战略转型将带来良好的发展 [4] 问答环节重要的提问和回答 问题1 **Glenn Mattson 提问** 询问汽车市场项目推迟的原因以及公司对未来恢复的信心 [10][11][12] **Sam Rubin 回答** - 最初的推迟是由于客户决定将项目从一个车型扩展到五个车型,导致时间表需要重新调整 [11] - 后续的推迟是由于客户在集成新技术时遇到一些挑战,公司预计可能会推迟一年左右 [11][12] - 但公司与客户的技术对话仍在继续,对未来恢复充满信心 [12] 问题2 **Glenn Mattson 提问** 询问公司减少使用锗材料的具体影响 [13][14][15] **Sam Rubin 回答** - 公司预计未来2个季度将有130万美元左右的收入受到影响 [15] - 公司正在积极与客户合作,开发使用公司自有黑钻材料的替代方案 [14][15] - 这是一个需要"撕掉创可贴"的过程,但有利于公司长期发展 [15] 问题3 **Unidentified Analyst 提问** 询问Visimid带来的影响以及公司获得Lockheed Martin订单的进展 [20][21][22] **Sam Rubin 回答** - Visimid将帮助公司提供更高毛利的集成相机模组解决方案 [20] - Lockheed Martin订单将在未来3年内带来高达750万美元的开发收入,之后还有大量的生产订单 [21][22] - 这个订单体现了公司战略转型的成功,是一个重大突破 [21][22]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ____________ Commission file number 000-27548 LIGHTPATH TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 86-070 ...

LightPath Technologies, Inc. (NASDAQ:LPTH) Q4 2023 Earnings Conference Call September 14, 2023 5:00 PM ET Company Participants Al Miranda - Chief Financial Officer Sam Rubin - President and Chief Executive Officer Conference Call Participants Shervin Z - Alliance Global Partners Glenn Mattson - Ladenburg Thalmann Scott Buck - H.C. Wainwright Operator Good afternoon, everyone, and welcome to the LightPath Technologies Fiscal Fourth Quarter and Full Year 2023 Financial Results Conference Call. All participant ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-27548 LIGHTPATH TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 86-0708398 (State or other jurisdictio ...

LightPath Technologies, Inc. (NASDAQ:LPTH) Q3 2023 Earnings Conference Call May 11, 2023 5:00 PM ET Company Participants Albert Miranda - CFO Sam Rubin - President and CEO Conference Call Participants Brian Kinstlinger - Alliance Global Partners Gene Inger - ingerletter.com Operator Good afternoon, everyone. And welcome to the LightPath Technologies Fiscal Third Quarter 2023 Financial Results Conference Call. All participants will be in listen-only mode. [Operator Instructions] After today's presentation, t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ____________ Commission file number 000-27548 LIGHTPATH TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 86-0708398 ...

LightPath Technologies, Inc. (NASDAQ:LPTH) Q2 2023 Earnings Conference Call February 9, 2023 5:00 PM ET Company Participants Sam Rubin - President and Chief Executive Officer Albert Miranda - Chief Financial Officer Conference Call Participants Scott Buck - H.C. Wainwright Aaron Martin - AIGH Investment Partners Gene Inger - ingerletter.com Operator Good afternoon, and welcome to the LightPath Technologies Fiscal 2023 Second Quarter Financial Results Conference Call. [Operator Instructions] Please note this ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ____________ Commission file number 000-27548 LIGHTPATH TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 86-0708 ...

LightPath Technologies, Inc. (NASDAQ:LPTH) Q1 2023 Earnings Conference Call November 10, 2022 5:00 PM ET Company Participants Albert Miranda – Chief Financial Officer Sam Rubin – President and Chief Executive Officer Conference Call Participants Brian Kinstlinger – Alliance Global Partners Gene Inger – ingerletter.com Scott Buck – H.C. Wainwright Operator Good afternoon, and welcome to the LightPath Technologies Fiscal 2023 First Quarter Financial Results Conference Call. [Operator Instructions] Please note ...

LightPath Technologies, Inc. Q4 2022 Earnings Conference Call September 14, 2022 5:00 PM ET Company Participants Albert Miranda - Chief Financial Officer Sam Rubin - President and Chief Executive Officer Conference Call Participants Brian Kinstlinger - Alliance Global Partners Gene Inger - ingerletter.com Operator Good afternoon. And welcome to the LightPath Technologies Fiscal 2022 Fourth Quarter Financial Results Conference Call. All participants’ will be in listen-only mode. [Operator Instructions] Plea ...