CSP (CSPI) Q3 FY26 earnings call

CSP Inc. navigated Q3 FY26 with strong order growth in its Technology Solutions segment, leading to a substantial backlog increase, yet revenue conversion was hampered by prolonged hardware delivery times. The AZT PROTECT business continued to expand its customer base and achieved a perfect renewal rate, though larger enterprise sales cycles remain lengthy. The company is focused on leveraging OEM partnerships and refining its sales strategy to accelerate growth in its recurring revenue streams.