Rank One Computing (ROC) Q2 FY26 earnings call

ROC reported strong sequential revenue growth in Q2 FY26, driven by a significant increase in R&D contract revenue and broad commercial adoption across its Vision AI platform, including the first commercial revenue for Rock Evidence. While product revenue saw a year-over-year decline due to a large contract completion, the company's gross margin expanded significantly, reflecting its software-driven model. ROC is focused on converting government-funded activity into larger production programs and expanding customer relationships.