May. 11 at 2:30 PM
$AISP pretty spot on in my 4/17 post
Here’s my breakdown of earnings
$AISP just delivered a constructive Q1 2026, showing operational scaling with improving cash generation. Revenue grew 15% YoY to
$6.35M while gross margins expanded to 50%.
The company also turned operating cash flow positive and ended the quarter with
$12.6M in cash, a meaningful de-risking development for a micro-cap defense AI name.
While AISP still posted a small net loss, the bigger story is execution:
$9.1M in deferred revenue and a reported
$165M pipeline tied to border security, surveillance, and AI-driven optics infrastructure.
The government procurement tailwind here appears to be strengthening, not slowing.
Not financial advice, verify everything, stocks carry risk, I am long
$AISP
