TSS, Inc.·Technology

On May 22, 2026, TSS Inc (TSSI) shares rose 3.6% today, reaching a current price of $12.00. Despite this uptick, the stock has experienced significant volatilit

TSS delivered a 44% revenue decline, but higher-margin Systems Integration revenue surged 88%, driving gross margin expansion from 9% to 18%. Despite operational improvements, TSSI remains almost entirely dependent on a single customer (Dell), representing 99% of revenue, amplifying concentration risk. Management highlighted a $17 million CapEx request from Dell, signaling a deepening partnership and continued AI rack integration demand.

TSS NASDAQ: TSSI reported a sharp year-over-year decline in first-quarter revenue as procurement activity normalized from unusually high levels a year earlier, but executives said growth in the company's higher-margin systems integration business helped support profitability and reinforced its 2026 outlook.

TSS, Inc. (TSSI) Q1 2026 Earnings Call Transcript

GEORGETOWN, TX / ACCESS Newswire / May 8, 2026 / TSS, Inc. (Nasdaq:TSSI), a data center services company that integrates AI and other high-performance computing infrastructure and software and provides related data center services, is scheduled to present at the 21st Annual Needham Technology, Media & Consumer Conference on Thursday, May 14, 2026 at 10:15 a.m. Eastern Time.

Total Revenue of $55.3 Million Systems Integration Revenue Increased 88% Year-Over-Year Refines Full-Year 2026 Outlook; Now Expects Adjusted EBITDA Toward High End of $20 to $22 Million Range GEORGETOWN, TX / ACCESS Newswire / May 7, 2026 / TSS, Inc. (Nasdaq:TSSI), a data center services company that integrates AI and other high-performance computing infrastructure and software and provides related data center services, today reported results for its first quarter ended March 31, 2026. "We delivered strong growth in our higher margin Systems Integration business in the first quarter, with revenue increasing 88% year over year, driven by strong customer demand and solid operational execution with growth particularly high in our AI activities," said Darryll Dewan, CEO of TSS, Inc. "Total revenue comparisons were affected by record high volumes in the first quarter of last year in our lower-margin Procurement business, which can vary from quarter to quarter.
TSS, Inc. provides services for the planning, design, deployment, maintenance, and refurbishment of end-user and enterprise systems, including the mission-critical facilities in the United States. The company operates through two segments, Facilities and Systems Integration. It offers a single source solution for enabling technologies in data centers, operations centers, network facilities, server rooms, security operations centers, communications facilities, and the infrastructure systems. The company also provides technology consulting, design and engineering, project management, systems integration, systems installation, facilities management, and IT procurement and reseller services. It serves IT OEM equipment, technology, and service companies; private sector businesses; and government or commercial end users. The company was formerly known as Fortress International Group, Inc. and changed its name to TSS, Inc. in June 2013. TSS, Inc. was incorporated in 2004 and is headquartered in Round Rock, Texas.
Technology
Information Technology Services
161
2005-09-29
2.04