Nauticus (KITT) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, May 20, 2026 astatine 8:50 AM CDT 48 min read

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DATE

Tuesday, May 19, 2026 astatine 10 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — John Gibson

• Chief Financial Officer — Jimena Begaries

• Vice President, Growth and Market Expansion — Jason Close

• Technical Advisory and Government Lead — Robert Christ

• Field Operations Lead — Daniel Dehart

• Sales Lead — Steve Walsh

• Vice President, Software — Kjerstin Easton

• Engineering Lead — Ameen Albadri

Full Conference Call Transcript

John Gibson: Good morning. Thank you, Kristin, and acknowledgment to everyone for joining america contiguous connected the call. 2025 was a defining twelvemonth for us, 1 wherever we not lone strengthened our foundation, but besides began to intelligibly show the worth of what we've been building. We made meaningful advancement crossed each magnitude of the business. Financially, we improved our equilibrium expanse and accrued our flexibility. Operationally, the integration of SeaTrepid expanded our capabilities and gave america a stronger, much diversified level connected which to execute. And technologically, we made the astir important modulation from improvement into real-world deployment, wherever our solutions are present delivering measurable results. We are getting a batch of clip successful the water.

At the aforesaid time, the marketplace is moving successful our direction. Demand for autonomy is accelerating arsenic customers question safer, much efficient, much cost-effective offshore solutions. We're seeing increasing request crossed commercial, infrastructure and authorities applications, and we judge Nauticus is good positioned astatine the intersection of those trends. One country we are peculiarly excited astir astatine the infinitesimal is defense. The planetary defence manufacture is becoming an progressively charismatic marketplace for america to prosecute not conscionable successful the adjacent term, but for the foreseeable future. Governments and defence organizations are placing greater precedence connected autonomous and remotely operated systems that tin amended ngo effectiveness, grow operational scope and trim hazard to personnel.

Our technology, our bundle and our offshore operating expertise align precise good with those needs, and we judge this creates a compelling and durable accidental for Nauticus. We're besides opening to widen the accidental internationally. Our efforts successful the UAE with the Master Investment Group bespeak increasing involvement successful our exertion successful regions that are investing heavy successful maritime security, captious infrastructure and subsea capabilities. We presumption that arsenic an encouraging measurement successful expanding our beingness successful strategically important markets. We person aligned our enactment and enactment to seizure these opportunities. Jason Close is focused connected driving maturation and marketplace expansion.