Ideal Power (IPWR) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, March 10, 2026 astatine 11:34 AM CDT 23 min read

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Tuesday, March 10, 2026, astatine 10 a.m. ET

• Chairman and Chief Executive Officer — David Somo

• Chief Financial Officer — Tim Burns

• Vice President, Business Development and Corporate Communications — Jeff Christensen

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David Somo: Designed to accelerate commercialization and present accrued worth to our shareholders and our customers. Now that we person acceptable retired a wide path, our absorption is connected disciplined execution. I volition not repetition what I shared connected our concern update webcast call. Instead, I volition sermon our advancement since the commencement of the 4th quarter. Afterwards, I volition crook things implicit to Tim to sermon our fiscal results. We look guardant to your questions aft our remarks. First, we announced a multiyear strategical practice statement with Lazen for the design, development, and worldwide income of a portfolio of B-TRAN enabled circuit extortion products. Think solid-state circuit breakers, artillery disconnect units, and EV contactors.

Their archetypal B-TRAN enabled solid-state circuit breaker is expected to people AI information centers customers. Other imaginable products see solid-state circuit breakers for the intelligent grid, renewable vigor and vigor retention systems, and EV charging infrastructure, on with contactors and artillery disconnect units for EVs. For those of you not acquainted with Lazen, they are a publically traded starring circuit extortion solutions supplier and systems integrator successful Asia that is becoming progressively focused connected expanding into the North American and European. Second, we signed a missive of intent with a starring powerfulness module shaper successful Asia to make and connection a household of B-TRAN based powerfulness modules for merchantability to their customers.

This lawsuit already provides a portfolio of IGBT and silicon carbide modules. They spot compelling worth successful B-TRAN and are funny successful processing differentiated and customized B-TRAN enabled solutions owed to its inherent competitory advantages successful a assortment of extremity usage applications. Third, we proceed to beforehand our narration with Stellantis, including executing connected our existing acquisition bid for customized improvement and packaged B-TRAN devices for EV applications. We completed the archetypal of 5 deliverables nether this PO successful 2025. We expect to implicit the remaining 4 deliverables by mid-2026. That includes the transportation of customized packaged B-TRAN devices and notation plan kits for investigating and valuation successful EV applications.