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Michael Murray: Thank you, operator, and good morning to everyone, and welcome to our fourth quarter and full year 2025 earnings call. Like many other firms, our fourth quarter revenues were impacted by the government shutdown and the associated procurement and milestone recognition delays were deeper than anticipated. Over the past 3 years, we have fundamentally transformed Kopin from a legacy microdisplay company into a strategically positioned, vertically integrated and advanced technology platform company.

Michael Murray: Thank you very much, operator, and good morning to everyone, and welcome to our first quarter 2026 earnings call. The first quarter and subsequent weeks marks one of the most exciting stretches in Kopin's history. Today, I'll walk you through 3 areas: first, the Fabric.AI collaboration and the launch of our jointly developed Neural I/o optical interconnect technology for AI infrastructure.

Moby summary of Kopin Corporation's Q1 2026 earnings call

Kopin Corp (KOPN) reveals new partnerships and product developments while navigating decreased product revenues and increased operational costs.

Kopin (NASDAQ:KOPN) reiterated its full-year 2026 revenue outlook and highlighted a series of defense and AI infrastructure initiatives on its first-quarter earnings call, with Chief Executive Michael Murray describing the period as “one of the most exciting stretches” in the company’s history. The

SiTime (SITM) delivered earnings and revenue surprises of +26.32% and +10.77%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Flex (FLEX) delivered earnings and revenue surprises of +7.89% and +8.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of Kopin Corporation's Q4 2025 earnings call

Kopin (NASDAQ:KOPN) executives told investors its fourth-quarter results were weighed down by U.S. government shutdown-related delays, but said demand signals in defense end markets remain strong and the company expects a recovery as procurement activity normalizes. On a Friday morning earnings cal