Kopin Corporation (KOPN) Discusses AI Infrastructure Catalysts and Expanding Defense Opportunities Transcript

Michael Murray
CEO, President & Chairman

We have a tremendous opportunity for growth at this company. Our expectation is that at the end of this year, the company will be profitable. We’re growing into our CapEx structure. The United States government is investing in the company. We have a tremendous order book as we sit here today with some of the best customers in the world, market-leading and market-making customers in the world. Our European growth is being fueled by Theon International. We have great partners in Ondas and Unusual Machines, and we’re winning in the drone dominance competition because of our capability that we provide these flyers and pilots to see their terrain and score well in the drone dominance competition. And we’re the only company in the United States that has LCD, OLED, microLED and LCOS manufacturing all under the same roof, roughly speaking.

So we have a great platform for growth. I think the AI infrastructure market for Kopin could be 25% to 50% of our revenue next year and the year after, it could be as much as our defense revenue in 2028 based on some of the opportunity levels that we’re seeing.

Martin Gagel

Kopin. Corp. is a leading provider of advanced optical systems and microdisplay technologies for the industrial, medical, consumer, defense and now the data AI infrastructure markets. CEO, Michael Murray, is here to tell us about Kopin and the new opportunities in the AI infrastructure market and ongoing defense opportunities.

I’m Martin Gagel with Market Radius Research. This is neither a recommendation nor investment advice. Michael, thank you for having us — having