RE:possible margin improvementYes it does look like that is possible. Leaning things out in terms of staff reductions also makes them a better and easier take out target. TCS does not appear to have too much baggage attached, unless I am missing something.
I thought the conference call was good. They seemed well prepared and were able to confdently answer questions and provide back up.
Nice SP reaction. I would love to read what some of the Analysts think of the report and call. I believe Echelon has kept its $45 target, however a positive glimpse into FY25 could have gotten them a target raise. Guess we have to wait until late June for that.