Tecnologias Transact Incorporated (TACT): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da inovação tecnológica, as tecnologias Transact Incorporated (TACT) surge como um jogador fundamental, revolucionando soluções especializadas de impressão térmica em diversas indústrias. Sua tela de modelo de negócios meticulosamente criada revela uma abordagem estratégica que integra perfeitamente o hardware de ponta, segmentos de clientes direcionados e fluxos robustos de receita, posicionando a empresa como um facilitador crítico de tecnologias de processamento de ponto de venda e transação para restaurantes, varejo, jogo de varejo, jogo e setores financeiros.

Transact Technologies Incorporated (TacT) - Modelo de negócios: Parcerias -chave

Fabricantes de hardware de ponto de venda (POS)

A Transact Technologies faz parceria com os principais fabricantes de hardware de POS para integrar suas tecnologias de impressoras:

Parceiro	Detalhes da colaboração
Epson	Integração de impressoras OEM para restaurantes e sistemas de varejo
Micrônicos de estrela	Colaboração de tecnologia de impressora térmica

Integradores de tecnologia de restaurantes e varejo

Parcerias estratégicas com empresas de integração de tecnologia:

• NCR Corporation
• Micros Systems (Oracle Hospitality)
• Aloha Technologies

Provedores de serviços de processamento de pagamento

As parcerias de processamento de pagamentos importantes incluem:

Provedor	Escopo de integração
Primeira Corporação de Dados	Soluções de impressora terminal de pagamento
Pagamentos globais	Tecnologias de impressão de pagamento integradas

Parceiros de Desenvolvimento de Software

Transaciar colabora com desenvolvedores de software para soluções especializadas:

• Shift4 Pagamentos Integração de software
• Plataformas de software de gerenciamento de restaurantes
• Desenvolvedores de ecossistemas de tecnologia de hospitalidade

Colaboradores de rede de distribuição global

Parcerias de distribuição abrangendo várias regiões:

Região	Parceiro de distribuição
América do Norte	Ingram Micro
Europa	Dados técnicos
Ásia-Pacífico	Synnex Corporation

Transact Technologies Incorporated (TACT) - Modelo de negócios: Atividades -chave

Projetar e fabricar impressoras térmicas especializadas

No ano fiscal de 2022, a Transact Technologies relatou receita de impressora de US $ 33,7 milhões. A empresa é especializada na criação de impressoras térmicas para segmentos específicos da indústria.

Tipo de impressora	Indústria primária	Volume anual de produção
Impressoras epicentrais	Jogos de cassino	Aproximadamente 5.000 unidades
Impressoras Ithaca	Restaurante/varejo	Aproximadamente 7.500 unidades

Desenvolva soluções de computação incorporada

A Transact investiu US $ 4,2 milhões em pesquisa e desenvolvimento durante 2022 para tecnologias de computação incorporada.

• Plataformas de hardware desenvolvidas para sistemas de ponto de venda
• Criou software incorporado especializado para jogos e indústrias financeiras
• Projetado soluções de computação personalizadas para necessidades de mercado específicas

Crie plataformas de hardware e software específicas para o setor

A empresa gerou Receita total de US $ 47,6 milhões Em 2022, com contribuições significativas do desenvolvimento especializado em plataforma.

Segmento da indústria	Tipo de plataforma	Contribuição da receita
Jogos de cassino	Plataformas avançadas de jogos	US $ 22,3 milhões
Restaurante/varejo	Sistemas de gerenciamento de transações	US $ 15,4 milhões

Fornecer serviços de suporte e manutenção técnicos

O suporte técnico gerou US $ 5,1 milhões adicionais em receita de serviço para 2022.

• Infraestrutura de suporte ao cliente 24/7
• Garantia e programas de manutenção estendidos
• Capacidades de diagnóstico remotas

Pesquise e desenvolva tecnologias inovadoras de impressão

As despesas de P&D foram 8,9% da receita total Em 2022, concentrando -se em tecnologias emergentes de impressão.

Área de foco em tecnologia	Investimento em P&D	Impacto de inovação projetada
Eficiência de impressão térmica	US $ 2,1 milhões	15% de melhoria de desempenho
Sistemas incorporados avançados	US $ 1,6 milhão	Integração de computação aprimorada

Transact Technologies Incorporated (TACT) - Modelo de negócios: Recursos -chave

Tecnologia de impressão térmica proprietária

Transact Technologies possui 7 patentes de impressão térmica ativa A partir de 2023. A tecnologia de impressão térmica da empresa é utilizada em vários segmentos de mercado, incluindo:

• Sistemas de ponto de venda (POS)
• Jogos e loteria
• Restaurante e hospitalidade
• Serviços financeiros

Categoria de patentes	Número de patentes	Foco em tecnologia
Mecanismos de impressão térmica	4	Velocidade de impressão e eficiência
Design da cabeça de impressão	2	Qualidade de impressão aprimorada
Integração de papel térmico	1	Compatibilidade do material

Engenharia e talento de P&D

A partir de 2023, as tecnologias de transações empregam 92 Profissionais de engenharia e P&D. O investimento em P&D da empresa foi US $ 6,2 milhões No ano fiscal de 2022.

Portfólio de propriedade intelectual

O portfólio de propriedade intelectual da Transact inclui:

• 7 patentes de impressão térmica ativa
• 3 pedidos de patente pendente
• Vários software e design de hardware direitos autorais

Instalações de fabricação

Transact opera 2 instalações de fabricação primárias:

Localização	Tamanho da instalação	Produção primária
Hamilton, Ontário, Canadá	35.000 pés quadrados.	Impressoras térmicas
Brookfield, Connecticut, EUA	25.000 pés quadrados.	Sistemas de impressão especializados

Relacionamentos e conhecimentos fortes da indústria

O Transact mantém parcerias estratégicas com:

• Principais fabricantes de sistemas POS
• Provedores de equipamentos para jogos e loteria
• Fabricantes de hardware financeiro

A empresa possui Mais de 25 anos de experiência no setor e atende clientes em vários países em 6 continentes.

Transact Technologies Incorporated (TACT) - Modelo de negócios: proposições de valor

Soluções de impressão térmica especializadas em alto desempenho

A Transact Technologies gera US $ 74,8 milhões em receita anual (2022 ano fiscal) por meio de tecnologias especializadas de impressão térmica. As principais soluções de impressão da empresa fornecem recursos de impressão térmica de precisão em vários segmentos do setor.

Categoria de produto	Contribuição da receita	Segmento de mercado
Impressoras térmicas de restaurante	US $ 42,3 milhões	Serviço de alimentação
Impressoras de transação de varejo	US $ 18,5 milhões	Ponto de venda de varejo
Impressoras de jogos/cassino	US $ 14 milhões	Jogos de cassino

Hardware personalizado para indústrias de restaurantes e varejo

O Transact desenvolve soluções de hardware específicas do setor com especificações precisas de engenharia.

• Modelos de impressoras de restaurante POS suportam 99,7% de compatibilidade com os principais sistemas de gerenciamento de restaurantes
• Impressoras de transação de varejo projetadas para ambientes de alto volume
• Durabilidade média da impressora: 5-7 anos de operação contínua

Tecnologia de impressão confiável e durável

As soluções de impressão da Transact demonstram métricas excepcionais de confiabilidade:

Métrica de confiabilidade	Especificação de desempenho
Tempo médio entre falhas (MTBF)	10.000 horas operacionais
Velocidade de impressão	250 mm/segundo
Resolução de impressão	203 Padrão DPI

Integração perfeita com sistemas de POS existentes

A Transact suporta integração com mais de 87 plataformas de software de ponto de venda diferentes nas indústrias de restaurantes, varejo e jogos.

Soluções tecnológicas econômicas para operações comerciais

A estratégia de precificação de produtos da Transact demonstra posicionamento competitivo:

• Custo médio da unidade da impressora: US $ 349- $ 589
• Custo total de propriedade reduzido em 35% em comparação com soluções competitivas
• Classificação de eficiência energética: 70% menor consumo de energia em comparação com as tecnologias de impressoras herdadas

Transact Technologies Incorporated (TACT) - Modelo de Negócios: Relacionamentos do Cliente

Engajamento da equipe de vendas direta

A Transact Technologies mantém uma equipe de vendas direta dedicada focada em clientes em nível corporativo em segmentos de mercado específicos:

Canal de vendas	Número de representantes	Indústrias -alvo
Enterprise Direct Sales	12	Cassino, restaurante, bancos, loteria
Vendas internacionais	4	Mercados globais de jogos

Suporte técnico e atendimento ao cliente

A infraestrutura de suporte ao cliente inclui:

• 24/7 de suporte técnico Linha direta
• Sistema de envio de ingressos on -line
• Tempo médio de resposta: 4 horas
• Equipe de suporte dedicado: 8 especialistas técnicos

Abordagem de parceria de longo prazo

Métricas de parceria	2023 dados
Taxa de retenção de clientes	87.3%
Duração média do relacionamento do cliente	6,2 anos

Recursos de suporte ao produto online

A infraestrutura de suporte digital inclui:

• Portal abrangente de documentação do produto
• Biblioteca de Tutorial em vídeo
• Atualizações de firmware para download
• Fórum de Apoio à Comunidade

Desenvolvimento de solução personalizada

Serviços de personalização	2023 desempenho
Modificações de hardware personalizadas	42 projetos de clientes exclusivos
Serviços de integração de software	28 implementações corporativas

Transact Technologies Incorporated (TacT) - Modelo de Negócios: Canais

Equipe de vendas diretas

A partir de 2024, a Transact Technologies mantém uma força de vendas direta dedicada direcionada a segmentos de mercado específicos:

Canal de vendas	Número de representantes de vendas	Cobertura geográfica
Mercado norte -americano	12	Estados Unidos e Canadá
Mercado europeu	5	Países da Europa Ocidental
Mercado da Ásia-Pacífico	3	Selecione mercados asiáticos

Plataforma online de comércio eletrônico

A Transact Technologies opera uma plataforma de vendas digital com as seguintes métricas:

• Site: www.transact.com/store
• Receita online anual: US $ 3,2 milhões
• Volume de transações online: 4.750 pedidos por ano
• Valor médio do pedido on -line: $ 674

Rede de revendedores autorizados

Tipo de revendedor	Número de parceiros	Contribuição anual da receita
Distribuidores de tecnologia	22	US $ 5,6 milhões
Integradores de ponto de venda	37	US $ 4,3 milhões
Revendedores internacionais	15	US $ 2,1 milhões

Feiras e conferências do setor

A Transact Technologies participa de eventos importantes da indústria:

• Feiras de comércio anual presentes: 8
• Investimento total da feira comercial: US $ 275.000
• Geração de leads por evento: média 120 leads qualificados

Marketing digital e comunicação técnica

Canal digital	Métricas	Engajamento anual
LinkedIn	Seguidores	12,400
Webinars técnicos	Número de sessões	14
Marketing por e -mail	Base de assinante	7,850

Transact Technologies Incorporated (TACT) - Modelo de negócios: segmentos de clientes

Restaurantes de serviço rápido

A Transact Technologies serve segmento de restaurante de serviço rápido (QSR) com soluções de impressão especializadas em ponto de venda (POS).

Segmento de mercado	Métricas -chave	Contribuição da receita
Mercado de impressoras QSR	Estimado 45.000 locais de restaurantes	Aproximadamente 22% da receita total do tato
Principais clientes QSR	Pizza Hut, Domino's, McDonald's	US $ 7,3 milhões em receita anual do segmento

Sistemas de ponto de venda de varejo

O Transact fornece soluções especializadas de impressão térmica para ambientes de varejo.

• Tamanho do mercado de impressoras POS de varejo: 1,2 milhão de instalações
• Ciclo médio de substituição da impressora: 3-4 anos
• Penetração de mercado estimada: 15% do total de locais de varejo

Cassino e estabelecimentos de jogo

O Transact é especializado em soluções de impressão da indústria de jogos.

Segmento de mercado de jogos	Total de instalações	Impacto de receita
Mercado de impressoras de cassino	Aproximadamente 1.000 locais de cassino	Receita anual de US $ 12,5 milhões
Impressoras de equipamentos para jogos	Mais de 500.000 instalações de máquinas de jogos	35% da receita total da empresa

Indústrias de loteria e jogo

O Transact fornece soluções de impressão especializadas para sistemas de loteria em todo o país.

• Jurisdições totais de loteria servidas: 47 estados
• Mercado de impressoras de ingressos de loteria: receita de segmento de US $ 18,2 milhões
• Implementação média de impressora por sistema de loteria: 250-500 unidades

Centros de processamento de transações financeiras

O Transact suporta a infraestrutura de impressão de transações financeiras.

Segmento financeiro	Penetração de mercado	Receita anual
Impressoras de recebimento ATM	Mais de 400.000 ATM Instalações	Receita de segmento de US $ 5,6 milhões
Equipamento da agência bancária	Aproximadamente 75.000 locais bancários	Contribuição anual de US $ 3,2 milhões

Transact Technologies Incorporated (TacT) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Transact Technologies relatou despesas totais de P&D de US $ 4,1 milhões, representando 7,2% da receita total.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2023	US $ 4,1 milhões	7.2%
2022	US $ 3,8 milhões	6.9%

Custos de fabricação e produção

Os custos totais de fabricação para 2023 foram de US $ 22,3 milhões, com um colapso da seguinte forma:

• Custos de mão -de -obra direta: US $ 8,7 milhões
• Despesas de matéria -prima: US $ 11,5 milhões
• Mercancada de fabricação: US $ 2,1 milhões

Investimentos de vendas e marketing

A Transact Technologies alocou US $ 5,6 milhões aos esforços de vendas e marketing em 2023, representando 9,8% da receita total.

Categoria de despesa	Quantia	Porcentagem de receita
Comissões de vendas	US $ 2,3 milhões	4.1%
Programas de marketing	US $ 3,3 milhões	5.7%

Compensação e benefícios dos funcionários

As despesas totais relacionadas aos funcionários em 2023 foram de US $ 19,2 milhões:

• Salários base: US $ 14,5 milhões
• Remuneração baseada em ações: US $ 1,7 milhão
• Benefícios de saúde e aposentadoria: US $ 3,0 milhões

Manutenção de infraestrutura de tecnologia

Os custos de manutenção de tecnologia e infraestrutura para 2023 totalizaram US $ 3,5 milhões, incluindo:

• Sistemas de TI e software: US $ 1,8 milhão
• Atualizações de hardware: US $ 1,2 milhão
• Investimentos de segurança cibernética: US $ 0,5 milhão

Estrutura de custo total para 2023: US $ 54,7 milhões

Transact Technologies Incorporated (TACT) - Modelo de negócios: fluxos de receita

Vendas de produtos de hardware

No ano fiscal de 2022, a Transact Technologies relatou receita de vendas de produtos de hardware de US $ 57,8 milhões. Os segmentos primários de hardware incluem:

Categoria de hardware	Receita ($)	Porcentagem de vendas totais de hardware
Impressoras de serviço de alimentação	24,500,000	42.4%
Impressoras de cassino e jogos	18,300,000	31.7%
Impressoras de ponto de venda	15,000,000	25.9%

Licenciamento de impressora e dispositivo

A receita de licenciamento de 2022 totalizou US $ 3,2 milhões, com os principais acordos de licenciamento nos setores de jogos e serviços financeiros.

Contratos de Suporte Técnico e Manutenção

O suporte técnico e a receita do contrato de manutenção para 2022 foi de US $ 8,5 milhões, representando um aumento de 6,2% em relação ao ano anterior.

Tipo de contrato	Receita anual ($)
Manutenção padrão	5,700,000
Garantia estendida	2,800,000

Serviços de integração de software

Os serviços de integração de software geraram US $ 4,6 milhões em receita durante 2022, com foco em:

• Sistemas de gerenciamento de cassino
• Plataformas de ponto de venda de restaurantes
• Sistemas de transação financeira

Peças de reposição e consumíveis

Peças de reposição e receita de consumíveis para 2022 atingiram US $ 6,3 milhões, divididos da seguinte forma:

Categoria de produto	Receita ($)
Fitas da impressora	2,100,000
Cabeças de impressão térmica	1,500,000
Peças diversas	2,700,000

TransAct Technologies Incorporated (TACT) - Canvas Business Model: Value Propositions

You're looking at the core promises TransAct Technologies Incorporated (TACT) makes to its customers, grounded in the performance seen through the first three quarters of 2025. The value is split clearly between the Foodservice Technology (FST) segment and the Casino & Gaming segment.

Food Service: Streamlining Back-of-House Operations and Reducing Labor Effort

For foodservice operators, the value proposition centers on replacing manual, error-prone processes with guided digital workflows. This is evident in the adoption rates of the BOHA! Platform. For instance, one recent Midwest convenience store chain win involved deploying 73 BOHA! Terminal 2 devices across its locations to support labeling workflows, which is a direct move to streamline operations. Another contract foodservice customer went live with BOHA! Temp and BOHA! Checklist software at all 55 of its locations to improve labor efficiency and ensure consistent execution of daily tasks. While specific TACT labor-hour savings aren't published for 2025, industry context shows the potential: technology digitizing checklists previously saved retailers 16.5 hours a month, per location. The growth in hardware sales supports this: 2,350 BOHA! Terminal units were sold in Q1 2025, an all-time quarterly high, driving 49% year-over-year FST revenue growth that quarter.

Ensuring HACCP Compliance and Food Safety with Digital Workflows (BOHA! Temp)

Ensuring food safety compliance is non-negotiable, and TACT delivers this via BOHA! Temp, which replaces paper logs with guided digital temperature recording. This directly supports HACCP standards. We see this value being taken up by major chains; the aforementioned Midwest convenience store chain adopted BOHA! Temp at 47 of its foodservice locations as part of its digitization effort. Furthermore, 21 sites within another contract foodservice customer are using BOHA! Sense for real-time equipment monitoring, which helps prevent spoilage caused by temperature deviations.

Providing Consistent Execution and Brand Quality Across Multi-Unit Locations

For large, distributed chains, consistency is everything. The BOHA! Platform's guided workflows enforce the same process everywhere, which is key to brand quality. The platform's traction is shown by securing wins with a major convenience store chain for a 1,400 BOHA! unit upgrade and a national healthcare foodservice contract in Q1 2025 alone. The recurring revenue stream, which is tied to the installed base, shows this stickiness; FST recurring revenue hit $3.3 million in Q3 2025, a 13% increase year-over-year.

Here's a look at the growth supporting the platform's value proposition in the first nine months of 2025:

Metric	Value (Q3 2025 or YTD 2025)	Comparison/Context
Total FST Terminals Sold (9 Months 2025)	5,883 units	Represents a 58% Year-Over-Year Increase in units sold compared to the same period in 2024
FST Recurring Revenue (Q3 2025)	$3.3 million	Up 13% compared to Q3 2024
Average Revenue Per Unit (ARPU) (Q3 2025)	$792 per unit	Up from $700 in the prior year quarter
New BOHA! Units Sold (Q1 2025)	2,350 units	An all-time quarterly high

Casino/Gaming: High-Reliability Ticket-In/Ticket-Out (TITO) Printing Solutions

In the Casino and Gaming sector, the value is centered on the reliability of the printing solutions, which includes TITO functionality. This segment showed significant strength in the first nine months of 2025. Casino and Gaming Net Sales grew 58% year-over-year in Q3 2025. Revenue for this segment reached $6.7 million in Q1 2025, marking an 18% year-over-year increase. The company has sold over 3.9 million printers, terminals, and other hardware devices globally, underscoring the installed base supporting these high-reliability needs.

Delivering Strong Return on Investment (ROI) through Operational Efficiency

The financial results point toward a positive trend in profitability driven by these solutions. The Company expects full year 2025 net sales to be between $50 million and $53 million. Gross margin in Q3 2025 was 49.8%, up from 48.1% in Q3 2024, indicating better profitability on sales. The ultimate measure of ROI is the bottom line improvement: Q3 2025 saw a net income of $15 thousand, a substantial swing from the net loss of $(551) thousand in Q3 2024. The company also achieved positive adjusted EBITDA of $669 thousand in Q3 2025, up from an adjusted EBITDA loss of $(204) thousand in the prior year period.

The value proposition is translating into financial performance:

• FST recurring revenue growth of 13% year-over-year in Q3 2025 signals sustained customer commitment.
• Full year 2025 Adjusted EBITDA is forecasted to be between breakeven ($0) and $1.5 million.
• The shift from a net loss of $(551) thousand (Q3 2024) to a net income of $15 thousand (Q3 2025) shows direct financial benefit to TACT, which flows from customer efficiency gains.

Finance: draft 13-week cash view by Friday.

TransAct Technologies Incorporated (TACT) - Canvas Business Model: Customer Relationships

You're looking at how TransAct Technologies Incorporated builds and maintains its customer base, which is clearly segmented between high-touch enterprise accounts and broader transactional relationships. This approach is key to driving the recurring revenue that supports the business.

Dedicated account management for large national chain rollouts (high-touch).

For major deployments, TransAct Technologies engages in high-touch relationship management, evidenced by significant, multi-location wins. For instance, in the first quarter of 2025, the company secured a 1,400 BOHA! unit upgrade for a major convenience store chain. More recently, a national sushi franchise approved a rollout of the BOHA! Terminal 2 LTE, with initial orders totaling 596 units for a network that is expected to eventually include all 2,108 locations. This level of deployment requires dedicated support to ensure smooth integration across large, dispersed networks.

Software-as-a-Service (SaaS) subscription model for BOHA! platform access.

The relationship is heavily weighted toward recurring revenue streams tied to the BOHA! platform access, which functions as a Software-as-a-Service (SaaS) model, combined with consumable sales. The Food Service Technologies (FST) recurring revenue for the third quarter of 2025 reached $3.3 million. This recurring revenue base, which includes software and service subscriptions, grew 13% year-over-year compared to the $2.9 million reported in the third quarter of 2024. The average revenue per unit (ARPU) for FST recurring revenue climbed to $792 per unit in Q3 2025, up from $700 in the prior year period.

Self-service and online ordering for consumable supplies (TransAct Services Group).

The TransAct Services Group manages the relationship for ongoing consumable needs, which is a high-volume, lower-touch interaction. Customers can secure their complete range of supplies and consumable items online at http://www.transactsupplies.com or through the direct sales team. This channel supports the installed base of over 3.9 million printers, terminals, and other hardware devices sold globally by TransAct Technologies.

Long-term service contracts and Premier Express Warranties for hardware.

The relationship extends through hardware support via service contracts and warranties, which are critical for maintaining the installed base and ensuring consistent recurring revenue. The company remains committed to providing world-class service, spare parts, and accessories to support its installed product base. The overall full-year 2025 net sales guidance is set between $50 million and $53 million.

Key metrics illustrating the customer base growth and recurring revenue focus:

• Q1 2025 BOHA! terminal unit sales hit an all-time quarterly high of 2,350 units.
• Terminal unit sales for the first nine months of 2025 totaled 5,883, a 58% year-over-year increase.
• Q3 2025 Net Sales were $13.2 million.
• A Midwest convenience store chain deployed 73 BOHA! Terminal 2 devices in October 2025.

Relationship Metric	Value / Detail	Reporting Period
FST Recurring Revenue	$3.3 million	Q3 2025
FST Recurring Revenue YoY Growth	13%	Q3 2025 vs Q3 2024
Average Revenue Per Unit (ARPU)	$792	Q3 2025
Total BOHA! Terminals Sold (9 Months)	5,883 units	9M 2025
Full Year 2025 Net Sales Guidance	$50 million to $53 million	As of Nov 2025

Finance: review Q4 2025 recurring revenue projections against the $792 ARPU target by end of next week.

TransAct Technologies Incorporated (TACT) - Canvas Business Model: Channels

You're looking at how TransAct Technologies Incorporated gets its products and services into the hands of its customers as of late 2025. It's a mix of direct engagement and partner integration across their two main revenue drivers: Food Service Technology (FST) and Casino & Gaming.

The company's overall financial expectation for the full year 2025 net sales is between $50 million and $53 million. To give you a concrete snapshot, the preliminary third quarter 2025 net sales reached $13.2 million, which was up 21% compared to the third quarter of 2024.

Here's a breakdown of how those sales channels are performing based on the Q3 2025 figures:

Channel Driver/Segment	Q3 2025 Net Sales Amount	Year-over-Year Growth (Q3)	Key Metric/Volume
Casino and Gaming Revenue (Primarily OEM Partners)	$7.1 million	58% increase	Major domestic OEM partners are reportedly back in buying positions.
Food Service Technology (FST) Net Sales (Direct Sales Focus)	$4.8 million	12% increase	1,591 BOHA! Terminals sold in the quarter.
FST Recurring Revenue (TSG/Online Portal)	$3.3 million	13% increase	Nine-month terminal sales totaled 5,883 units, a 58% increase YoY.

The direct sales force is heavily focused on the FST segment, pushing hardware like the BOHA! Terminals. For instance, the company secured a major BOHA Terminal 2 upgrade order with a national convenience store chain operating over 700 locations in Q1 2025. That's a clear win for the direct sales motion targeting large national accounts.

• Direct sales force targets large national and regional foodservice chains for BOHA! solutions.
• OEM partners are the primary channel for the Casino and Gaming segment, which generated $7.1 million in Q3 2025.
• The company sold 2,350 BOHA! Terminals in Q1 2025, a record for that quarter.

The TransAct Services Group (TSG) is critical for capturing recurring revenue, which is directly tied to the installed base of hardware. This group handles the direct sales of supplies and consumables, feeding into the recurring revenue stream. For the third quarter of 2025, FST recurring revenue hit $3.3 million.

The online portal, http://www.transactsupplies.com, works in tandem with TSG to provide customers with a complete range of supplies and consumable items. TransAct has sold over 4.0 million printers, terminals, and other hardware devices globally to support this consumables channel.

• TransAct Services Group (TSG) drives sales of supplies and consumables.
• The online portal supports TSG by offering supplies and consumables directly to the installed base.
• Total installed base supported by service/supplies is over 4.0 million devices.

The Casino and Gaming channel, driven by OEM partners, remains the largest revenue contributor, bringing in $7.1 million in Q3 2025. That's a significant piece of the $13.2 million total quarterly revenue.

TransAct Technologies Incorporated (TACT) - Canvas Business Model: Customer Segments

You're looking at the core customer groups TransAct Technologies Incorporated (TACT) targets with its BOHA! platform and its other technology solutions. Honestly, the focus has clearly shifted toward Food Service Technology (FST), but the gaming side still brings in significant, high-growth revenue.

National and regional convenience store chains represent a major win area, especially with the BOHA! Terminal 2 rollout. You saw a headline-grabbing event in Q1 2025 where a major convenience store chain committed to a 1,400 BOHA! unit upgrade. That same quarter, another national chain, operating over 700 locations, secured a major BOHA Terminal 2 upgrade order. To be fair, the pipeline is still active here; for instance, a Midwest chain with 81 locations selected BOHA! in October 2025. The momentum is clear, as evidenced by the 2,350 BOHA! terminal units sold in Q1 2025, an all-time quarterly high. By the end of Q3 2025, the company had sold 5,883 terminals year-to-date.

For Quick Service Restaurants (QSR) and fast-casual franchises, the traction is about sophisticated labeling and operational streamlining. The company secured international and domestic approvals to sell BOHA 2 terminals to franchisees of a large QSR, with the domestic opportunity estimated to be in excess of 10,000 locations. They've signed deals across five territories, including Canada, Germany, Poland, Saudi Arabia, and Italy. The Q1 2025 results specifically noted conversion of Tier 1 customers, including a major QSR, to the Terminal 2. The CEO also mentioned doing well with national sushi providers in the grab-and-go space.

The contract foodservice providers and institutional kitchens segment is an emerging market for the BOHA! platform, particularly for compliance. You can see this in the Q1 2025 win with a national healthcare food service provider for deployment in hospital and care facility kitchens for nutritional labeling. The company is also actively working with large facility automation players like Sodexo and Aramark.

The casino and gaming machine manufacturers and operators globally segment remains a substantial revenue driver, showing strong rebound in 2025. Casino and gaming revenue hit $6.7 million in Q1 2025, up 18% year-over-year. This strength continued, with Q2 2025 gaming revenue reaching $7.6 million, a 42% year-over-year increase. By Q3 2025, that revenue surged again to $7.1 million, marking a 58% increase year-over-year. Here's a quick look at how the main revenue streams stacked up in Q3 2025:

Segment	Q3 2025 Net Sales (Millions USD)	Year-over-Year Growth
Food Service Technology (FST)	$4.8	Up 12%
Casino and Gaming	$7.1	Up 58%

Finally, the Healthcare and POS automation markets represent a smaller, more legacy area, though healthcare is an area of growth for BOHA!. POS automation sales specifically saw a decline, falling 5% from the prior year in Q1 2025, landing at $618,000. The TransAct Services Group (TSG), which includes legacy parts, saw sales of $808,000 in Q1 2025, down 22% year-over-year as strong prior-year spare parts demand normalized. Still, the overall company outlook for full-year 2025 net sales was raised to between $50 million and $53 million.

TransAct Technologies Incorporated (TACT) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive TransAct Technologies Incorporated's operations as of late 2025. Honestly, for a company bridging hardware like BOHA! Terminals and recurring software revenue, the cost structure is a mix of traditional manufacturing costs and modern software overhead.

The cost of goods sold (COGS) directly impacts the profitability of the hardware sales, which is key for both the BOHA! Terminals and gaming printers. For the third quarter of 2025, the company achieved a gross margin of 49.8%, up from 48.1% in the third quarter of 2024. This margin is calculated on net sales of $13.2 million for Q3 2025, resulting in a gross profit of $6.6 million.

Manufacturing and assembly costs for the hardware devices are bundled into the Cost of Sales. For context, in the first quarter of 2025, the Cost of Sales was $6,694 thousand on net sales of $13,053 thousand. The volume of hardware moved is a factor here; TransAct Technologies sold 1,591 BOHA! Terminals in the third quarter of 2025 alone.

A significant portion of the cost structure involves investment in the future, particularly the BOHA! software platform and new hardware development. This is the Research and Development (R&D) bucket, which the company often labels as Engineering, design and product development. Software maintenance costs, which are recurring, also fall under operating expenses, often overlapping with R&D or G&A depending on the nature of the maintenance.

Sales and Marketing (S&M) expenses cover the direct sales force efforts and presence at trade shows, which are critical for securing new placements for the BOHA! solution suite in the food service technology and casino/gaming markets. These costs are designed to drive both initial hardware sales and the growth of the recurring revenue stream, which hit $3.3 million in Q3 2025.

General and administrative (G&A) overhead covers the necessary costs of keeping the lights on-finance, executive functions, and general operations. It's everything that isn't directly tied to building or selling the product. You want this number lean, because it directly eats into operating income.

Here's a quick look at the operating expense breakdown from the first quarter of 2025, which gives you a concrete sense of the scale of these fixed and semi-fixed costs relative to the business:

Cost Category	Q1 2025 Amount (in thousands)	Q1 2025 Amount (in USD)
Engineering, design and product development (R&D Proxy)	$1,635	$1,635,000
Selling and marketing (S&M)	$2,085	$2,085,000
General and administrative (G&A)	$2,654	$2,654,000

For the first nine months of 2025, net sales totaled $40.0 million. The company is managing these costs to achieve profitability; Q3 2025 saw operating income of $14 thousand, a significant swing from the operating loss of $(837) thousand in Q3 2024.

The key cost drivers you should watch closely are:

• Cost of Sales (COGS) relative to hardware unit volume.
• R&D spend supporting the BOHA! software roadmap.
• S&M effectiveness in driving new FST recurring revenue.
• G&A leverage as net sales approach the full-year guidance of $50 million to $53 million.

Finance: draft 13-week cash view by Friday.

TransAct Technologies Incorporated (TACT) - Canvas Business Model: Revenue Streams

You're looking at how TransAct Technologies Incorporated brings in cash, which is key for understanding its valuation right now. The revenue mix shows a clear push toward more predictable income streams, balancing hardware sales with ongoing service fees.

The recurring component of the Food Service Technology (FST) segment is a major focus. This revenue, which covers software/service subscriptions and labels, hit $3.3 million in Q3 2025. That was up 13% compared to the $2.9 million seen in Q3 2024.

Hardware sales remain significant, particularly in the FST division where the company sold 1,591 BOHA! Terminals in the third quarter alone. Over the first nine months of 2025, TransAct Technologies Incorporated moved 5,883 terminals, marking a 58% increase year-over-year for that period. This speaks directly to the sales of BOHA! Terminal 2 and AccuDate hardware units.

The Casino and Gaming segment is a strong driver of transactional revenue. Casino and Gaming hardware sales, which include printers and parts, generated $7.1 million in Q3 2025. That was a substantial 58% jump year-over-year.

Consumable supplies, like labels and paper, flow through the TransAct Services Group, supporting the recurring revenue base. The total FST net sales for the quarter were $4.8 million, up 12% from the prior year.

Here's a quick look at the Q3 2025 revenue breakdown:

Revenue Segment	Q3 2025 Net Sales (Millions USD)	Year-over-Year Growth
Total Net Sales	$13.2	21%
FST Net Sales	$4.8	12%
Casino and Gaming Net Sales	$7.1	58%

The full-year 2025 net sales guidance is set between $50 million and $53 million. This was an upward revision from the prior low end of $49 million. The company maintained its adjusted EBITDA outlook for the full year to be between breakeven and $1.5 million.

You can see the revenue streams are layered:

• FST recurring revenue, including software subscriptions.
• Sales of BOHA! Terminal 2 and AccuDate hardware.
• Casino and Gaming hardware and parts sales.
• Consumable supplies revenue from TransAct Services Group.

The Revenue Per Unit (RPU) for FST in Q3 2025 was $792, showing an increase in the value extracted per installed terminal. Finance: draft 13-week cash view by Friday.