Advanced Drainage Systems, Inc. (NYSE:WMS) Q4 2024 Earnings Conference Call May 16, 2024 10:00 AM ET Company Participants Allison Justice – Director of IRScott Barbour – President and CEOScott Cottrill – CFO Conference Call Participants Mike Halloran – BairdMatthew Bouley – BarclaysGarik Shmois – Loop CapitalBryan Blair – OppenheimerJohn Lovallo – UBSDavid Tarantino – KeyBancNoah…
KGrif/iStock Editorial via Getty Images Aerospace and defense companies are performing strongly, some perform strongly due to the positive trends in commercial airplane productions and utilization and others are performing very well due to the increased demand for defense equipment and services. In my view, European aerospace companies have significant upside, as they have been…
Pason Systems Inc. (OTCPK:PSYTF) Q1 2024 Earnings Conference Call May 3, 2024 11:00 AM ET Company Participants Celine Boston – Chief Financial OfficerJon Faber – President and Chief Executive Officer Conference Call Participants Keith MacKey – RBC Capital MarketsAaron MacNeil – TD CowenJohn Gibson – BMO Capital MarketsCole Pereira – Stifel Operator Good morning. My…
Telephone and Data Systems, Inc. (NYSE:TDS) Q1 2024 Earnings Conference Call May 3, 2024 10:00 AM ET Company Participants Colleen Thompson – Vice President, Corporate RelationsVicki Villacrez – Executive Vice President & Chief Financial OfficerLT Therivel – President & Chief Executive Officer, UScellularDoug Chambers – Executive Vice President, Chief Financial Officer & TreasurerMichelle Brukwicki –…
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Genevieve Cunningham – Senior Manager, Marketing CommunicationsMichael Hsing – Chief Executive Officer and FounderBernie Blegen – Executive Vice President and Chief Financial OfficerTony Balow – Vice President of Finance Conference Call Participants Tore Svanberg – Stifel NicolausQuinn…
Casella Waste Systems, Inc (NASDAQ:CWST) Q1 2024 Earnings Conference Call April 26, 2024 10:30 AM ET Company Participants Charlie Wohlhuter – Director, IRJohn Casella – Chairman and CEOBrad Helgeson – CFONed Coletta – President Conference Call Participants Michael Hoffman – StifelStephanie Moore – JefferiesAdam Bubes – Goldman SachsMichael Feniger – Bank of AmericaTony Bancroft –…
Cadence Design Systems, Inc. (NASDAQ:CDNS) Q1 2024 Earnings Conference Call April 22, 2024 5:00 PM ET Company Participants Richard Gu – VP, IRAnirudh Devgan – President and CEOJohn Wall – SVP and CFO Conference Call Participants Joe Vruwink – BairdCharles Shi – Needham & CompanyLee Simpson – Morgan StanleyRuben Roy – StifelJay Vleeschhouwer – Griffin…
Mitek Systems, Inc. (NASDAQ:MITK) Q1 2024 Earnings Conference Call April 15, 2024 5:00 PM ET Company Participants Todd Kehrli – MKR Investor Relations, Inc.Max Carnecchia – CEODave Lyle – CFO Conference Call Participants Jake Roberge – William BlairMike Grondahl – Northland SecuritiesAllen Klee – MaximChad Bennett – Craig HallamScott Buck – HC Wainwright Operator Hello,…
Aehr Test Systems (NASDAQ:AEHR) Q3 2024 Earnings Call Transcript April 9, 2024 5:00 PM ET Company Participants Jim Byers – IR, MKR IRGayn Erickson – President and CEOChris Siu – CFO Conference Call Participants Christian Schwab – Craig-Hallum Capital GroupJed Dorsheimer – William BlairLarry Chlebina – Chlebina Capital Operator Greetings. Welcome to the Aehr Test…
Photitos2016/iStock via Getty Images Rekor Systems (NASDAQ:REKR) is a company providing AI-driven hardware and software technology that gathers mobility data from transport activities to deliver roadway intelligence. REKR changed its name from Novume Solutions in 2019, and the stock appears to have gone public at a price of $2 in 2017. All-time return since then…
islander11 Summary Following my coverage on FactSet Research Systems (NYSE:FDS), which I recommended a hold rating given the downwards revision of guidance and a weakened selling environment, this post is to provide an update on my thoughts on the business and stock. I believe it is apparent at this point that FDS is not going…
Scharfsinn86 Note: I have covered Westport Fuel Systems Inc. (NASDAQ:WPRT) previously, so investors should view this as an update to my earlier articles on the company. After the close of Monday’s regular session, Westport Fuel Systems Inc. or “Westport” reported mixed fourth quarter and full year 2023 results. While revenues of $87.2 million came in…
Cisco Systems, Inc. (NASDAQ:CSCO) OFC 2024 Cisco and Raymond James March 26, 2023 10:30 AM ET Company Participants Bill Gartner – SVP,GM of Optical Systems and Optics Group Conference Call Participants Simon Leopold – Managing Director, Raymond James Unidentified Analyst Hello, everyone. Thank you for joining. I’m Heather [ph] host for today’s event. In a…
champpixs It has been nearly four years since I wrote about Westport Fuel Systems Inc. (NASDAQ:WPRT) on Seeking Alpha. On June 9, 2020. WPRT was trading below the $1.50 per share level in June 2020 on a pre-split basis when I wrote: In a world that looks for a cleaner environment, the addressable market for…
Rekor Systems, Inc. (NASDAQ:REKR) Q4 2023 Earnings Conference Call March 25, 2024 4:30 PM ET Company Participants Eyal Hen – Chief Financial OfficerDavid Desharnais – President and COORobert Berman – Chairman and CEO Conference Call Participants Louie DiPalma – William BlairMichael Latimore – Northland Capital Markets Operator Good afternoon, ladies and gentlemen, and welcome to…
gorodenkoff Investment Thesis Cadence Design Systems (NASDAQ:CDNS) is part of the EDA market (Electronic Design and Automation) which I believe is running quite hot at the moment. The foundation of my belief is that since AI proliferated, especially over the past 12–15 months, enterprises have doubled down on their spending and investments in key strategic…
One Stop Systems, Inc. (NASDAQ:OSS) Q4 2023 Earnings Conference Call March 21, 2024 5:00 PM ET Company Participants Mike Knowles – President & Chief Executive OfficerJohn Morrison – Chief Financial Officer Conference Call Participants Scott Searle – ROTH MKMBrian Kinstlinger – Alliance Global PartnerDavid Williams – BenchmarkEric Martinuzzi – Lake StreetJoe Combs – Noble Capital…
sanjeri/E+ via Getty Images Investment Thesis Veeva Systems Inc. (NYSE:VEEV) helps streamline processes, improve collaboration, and ensure compliance with industry regulations. The business is highly entrenched and returning to attractive growth once again. Furthermore, I make the case that paying 32x forward non-GAAP operating profits for Veeva is attractively priced. Simply put, with more than…
Telephone and Data Systems, Inc. (NYSE:TDS) Q4 2023 Earnings Conference Call February 16, 2024 10:00 AM ET Company Participants Colleen Thompson – VP, Corporate Relations Vicki Villacrez – EVP & CFO Laurent Therivel – President, CEO & Director Douglas Chambers – EVP, CFO and Treasurer Michelle Brukwicki – CFO, TDS Telecommunications LLC Conference Call Participants…
Comezora/Moment via Getty Images Today, I aim to highlight the opportunity set for Aehr Test Systems (NASDAQ:AEHR) after the company’s weak share price performance since late last year. Data by YCharts I have previously written an in-depth article on AEHR that can be found here, highlighting the SiC opportunity, the AEHR differentiation factor, its key…
Cadence Design Systems, Inc. (NASDAQ:CDNS) Q4 2023 Earnings Conference Call February 12, 2024 5:00 PM ET Company Participants Richard Gu – Vice President, Investor Relations Anirudh Devgan – President and Chief Executive Officer John Wall – Senior Vice President and Chief Financial Officer Conference Call Participants Jason Celino – KeyBanc Capital Markets Charles Shi –…
Christopher Furlong/Getty Images News Responsible investing being one of my twin areas of interest, I write mostly about companies that are champions of sustainability in their respective industries. Occasionally I cover ESG laggards and firms with intrinsically high ESG risks. Elbit Systems (NASDAQ:ESLT) is a plain example of the latter. The company has been dropped…
Edwin Tan /E+ via Getty Images We’re initiating Aehr Test Systems (NASDAQ:AEHR) with a buy-rating. AEHR is a leading provider of test systems for burning-in and testing memory and logic integrated circuits with a unique position in the semiconductor industry and exposure to the EV market. The company announced 2Q24 results and outlook earlier this…
jamesteohart About seven months ago, I rated the preferred stock of Telephone and Data Systems (NYSE:TDS.PR.V) as a “hold”, as the stock was offering an exceptionally high dividend yield of 13.0% but it also had some material risks. Since my article, the stock has offered a total return of 38% and thus it has outperformed…
Ole_CNX Investment Thesis Earlier in November, I covered Google (NASDAQ:GOOG) where I discussed the company’s strong balance sheet and potential for high shareholder returns. In this article, I will discuss the company’s recent launch of its AI system, Gemini. This is an important development and shows significant strides Google has been making in AI. Gemini’s…
da-kuk Investment Thesis I wanted to take a look at NetScout Systems (NASDAQ:NTCT) because the company has lost 23% over the last decade, which means it destroyed value for its shareholders. I wanted to take a look at its financials to see if I could find any positive that could warrant an investment. The company…
Enghouse Systems Limited (OTCPK:EGHSF) Q4 2023 Earnings Conference Call December 15, 2023 8:45 AM ET Company Participants Stephen Sadler – Chairman and Chief Executive Officer Todd May – Vice President and General Counsel Rob Medved – Vice President, Finance and Corporate Secretary Vince Mifsud – Global President Conference Call Participants Stephanie Price – CIBC Paul…
CasarsaGuru Aehr Test Systems (NASDAQ:AEHR) has emerged as a notable player in the rapidly evolving semiconductor industry, as evidenced by its exceptional performance in Q1 2024. The company experienced a notable rise in net revenue and enhanced profitability. Its venture into silicon carbide and gallium nitride and engagement in silicon photonics highlight its dedication to…
Verint Systems Inc. (NASDAQ:VRNT) Q3 2024 Results Conference Call December 6, 2023 4:30 PM ET Company Participants Matthew Frankel – IR Dan Bodner – CEO Grant Highlander – CFO Conference Call Participants Joshua Reilly – Needham Hugh Cunningham – Cowen Peter Levine – Evercore Samad Samana – Jefferies Operator Good day, and thank you for…
POSaBIT Systems Corporation (OTCQX:POSAF) Q3 2023 Earnings Conference Call November 30, 2023 4:30 PM ET Company Participants Oscar Dahl – Investor Relations Ryan Hamlin – Chief Executive Officer Matthew Fowler – Chief Financial Officer Conference Call Participants Joshua Horowitz – Palm Operator Good day, everyone, and welcome to the POSaBIT Systems Corporation Third Quarter 2023…
KangeStudio Investment Thesis Comfort Systems USA, Inc’s (NYSE:FIX) revenue growth should continue to see benefits from a healthy backlog of $4.28 billion exiting Q3 2023, and good demand in industrial, technology, and manufacturing sectors driven by medium to long-term secular trends. However, the streak of extraordinarily high growth rate that the company has been witnessing…
gorodenkoff Investment Thesis Veeva Systems Inc. (NYSE:VEEV) stock is well-placed with lower expectations, as it heads to report its fiscal Q3 2024 results, expected post-market on Wednesday 6 December 2023. I now believe that this is a good entry point for investors to start averaging into their holding of Veeva. For a long time, as…
da-kuk Investment overview The central point of an investment analysis into Varonis Systems (NASDAQ:VRNS) is its transition into a SaaS model. While this transition is a growth tailwind in the near term, it has long-term benefits as it drives higher contribution margins and shorter sales cycles. In other words, I view the SaaS model as…
energyy Telephone and Data Systems Preferred Shares (TDS.PR.U) currently offer a better combination of yield and upside potential compared to its ordinary shares, being the best way to play the potential sale of its stake in UScellular Corp (USM). Business Overview Telephone and Data Systems (TDS) operates in the telecommunications industry, providing wireless products and…
Singular Genomics Systems, Inc. (NASDAQ:OMIC) Q3 2023 Earnings Conference Call November 14, 2023 4:30 PM ET Company Participants Philip Taylor – IR Drew Spaventa – CEO, Founder & Chairman Dalen Meeter – CFO Conference Call Participants Dan Brennan – TD Cowen Matt Sykes – Goldman Sachs John Sourbeer – UBS Operator Greetings. Welcome to the…
One Stop Systems, Inc. (NASDAQ:OSS) Q3 2023 Earnings Conference Call November 9, 2023 5:00 PM ET Company Participants Mike Knowles – President and Chief Executive Officer John Morrison – Chief Financial Officer Conference Call Participants Brian Kinstlinger – Alliance Global Partners David Williams – Benchmark Joe Gomes – NOBLE Capital Max Michaelis – Lake Street…
Vestas Wind Systems A/S (OTCPK:VWDRY) Q3 2023 Earnings Conference Call November 8, 2023 4:00 AM ET Company Participants Henrik Andersen – Chief Executive Officer Hans Martin Smith – Chief Financial Officer Conference Call Participants Kristian Tornøe – SEB Ben Heelan – Bank of America Claus Almer – Nordea Sean McLoughlin – HSBC Ajay Patel –…
Casa Systems, Inc. (NASDAQ:CASA) Q3 2023 Earnings Conference Call November 7, 2023 5:00 PM ET Company Participants Dennis Daly – Investor Relations Michael Glickman – President & Chief Executive Officer Ed Durkin – Chief Financial Officer Conference Call Participants Tim Savageaux – Northland Capital Markets Operator Good afternoon and welcome to Casa Systems Third Quarter…
Mercury Systems, Inc. (NASDAQ:MRCY) Q1 2024 Earnings Conference Call November 7, 2023 5:00 PM ET Company Participants Dave Farnsworth – Executive Vice President & Chief Financial Officer Bill Ballhaus – President & Chief Executive Officer Conference Call Participants Ken Herbert – RBC Capital Markets Michael Ciarmoli – Truist Sheila Kahyaoglu – Jefferies Operator Good day,…
Tactile Systems Technology, Inc. (NASDAQ:TCMD) Q3 2023 Earnings Call Transcript November 6, 2023 5:00 PM ET Company Participants Daniel Reuvers – President & Chief Executive Officer Elaine Birkemeyer – Chief Financial Officer Conference Call Participants Simran Kaur – Piper Sandler Ryan Zimmerman – BTIG Margaret Kaczor – William Blair & Company Suraj Kalia – Oppenheimer…
JARAMA/iStock via Getty Images We maintain our buy rating on Monolithic Power Systems (NASDAQ:MPWR). We think data center revenue more or less saved the day this quarter, offsetting weaker auto and industrial end demand. We now expect MPWR to outperform in the near term, driven by continued growth in AI-related revenues. This quarter, the company…
kynny On Monday, shares of leading semiconductor solutions provider ON Semiconductor (ON) sold off by more than 20% following a surprise Q4 earnings warning with the projected shortfall mostly the result of substantially lower silicon carbide demand by a “single automotive OEM” as outlined by management on the conference call (emphasis added by author): (…)…
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q3 2023 Earnings Conference Call October 30, 2023 5:00 PM ET Corporate Participants Genevieve Cunningham – Senior Manager, Marketing Communications Michael Hsing – Chief Executive Officer and Founder Bernie Blegen – Vice President and Chief Financial Officer Conference Call Participants Quinn Bolton – Needham Tore Svanberg – Stifel Ross Seymore…
Techa Tungateja/iStock via Getty Images Mitek Systems (NASDAQ:MITK) operates an identity validation platform. The company has been growing at a very good pace with mostly organic performance. I believe that Mitek is poised for long-term margin expansion along with a good amount of further growth in the growing identity verification market. The current valuation doesn’t…
simonkr/E+ via Getty Images OSI Systems, Inc. (NASDAQ:OSIS) doesn’t capture many headlines, although anyone who has traveled through an airport will likely recognize their market-leading security screening systems including X-ray machines, and explosive detectors. Indeed, OSI Systems has benefited from the ongoing travel boom with the stock outperforming and up more than 40% in 2023…
Justin Sullivan Cisco Systems (NASDAQ:CSCO) is one of the largest multinational technology conglomerates in the world, occupying a leading position in the global telecom equipment market. Investment thesis The company provides software, routers, and switches, led by the Nexus 9000 series, which are in high demand despite increased competition in the global data center equipment…
rdegrie Never go to bed mad. Stay up and fight.”― Phyllis Diller. Today, we take our first look at Inspire Medical Systems, Inc. (NYSE:INSP). If you watch any TV at all, I am sure you have seen the ads for this company’s flagship product. Despite stellar revenue growth, this mid-cap stock trades near a 52-week…
Cadence Design Systems, Inc. (NASDAQ:CDNS) Q3 2023 Earnings Conference Call October 23, 2023 5:00 PM ET Company Participants Richard Gu – Vice President of Investor Relations Anirudh Devgan – President and Chief Executive Officer John Wall – Senior Vice President and Chief Financial Officer Conference Call Participants Charles Shi – Needham Gianmarco Conti – Deutsche…
murat4art/iStock via Getty Images Investment Action Based on my current outlook and analysis of Mercury Systems (NASDAQ:MRCY), I recommend a hold rating. I have concerns about the EBITDA margin performance in FY24, which I believe will put the stock in rangebound mode until more clarity is provided. Basic Information MRCY is a manufacturer of critical…
Aehr Test Systems (NASDAQ:AEHR) Q1 2024 Earnings Conference Call October 5, 2023 5:00 PM ET Company Participants Jim Byers – MKR IR Gayn Erickson – President and CEO Chris Siu – CFO Conference Call Participants Christian Schwab – Craig-Hallum Capital Group Jed Dorsheimer – William Blair Dylan Patel – SemiAnalysis Larry Chlebina – Chelbina Capital…