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Please give us an overview of your area of coverage, specifically any coverage related to the semiconductor and AI spaces. Mr. Rasgon: Sure. I’m a Managing Director and Senior Analyst at Bernstein ...
Please give us a brief overview of Porch Group, its products, and the customers you serve. Mr. Ehrlichman: Happy to. Porch is a new kind of homeowners insurance company. We work with homeowners in a ...
Please tell us about Silvaco and its products. Dr. Taheri: The company’s name originated from what we call Silicon Valley Company. If you look at the beginning of each of those words, you have Silvaco ...
Please give us an overview of InTest and the business segments you serve. Mr. Grant: InTest has been around for over 40 years. We are a manufacturer of innovative test and process technology solutions ...
What you’re focusing on now, and over the past year or so, what are the issues that have most impacted the spaces you cover? Mr. Becker: I loosely categorize my coverage universe as a broader software ...
Can you please tell us about Duos Technologies? Mr. Ferry: Sure. Duos Technologies is a small but mighty company that’s traded publicly on the NASDAQ as a microcap. Our primary business for the last ...
Could you please briefly introduce yourself, your firm and your coverage? Mr. Vleeschhouwer: I’m with Griffin Securities. We are a small research and investment banking, advisory and research firm ...
Please give us an overview of your area of coverage, specifically any coverage related to the semiconductor and AI spaces. Mr. Svanberg: Sure. I’ve covered semiconductors for 26 years and throughout ...
Scott Berg is a Senior Analyst for Needham & Company, LLC, where he covers SaaS and enterprise/application software. Mr. Berg joined Needham in 2015. Previously, he was senior research analyst at ...
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