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    Alan Hicks

    Research Analyst at Ainsley Capital Management

    Alan Hicks is an Analyst at Ainsley Capital Management, where he specializes in technology sector coverage with a focus on companies such as Vicor Corporation. As a frequent participant on Vicor's earnings calls, he has demonstrated a detailed understanding of product cycles, licensing agreements, and market resilience, engaging management on trends directly affecting operational performance. Hicks joined Ainsley Capital Management following the firm's founding in Campbell, California, and plays a key role in monitoring investments across the fund's technology portfolio. While detailed performance metrics and professional credential registrations are not publicly disclosed, his active analyst role and discernment in questioning management indicate a strong command of sector-specific research and investment analysis.

    Alan Hicks's questions to VICOR (VICR) leadership

    Alan Hicks's questions to VICOR (VICR) leadership • Q1 2025

    Question

    Alan Hicks sought to clarify the dynamics between declining royalty income and growing Advanced Products sales, the status of the ITC case, and the outlook for the Brick Products business.

    Answer

    CFO Jim Schmidt confirmed a new licensee was signed in Q1, while CEO Patrizio Vinciarelli explained an existing licensee transitioned to a new, unlicensed product platform. Vinciarelli expressed confidence in future growth for both product sales and licensing income and noted the ITC exclusion order is now in effect. Schmidt characterized the Brick Products business as stable.

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    Alan Hicks's questions to VICOR (VICR) leadership • Q3 2024

    Question

    Alan Hicks of Ainsley Capital Management sought clarification on the Q3 revenue mix between product sales and royalties within the Advanced Products segment. He also asked if all Advanced Products are now made in the new fab, its operational status, and for more detail on Vicor's unique converter-housed-in-package (ChiP) technology.

    Answer

    CFO Jim Schmidt confirmed that royalty revenue increased sequentially and that this was included in the Advanced Products total. CEO Patrizio Vinciarelli affirmed that all Advanced Products are produced in the new factory, which he described as the world's first foundry for power components. He highlighted benefits like shorter cycle times and scalability and stressed that the ChiP technology is unique, protected by IP, and fundamentally different and more scalable than legacy 'brick' products.

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