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    Alek Valero • Loop Capital Markets

    Alek Valero's questions to Stratasys Ltd (SSYS) leadership

    Alek Valero's questions to Stratasys Ltd (SSYS) leadership • Q2 2025

    Question

    Alek Valero of Loop Capital Markets LLC inquired if the successful collaborations with General Motors and Toyota would lead to more partnerships with other auto OEMs, and asked about potential upsell opportunities with these customers, particularly in consumables.

    Answer

    CEO Yoav Zeif confirmed that these partnerships serve as a proven use case to replicate with other OEMs, highlighting the demonstrated value in speed and cost savings. He emphasized the significant upsell opportunity, noting that machines in production environments can have utilization rates up to 85% and consume up to ten times more material than those used for prototyping, which is central to their manufacturing strategy.

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    Alek Valero's questions to Stratasys Ltd (SSYS) leadership • Q3 2024

    Question

    Alek Valero from Loop Capital Markets asked for an update on the progress of the previously announced 15% headcount reduction and inquired about key upcoming milestones for the TrueDent dental solution.

    Answer

    CFO Eitan Zamir clarified that the restructuring plan is broader than just headcount, including closing locations and canceling projects, and noted the company is ahead of schedule in its execution. CEO Dr. Yoav Zeif outlined key milestones for TrueDent, which include geographic expansion into EMEA and APAC, and deeper penetration into clinics by building credibility with leading dental institutions, with a major showcase planned for the IDS show in Germany.

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    Alek Valero's questions to 3D Systems Corp (DDD) leadership

    Alek Valero's questions to 3D Systems Corp (DDD) leadership • Q2 2025

    Question

    Alek Valero of Loop Capital Markets LLC inquired about the progress of in-sourcing manufacturing to mitigate tariff impacts and asked if customers were considering purchasing 3D Systems' printers as a way to manage their own tariff exposure.

    Answer

    President and CEO Jeffrey Graves stated that the manufacturing in-sourcing initiative is nearly complete and primarily benefits COGS and gross margin through better quality control and efficiency, helping to offset component tariff costs. He confirmed customers are discussing buying printers to mitigate tariffs, but the volatile tariff landscape makes them hesitant to commit capital to a specific location, which slows printer sales and creates a bridge opportunity for 3D Systems to supply parts directly.

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    Alek Valero's questions to 3D Systems Corp (DDD) leadership • Q1 2025

    Question

    Alek Valero requested more detail on 3D Systems' involvement in the AI infrastructure market and asked which areas represent the greatest growth opportunities for the company, independent of the current macroeconomic environment.

    Answer

    CEO Jeffrey Graves outlined three key application areas in AI infrastructure: 1) thermally stable components for semiconductor manufacturing equipment, 2) high-purity copper parts for heat dissipation in data centers, and 3) components for energy turbines that power data centers. He identified aerospace & defense as a primary growth opportunity due to its relative insulation from tariff volatility and strong demand, alongside AI infrastructure and oil & gas, leveraging the company's advanced metal and polymer printing capabilities.

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    Alek Valero's questions to Maxlinear Inc (MXL) leadership

    Alek Valero's questions to Maxlinear Inc (MXL) leadership • Q4 2024

    Question

    Alek Valero, on for Ananda at Loop Capital Markets, asked if MaxLinear becomes more attractive to customers as speeds increase to 3.2T and whether its 'asset-light' model is an advantage in a Co-Packaged Optics world.

    Answer

    CEO Kishore Seendripu positioned MaxLinear as the only credible new optical entrant, with low power as a key differentiator. He reiterated that being a pure-play silicon vendor is a 'net positive' for CPO, as it allows them to partner with the many competent optics producers who will need a silicon supplier.

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    Alek Valero's questions to TD Synnex Corp (SNX) leadership

    Alek Valero's questions to TD Synnex Corp (SNX) leadership • Q4 2024

    Question

    Alek Valero asked about the primary growth levers for the Hyve business from generative AI demand this year. He also followed up with a question about networking inventory levels and whether the industry has moved past its recent surplus.

    Answer

    CEO Patrick Zammit explained that Hyve is active in both compute and networking, with current strength in traditional compute and emerging opportunities in AI compute. Regarding networking, he stated that the tough year-over-year comparison from the 2023 backlog release is now over, and the company expects growth driven by underlying demand from trends like WiFi 7 and AI-related data center switching upgrades.

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    Alek Valero's questions to TD Synnex Corp (SNX) leadership • Q3 2024

    Question

    Alek Valero asked if the company is seeing a pickup in demand for traditional, non-GenAI servers and whether there was any revenue impact from changes at large customers in Q3 or Q4.

    Answer

    CEO Patrick Zammit stated that enterprises are still determining how to best utilize GenAI, and the company's 'Destination AI' initiative is aimed at helping resellers with this. He believes the positive impact of GenAI on the server market will likely be seen more in the second half of next year. Regarding large customers, particularly in North America, he noted that this market segment continues to be 'a little bit more muted' with no significant acceleration in demand yet.

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