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Alicia Rees

Research Analyst at Wilbur Securities

Alicia Rees is an Analyst at Wilbur Securities, specializing in equity research with a focus on key players within the technology and financial sectors. She provides detailed coverage of publicly traded companies such as Apple, Goldman Sachs, and PayPal, delivering in-depth insights that inform institutional and private investors. Rees began her finance career in the late 2010s, previously gaining experience at boutique investment research firms before joining Wilbur Securities in 2021. She holds FINRA Series 7 and 63 securities licenses, and is recognized for her rigorous analytical approach and commitment to high ethical standards.

Alicia Rees's questions to HEAR leadership

Alicia Rees's questions to HEAR leadership • Q2 2024

Question

Requested qualitative details on performance and market share across various product segments (headsets, controllers, simulation) and a discussion on regional performance, particularly the growth in North America and the qualitative impact of the PDP acquisition.

Answer

The business mix is now more diversified, with non-headset categories approaching 50% of revenue. The company is gaining share in the strong third-party controller market (+15% YoY) and saw its headset share recover in June. PC share is stable with growth expected, and simulation share is around 20-25% in the U.S. flight sim category. The PDP acquisition increased the Americas' revenue share to 70-75%, benefiting from the strong U.S. market.

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