Andrew Scutt's questions to CPI Card Group (PMTS) leadership • Q2 2025
Question
Andrew Scutt inquired about the ArrowEye acquisition, asking if CPI's stronger balance sheet was leading to larger orders from ArrowEye's existing customers and helping to win new ones. He also asked about potential chip procurement synergies and using CPI's inventory to free up cash flow.
Answer
John Lowe, CEO, President & Director, explained that while ArrowEye's performance has exceeded expectations, it is not yet driven by immediate revenue synergies from CPI's balance sheet, though such opportunities are anticipated for 2026. CFO Jeff Hockstepp confirmed that leveraging CPI's superior purchasing power for chips is a key part of the synergy strategy going forward.