Sign in

    Anthony Stoss • Craig-Hallum Capital Group

    Anthony Stoss's questions to PowerFleet Inc (AIOT) leadership

    Anthony Stoss's questions to PowerFleet Inc (AIOT) leadership • Q4 2025

    Question

    Anthony Stoss of Craig-Hallum Capital Group inquired about the specific product lines expected to drive the projected 10% exit revenue growth rate for fiscal 2026. He also sought more detail on the new European and North American telco partnerships, including the products that secured the deals and their expected launch timing.

    Answer

    CEO Steve Towe explained that growth is being driven by a strategic shift towards high-value solutions, specifically highlighting over 20% growth in AI video and 17% annualized growth in in-warehouse solutions. He confirmed the new telco partnerships were secured based on the strength of the Unity Data Highway, AI video, and in-warehouse offerings. Towe projected the North American partner would become active in Q3-Q4, with the European partner's main impact expected in fiscal 2027.

    Ask Fintool Equity Research AI

    Anthony Stoss's questions to PowerFleet Inc (AIOT) leadership • Q1 2026

    Question

    Anthony Stoss of Craig-Hallum Capital Group asked for an update on the AT&T enterprise rollout and whether customers are purchasing more products per deal. He also questioned the long-term targets for the SaaS revenue mix and overall company gross margins.

    Answer

    CEO Steve Towe confirmed the AT&T partnership is progressing well with a strong focus on video solutions and new AI modules. He noted that both new logo acquisition and upsell/cross-sell motions are increasing, validating the Fleet Complete acquisition strategy. CFO David Wilson and CEO Steve Towe clarified that while the current 83% services revenue mix is high, the long-term ambition is for an 85%+ SaaS mix, with service gross margins targeting 80%+ and true SaaS margins aiming for 90-95%.

    Ask Fintool Equity Research AI

    Anthony Stoss's questions to indie Semiconductor Inc (INDI) leadership

    Anthony Stoss's questions to indie Semiconductor Inc (INDI) leadership • Q2 2025

    Question

    Anthony Stoss of Craig-Hallum Capital Group LLC asked for a timing update on programs with Bosch and Ficosa and the status of the CFO search. He also questioned Matthew Drolet on the Photonics BU's roadmap for quantum compute and plans to ease production constraints.

    Answer

    Co-Founder, CEO & Director Donald McClymont stated that the Bosch program is on track with trickle orders starting, while Ficosa remains slightly delayed, and the CFO search is ongoing. EVP - Photonics BU Mathieu Drolet explained their LXM laser can be used in quantum computing and that production can be ramped as needed from existing capacity.

    Ask Fintool Equity Research AI

    Anthony Stoss's questions to indie Semiconductor Inc (INDI) leadership • Q1 2025

    Question

    Anthony Stoss sought confirmation on whether indie still expects to achieve EBITDA breakeven in Q4, given the new lower revenue breakeven point of $65 million. He also asked if the $7 billion strategic backlog is still growing and requested an update on the Ficosa radar program's timeline.

    Answer

    Executive Donald McClymont confirmed the company still expects to be EBITDA breakeven in Q4. He stated that while there have been some timing adjustments, the strategic backlog is directionally still growing, with an official update planned for Q4. On the Ficosa program, he noted it is 'largely on track' but may see 'some delay' due to challenges at Ficosa's end customers.

    Ask Fintool Equity Research AI

    Anthony Stoss's questions to indie Semiconductor Inc (INDI) leadership • Q4 2024

    Question

    Anthony Stoss questioned the Radar program's launch timing, asking if a perceived shift from mid-year to late-year was accurate and if expected revenue had changed. He also asked if the 55% gross margin target for the end of 2025 was still attainable.

    Answer

    Donald McClymont (executive) confirmed there has been no change to the radar program's schedule and that it remains on track with positive momentum from new design wins. Kanwardev Raja Singh Bal (executive) addressed margins, stating that while accretive ADAS products will help, achieving 55% by year-end 'remains to be seen,' but incremental improvements from the Q1 level of 49-50% are expected.

    Ask Fintool Equity Research AI

    Anthony Stoss's questions to indie Semiconductor Inc (INDI) leadership • Q3 2024

    Question

    Anthony Stoss asked for a geographic breakdown of the strategic backlog and inquired whether indie is seeing a reduction in content per vehicle as OEMs potentially shift toward lower-priced models.

    Answer

    Executive Donald McClymont stated that approximately 80% of the strategic backlog is based outside of China, with major programs centered in the U.S. and Europe. He noted that the company is not currently seeing a reduction in content, as its solutions are often deployed in mid-to-high tier vehicles or are tied to safety mandates that apply to all vehicle classes.

    Ask Fintool Equity Research AI

    Anthony Stoss's questions to Enovix Corp (ENVX) leadership

    Anthony Stoss's questions to Enovix Corp (ENVX) leadership • Q3 2024

    Question

    Anthony Stoss followed up on the mention of 7,000 mAh batteries, asking about the potential production timeline for such a high-capacity cell and what its average selling price (ASP) might be compared to the current ~$10 benchmark.

    Answer

    CEO Raj Talluri stated that discussions around 7,000 mAh batteries are for phone models launching as early as next year. CFO Farhan Ahmad explained that while current targets are based on a ~$13 ASP for 5,000-5,500 mAh cells, a 7,000 mAh battery would contain more material and would 'definitely be higher' in price, with potential for significant pricing power if Enovix is the sole supplier.

    Ask Fintool Equity Research AI

    Anthony Stoss's questions to Enovix Corp (ENVX) leadership • Q2 2024

    Question

    Anthony Stoss of Craig-Hallum Capital Group LLC asked about the importance of the recent airline safety certification and inquired about the difficulty of displacing incumbent suppliers in the eyewear market.

    Answer

    CEO Raj Talluri described the UN 38.3 certification as a 'huge first step' for shipping and safety validation, though customer-specific tests remain. Chairman Thurman John Rodgers highlighted the advantages of the Penang fab in ensuring a smooth ramp. Regarding eyewear, Raj Talluri asserted that the market is in its early stages, and Enovix's superior energy density provides a strong value proposition to win designs from incumbents.

    Ask Fintool Equity Research AI