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    Anthony Stoss

    Senior Research Analyst at Craig-Hallum Capital Group LLC

    Anthony Stoss is a Senior Research Analyst at Craig-Hallum Capital Group LLC, specializing in technology equities with a focus on wireless and cable-related sectors. He actively covers companies such as Enovix and has a track record of issuing timely recommendations, including recent buy ratings and target price adjustments. Stoss has built his career around technology sector research and has been with Craig-Hallum for several years, previously covering a variety of industries in technology. He holds professional securities licenses and is registered with FINRA, reflecting a strong commitment to regulatory standards and professional excellence.

    Anthony Stoss's questions to Powerfleet (AIOT) leadership

    Anthony Stoss's questions to Powerfleet (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.

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    Anthony Stoss's questions to Powerfleet (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%.

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

    Question

    Anthony Stoss inquired about the progress of the AT&T enterprise product rollout and asked for qualitative commentary on cross-sell trends, specifically if customers are purchasing more products. He also asked for the long-term outlook on the SaaS revenue mix and overall gross margins.

    Answer

    CEO Steve Towe confirmed the AT&T partnership is tracking well, with a strong focus on video solutions and new AI modules. He stated that cross-sell and upsell rates are increasing, driving higher ARPU and validating the Fleet Complete acquisition strategy. CFO David Wilson and CEO Steve Towe projected a long-term ambition for an 85%+ SaaS revenue mix, with service gross margins reaching 80%+ and true SaaS margins exceeding 90%.

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

    Question

    Anthony Stoss inquired about the primary product lines expected to drive the 10% revenue growth exit rate in fiscal 2026. He also asked for more detail on the new European and North American telco partnerships, including the products involved and the expected timing for their launch.

    Answer

    CEO Steve Towe explained that the growth is driven by a strategic shift to high-value solutions, specifically identifying in-warehouse solutions and AI video as the key drivers, with growth rates of 17% and over 20%, respectively. He confirmed the new telco partnerships are centered around the same core offerings: in-warehouse, AI video, and the Unity Data Highway. Towe projected the North American partner would become active in Q3/Q4, with the European partner's impact being more significant in fiscal 2027.

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    Anthony Stoss's questions to Powerfleet (AIOT) leadership • Q1 2025

    Question

    Inquired about the progress of the AT&T partnership, trends in multi-product adoption by customers, and the long-term outlook for SaaS revenue mix and gross margins.

    Answer

    The AT&T partnership is progressing well with a focus on video and AI. Multi-product adoption is increasing, evidenced by higher ARPU and successful cross-selling, validating acquisition strategies. The long-term goal is an 85%+ SaaS revenue mix, with service gross margins reaching 80%+ and true SaaS margins exceeding 90%.

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

    Question

    Inquired about which specific product lines are expected to drive the forecasted 10% revenue growth exiting FY2026. Also asked for more details on the new telco partnerships, including the products that attracted them and the expected timing.

    Answer

    The growth will be driven by a strategic shift towards high-value solutions, particularly AI video (projected 20%+ growth) and in-warehouse solutions (projected 17% growth), moving away from non-strategic revenue streams. The new telco partners were attracted by this same suite of high-value products: in-warehouse, AI video, and the Unity Data Highway. The North American partner is expected to become active in Q3/Q4, while the European partner's impact will be more significant in FY27.

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

    Anthony Stoss's questions to indie Semiconductor (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.

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    Anthony Stoss's questions to indie Semiconductor (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.

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    Anthony Stoss's questions to indie Semiconductor (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.

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    Anthony Stoss's questions to indie Semiconductor (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.

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    Anthony Stoss's questions to AIRGAIN (AIRG) leadership

    Anthony Stoss's questions to AIRGAIN (AIRG) leadership • Q2 2025

    Question

    Anthony Stoss of Craig-Hallum Capital Group LLC inquired about the 40 sales opportunities for the AirgainConnect (AC) Fleet product, asking for a breakdown and conversion timeline. He also sought guidance on the sequential revenue outlook for the December quarter (Q4 2025).

    Answer

    President and CEO Jacob Suen confirmed the 40 qualified AC Fleet opportunities, breaking them down by customer tier and noting longer sales cycles for larger customers, with significant deployments expected in 2026. He highlighted that certification delays were due to unique features like eSIM. CFO Michael Elbaz projected a 'small but steady increase' for Q4, driven by stable consumer and embedded modem markets, but cautioned that automotive and asset tracking remain soft. Elbaz reiterated that meaningful platform scaling is a 2026 event.

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    Anthony Stoss's questions to AIRGAIN (AIRG) leadership • Q1 2025

    Question

    Anthony Stoss asked for details on the expected second-half ramp of AirgainConnect, including customer traction and design wins. He also questioned if the Enterprise group could achieve year-over-year growth in 2025, given the anticipated rebound in the IoT business.

    Answer

    Michael Elbaz, an executive, explained that for AirgainConnect (AC-Fleet), the company has onboarded a dedicated sales team, established distribution channels, and is preparing a marketing campaign. While significant Q2 orders are not expected as customers complete trials, he is optimistic about securing design wins in the coming months, with Tier 1 programs contributing to revenue in the second half of 2025 and building a foundation for 2026. Executive Jacob Suen addressed the IoT rebound, confirming that key customers are providing visibility and have resumed shipments in Q2. He also highlighted progress in the broader Enterprise segment with stadium applications and the Lighthouse product, particularly the Omantel partnership. Michael Elbaz added that the enterprise backlog is the strongest it has been in several quarters, bolstered by new design wins with industrial IoT customers.

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    Anthony Stoss's questions to AIRGAIN (AIRG) leadership • Q4 2024

    Question

    Anthony Stoss inquired about the Enterprise segment's weakness, seeking visibility on a second-half recovery after project delays from two customers. He also asked for guidance on the potential revenue contribution from the Lighthouse product in late 2025 versus 2026 and requested an update on the conversion rate of the 40 AirgainConnect trials mentioned in the previous quarter.

    Answer

    Executive Jacob Suen explained that visibility into the Enterprise segment is limited due to customer inventory issues, but one customer anticipates a recovery starting in Q2. Regarding Lighthouse, he noted the Omantel partnership includes revenue commitments for 2025. Executive Michael Elbaz added that the Omantel deal is a strategic partnership aimed at the broader MENA region and that other global trials are building the pipeline for 2026. In response to the AirgainConnect question, Jacob Suen confirmed positive trial feedback and detailed a tiered sales cycle (3-18 months), noting a few design wins have already been secured.

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    Anthony Stoss's questions to AIRGAIN (AIRG) leadership • Q3 2024

    Question

    Anthony Stoss inquired about the number of ongoing customer trials for Lighthouse and AirgainConnect Fleet, their expected conversion to volume production, and the timeline for further carrier qualifications. He also asked how many MSO customers have not yet launched Wi-Fi 7 with Airgain and sought details on the market size for the new AI-powered asset tracker for healthcare.

    Answer

    Executive Jacob Suen stated there are approximately 40 trials for AirgainConnect Fleet and two Lighthouse trials expected to complete in Q4. He confirmed Airgain has won both major U.S. MSOs for Wi-Fi 7, with one ramping now and the second expected in the first half of 2025. Regarding the new asset tracker, Suen noted that while the initial market is niche, the underlying AI technology has broad potential in other sectors. CFO Michael Elbaz clarified that consumer revenue would see a moderation in Q4 after a strong Q3, followed by a typical seasonal dip in Q1.

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    Anthony Stoss's questions to ACACIA RESEARCH (ACTG) leadership

    Anthony Stoss's questions to ACACIA RESEARCH (ACTG) leadership • Q2 2025

    Question

    Anthony Stoss of Craig-Hallum Capital Group LLC inquired about the new Bitcoin commercial loans, including expected interest rates and risk profile. He also asked about the outlook for the Deflecto business, particularly regarding the Class 8 truck market and tariff impacts, and sought details on future plans for the Cherokee oil and gas assets.

    Answer

    CEO MJ McNulty explained that the Bitcoin loans are expected to yield net returns over 10% for Acacia, considering them low-risk due to a 50% loan-to-value ratio, collateral control, and a hedging strategy. Regarding Deflecto, McNulty noted that tariff uncertainty has caused purchasing delays but expects demand to return as fleets age. For the Cherokee assets, he stated that Acacia is past the planning stage and is actively evaluating partnerships with third-party capital to finance a targeted drilling program.

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    Anthony Stoss's questions to ACACIA RESEARCH (ACTG) leadership • Q1 2025

    Question

    Anthony Stoss inquired about the total winnings and remaining potential of the WiFi-6 patent portfolio, current M&A valuation trends, and the company's capital allocation strategy regarding share buybacks versus protecting its tax attributes.

    Answer

    Executive Martin McNulty (MJ) confirmed the WiFi assets have generated approximately $178 million since Q1 2023 and that further value remains. On M&A, he noted attractive opportunities in the Anadarko Basin for energy and in the transportation and air distribution units of Deflecto, while maintaining a cautious stance on mature tech. Regarding capital allocation, McNulty explained that after completing a $20 million buyback, the company is carefully monitoring change of control metrics to determine the optimal time for future repurchases to protect its significant tax attributes.

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    Anthony Stoss's questions to ACACIA RESEARCH (ACTG) leadership • Q4 2024

    Question

    Anthony Stoss inquired about the broader economic outlook, particularly the impact of potential tariffs on the Deflecto business. He also asked about Benchmark's strategy for acquiring more wells, the potential upside from the Cherokee play, and the reasons for Deflecto's gross margin performance in its first quarter with Acacia.

    Answer

    CEO Martin McNulty stated that the company's energy operations are well-insulated from tariffs due to their Mid-Continent location and that Deflecto has operational flexibility to mitigate any impacts. He explained that Benchmark is disciplined on valuation for new well acquisitions and is enthusiastic about the Cherokee play's potential. McNulty attributed Deflecto's initial margin performance to seasonality and reaffirmed the 15% margin goal, noting they have found significant opportunities for operational improvements.

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    Anthony Stoss's questions to ACACIA RESEARCH (ACTG) leadership • Q3 2024

    Question

    Anthony Stoss asked for details on the recent Deflecto acquisition, including its margin profile and synergy plans, and also inquired about the performance of the Benchmark energy assets relative to expectations.

    Answer

    Executive Martin McNulty described Deflecto as an exemplary deal with mid-teens EBITDA margins and significant opportunity for enhancement through cost rationalization, product expansion, and strategic M&A. Regarding Benchmark, McNulty confirmed its performance is tracking as expected, with the team in the 'mid-innings' of implementing operational enhancements and confident in its future revenue potential.

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    Anthony Stoss's questions to Digital Turbine (APPS) leadership

    Anthony Stoss's questions to Digital Turbine (APPS) leadership • Q1 2026

    Question

    Asked about the drivers of international strength, the sustainability and visibility of the strong brand revenue, and the potential impact from regulatory actions against app store monopolies.

    Answer

    CEO Bill Stone attributed international growth to both improved device volumes and higher RPDs from better execution and demand routing. He noted that brand revenue growth is driven by a significant increase in advertiser diversification across more verticals. Regarding app store regulation, he stated the company is well-positioned to benefit from a more open ecosystem, seeing strong interest from both publishers and distribution partners.

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    Anthony Stoss's questions to Digital Turbine (APPS) leadership • Q1 2026

    Question

    Anthony Stoss inquired about the drivers of international RPD strength, the sustainability of strong brand revenue growth, and recent developments regarding alternative app stores.

    Answer

    CEO & Director Bill Stone attributed the 70% growth in the international on-device business to improved execution and stronger cross-geography advertiser demand. He noted that brand revenue growth is supported by a nearly 50% quarterly increase in diversifying advertisers. Stone also expressed encouragement over recent legal rulings favoring alternative app stores, highlighting strong interest from publishers and distribution partners.

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    Anthony Stoss's questions to Digital Turbine (APPS) leadership • Q1 2026

    Question

    Anthony Stoss inquired about the drivers behind the strong international revenue per device (RPD), asking if it was due to new customers or better take rates. He also asked about the sustainability and diversification of the brand revenue business and sought an update on activity related to alternative app stores in light of recent legal and regulatory developments.

    Answer

    CEO & Director, Bill Stone, explained that the 70% growth in the international on-device business was driven by both improved device volumes and higher RPDs. He attributed the RPD strength to better execution and increased cross-geography advertiser demand. Regarding brand revenue, Stone highlighted a nearly 50% quarter-over-quarter increase in the number of brand advertisers, indicating strong diversification. He also noted encouraging legal rulings and strong interest from publishers and distribution partners for alternative app stores.

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    Anthony Stoss's questions to Digital Turbine (APPS) leadership • Q2 2025

    Question

    Inquired about the worsening performance of the phone activation business, potential market share loss in performance advertising, the trend in Revenue Per Device (RPD), and whether the Board is considering strategic alternatives.

    Answer

    Bill Stone explained that while new international partners are growing device supply, it's not enough to offset declines in legacy U.S. supply and related software update revenue. He acknowledged that the performance DSP side is a major area for improvement. RPDs have improved internationally but declined slightly in the U.S. due to software update issues. The company's current focus is on execution rather than exploring strategic alternatives.

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    Anthony Stoss's questions to Digital Turbine (APPS) leadership • Q2 2025

    Question

    Anthony Stoss of Craig-Hallum inquired about the worsening trends in the phone activation business, potential market share loss in performance advertising, the revenue per device (RPD) trend for the quarter, and at what point the Board might consider strategic alternatives.

    Answer

    CEO William Stone explained that while new international partners are growing device supply, it's not enough to offset declines from legacy U.S. partners and reduced software updates on a smaller device base. He acknowledged the need for significant improvement in the performance advertising side of the AGP business to counter DSPs' supply path optimization. Stone noted that international RPDs improved while U.S. RPDs saw a slight decline. Regarding strategic options, he stated the immediate priority is improving execution.

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    Anthony Stoss's questions to Enovix (ENVX) leadership

    Anthony Stoss's questions to Enovix (ENVX) leadership • Q2 2025

    Question

    Asked about the significance of the airline safety certification, remaining hurdles for volume shipment, and the strategy for displacing incumbent suppliers in the emerging eyewear market.

    Answer

    The safety certification is a critical milestone, but extensive customer-specific testing is still required. Ramping the factory is a challenge but is being managed with high-quality equipment and personnel. In the nascent eyewear market, the company's superior energy density is a key differentiator that should make it relatively easy to win designs.

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    Anthony Stoss's questions to Enovix (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.

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    Anthony Stoss's questions to Enovix (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.

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    Anthony Stoss's questions to Knowles (KN) leadership

    Anthony Stoss's questions to Knowles (KN) leadership • Q1 2025

    Question

    Anthony Stoss asked for the expected gross margin trajectory for the remainder of 2025 and questioned whether Knowles could gain market share due to its US-based production amid the current tariff environment.

    Answer

    SVP and CFO John Anderson projected significant sequential gross margin improvement from Q1's 41%, driven by higher capacity utilization and better product mix, targeting an exit rate of 45% to 47% in Q4. President and CEO Jeffrey Niew added that the Precision Devices book-to-bill was strong at over 1.15 in Q1. He also confirmed that the company is receiving inbound calls from customers interested in its US production for supply security, representing a potential upside not yet factored into guidance.

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    Anthony Stoss's questions to Knowles (KN) leadership • Q4 2024

    Question

    Anthony Stoss of Craig-Hallum Capital Group LLC inquired about the source of pricing pressure, the current level of channel inventory, the resolution timeline for specialty film production issues, and the annual revenue of the divested CMM business.

    Answer

    President and CEO Jeffrey Niew explained that pricing is net-positive in the Precision Device segment but has seen some pressure on mature products in the MSA segment. He noted channel inventory is down from six months to about 4-4.5 months and that specialty film production issues should be resolved by the end of H1 2025. SVP and CFO John Anderson clarified that the divested CMM business generated roughly $260 million in revenue in 2024 prior to its sale.

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    Anthony Stoss's questions to Identiv (INVE) leadership

    Anthony Stoss's questions to Identiv (INVE) leadership • Q4 2024

    Question

    Anthony Stoss inquired about the new Novanta partnership, specifically regarding revenue timing and margin targets. He also asked for details on the grocery logistics BLE opportunity, including its potential impact, ASP, and competitive landscape. Finally, he sought clarification on the Q4 2025 gross margin target and the forward-looking trend for operating expenses.

    Answer

    Executive Kirsten Newquist clarified that the Novanta partnership is a technology and business development collaboration, not a direct revenue stream, aimed at bundling solutions for the healthcare market where margins are typically higher. She noted the grocery BLE device is a high-ASP, greenfield opportunity with potential for early volumes by late 2025 or early 2026. Executive Justin Scarpulla confirmed the 26-28% gross margin is a Q4 2025 target, not for the full year, and expects a slight uptick in non-GAAP OpEx in 2025 due to merit increases and strategic hires.

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    Anthony Stoss's questions to Dynatrace (DT) leadership

    Anthony Stoss's questions to Dynatrace (DT) leadership • Q3 2025

    Question

    Anthony Stoss of Craig-Hallum Capital Group LLC inquired about the drivers behind the return of major brand advertisers and the potential for other large publishers to launch alternative app stores following Epic's lead.

    Answer

    CEO William Stone attributed the brand business growth to sustained effort and building trust, not just seasonality. Regarding alternative app stores, Stone highlighted the growing market awareness driven by partners like Epic and Microsoft, and pointed to the EU's Digital Markets Act as a potential catalyst for accelerated adoption in 2025.

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    Anthony Stoss's questions to IMMERSION (IMMR) leadership

    Anthony Stoss's questions to IMMERSION (IMMR) leadership • Q2 2021

    Question

    Anthony Stoss of Craig-Hallum inquired about the future trajectory of operating expenses, the likelihood of typical Q3 seasonality given the strong Q2, and the potential impact of the TITAN Haptics partnership on penetrating the Chinese smartphone market. He also followed up on whether the automotive segment is still expected to be the fastest-growing and asked about how new licensee Peloton is using Immersion's technology.

    Answer

    CFO Aaron Akerman addressed the financials, stating that non-GAAP OpEx is running below the $17-$19 million target and is not expected to increase significantly in the near term. He also cautioned that Q3 may not see typical sequential growth due to Q2's outperformance and macro headwinds. Interim CEO Jared Smith commented that the TITAN partnership has the potential to grow the China licensing program over time and reaffirmed that the automotive segment is expected to grow steadily. Regarding new markets, he confirmed long-term potential in other consumer devices but could not disclose specifics about the Peloton partnership.

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    Anthony Stoss's questions to IMMERSION (IMMR) leadership • Q1 2021

    Question

    Anthony Stoss inquired about the potential size of the China mobile market, the impact of a new haptics standard for Android gaming in China, Google's plans for embedding haptics, and the outlook for new gaming controller licensees ahead of the holiday season.

    Answer

    Interim CEO Jared Smith explained that the China mobile market is substantial, with about 600 million phones manufactured by local OEMs, and Immersion is in the early stages of capturing this opportunity through its channel licensing program. He noted that the new haptics standard in China is a positive development that will drive adoption of higher-quality haptic systems, benefiting Immersion. Regarding new gaming licensees, Smith confirmed the PS5's DualSense controller is sparking significant interest from third-party manufacturers, and while discussions are ongoing, he could not comment on the timing of new product launches.

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    Anthony Stoss's questions to IMMERSION (IMMR) leadership • Q4 2020

    Question

    Anthony Stoss inquired about the revenue timing for recent automotive design wins, the level of penetration across Samsung's product lines, and the potential of new markets like household appliances, including use cases and ASPs.

    Answer

    Jared Smith, Interim CEO and VP of Worldwide Sales, explained that automotive revenue can materialize within a year, with acceleration expected as mid-range adoption grows. He confirmed Samsung is licensed across its smartphone product lines. Regarding appliances, he noted the trend is driven by the increasing use of touchscreens, where haptics confirms user input, and that ASPs would likely be higher than mobile. However, he clarified that appliances are not a core focus for the current year.

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