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    Blake Keating

    Research Analyst at William Blair

    Blake Keating is an Analyst-Equity at William Blair & Co. LLC, focusing on coverage of companies such as EnerSys and 3D Systems Corporation in the industrial and technology sectors. Since joining William Blair in April 2021 following his tenure as an Associate Equity Research Analyst at Seaport Global Securities LLC from 2019 to 2021, Keating has contributed to research and analysis, participating in major earnings calls for publicly traded companies. He holds an undergraduate degree from DePaul University earned in 2019, and has built his career within the investment banking and equity research domain, though specific FINRA registration or securities license details are not publicly confirmed. Keating is known for his active engagement on earnings calls and developing insights into covered industries.

    Blake Keating's questions to MKFG leadership

    Blake Keating's questions to MKFG leadership • Q3 2023

    Question

    Inquired about the composition of the FX10 backlog (new vs. existing customers), whether the Digital Source platform might cannibalize hardware sales, and the company's outlook for balancing growth and profitability in 2024.

    Answer

    The FX10 backlog includes both new and existing customers, with its sub-$100k price point being a key attraction. The Digital Source is seen as a driver for hardware adoption, not a cannibalizer, as it encourages supply chain partners to adopt the platform. For 2024, the company believes its new product portfolio will drive growth despite macro headwinds, but the ultimate outcome depends on the economic environment.

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