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Brandon Carnevale

Research Analyst at Half Moon Capital

Brandon Carnevale is an Analyst at Half Moon Capital, specializing in the energy services sector with a focus on oilfield equipment and offshore services. He actively covers companies such as Oceaneering International (OII) and TechnipFMC (FTI), participating in their earnings calls to discuss operational traction, autonomous technologies, and growth prospects, though specific performance metrics like success rates or returns are not publicly available. His career timeline and previous experience details are not detailed in available sources, and no professional credentials such as FINRA registrations or securities licenses were identified.

Brandon Carnevale's questions to OCEANEERING INTERNATIONAL (OII) leadership

Question · Q4 2025

Brandon Carnevale asked about the traction and adoption rate of Oceaneering's autonomous forklift solutions following a significant delivery in the previous year.

Answer

Rod Larson (President and CEO, Oceaneering International) noted high interest in autonomous forklifts for applications like truck loading/unloading and operations in environments not conducive to human drivers. He mentioned that adoption involves 'get to know you' activities and test phases, emphasizing the importance of customer readiness for smooth adoption in brownfield applications.

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Question · Q4 2025

Brandon Carnevale asked about the market traction and adoption of Oceaneering's autonomous forklifts following a significant delivery at the end of the previous year.

Answer

Rod Larson, President and CEO, noted high interest in autonomous forklifts for applications like truck loading/unloading and operations in environments not conducive to human drivers. He mentioned numerous 'get to know you' activities and small test orders, emphasizing that successful adoption, especially in brownfield applications, depends on customer readiness. Despite the varied pace of adoption, he expressed continued encouragement due to a long list of interested prospects.

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