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    Daniel • Craig-Hallum Capital Group LLC

    Daniel's questions to Honda Motor Co Ltd (HMC) leadership

    Daniel's questions to Honda Motor Co Ltd (HMC) leadership • Q1 2026

    Question

    Daniel from Reuters asked for confirmation on the actual tariff rate being applied under USMCA rules during the first half of the year and for examples of specific components with alleviated tariff rates.

    Answer

    An executive, likely CFO Eiji Fujimura, declined to provide specific tariff rates, citing the need to protect sensitive cost structure information. However, he provided an example of a high-rate area, noting that critical hybrid system components like batteries, motors, and PCUs imported from Japan face higher tariffs. He emphasized that a key strategic focus is to localize the production of these next-generation hybrid parts in the United States.

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    Daniel's questions to Asure Software Inc (ASUR) leadership

    Daniel's questions to Asure Software Inc (ASUR) leadership • Q4 2024

    Question

    Daniel, on behalf of Jeff Van Rhee, asked about the go-to-market strategy for the new SurePay product and the key learnings and momentum drivers behind the 401(k) offering.

    Answer

    CEO Pat Goepel explained that SurePay is in an early rollout phase with 500 clients, focusing on replacing existing pay cards and paper checks. Regarding the 401(k) product, he acknowledged a year-long learning curve but stated they have now found their rhythm, established a dedicated sales team, and are seeing momentum accelerate, expecting a record month for unit sales.

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