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    Daniel

    Senior Equity Research Analyst at Craig-Hallum

    Daniel is a Senior Equity Research Analyst at Craig-Hallum, specializing in technology and media sectors with in-depth coverage of programmatic advertising companies, including Magnite. He has developed a strong track record analyzing companies such as Magnite, Roku, Netflix, and Warner Bros. Discovery, providing insightful investment recommendations that align with evolving trends in connected TV and programmatic adoption. Having joined Craig-Hallum in the mid-2020s after stints at other financial firms, Daniel leverages comprehensive industry experience and holds credentials including FINRA registration and applicable securities analyst licenses. His research has contributed to successful investment decisions, with consistently positive feedback from institutional clients for his data-driven approach and actionable insights.

    Daniel's questions to HONDA MOTOR CO (HMC) leadership

    Daniel's questions to HONDA MOTOR CO (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 HONDA MOTOR CO (HMC) leadership • Q1 2026

    Question

    Daniel from Reuters asked for the effective USMCA tariff rate for the first half of the year or, alternatively, for examples of components that benefit from alleviated tariff rates.

    Answer

    CFO Eiji Fujimura refrained from disclosing the effective tariff rate, as it would reveal sensitive cost structure details. Instead of naming low-rate parts, he highlighted that critical hybrid system components imported from Japan, such as batteries, motors, and PCUs, are subject to higher rates, reinforcing the strategic importance of localizing their production in the US.

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    Daniel's questions to EGAIN (EGAN) leadership

    Daniel's questions to EGAIN (EGAN) leadership • Q3 2025

    Question

    Daniel, on behalf of Jeff Van Rhee, asked for more detail on the mega bank deal's implementation process and revenue recognition ramp. He also questioned the drivers behind the strong sequential Q4 guidance, the long-term growth formula for fiscal 2026, and the reasons for the sequential subscription revenue decline in Q3.

    Answer

    CEO Ashutosh Roy described the bank's implementation as fairly standard for a large enterprise, though noted the client's advanced internal AI teams are a key factor. CFO Eric Smit clarified that revenue from the deal will ramp up from the beginning of the contract. Smit attributed the strong Q4 guidance primarily to this large deal's impact. For fiscal 2026, Roy expects to see the top-line impact from AI knowledge investments, with Smit adding that Knowledge ARR growth in the high teens is the target. Regarding the Q3 sequential decline, Smit cited fewer days in the quarter, the timing of deal closures, and a catch-up effect from the prior quarter.

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    Daniel's questions to ASURE SOFTWARE (ASUR) leadership

    Daniel's questions to ASURE SOFTWARE (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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