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    Daniel Rosenberg

    Research Analyst at Paradigm Capital Inc.

    Daniel Rosenberg is an Equity Research Analyst at Paradigm Capital Inc., specializing in technology sector research with a particular focus on emerging Canadian technology companies. His coverage has included firms across the tech landscape during his tenure at Paradigm since May 2020, where he leverages a strong background in both Canadian capital markets and investor relations to provide actionable insights, though specific performance metrics or TipRanks rankings are not publicly disclosed. Daniel previously held analyst roles at Haywood Securities, where he covered technology companies from 2018 to 2020, following earlier experience as Director of Investor Relations at Rogers Communications and preceding research roles at Desjardins. He holds an MBA from the Rotman School of Management at the University of Toronto in addition to a Bachelor of Science in Chemistry from Concordia University, and his career reflects broad expertise in equity research and capital markets; specific FINRA registrations or securities licenses are not detailed in public records.

    Daniel Rosenberg's questions to Sabio Holdings (SABOF) leadership

    Daniel Rosenberg's questions to Sabio Holdings (SABOF) leadership • Q1 2025

    Question

    Daniel Rosenberg of Paradigm Capital asked about the key differentiators driving Sabio's strong CTV growth, which outpaced peers. He also sought to understand the drivers of triple-digit growth in the U.K., the strategy for international hiring and expansion, the expected flow of working capital throughout the year, and clarification on the double-digit growth outlook amid economic uncertainty.

    Answer

    Executive Aziz Rahimtoola and CFO Sajid Premji attributed the strong CTV growth to their proprietary App Science technology, which offers superior audience targeting compared to competitors' contextual methods. For the U.K., Rahimtoola described an 'App Science like' strategy using data partnerships, creative services, and contextual targeting. The company's expansion strategy is multipronged, targeting Europe, Asia, and Latin America. Premji explained that working capital usage typically increases mid-year but the company is in a stronger cash position than in prior years, bolstered by a recent employee retention credit. Regarding the outlook, they expressed cautious optimism, noting that while advertiser spending has become more volatile due to tariff uncertainty, the underlying business momentum remains strong.

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    Daniel Rosenberg's questions to Sabio Holdings (SABOF) leadership • Q4 2024

    Question

    Daniel Rosenberg inquired about Sabio's investment strategy for international expansion, the potential impact of U.S. economic uncertainty on advertising verticals, the drivers behind the company's revenue predictability, and the balance between near-term profitability and growth investments.

    Answer

    Executive Aziz Rahimtoola explained that international expansion is a measured, targeted effort in markets like the U.K. and India, leveraging the existing tech stack and the new Creator TV platform. He noted that while the company is not immune to economic headwinds, it has diversified its revenue away from automotive and is well-positioned for the next political cycle. Executive Sajid Premji highlighted that a 90% recurring customer rate and strong upfront commitments provide significant revenue visibility. Regarding profitability, Aziz Rahimtoola stated that while 2024's performance is a good baseline, the focus for 2025 is on investing for future growth rather than optimizing EBITDA margins, with margin expansion expected in the following election year.

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    Daniel Rosenberg's questions to Sabio Holdings (SABOF) leadership • Q3 2024

    Question

    Asked about the company's use of cash, targets for balance sheet debt and cash levels, the performance of the automotive vertical compared to the prior year's strike, and the primary levers for scaling the business.

    Answer

    Executives outlined cash use priorities as buffering working capital, continued debt reduction, and exploring accretive M&A. They confirmed a commitment to sustained profitability. Regarding the automotive vertical, it has recovered from last year's strike but was not the primary growth driver in the quarter, with other categories like QSR being stronger. The main business scaling lever is their 'land and expand' strategy, focusing on increasing wallet share with their existing large customers through new and existing products.

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    Daniel Rosenberg's questions to illumin Holdings (ILLMF) leadership

    Daniel Rosenberg's questions to illumin Holdings (ILLMF) leadership • Q1 2025

    Question

    Daniel Rosenberg of Paradigm Capital asked about the impact of the macroeconomic environment and tariffs on the company's different service lines, particularly the divergence between Exchange and Managed services. He also inquired about the strategic value of the new AI forecasting tool for customer acquisition versus retention, and sought an update on the M&A environment, including valuation trends and the company's use of its cash position.

    Answer

    CEO Simon Cairns stated that the company's performance is driven by its own execution rather than macro factors like tariffs, though he acknowledged Managed Services is more sensitive to market conditions. He positioned the new AI forecaster as a key tool for both acquiring new, higher-spend clients by offering premium features without large commitments, and for increasing stickiness with existing users. Regarding M&A, Cairns confirmed the company is actively exploring opportunities, noting that valuations are becoming more favorable and that acquisitions are a key part of their growth strategy for 2025.

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    Daniel Rosenberg's questions to illumin Holdings (ILLMF) leadership • Q4 2024

    Question

    Daniel Rosenberg inquired about the growth prospects for the self-serve business in 2025, beyond seasonal and election-related spending, and also asked for more detail on the company's sales and branding investment strategy for the upcoming year.

    Answer

    CEO Simon Cairns responded that the company is bullish on self-service growth, attributing it to fundamental improvements rather than temporary factors. He cited an increase in qualified marketing leads, a shorter sales cycle, higher average revenue per customer (ARPU), and increased customer stickiness. Regarding branding, Cairns explained the strategy is shifting from broad, aspirational messaging to more tactical, success-oriented campaigns that highlight specific customer outcomes, with the goal of improving brand recognition to drive more high-quality leads, which in turn lead to sales.

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    Daniel Rosenberg's questions to illumin Holdings (ILLMF) leadership • Q1 2024

    Question

    Daniel Rosenberg of Paradigm Capital asked for a potential timeline for achieving product-market fit for the illumin platform, inquired about the strategic balance between managed and self-service offerings, and questioned how the company thinks about deploying its large cash position.

    Answer

    CEO Simon Cairns explained that while he could not provide a specific timeline, the company is moving "very, very fast" to enhance product-market fit by incorporating customer feedback. He characterized the managed and self-service businesses as complementary offerings. Regarding the cash position, Cairns stated the immediate focus is on product improvement and customer support, all while maintaining the "solid financial discipline" demonstrated in the quarter.

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    Daniel Rosenberg's questions to illumin Holdings (ILLMF) leadership • Q1 2024

    Question

    Inquired about the timeline for tweaking the illumin product, the balance between managed and self-service offerings, and the strategy for deploying the company's large cash position.

    Answer

    The company is moving very quickly on improving product-market fit but is not providing a specific timeline. The managed and self-service offerings are seen as complementary, with customers moving between both. The current focus is on product improvement and maintaining financial discipline, rather than a specific strategy for the cash balance at this time.

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    Daniel Rosenberg's questions to Tantalus Systems Holding (TGMPF) leadership

    Daniel Rosenberg's questions to Tantalus Systems Holding (TGMPF) leadership • Q1 2025

    Question

    Asked about the utility budgeting and decision-making process for TRUSense adoption and whether it's tied to traditional AMI upgrades. He also inquired about the key growth drivers and future use cases for TRUSense beyond transformer analytics and fiber deployment.

    Answer

    Peter Londa detailed the varied budgeting processes for different utility types (co-ops, munis, IOUs), explaining that getting into their annual budgets and multi-year CapEx plans is key, which can take 3-9 months of trials. He clarified that TRUSense adoption can be initiated through various channels, including broadband partners or as an upgrade for existing customers, and often expands to multiple departments. For future growth, he highlighted that the rich power quality data from TRUSense will lead to new incremental analytics tools beyond the current offerings, which is a key part of their product roadmap.

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    Daniel Rosenberg's questions to Tantalus Systems Holding (TGMPF) leadership • Q4 2024

    Question

    Asked for an update on the TRUSense sales funnel's size and maturity, how the deliberate pace of utilities affects the product's ramp-up this year, and for the new CFO, Azim Lalani, to share his reasons for joining Tantalus and his strategic priorities.

    Answer

    Peter Londa confirmed the sales funnel remains robust and is growing, with a focus on converting existing opportunities. He noted the TRUSense ramp-up might be about a quarter behind original expectations due to certification delays but remains confident in the trajectory. Azim Lalani explained he was attracted by the company's positive EBITDA, which allows for improving the capital stack (e.g., refinancing debt), and its strong position in the growing electrification market.

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    Daniel Rosenberg's questions to Tantalus Systems Holding (TGMPF) leadership • Q4 2024

    Question

    Daniel Rosenberg of Paradigm Capital requested an update on the TRUSense sales funnel's maturity, how the deliberate pace of utility decision-making might affect its 2025 ramp, and asked the new CFO what attracted him to Tantalus and what initiatives he plans to implement.

    Answer

    Executive Peter Londa responded that the sales funnel remains robust and is growing, with a focus on converting the existing pipeline. He noted that certification delays pushed the timeline back by about a quarter but does not see it altering the overall growth trajectory. New CFO Azim Lalani stated he was attracted by Tantalus's inflection to positive EBITDA, which creates an opportunity to improve the capital stack and reduce debt costs, and by the company's position to capitalize on the electrification trend.

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    Daniel Rosenberg's questions to Tantalus Systems Holding (TGMPF) leadership • Q3 2024

    Question

    Inquired about the regulatory approval status for the cellular TRUSense Gateway, learnings from customer pilot programs, the potential impact of the new U.S. presidency on funding, and specific new use cases being discovered for TRUSense.

    Answer

    The cellular gateway has received FCC sign-off and is awaiting the final PTCRB report, with production given the go-ahead. Pilot programs are successful, with 18 of 21 orders coming from outside the advisory committee and customers identifying new use cases. The company is monitoring potential impacts from the new US administration on funding and tariffs but remains optimistic. A key new use case involves deploying the gateway strategically across the grid for network and power quality data collection, not just at the meter.

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    Daniel Rosenberg's questions to GRID.TO leadership

    Daniel Rosenberg's questions to GRID.TO leadership • Q1 2025

    Question

    Daniel Rosenberg of Paradigm Capital inquired about the utility budgeting and approval process for adopting TRUSense, asking if it's tied to traditional AMI upgrades or a separate decision. He also sought to understand which use cases, such as transformer analytics or fiber deployment support, are expected to be the primary growth drivers for Tantalus in the coming years.

    Answer

    Peter Londa, President and CEO, detailed the different budgeting processes for various utility types, noting Tantalus must align with these deliberate cycles. He explained that TRUSense adoption can be a standalone initiative, often expanding from one department to others, or part of a broader system upgrade. Londa emphasized that while transformer analytics is a key 'killer app,' the primary future growth driver will be harnessing the unique power quality data from the TRUSense Gateway to create a number of incremental analytics tools.

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    Daniel Rosenberg's questions to WELL Health Technologies (WHTCF) leadership

    Daniel Rosenberg's questions to WELL Health Technologies (WHTCF) leadership • Q4 2024

    Question

    Asked about operational changes at Circle Medical due to the revenue issue and its impact on growth/valuation. Also inquired about the drivers behind the strong 2025 guidance and which WELLSTAR products have international potential.

    Answer

    For Circle Medical, no long-term impact is anticipated, though short-term growth may slow during a compliance review. The strong guidance is driven by elevated organic growth and a deep M&A pipeline in Canada. For WELLSTAR, the OceanMD product suite is seen as having tremendous international potential, which can now be explored through Orion Health's global sales channels.

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    Daniel Rosenberg's questions to WELL Health Technologies (WHTCF) leadership • Q4 2024

    Question

    Daniel Rosenberg of Paradigm Capital asked about operational changes at Circle Medical following the revenue issue, its impact on growth and valuation, the drivers behind the strong 2025 guidance, and which WELLSTAR products have the best potential for international scaling.

    Answer

    Hamed Shahbazi, Chairman and CEO, stated that while Circle's short-term growth may slow during a compliance review, he doesn't anticipate a long-term impact on value. He attributed the strong 2025 guidance to high organic growth and a deep M&A pipeline, which will be fueled by future liquidity from U.S. asset sales. For global expansion, Shahbazi highlighted the OceanMD product suite as having exceptional international potential, which can now be leveraged through Orion Health's established global channels.

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    Daniel Rosenberg's questions to TUSIF leadership

    Daniel Rosenberg's questions to TUSIF leadership • Q3 2024

    Question

    Daniel Rosenberg asked for updates on the regulatory approval for the cellular TRUSense Gateway, learnings from pilot programs, the potential impact of the U.S. election on funding, and specific examples of new use cases discovered for TRUSense.

    Answer

    CEO Peter Londa confirmed the cellular gateway has received FCC sign-off, with only the final PTCRB report pending, and production has been approved to begin. He noted no significant issues from pilots and highlighted that 18 of the 21 initial orders came from outside the advisory committee. Regarding the election, he doesn't anticipate disruption to IIJA funding but is monitoring potential IRA changes and tariffs. The key 'aha moment' from pilots is using the TRUSense Gateway not just at the meter but strategically across the grid for power quality measurement, enhancing their network's value.

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