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    Derek Greenberg • Maxim Group

    Derek Greenberg's questions to Mitek Systems Inc (MITK) leadership

    Derek Greenberg's questions to Mitek Systems Inc (MITK) leadership • Q3 2025

    Question

    Derek Greenberg from Maxim Group asked about the company's capital allocation strategy given its significant cash balance, particularly after the convertible debt is paid, and inquired if there was further room for margin improvement from automation.

    Answer

    CFO Dave Lyle explained the capital allocation strategy is balanced between investing in the business and returning capital to shareholders, noting the remaining $21 million on the share repurchase authorization. He confirmed the company has a credit facility to provide flexibility in repaying the debt. CEO Ed West emphasized the primary focus is on organic growth. Lyle also confirmed there is still room for margin expansion from automation, highlighting a 200 basis point year-over-year improvement in services gross margin and noting the company is not 'tapped out' on this front.

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    Derek Greenberg's questions to Mitek Systems Inc (MITK) leadership • Q2 2025

    Question

    Derek Greenberg asked about second-half seasonality, sought clarification on the fiscal '26 target for SaaS revenue, inquired about a Department of Homeland Security press release, and asked about the expected mix of organic growth from new business versus cross-selling.

    Answer

    CFO David Lyle stated that second-half seasonality expectations are unchanged, with Q3 revenue likely to be modestly higher than Q4, and clarified the SaaS revenue goal is a target they have a line of sight to. CEO Edward West explained the DHS press release referred to a blind assessment where Mitek's liveness technology was recognized as a market leader. West concluded that organic growth is a focus across both new logos and expansion with existing clients, driven by new solutions for biometrics and authentication.

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    Derek Greenberg's questions to Healwell Al Inc (HWAIF) leadership

    Derek Greenberg's questions to Healwell Al Inc (HWAIF) leadership • Q3 2024

    Question

    Derek Greenberg inquired about the organic growth potential of Healwell's current businesses, the strategy for deeper penetration within existing Master Service Agreements (MSAs), and the timeline for achieving adjusted EBITDA profitability in 2025.

    Answer

    CFO Anthony Lam outlined expected year-over-year organic growth rates: Healthcare Software at 30-40%, AI and Data Science at 50-60%, and Clinical Research at 20-30%. CEO Alexander Dobranowski reiterated that M&A activity is expected to help the company approach a $100 million revenue run rate, which would position it to achieve adjusted EBITDA profitability on a full-year basis in 2025.

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    Derek Greenberg's questions to Emerald Holding Inc (EEX) leadership

    Derek Greenberg's questions to Emerald Holding Inc (EEX) leadership • Q3 2024

    Question

    Derek Greenberg of Maxim Group asked for more details on the profile of the discontinued events, how the business is tracking against pre-pandemic levels, progress on international expansion, the status of the hurricane-impacted event, and the company's progress in integrating AI.

    Answer

    CEO Herve Sedky responded to the questions. He described the discontinued events as primarily smaller geo-extensions or brand adjacencies that failed to gain traction, with NBA Con being the largest exception. He stated that pre-pandemic comparisons are less relevant now as the portfolio has changed, though many core brands have surpassed those levels. On international efforts, Sedky noted the new sales agent network is beginning to show results but will take time, while also highlighting potential headwinds from China. He confirmed the hurricane-impacted event was canceled for the year. Regarding AI, he explained it is being tested for internal marketing use to scale personalization and improve conversion rates, with plans to expand successful initiatives.

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