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    Derek Soderbergh

    Research Analyst at Cantor Fitzgerald

    Derek Soderbergh's questions to MOTORCAR PARTS OF AMERICA (MPAA) leadership

    Derek Soderbergh's questions to MOTORCAR PARTS OF AMERICA (MPAA) leadership • Q1 2026

    Question

    Derek Soderbergh of Cantor Fitzgerald inquired about the recent and forecasted impact of tariffs on financial results, the assumptions behind the raised revenue guidance, and the next significant growth drivers for the rotating electric and braking business segments.

    Answer

    CFO David Lee detailed that the net tariff impact decreased to $1.4 million from $4.6 million in the prior quarter and is expected to continue declining sequentially. While acknowledging tariff pass-throughs contributed to the raised sales guidance, he and CEO Selwyn Joffe emphasized that the majority of the increase was from record organic sales growth. Selwyn Joffe identified the professional installer market as a key growth area for the 'Quality Built' brand and noted that the brake-related business, particularly brake pads, is still in its early stages with substantial runway for expansion in North America and globally.

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    Derek Soderbergh's questions to MOTORCAR PARTS OF AMERICA (MPAA) leadership • Q1 2026

    Question

    Derek Soderbergh from Cantor Fitzgerald inquired about the reduced impact of tariffs in the first quarter versus the prior quarter and the assumptions behind the increased full-year revenue guidance. He also asked about the next significant growth drivers for the rotating electric and braking business segments.

    Answer

    CFO David Lee detailed the decrease in net tariff costs from $4.6 million in the prior quarter to $1.4 million in Q1, expecting a continued sequential decline. While acknowledging tariff pass-throughs contribute to the raised guidance, he and CEO Selwyn Joffe emphasized that the majority of the record sales growth is organic. Selwyn Joffe identified major growth opportunities in the professional installer market with the 'quality built' brand, continued expansion in brake-related products, and the emerging brake pad business.

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    Derek Soderbergh's questions to MOTORCAR PARTS OF AMERICA (MPAA) leadership • Q1 2026

    Question

    Derek Soderbergh of Cantor Fitzgerald inquired about the financial impact of tariffs in the current quarter compared to the last, and the underlying assumptions for tariffs in the updated full-year guidance. He also asked about the next significant growth opportunities for the company's rotating electric and braking business segments.

    Answer

    CFO David Lee explained that the net tariff impact decreased significantly to $1.4 million this quarter from $4.6 million previously, and is expected to decline sequentially going forward. While the raised sales guidance includes tariff pass-throughs, Lee stated the specific breakdown is confidential. CEO Selwyn Joffe added that the record sales were primarily driven by organic growth, not tariffs. Joffe also identified major growth opportunities within the professional installer market for the 'Quality Built' brand, continued expansion of the brake product lines, and potential future global expansion.

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    Derek Soderbergh's questions to IMMERSION (IMMR) leadership

    Derek Soderbergh's questions to IMMERSION (IMMR) leadership • Q4 2020

    Question

    Derek Soderbergh of Colliers Securities asked for an assessment of the Sony PlayStation 5 licensing deal, specifically regarding satisfaction with the royalty rate and future pricing power with other gaming controller manufacturers. He also questioned if current operating expense levels could support the company's strategic initiatives.

    Answer

    Interim CEO Jared Smith expressed strong satisfaction with the Sony PS5 agreement's economics and long-term potential, adding that ASPs for other gaming peripherals vary but can be higher for premium devices. CFO Aaron Inkerman confirmed that the current operating expense structure is sustainable and provides ample room to fund key initiatives in a disciplined manner.

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