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    Dillon Heslin

    Research Analyst at ROTH MKM

    Dillon Heslin is an Analyst at ROTH MKM, providing equity research in the consumer and e-commerce sectors, with coverage including companies such as CarParts.com. He is regularly featured on earnings calls and financial commentary for covered firms, reflecting active participation and recognized expertise in his sector. Heslin began his career as a research associate at Roth Capital Partners and has advanced within the firm, now serving as a key voice in their research department. He maintains credentials typical for equity research professionals at major investment firms, supporting his role through regulatory certifications and ongoing industry engagement.

    Dillon Heslin's questions to MARCHEX (MCHX) leadership

    Dillon Heslin's questions to MARCHEX (MCHX) leadership • Q4 2024

    Question

    Dillon Heslin of ROTH MKM questioned the basis for Marchex's confidence in its 2025 sequential revenue growth outlook, asking what differentiates this forecast from similar past projections. He also inquired about the potential impact of tariffs on the company's auto vertical.

    Answer

    Chairman Russell Horowitz and CEO Edwin Miller cited the completion of the 'OneStack' unified platform as the key differentiator for 2025. They explained this technological foundation enables faster innovation, expansion into new use cases like customer service, and new 'one-to-many' channel sales models. Miller added that a unified UI and single sign-on will unlock cross-sell opportunities into new business units. Regarding tariffs, Horowitz stated that while the situation is fluid, the company has not yet seen any disruptive impact on its auto customers' strategic roadmaps.

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    Dillon Heslin's questions to TERAWULF (WULF) leadership

    Dillon Heslin's questions to TERAWULF (WULF) leadership • Q3 2024

    Question

    On behalf of Darren Aftahi, Dillon Heslin asked about the expected delay between HPC facility construction completion and revenue generation, and for a comparison of the long-term economics of bitcoin mining versus HPC hosting.

    Answer

    CFO Patrick Fleury stated that for 2025 financial modeling, the company assumes CB-1 will generate revenue for nine months and CB-2 for six months. He explained that HPC hosting offers a stable margin of around $100 per megawatt-hour, whereas bitcoin mining profitability is highly volatile, depending on both bitcoin price and network hash rate. He confirmed the next 500 MW of expansion is dedicated to HPC.

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    Dillon Heslin's questions to QUHUO (QH) leadership

    Dillon Heslin's questions to QUHUO (QH) leadership • Q3 2021

    Question

    Dillon Heslin from ROTH Capital Partners inquired about the impact of macro factors like COVID-19 on Q3 demand, the reasons for gross margin pressure, and the strategy behind the company's multi-service worker deployment.

    Answer

    Chairman and CEO Leslie Yu confirmed strong demand despite macro challenges and detailed the nationwide multi-service deployment strategy, which uses an algorithm-based system to match workers to new job opportunities. CFO Sandra Ji explained that Q3 gross margin pressure was due to one-off investments in advance hiring and winter equipment to prepare for anticipated strong Q4 growth, noting that margins are expected to improve.

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    Dillon Heslin's questions to QUHUO (QH) leadership • Q3 2021

    Question

    Dillon Heslin from ROTH Capital Partners inquired about potential Q3 consumer demand weakness due to COVID-19 and macro factors, the reasons for gross margin pressure and the forward outlook, and the go-to-market strategy for the company's multi-service worker deployment.

    Answer

    Executive Leslie Yu confirmed that despite external pressures, Quhuo saw strong growth and expects continued demand in Q4. Executive Zhen Ba attributed the temporary Q3 gross margin pressure to one-off investments in staffing and equipment in preparation for strong Q4 demand and extreme weather. CFO Wenting Ji added that Q4 gross margins are expected to improve. Leslie Yu also explained the multi-service deployment is a nationwide strategy using an online training system and an algorithm-based platform to match workers with new job opportunities, which drove a 28% quarterly increase in multi-job workers.

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    Dillon Heslin's questions to MASTERBEEF (MB) leadership

    Dillon Heslin's questions to MASTERBEEF (MB) leadership • Q1 2018

    Question

    Dillon Heslin, on for Darren Aftahi, asked about the strategy to increase customer adoption of dynamic pricing, which grew from 2,300 to 3,000 studios, and inquired about its international penetration.

    Answer

    CEO Rick Stollmeyer explained that dynamic pricing is currently only available in the U.S. The adoption strategy focuses on direct outreach to early-adopter businesses, followed by promoting their success stories to create a pull effect among more conservative owners. He anticipates its adoption will follow a curve similar to or faster than that of introductory offers, as consumers have responded very positively.

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    Dillon Heslin's questions to MASTERBEEF (MB) leadership • Q4 2017

    Question

    Dillon Heslin inquired about the progress of the national rollout of dynamic pricing and its integration into the new mobile app. He also asked for customer feedback on the new, higher-priced software tiers, particularly from high-value subscribers.

    Answer

    CEO Rick Stollmeyer reported a great response to dynamic pricing, with 2,300 studios adopting it, and confirmed it will be a core feature in the redesigned app. He stated there has been no statistically significant pushback on the new pricing tiers, as the repackaging provided more value and has not negatively impacted attrition rates for high-value subscribers.

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