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    Dustin Fowler

    Research Analyst at Oppenheimer & Co. Inc.

    Dustin Fowler is an Equity Research Associate Director specializing in semiconductor equity research at Oppenheimer & Co. Inc. since March 2022, where he analyzes and covers leading companies within the semiconductor industry. Prior to joining Oppenheimer, he was an investment professional at K1 Investment Management from 2018 to 2022, building expertise in financial analysis and growth equity. Fowler holds a Bachelor’s Degree from the University of Connecticut and studied abroad at The University of Edinburgh, and is registered with FINRA for relevant securities licenses. His experience and academic background support his analytical coverage and client insights in the technology and semiconductor sectors.

    Dustin Fowler's questions to Valens Semiconductor (VLN) leadership

    Dustin Fowler's questions to Valens Semiconductor (VLN) leadership • Q3 2024

    Question

    Dustin Fowler, on behalf of Rick Schafer, requested an update on the timing and opportunity size of the Stoneridge partnership within the trucking segment.

    Answer

    CEO Gideon Ben-Zvi explained that the partnership with Stoneridge is progressing well after a successful pilot, and Valens expects the trucking market to be a fruitful segment. He noted that the new VA7000 chipset is well-suited for the truck industry, which Valens now considers a distinct segment, and promised more details at the upcoming Investor Day.

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