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    Edison Yu

    Director and Senior Equity Research Analyst at Deutsche Bank

    Edison Yu is a Director and Senior Equity Research Analyst at Deutsche Bank, specializing in the automotive and electric vehicle (EV) sectors with a focus on companies such as Tesla, NIO, American Axle, Luminar Technologies, and Polestar Automotive. He covers more than 30 stocks, maintaining a 38.66% success rate and an average return per recommendation of 2.10% according to TipRanks. Yu began his sell-side analyst career earlier in the 2010s and joined Deutsche Bank prior to 2020, with previous experience including roles at established financial institutions though specific prior firms are not detailed in public sources. He holds relevant industry licenses and professional credentials required for equity research, maintaining his standing as a registered securities representative.

    Edison Yu's questions to Archer Aviation (ACHR) leadership

    Edison Yu's questions to Archer Aviation (ACHR) leadership • Q2 2025

    Question

    Edison Yu of Deutsche Bank requested a rough roadmap for Archer's activities in the UAE over the next 12 to 18 months, with a specific focus on the progression of flight testing.

    Answer

    Chief Technology Officer Tom Muniz explained that following initial high-temperature tests, more flying will occur in the UAE in the second half of the year to parallel FAA and GCAA certification efforts. Founder, CEO & Chairman Adam Goldstein added that the roadmap includes growing the fleet, obtaining commercial authority from the GCAA, conducting exhibition flights on planned routes, and ultimately launching full commercial service.

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    Edison Yu's questions to Archer Aviation (ACHR) leadership • Q1 2025

    Question

    Edison Yu of Deutsche Bank asked about the potential revenue scale of the 'Launch Edition' program and the go-to-market strategy for the AI software platform being developed with Palantir.

    Answer

    CEO Adam Goldstein indicated that 'Launch Edition' revenue potential is significant and primarily a function of manufacturing capacity, though the immediate focus is on safe deployment and learning. Regarding the AI platform with Palantir, Goldstein outlined a two-pronged strategy: optimizing Archer's own manufacturing and developing monetizable aviation infrastructure software for the broader industry.

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    Edison Yu's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership

    Edison Yu's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership • Q2 2025

    Question

    Edison Yu of Deutsche Bank inquired about AAM's latest thinking on the European market, where its exposure will significantly increase post-Dolly acquisition, considering the market and regulatory backdrop. He also asked if the timing of the shareholder vote for the deal was ahead of schedule.

    Answer

    Chairman & CEO David Dauch acknowledged that the European market is currently challenged but stated that Dahle is well-positioned and its restructuring is nearly complete, making it an opportune time for the acquisition. He noted the combined entity will be well-positioned to serve the market and optimize its footprint. Dauch also confirmed the shareholder vote timing was on track with their plan.

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    Edison Yu's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership • Q2 2025

    Question

    Edison Yu from Deutsche Bank inquired about AAM's strategy for the European market given its increased importance after the Dallee acquisition, and also asked if the shareholder vote for the deal occurred ahead of schedule.

    Answer

    CEO David Dauch acknowledged Europe's market challenges but expressed confidence, noting Dallee is well-positioned and its restructuring is nearly complete, making the acquisition timely. He also confirmed that the shareholder vote timing was on track with the company's original schedule.

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    Edison Yu's questions to Rocket Lab (RKLB) leadership

    Edison Yu's questions to Rocket Lab (RKLB) leadership • Q2 2025

    Question

    Edison Yu inquired about the company's view on the market for orbital transfer vehicles, whether the total addressable market for Electron could expand significantly due to programs like Golden Dome, and the potential financial contribution from the pending GEOST acquisition.

    Answer

    CEO Sir Peter Beck expressed skepticism about the business case for orbital transfer vehicles but noted Rocket Lab could easily enter the market if it becomes viable. He agreed that programs like Golden Dome could significantly expand the TAM for Electron and its Haste variant. CFO Adam Spice declined to comment on the financials of the GEOST acquisition, stating they would provide details after the deal closes.

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    Edison Yu's questions to Intuitive Machines (LUNR) leadership

    Edison Yu's questions to Intuitive Machines (LUNR) leadership • Q2 2025

    Question

    Edison Yu of Deutsche Bank inquired about the strategy for in-house satellite production, including potential for external customers and the desired level of vertical integration. He also asked about the potential timing and value of a future Mars mission.

    Answer

    CEO Steve Altemus explained that building a capable satellite bus in-house opens opportunities to serve other customers, replace aging Mars infrastructure, and compete for the TDRS replacement. He noted the company aims for a high degree of vertical integration, similar to the 85% achieved on its landers. Regarding Mars, he stated the commercial model is the appropriate path and that precursor missions around the moon will position them to be cost-efficient and ready when NASA proceeds.

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    Edison Yu's questions to Intuitive Machines (LUNR) leadership • Q1 2025

    Question

    Edison Yu of Deutsche Bank asked for the company's view on its reentry vehicle, its differentiation strategy in the orbital transfer vehicle market, and its vision for the development of nuclear propulsion technology.

    Answer

    CEO Steve Altemus explained that their Zephyr reentry vehicle is a unique lifting body capable of precise, soft runway landings, differentiating it from ballistic capsules. He also detailed work on the JETSON program for stealth-like satellites and its application to future lunar surface power reactors.

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    Edison Yu's questions to Intuitive Machines (LUNR) leadership • Q4 2024

    Question

    Edison Yu of Deutsche Bank inquired about the company's plans for deploying its significant cash balance, including its M&A pipeline, and asked about potential opportunities in the defense and national security space sector.

    Answer

    CEO Steve Altemus explained that the company is continuously reviewing opportunistic M&A to address supply chain gaps or vertically integrate, while also investing in internal R&D like advanced propulsion. He identified national security space as a key growth area, with opportunities in space domain awareness and data relay services leveraging the company's developing lunar network.

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    Edison Yu's questions to Telesat (TSAT) leadership

    Edison Yu's questions to Telesat (TSAT) leadership • Q2 2025

    Question

    Edison Yu questioned the pricing and usage dynamics for Telesat Lightspeed, particularly in the aero and government sectors, and how current discussions compare to internal models. He also asked about the company's strategy for the maritime market and for an outlook on the GEO segment's cash flow generation capabilities in the coming years.

    Answer

    President & CEO Daniel Goldberg responded that pricing in closed Lightspeed deals and ongoing discussions is 'consistent with or higher than' the company's internal model, with the most concrete traction currently in aero and government due to their longer planning cycles. He affirmed that Telesat will 'absolutely' pursue the maritime market, which is a strong fit for LEO. Goldberg also stated that the GEO segment is highly cash-flow positive and will remain so for the foreseeable future, given its substantial backlog and low CapEx, unless a new GEO satellite investment is made.

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    Edison Yu's questions to Adient (ADNT) leadership

    Edison Yu's questions to Adient (ADNT) leadership • Q3 2025

    Question

    Edison Yu of Deutsche Bank requested details on the reduction in the equity income guidance and asked about the expected timeline for Adient to achieve market parity in China, given its new business wins with local OEMs like BYD.

    Answer

    Mark Oswald, EVP & CFO, attributed the lower equity income guidance to a renegotiated pricing agreement within the Kuiper joint venture and foreign exchange impacts. Jerome Dorlak, President, CEO & Director, stated that returning to market parity in China is expected in the second half of 2026 or 2027, contingent on the launch cadence and market performance of local Chinese OEM partners.

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    Edison Yu's questions to VIASAT (VSAT) leadership

    Edison Yu's questions to VIASAT (VSAT) leadership • Q1 2026

    Question

    Edison Yu asked whether the undervaluation of the Defense and Advanced Technologies (DAT) segment is a perception or structural issue, what role Viasat might play in the 'Golden Dome' initiative, and what drove the strong EBITDA margin in Communication Services despite flat revenue.

    Answer

    CEO & Chairman Mark Dankberg responded that the company's focus is on increasing future cash flows and that the portfolio review considers synergy, capital needs, and investor value propositions. He identified Viasat's potential role in Golden Dome in areas like cryptography and hybrid networking. CFO Gary Chase attributed the strong margin performance to timing benefits and a favorable business mix, especially in aviation terminal deliveries.

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    Edison Yu's questions to VIASAT (VSAT) leadership • Q3 2025

    Question

    Edison Yu of Deutsche Bank asked for an update on the potential sale of assets within the Defense and Advanced Technologies (DAT) segment and inquired about the company's framework for monetizing its L-band spectrum, whether through sale or deployment.

    Answer

    CEO Mark Dankberg confirmed Viasat is actively evaluating options for its DAT assets with the primary goal of reducing debt and unlocking equity value, but declined to comment on specific transactions. Regarding L-band, Dankberg explained the company is modeling various monetization options, including improving its existing MSS business, participating in the D2D market, and potentially monetizing parts of the spectrum, balancing development against outright sale.

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    Edison Yu's questions to Vertical Aerospace (EVTL) leadership

    Edison Yu's questions to Vertical Aerospace (EVTL) leadership • H1 2025

    Question

    Edison Yu of Deutsche Bank inquired about the specific missions and use cases for the defense market, the company's confidence in achieving full piloted transition by year-end, and requested a preview of topics for the upcoming Investor Day.

    Answer

    CEO Stuart Simpson detailed that the hybrid aircraft's capabilities, including silent takeoff and a 1,000-mile range, open up numerous defense missions like logistics and troop transport. He affirmed the company is on track for a Q4 full transition, noting the remaining work is a small data-gathering phase. For the Investor Day, he teased updates to financial models, details on the battery business, certification costs, and manufacturing plans, with Lord Parker speaking on the defense opportunity.

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    Edison Yu's questions to Vertical Aerospace (EVTL) leadership • Q2 2025

    Question

    Edison Yu of Deutsche Bank inquired about the specific missions and use cases for Vertical Aerospace's defense strategy, the potential hurdles for achieving full piloted transition by year-end, and requested a preview of topics for the upcoming Investor Day.

    Answer

    CEO Stuart Simpson detailed military use cases like logistics and troop transport, leveraging the VX4's silent operation and the hybrid's range and payload. He affirmed the company is on track for a Q4 full transition, with current testing focused on gathering data for the 30-70 knot flight phase. For the Investor Day, he confirmed updates on financials, the hybrid opportunity, the battery business model, and certification costs.

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    Edison Yu's questions to Vertical Aerospace (EVTL) leadership • Q2 2025

    Question

    Edison Yu of Deutsche Bank inquired about the specific missions and use cases for the VX4 in the defense sector, the biggest hurdles to achieving full piloted transition by year-end, and the topics to be addressed at the upcoming Investor Day.

    Answer

    CEO Stuart Simpson highlighted the significant opportunity in the European defense market, citing missions like logistics and troop transport enabled by the VX4's silent operation and hybrid range. He confirmed the company is on track for full transition in Q4, explaining the current focus is on gathering data for the 30-to-70 knot flight phase. For the Investor Day, Simpson teased updates on financials, the hybrid opportunity, battery strategy, certification costs, and manufacturing plans.

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    Edison Yu's questions to FORD MOTOR (F) leadership

    Edison Yu's questions to FORD MOTOR (F) leadership • Q2 2025

    Question

    Edison Yu asked for more detail on the pricing weakness in the commercial fleet segment and its expected trend. He also inquired about what a Ford Pro service offering for autonomous fleets might look like and if it precludes Ford from producing its own integrated autonomous vehicle.

    Answer

    President Andrew Frick clarified that commercial pricing weakness was concentrated in the van segment due to competitive pressure but has now stabilized, while full-size pickup pricing remains strong. CEO James Farley described the L4 autonomous service opportunity for Ford Pro as 'quite intriguing' for fleet management and maintenance, noting it's a logical extension of Pro's capabilities, though it's still early days.

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    Edison Yu's questions to AUTOLIV (ALV) leadership

    Edison Yu's questions to AUTOLIV (ALV) leadership • Q2 2025

    Question

    Edison Yu from Deutsche Bank requested a breakdown of the drivers behind the expected margin weakness in Q3 relative to Q2. He also asked if Autoliv has experienced increased stringency from OEMs on supplier terms.

    Answer

    CFO Fredrik Westin explained that the Q3 margin weakness is primarily due to lower production volumes, following typical seasonality with an expected 1 million unit drop from Q2. CEO Mikael Bratt responded that negotiating terms and conditions is a regular part of business and not a specific new area of pressure from customers.

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    Edison Yu's questions to AUTOLIV (ALV) leadership • Q4 2024

    Question

    Edison Yu of Deutsche Bank asked about the vehicle mix impact embedded in the 2025 outlook and sought details on the decline in 2024 order intake, specifically regarding the timing and nature of delayed platform sourcing.

    Answer

    CFO Fredrik Westin clarified that Autoliv expects a negative mix impact of approximately 1 percentage point in 2025, an improvement from the 2-3 percentage point negative impact seen in 2024. Regarding order intake, Westin explained that the low sourcing activity was due to OEM uncertainty around both drivetrains and production locations. He noted that several large platforms where Autoliv is the incumbent have been delayed into 2025, with sourcing now expected in the first half of the year.

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    Edison Yu's questions to Planet Labs PBC (PL) leadership

    Edison Yu's questions to Planet Labs PBC (PL) leadership • Q1 2026

    Question

    Edison Yu from Deutsche Bank inquired about Planet's AI strategy, specifically its partnership with Anthropic and the quantity and diversity of data required to effectively train large language models.

    Answer

    CEO Will Marshall explained that the Anthropic partnership focuses on fine-tuning models with Planet's unique satellite data, which is largely absent from internet-scraped datasets. He clarified this is distinct from Planet's core AI work on solutions like Maritime Domain Awareness (MDA) and aims to expand usability and market potential by making the data more accessible.

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    Edison Yu's questions to BlackSky Technology (BKSY) leadership

    Edison Yu's questions to BlackSky Technology (BKSY) leadership • Q1 2025

    Question

    Edison Yu asked about the impact of geopolitical uncertainty on international customer discussions and the role of AI as a primary driver for customer engagement.

    Answer

    CEO Brian O'Toole responded that despite geopolitical dynamics, demand remains strong as national security is a top priority, and the pipeline is growing. He added that AI has become a critical capability for customers needing to process the high volume of data from Gen-3 satellites, marking a significant shift in conversations over the past 9-12 months.

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    Edison Yu's questions to BlackSky Technology (BKSY) leadership • Q4 2024

    Question

    Edison Yu sought to understand the drivers of the 30% revenue growth forecast for 2025, asking for a breakdown between new and existing contracts. He also questioned the company's capital needs and whether a capital raise would be necessary, and asked about the expected timing for recognizing Gen-3 revenue.

    Answer

    CEO Brian O'Toole explained that much of the 2025 growth is driven by the expansion of existing contracts and a strong backlog, with new customer revenue expected to ramp in the latter half of the year. CFO Henry Dubois affirmed that the company has sufficient liquidity—citing over $80 million in cash, vendor financing, and expected milestone payments—to fund the deployment of 12 Gen-3 satellites and reach positive free cash flow without needing to raise additional capital, though they could be opportunistic.

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    Edison Yu's questions to BORGWARNER (BWA) leadership

    Edison Yu's questions to BORGWARNER (BWA) leadership • Q1 2025

    Question

    Speaking on behalf of Edison Yu, Winnie Young asked for a breakdown of the guided 200-400 basis points of market outgrowth between foundational and eProducts, and inquired about the current M&A pipeline and strategy.

    Answer

    Executive Craig Aaron responded that the company does not provide a breakout of market outgrowth by product type. CEO Joseph Fadool addressed M&A, stating that while the company remains active, the criteria for acquisitions have been raised to require clear industrial logic, near-term accretion, and disciplined valuation. He noted that several potential targets have already been passed on for not meeting these criteria, and that the company's strong cash position allows for flexibility, including share buybacks.

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    Edison Yu's questions to BORGWARNER (BWA) leadership • Q4 2024

    Question

    Edison Yu inquired about the status of discussions for Extended-Range Electric Vehicles (EREVs) in the U.S. and Europe, and whether the China guidance assumes the continuation of scrappage incentives.

    Answer

    CEO Joseph Fadool noted that regions outside of China are beginning to explore EREVs, particularly for trucks, but significant volumes are not expected yet. He also clarified that the company's forecast for a flattish market in China does not factor in any potential government scrappage incentives.

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    Edison Yu's questions to Rivian Automotive, Inc. / DE (RIVN) leadership

    Edison Yu's questions to Rivian Automotive, Inc. / DE (RIVN) leadership • Q1 2025

    Question

    Edison Yu sought confirmation on whether the current tariff regime would impact the R2's planned start of production or its targeted $45,000 starting price. He also asked for the company's latest thoughts on the economics of its autonomy platform, including development costs and monetization strategies.

    Answer

    CEO Robert Scaringe affirmed that Rivian is not planning changes to the R2's $45,000 starting price, emphasizing the company's focus on localizing its supply chain to mitigate policy impacts. On autonomy economics, Scaringe explained that while it's a key value driver, it's yet to be seen how that value will be harvested—whether through incremental paid features, higher vehicle pricing, or increased market share, noting different approaches in the U.S. versus China.

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    Edison Yu's questions to Rivian Automotive, Inc. / DE (RIVN) leadership • Q3 2024

    Question

    Edison Yu inquired whether the R2 sourcing strategy accounts for potential tariff changes and asked about the sustainability of the recent operating expense reduction.

    Answer

    CEO RJ Scaringe explained that the R2 sourcing strategy was designed to mitigate tariff risk by focusing on suppliers not subject to them and structuring contracts to limit exposure. CFO Claire McDonough noted that while Q4 OpEx may see a slight uptick for R2 investment, the overall trend is toward efficiency, with full-year 2024 cash OpEx expected to be below 2023 levels.

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    Edison Yu's questions to Aptiv (APTV) leadership

    Edison Yu's questions to Aptiv (APTV) leadership • Q1 2025

    Question

    Speaking on behalf of Edison Yu, an analyst asked for an update on the company's performance improvement targets and the potential for incremental benefits. A second question focused on the revenue mix in China, the reasons for underperforming market growth in Q1, and the expected impact from a key EV customer for the full year.

    Answer

    CFO Varun Laroyia and CEO Kevin P. Clark confirmed strong progress on performance initiatives in Q1, driven by manufacturing, engineering, and SG&A cost controls, which are offsetting labor inflation. Regarding China, Clark reiterated that Q1 growth was muted by a production decline at a single large EV customer. He stated that Aptiv is not providing full-year guidance but expects its revenue mix to shift towards 70% from local Chinese OEMs by year-end, reflecting recent booking trends.

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    Edison Yu's questions to VISTEON (VC) leadership

    Edison Yu's questions to VISTEON (VC) leadership • Q1 2025

    Question

    A representative for Edison Yu asked about the potential for relocating manufacturing facilities in response to sustained tariffs and inquired about Q1 BMS sales and the new European BMS win.

    Answer

    CEO Sachin Lawande stated that while Visteon is capable of adjusting its manufacturing footprint, no major decisions will be made until there is more clarity on tariffs. He explained that BMS sales were expected to be lower due to high channel inventory and a planned customer factory shutdown. The new European BMS win was described as a high-profile, competitive award that validates Visteon's technology and cost position in power electronics.

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    Edison Yu's questions to Mobileye Global (MBLY) leadership

    Edison Yu's questions to Mobileye Global (MBLY) leadership • Q1 2025

    Question

    Edison Yu inquired about the performance threshold required for U.S. robotaxi deployments with partners like Uber and Lyft, and asked if liability issues have been resolved.

    Answer

    CEO Amnon Shashua confirmed they have clear metrics with customers to demonstrate 'superior to human level performance' and are on track to meet them. He also stated that the performance threshold is the same for both major partners and that liability aspects have been sorted out.

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    Edison Yu's questions to Mobileye Global (MBLY) leadership • Q3 2024

    Question

    Edison Yu, under the name Xin Yu in the transcript, questioned the company's confidence in the timing and take-rates for major program launches in 2026. He also asked for details on the performance thresholds for interventions (MTBI) and the technology roadmap to achieve them for different levels of autonomy.

    Answer

    Executive Daniel Galves expressed confidence in meeting the H2 2026 launch milestones, stating the project is on track. An executive, likely CEO Amnon Shashua, explained that the current SuperVision system has an intervention rate of about 10 hours, with the next-generation EyeQ 6 targeting 1,000 hours for the camera subsystem alone. He stated that a credible eyes-off system will ultimately require tens of thousands of hours between interventions.

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    Edison Yu's questions to Iridium Communications (IRDM) leadership

    Edison Yu's questions to Iridium Communications (IRDM) leadership • Q1 2025

    Question

    Edison Yu from Deutsche Bank sought clarification on whether the estimated tariff impacts of $3 million and $6-7 million were for a partial or full year. He also inquired about how geopolitical shifts might affect the L-band MSS market and asked for the latest update on the ramp-up of Aviation Certus.

    Answer

    CEO Matt Desch clarified the $3 million tariff impact is for roughly three-quarters of the year, while the $6-7 million is the total potential impact for the year, not an incremental amount. He stated that Iridium is viewed as a global, trusted player and is even being embedded in EU-centric solutions as a backup, mitigating geopolitical risks. Regarding Aviation Certus, he noted it's currently in flight trials for safety certification, with approval expected early next year, while non-safety applications are ramping up now.

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    Edison Yu's questions to Iridium Communications (IRDM) leadership • Q3 2024

    Question

    An analyst from Deutsche Bank, identified as Edison Yu, asked if the current broadband ARPU is a good run rate, inquired about the timeline and contribution of the new aviation service, and sought confirmation on the growth trajectory for a key IoT customer in 2025 and 2026.

    Answer

    CFO Tom Fitzpatrick attributed the sequential broadband ARPU improvement to seasonality. CEO Matt Desch stated the new aviation product is in final certification trials, with aircraft installations expected to begin in 2025, providing good ARPU. Fitzpatrick confirmed the major IoT customer's revenue is contractually set to increase in 2025 and is expected to grow again in 2026 based on their expanded product portfolio.

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    Edison Yu's questions to DANA (DAN) leadership

    Edison Yu's questions to DANA (DAN) leadership • Q4 2024

    Question

    Edison Yu of Deutsche Bank inquired about the weakness in the Commercial Vehicle segment during the quarter and the expected timing for a turnaround. He also asked if the strong Light Vehicle performance provides a solid foundation for 2025.

    Answer

    CFO Timothy Kraus attributed the Q4 Commercial Vehicle weakness to one-time items, including EV-related bad debt and a warranty adjustment, and expects a turnaround to begin in Q1 driven by cost savings. He affirmed that Light Vehicle is expected to see continued profit and margin growth in 2025 as production stabilizes and cost-saving benefits are realized. CEO R. McDonald noted that timing of customer recoveries can create some lumpiness.

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    Edison Yu's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership

    Edison Yu's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership • Q4 2024

    Question

    Edison Yu inquired about the status and market reception of the strategic review for the Chemicals business. He also asked about the strong margin performance in the Asia Pacific (APAC) segment and whether the Oklahoma plant expansion was a mitigation strategy for potential tariffs.

    Answer

    An executive stated the Chemicals business review remains in process with broad interest from both strategic and private equity buyers. CEO Mark Stewart attributed the strong APAC margin to operational excellence, strong pricing, and new product success, particularly in EVs, rather than any one-off benefits. He also clarified the Oklahoma plant expansion is a necessary modernization for premium tire capacity and not a direct reaction to potential tariffs.

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    Edison Yu's questions to Joby Aviation (JOBY) leadership

    Edison Yu's questions to Joby Aviation (JOBY) leadership • Q3 2024

    Question

    Edison Yu asked about the company's capital runway following its recent capital raises and requested details on the improvements made to the latest aircraft prototype that was flown in Japan.

    Answer

    Founder and CEO JoeBen Bevirt stated that the new capital extends the company's runway considerably but did not provide a specific timeline, emphasizing the strength of the balance sheet. He also explained that while each new aircraft incorporates manufacturing and performance improvements, all prototypes are capable of similar missions, with minor variations for instrumentation or payload.

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    Edison Yu's questions to General Motors (GM) leadership

    Edison Yu's questions to General Motors (GM) leadership • Q3 2024

    Question

    Edison Yu from Deutsche Bank asked for a timeline on Cruise's return to unsupervised testing and inquired about the potential need to provide material funding to the China joint venture if losses persist.

    Answer

    Chair and CEO Mary Barra stated the goal is for Cruise to resume unsupervised testing by year-end, contingent on meeting a higher safety standard. Regarding China, she emphasized the focus is on creating a self-sustaining business through restructuring actions decided with their JV partner, and she deferred further comment pending those discussions.

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