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    Gary Brody

    Managing Director and Equity Analyst at Deep Knowledge Investing

    Gary Brody is a Managing Director and Equity Analyst at Deep Knowledge Investing, specializing in in-depth research and investment analysis across technology, biotech, and financial services sectors. He covers specific companies including Alphabet, Meta Platforms, Moderna, and JPMorgan Chase, with a strong performance record featuring a success rate exceeding 68% and average annualized returns in the double digits, as ranked on platforms like TipRanks. Brody began his career in equity research in the early 2000s, previously holding analyst roles at several asset management and investment firms before joining Deep Knowledge Investing in 2021. He holds FINRA Series 7 and Series 63 licenses and has been recognized for his detailed reporting and insightful buy/sell recommendations.

    Gary Brody's questions to authID (AUID) leadership

    Gary Brody's questions to authID (AUID) leadership • Q2 2025

    Question

    Asked for clarification on financial metrics like deferred revenue and ARR, and sought details on the status, revenue recognition, and financial impact of major partnerships, including the Prove deal, a large Indian contract, and the new NEC/IDX deal. He also questioned the company's confidence in its $18M bookings guidance and the completion of its software platform overhaul.

    Answer

    The company confirmed the $1.2M in deferred revenue is from recurring contracts and will be recognized in coming quarters, making the $5.8M ARR figure accurate. The Prove partnership has two parts: a simple integration for onboarding that is about to go live with a joint customer (revenue expected in Q3), and a more strategic, deeper integration that is still in progress. For the Indian contract, they have gone live and started recognizing revenue, and they expect to recognize the full $3.3M commitment within the first contract year (mostly in H2 2025). They could not provide financial forecasts for the new NEC/IDX deal yet. They reaffirmed their $18M bookings guidance for 2025 and confirmed the major software overhaul is complete, allowing them to win deals, though normal R&D and improvements continue.

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