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    Gianluca Tucci

    Research Analyst at Echelon Wealth Partners

    Gianluca Tucci is a former Vice President, Equity Research Analyst at Echelon Wealth Partners, specializing in coverage of technology, gaming, and diversified sector companies including Pivot Technology Solutions, Sangoma Technologies, and Enthusiast Gaming Holdings. At Echelon, he was known for issuing successful buy recommendations—such as a notable 'Buy' call on Pivot Technology, projecting a 124% one-year return—and tracking high-performing TSX-V tech stocks, with significant positive outcomes for companies he covered. Tucci began his analyst career in the late 2010s, worked at Cantor Fitzgerald and Echelon Wealth Partners before spending time at Torrent Capital, and joined Haywood Securities in May 2022. He holds a Bachelor of Commerce (Honours) in Finance from the University of Windsor’s Odette School of Business and is registered under relevant Canadian securities regulatory authorities.

    Gianluca Tucci's questions to Bragg Gaming Group (BRAG) leadership

    Gianluca Tucci's questions to Bragg Gaming Group (BRAG) leadership • Q1 2025

    Question

    Questioned the reasons behind the strong U.S. growth and its sustainability, and also asked about the company's market share ambitions and potential for market leadership with content or PAM in Brazil.

    Answer

    U.S. growth is attributed to a strategic increase in the cadence of content releases and new talent, a trend expected to continue with significant upside from new states like Ohio. For Brazil, the company is optimistic and well-positioned with its technology and content strategy, including the RapidPlay studio, but noted it's too early to forecast a specific market share.

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    Gianluca Tucci's questions to Bragg Gaming Group (BRAG) leadership • Q4 2024

    Question

    Inquired about gross margin targets following a record quarter, the nature of opportunities in the pipeline, and the expected seasonality for the upcoming year.

    Answer

    The company stated that while the Q4 gross margin was exceptional and not a sustainable run rate, it indicates the right direction. The pipeline is strong with organic opportunities in Brazil, the U.S., and Canada, and any successes would be accretive to the 2025 guidance. Seasonality is expected to be business as usual, with Q4 being the strongest quarter and summer months being weaker.

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    Gianluca Tucci's questions to Healwell AI (HWAIF) leadership

    Gianluca Tucci's questions to Healwell AI (HWAIF) leadership • Q1 2025

    Question

    Gianluca Tucci from Haywood Securities inquired about the expected sales cycle for cross-selling AI solutions into the Orion Health customer base and the anticipated impact of the Orion acquisition on the company's gross margin profile.

    Answer

    Executive Alexander Dobranowski explained that since Orion's public sector customers are already seeking more advanced capabilities, the sales cycle is expected to be shorter, focusing on upselling to existing relationships. CFO Anthony Lam stated that Orion has a similar margin profile to Healwell's existing business and anticipates consolidated gross margins will remain similar to the current level of around 46%.

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    Gianluca Tucci's questions to Healwell AI (HWAIF) leadership • Q4 2024

    Question

    Gianluca Tucci inquired about the growth potential within Healwell's existing pharmaceutical customer base, the anticipated organic revenue synergies from the Orion Health acquisition, and the expected gross margin profile for the combined company.

    Answer

    CEO Dr. Alexander Dobranowski explained that the strategy with pharma partners is to build on initial contracts to secure larger, subsequent deals. He highlighted that key synergies with Orion Health will come from embedding Healwell's AI technologies, like Pentavere and Khure Health, into Orion's global platform to offer a more robust solution to its customers. CFO Anthony Lam added that he expects the combined entity's gross margin to be in the 50% range for 2025.

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    Gianluca Tucci's questions to Healwell AI (HWAIF) leadership • Q4 2024

    Question

    Gianluca Tucci inquired about the growth potential within Healwell's existing pharmaceutical customer base, the expected organic revenue synergies from the Orion Health acquisition, and the combined entity's future gross margin profile.

    Answer

    CEO Dr. Alexander Dobranowski explained that the strategy with pharma partners is to deliver on initial contracts to build credibility and secure larger subsequent deals. He noted that key synergies with Orion Health will involve embedding Healwell's AI technologies into Orion's global platform to enhance its offerings. CFO Anthony Lam added that he expects the combined company's gross margin to be in the 50% range for 2025.

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    Gianluca Tucci's questions to Healwell AI (HWAIF) leadership • Q3 2024

    Question

    Gianluca Tucci asked for a high-level overview of early AI cross-selling initiatives across Healwell's business units, any upcoming milestones to watch for, and the company's long-term recurring revenue potential.

    Answer

    CEO Dr. Alexander Dobranowski confirmed that cross-pollination synergies are already occurring, such as integrating Pentavere's AI into Intrahealth and using patient ID capabilities to support BioPharma. He stated that specific KPIs for these synergies will be developed. On recurring revenue, he highlighted a significant shift from non-recurring project payments to subscription-based models with life sciences partners, which he described as a 'really, really exciting' opportunity for growth.

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    Gianluca Tucci's questions to Healwell AI (HWAIF) leadership • Q3 2024

    Question

    Gianluca Tucci asked about early AI cross-selling initiatives across Healwell's business units, any key milestones to watch for, and the company's long-term recurring revenue potential.

    Answer

    CEO Alexander Dobranowski confirmed that cross-pollination is already occurring, such as integrating Pentavere's AI into Intrahealth and using patient ID capabilities to support BioPharma. He stated that the company is starting to see a shift from non-recurring project payments to subscription-based models with life sciences partners, which represents a significant long-term growth opportunity.

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    Gianluca Tucci's questions to Healwell AI (HWAIF) leadership • Q1 2025

    Question

    Gianluca Tucci inquired about the expected sales cycles for cross-selling Healwell's AI solutions into the Orion Health customer base, comparing them to previous experiences. He also asked if the consolidated company's gross margins are expected to exceed 50% post-Orion acquisition and what the long-term outlook for gross margins is.

    Answer

    Executive Alexander Dobranowski explained that since Orion's sophisticated public sector customers are already seeking more advanced data capabilities, the sales cycle for upselling Healwell's AI should be shorter than typical new customer acquisition. CFO Anthony Lam stated that while Orion has a similar margin profile to Healwell's existing high-margin businesses, he anticipates consolidated gross margins will remain similar to the current level, which was 46% in Q1.

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    Gianluca Tucci's questions to Tantalus Systems Holding (TGMPF) leadership

    Gianluca Tucci's questions to Tantalus Systems Holding (TGMPF) leadership • Q1 2025

    Question

    Inquired about the seasonality of order inflows for TRUSense, whether sales cycles are becoming easier, and the expected R&D spending run rate for the rest of the year.

    Answer

    Peter Londa explained that utility budget cycles vary, but Tantalus typically sees strong order waves in Q1 and Q3, which is an inherent aspect of the business rather than specific to TRUSense. He noted that sales cycles are improving as initial TRUSense deployments for one use case often lead to the discovery of others within the same utility, engaging more stakeholders and increasing scalability. Azim Lalani confirmed that the current R&D spending is a good run rate to use for modeling the rest of the year.

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    Gianluca Tucci's questions to Tantalus Systems Holding (TGMPF) leadership • Q4 2024

    Question

    Inquired about the average deal sizes for the newly commercial TRUSense gateways, the expected growth trajectory (exponential vs. steady), and the planned investment in TRUSense for the upcoming year after a significant investment in 2024.

    Answer

    Peter Londa stated that TRUSense deal sizes and deployment strategies vary by utility and use case. He anticipates steady, sustainable growth rather than an exponential curve due to the deliberate pace of utilities. Azim Lalani and Peter Londa clarified that the major R&D investment phase for TRUSense is complete, and future spending will be lower, with a shift in focus from R&D to sales and marketing for commercialization.

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    Gianluca Tucci's questions to Tantalus Systems Holding (TGMPF) leadership • Q4 2024

    Question

    Gianluca Tucci from Haywood Securities asked for context on average deal sizes for the now-commercial TRUSense Gateway, whether its growth curve would be exponential, and what the company's investment plans are for the product in the upcoming year.

    Answer

    Executive Peter Londa clarified that TRUSense deal sizes vary by use case and that growth will be steady and sustainable rather than exponential, reflecting the deliberate pace of utility adoption. CFO Azim Lalani and Londa both confirmed that the major R&D investment phase for TRUSense is complete, with approximately $5 million spent in 2024. Future spending will be significantly lower and redeployed towards sales and marketing for commercialization.

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    Gianluca Tucci's questions to GRID.TO leadership

    Gianluca Tucci's questions to GRID.TO leadership • Q1 2025

    Question

    Gianluca Tucci from Haywood Securities asked about the potential for seasonality in order inflows from the 33 utilities evaluating TRUSense, given their budget cycles. He also questioned if sales cycles for TRUSense are becoming easier and inquired about the expected R&D spending roadmap for the remainder of the year.

    Answer

    President and CEO Peter Londa explained that while utility budget cycles vary, Tantalus typically sees order waves in Q1 and Q3, which is an inherent aspect of the business rather than specific to TRUSense. He noted that sales cycles are improving as initial deployments reveal additional use cases to other departments within a utility. CFO Azim Lalani added that the current quarterly R&D spending is a good run rate to model for the rest of 2025.

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    Gianluca Tucci's questions to TUSIF leadership

    Gianluca Tucci's questions to TUSIF leadership • Q3 2024

    Question

    Gianluca Tucci inquired about the sustainability of the recent surge in SaaS and recurring revenue, asking if it represents a new baseline, and also requested an update on the sales pipeline for the TRUSense Gateway and its expected ramp-up into 2025.

    Answer

    CFO George Reznik clarified that the Q3 recurring revenue was higher than the normal run rate due to a significant annual term-based software license renewal with a large utility. He expects the metric to trend down slightly in Q4 but continue its year-over-year growth. CEO Peter Londa added that the outlook for the TRUSense Gateway remains robust and unchanged from previous guidance, referencing the previously disclosed $0.5 billion pipeline.

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    Gianluca Tucci's questions to Enthusiast Gaming Holdings Inc. / Canada (EGLXF) leadership

    Gianluca Tucci's questions to Enthusiast Gaming Holdings Inc. / Canada (EGLXF) leadership • Q2 2024

    Question

    Gianluca Tucci inquired whether Enthusiast Gaming had reached a revenue bottom in Q2, how to model the company's new seasonality following its business mix changes, and what to expect for gross margins in the second half of the year.

    Answer

    Chief Financial Officer Felicia DellaFortuna confirmed that Q2 should represent the seasonal low for revenue, as the deprioritization of lower-margin video platform business is now largely reflected in the results. She explained that future seasonality will align with consumer consumption patterns, with Q4 being the strongest quarter and Q3 benefiting from the start of the NFL season. Regarding margins, DellaFortuna suggested that the step-up seen from Q1 to Q2 is a reliable indicator for continued sequential improvement.

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    Gianluca Tucci's questions to Enthusiast Gaming Holdings Inc. / Canada (EGLXF) leadership • Q1 2024

    Question

    Gianluca Tucci from Haywood Securities questioned if further low-margin revenue cuts were planned for the media and content business. He also asked for details on the drivers behind the sequential growth in subscriptions and requested an update on the company's current headcount.

    Answer

    CFO Felicia DellaFortuna indicated that while the majority of low-margin cuts were completed in Q1, further optimization is always possible as the company grows its owned and operated sites. Interim CEO Adrian Montgomery explained that subscription growth is driven by moving users to longer-term packages and leveraging a new first-party data platform for more efficient customer acquisition. Felicia DellaFortuna added that this strategy also improves working capital by collecting cash upfront. She concluded that the current headcount is approximately 130.

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