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    Glenn Mattson • Ladenburg Thalmann & Co. Inc.

    Glenn Mattson's questions to AEye Inc (LIDR) leadership

    Glenn Mattson's questions to AEye Inc (LIDR) leadership • Q2 2025

    Question

    Glenn Mattson asked about the maturity of the customer pipeline, the potential to consistently close multiple deals per quarter, and whether any pipeline opportunities were similar in size to the $30 million contract. He also sought clarification on whether the $30 million opportunity represented an annual or total contract value.

    Answer

    CFO Conor Tierney confirmed that with 30 customers in advanced negotiations, there is a strong potential to convert more wins and that several opportunities in the pipeline are similar in scale to the $30 million deal. CEO Matt Fisch added that the volume of customer proposals indicates more wins are likely in the short term. Fisch clarified that the $30 million opportunity is the total contract value expected to be recognized over the next two to three years, not an annual figure.

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    Glenn Mattson's questions to Red Cat Holdings Inc (RCAT) leadership

    Glenn Mattson's questions to Red Cat Holdings Inc (RCAT) leadership • Q1 2025

    Question

    Glenn Mattson inquired about the increasingly back-end loaded revenue forecast for the year, the ability to ship finished goods from inventory against existing backlog, and the specifics of the new unmanned surface vessel (USV) program, including whether Red Cat would own a shipyard or partner. He also asked for a capital expenditure estimate for the year given the expansion plans.

    Answer

    CEO Jeffrey Thompson explained that production and revenue were delayed as they awaited final specifications from partners, which were received in late March. He clarified that while they are moving the FlightWave facility, they are adding a second, non-disruptive location for Black Widow production to meet demand. On the USV program, Thompson confirmed Red Cat will own a boatyard in Florida and is leveraging partnerships for prototypes and technology, supported by government initiatives. He stated that a CapEx estimate is not yet available but will be provided on a future call.

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    Glenn Mattson's questions to Red Cat Holdings Inc (RCAT) leadership • Q2 2025

    Question

    Glenn Mattson inquired about the origins of the Palantir partnership, its integration status, and whether its potential revenue is included in the current guidance. He also asked for an update on the company's funding needs and capital investment plans.

    Answer

    CEO Jeff Thompson explained the Palantir relationship was initiated by a joint customer request and is progressing rapidly, with initial testing expected within two months. He clarified that the updated guidance of $80M-$120M does not include any high-margin software revenue from the Palantir deal. Regarding funding, Thompson detailed that current cash, a recent $6 million financing, expected warrant exercises, and a pending application for a low-interest government loan from the Office of Strategic Capital provide a sufficient runway to reach the LRIP phase, minimizing near-term dilution.

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    Glenn Mattson's questions to Red Cat Holdings Inc (RCAT) leadership • Q1 2025

    Question

    Glenn Mattson from Ladenburg Thalmann asked for details on the product mix for the $55 million calendar 2025 guidance, the path to achieving 50% gross margins, the company's capital needs to reach profitability, and the potential timing and scope of the SRR contract award.

    Answer

    Executives Jeffrey Thompson and Leah Lunger addressed the questions. Thompson projected the 2025 revenue mix to be roughly 50% Teal 3 and 50% Edge 130 Blue, with FPV drones contributing a smaller portion. Lunger explained that sustained production of the Teal 3 will enable a steady increase to the 50% gross margin target. Regarding capital, they detailed a new $8 million debt facility intended to fund operations until potential contract prepayments arrive in early 2025 without further dilution. Thompson also noted the SRR award could be announced in early October and confirmed the potential first-year value is around $79 million.

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    Glenn Mattson's questions to Red Cat Holdings Inc (RCAT) leadership • FY 2024

    Question

    Glenn Mattson inquired about the expected timing for signing the SRR contract, the anticipated scope of the LRIP, and the latest on international opportunities with NATO and Pacific allies.

    Answer

    Executive Jeffrey Thompson confirmed that the features contract for the SRR program was recently signed, with the LRIP contract expected soon and likely to be larger than previously anticipated. Regarding international sales, Thompson explained that the Black Widow drone's unique capabilities, such as Visual Navigation and its robust, non-Chinese origin, make it highly sought after by NATO allies and for new European tenders supporting Ukraine, despite any political tensions.

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    Glenn Mattson's questions to SoundHound AI Inc (SOUN) leadership

    Glenn Mattson's questions to SoundHound AI Inc (SOUN) leadership • Q4 2024

    Question

    Glenn Mattson requested more detail on the company's work in the military vertical and asked about the predictability of guidance, questioning if lumpiness from large auto deals has diminished with the shift to SaaS.

    Answer

    CEO Keyvan Mohajer explained that their work in the military and with first responders focuses on safety and efficiency, often delivered through partners. CFO Nitesh Sharan stated that while the growing SaaS mix improves predictability, some lumpiness can still occur from large customers who prefer licensing deals, though the company now has more leverage in negotiations. He expressed overall confidence in forecasting due to a strong backlog and pipeline.

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    Glenn Mattson's questions to SoundHound AI Inc (SOUN) leadership • Q3 2024

    Question

    Glenn Mattson of Ladenburg Thalmann requested clarification on the 2025 revenue guidance, comparing it to the pro forma annualized revenue from the Amelia acquisition. He also asked about the operational process and timeline from winning a large QSR contract to achieving full deployment.

    Answer

    CFO Nitesh Sharan explained the 2025 guidance range incorporates prudence as they integrate Amelia to optimize for both growth and profitability, with a goal of reaching adjusted EBITDA positive. Regarding QSR deployments, Sharan noted they are investing in dedicated franchise sales teams and developing agile hardware solutions to accelerate rollouts, citing a recent creative deployment at White Castle. He also highlighted the strong inbound demand from major restaurant brands.

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