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    Greg Dahlberg • Wolfe Research, LLC

    Greg Dahlberg is an analyst at Wolfe Research, LLC, specializing in equity research within the transportation and logistics sector. He is known for covering major companies in freight, trucking, and logistics, providing sector-specific insights and actionable recommendations for institutional investors. Though his precise success rates and ranking data are not publicly listed, his analyses are regularly utilized by market professionals and his FINRA registration evidences industry compliance and knowledge. Dahlberg began his financial services career in the late 2010s and has held positions at Wolfe Research since at least 2020, supported by FINRA BrokerCheck records and industry listings.

    Greg Dahlberg's questions to Virgin Galactic Holdings Inc (SPCE) leadership

    Greg Dahlberg's questions to Virgin Galactic Holdings Inc (SPCE) leadership • Q1 2025

    Question

    Greg Dahlberg, on behalf of Myles Walton, asked for a deeper insight into the repeat business aspect, questioning if the company is assuming a specific win rate for repeat customers in its long-term planning assumptions.

    Answer

    CEO Michael Colglazier responded that while it's too early for statistically significant predictions, the feedback from flown astronauts is overwhelmingly positive, with a consistent desire to fly again. He noted that a low-to-mid double-digit percentage of past flyers have already expressed interest in repeating the experience. Colglazier emphasized that the referral factor, driven by the powerful customer experience, is likely more meaningful for near-term customer acquisition than repeat business alone, as it provides an easier path into the total addressable market.

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