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    Greg Gibas • Northland Securities, Inc.

    Greg Gibas's questions to PowerFleet Inc (AIOT) leadership

    Greg Gibas's questions to PowerFleet Inc (AIOT) leadership • Q4 2025

    Question

    Greg Gibas of Northland Securities requested more detail on the expected progression of revenue and EBITDA in the first half of fiscal 2026. He also asked for context on the extent to which elongated customer decision cycles impacted the full-year outlook.

    Answer

    CFO David Wilson explained that first-half growth figures need to be adjusted for proactive business shutdowns, like the FSM unit. He noted that second-half acceleration will be driven by compounding sales investments and strength in AI video and large-scale data ingestion deals. CEO Steve Towe added that while tariff uncertainty has a 'weathering effect' on customer CapEx decisions, the overall impact is not substantial and is being offset by strong growth in other areas and a healthy pipeline.

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    Greg Gibas's questions to PowerFleet Inc (AIOT) leadership • Q1 2026

    Question

    Greg Gibas of Northland Securities sought a breakdown of the drivers for the projected $30 million net debt improvement in the second half of the year. He also asked for details on the Sixx Rental win, including key differentiators and the deal's relative ARPU.

    Answer

    CFO David Wilson attributed the future debt improvement to top-line growth, improved working capital, and a decline in front-loaded upfront investments, such as a ~$4 million systems spend. CEO Steve Towe detailed that the Sixx win was secured due to superior data quality, digital transformation capabilities, and growing market credibility. He emphasized that the deal was 'very sweet,' with an ARPU 'certainly more than our average' due to its feature-rich nature.

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    Greg Gibas's questions to CoreCivic Inc (CXW) leadership

    Greg Gibas's questions to CoreCivic Inc (CXW) leadership • Q2 2025

    Question

    Greg Gibas of Northland Securities, Inc. asked about the drivers for expected U.S. Marshals population growth and which facilities are best positioned. He also inquired about the fourth and fifth idle facility discussions and whether Q4 2025 represents a fair earnings run rate.

    Answer

    CEO Damon Hininger explained that historical precedent shows U.S. Marshals populations rise 12-18 months into a new administration as U.S. Attorneys are appointed and enforcement priorities shift. He identified Arizona, Oklahoma, and Mississippi as key opportunity states. While declining to detail negotiations, he confirmed Q4 2025 results would represent a run rate of at least $400 million in annualized EBITDA, excluding any new contracts.

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    Greg Gibas's questions to Target Hospitality Corp (TH) leadership

    Greg Gibas's questions to Target Hospitality Corp (TH) leadership • Q2 2025

    Question

    Greg Gibas of Northland Securities, Inc. questioned the competitiveness of the data center contract bidding process, the primary factors driving the updated full-year guidance, and whether government interest in the West Texas assets has changed since the prior quarter.

    Answer

    President and CEO Brad Archer explained that the data center contract was awarded based on Target's ability to execute reliably at scale, rather than on price. CFO Jason Vlasic identified the main drivers for the raised guidance as the workforce hub contract's value increasing to $154 million and a settlement from the concluded PCC contract. Archer also confirmed that government interest in the West Texas assets has not waned and has actually increased since the budget was approved, and highlighted the new proprietary 'SecureFlex' facility as another growth opportunity.

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    Greg Gibas's questions to Geo Group Inc (GEO) leadership

    Greg Gibas's questions to Geo Group Inc (GEO) leadership • Q2 2025

    Question

    Greg Gibas of Northland Securities, Inc. requested an update on contracting opportunities with the U.S. Marshals Service, the expected timing of facility reactivations once new ICE funding is available, and whether ICE has communicated plans to increase ISAP participants after detention capacity is maximized.

    Answer

    Executive Chairman George Zoley confirmed that discussions with the U.S. Marshals Service are underway but noted that agencies are awaiting new reconciliation funding, expected mid-to-late August. He reiterated that ICE's intense focus remains on scaling up detention capacity, not expanding ISAP at this time. CFO Mark Suchinski added that they anticipate a 6-to-12-month extension for the ISAP contract to be awarded in the near future.

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    Greg Gibas's questions to Genius Sports Ltd (GENI) leadership

    Greg Gibas's questions to Genius Sports Ltd (GENI) leadership • Q2 2025

    Question

    Greg Gibas from Northland Securities, Inc. asked about the estimated timing for the BetVision rollout for additional sports and whether guidance assumes incremental launches in the second half. He also sought clarification on the impact of foreign exchange on the revised forecast.

    Answer

    Nicholas Taylor (CFO) confirmed that BetVision for soccer is live now and its rollout to new leagues like Serie A is built into the guidance. He added that basketball is expected to go live in Q3. Regarding FX, he clarified that the guidance increase is driven purely by underlying business momentum and new partnerships, as the forecast already accounted for sterling appreciation, making the current FX impact immaterial to the change.

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    Greg Gibas's questions to Accel Entertainment Inc (ACEL) leadership

    Greg Gibas's questions to Accel Entertainment Inc (ACEL) leadership • Q2 2025

    Question

    Greg Gibas of Northland Securities, Inc. inquired about Fairmont Park's performance relative to initial expectations, the timeline for Phase Two development, and the specific timing of the key customer loss in Nevada for year-over-year comparison purposes.

    Answer

    Mark Phelan, President of U.S. Gaming & Interim CFO, stated that Fairmont's performance indicators have matched internal expectations and it is on track to be a significant contributor by 2026. He noted that Phase Two planning is focused on design and understanding customer flow, with the timeline still to be determined. He also clarified that the Nevada customer was lost at the end of Q3 2024.

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    Greg Gibas's questions to Asure Software Inc (ASUR) leadership

    Greg Gibas's questions to Asure Software Inc (ASUR) leadership • Q2 2025

    Question

    Greg Gibas of Northland Securities, Inc. asked for details on the Latham integration process, including the required investment and long-term cross-sell expectations. He also inquired about the implied organic revenue growth for the second half of the year and its expected cadence.

    Answer

    CEO Pat Goepel explained that the primary integration goal is to combine Latham with Asure's payroll, AssurePay, and 401k products to enable rapid, self-service installations. He indicated that organic growth would likely be in the single digits for the second half of 2025 due to tough comparisons, but the long-term goal is to achieve double-digit organic growth by increasing attach rates and per-employee-per-month revenue.

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    Greg Gibas's questions to Asure Software Inc (ASUR) leadership • Q4 2024

    Question

    Greg Gibas inquired about the sensitivity of revenue guidance to the implementation timing of large enterprise deals and asked about the expected volume of reseller acquisitions in 2025.

    Answer

    CEO Pat Goepel stated they have taken a conservative approach with the newest large enterprise win, modeling only initial license fees with most revenue not expected until 2026 to de-risk the forecast. CFO John Pence explained that the pace of reseller acquisitions is directly tied to securing the new credit facility; it will be slower if funded by operating cash flow and faster if the facility closes.

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    Greg Gibas's questions to A-Mark Precious Metals Inc (AMRK) leadership

    Greg Gibas's questions to A-Mark Precious Metals Inc (AMRK) leadership • Q1 2025

    Question

    Greg Gibas of Northland Securities inquired about the specific markets or geographies being targeted for M&A and asked for commentary on the current competitive landscape.

    Answer

    Executive Gregory Roberts noted it was premature to specify M&A geographies but confirmed the opportunities are broad and cover both DTC and wholesale segments. Regarding competition, he expressed confidence that A-Mark is gaining market share, citing strong new customer acquisition data and the resonance of their retail customer messaging.

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