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    Gregory Mesniaeff

    Senior Technology Analyst specializing in telecommunications and communications infrastructure at Kingswood Partners

    Gregory Mesniaeff is a Senior Technology Analyst specializing in telecommunications and communications infrastructure at Kingswood Capital Partners, LLC, where he covers over 19 publicly traded technology companies and maintains a track record of 38.1% success rate for his stock recommendations, with 69.23% characterized as Buy ratings. His distinguished career began in 1994 at Wheat First Securities (now Wells Fargo Securities), and includes roles at The Robinson-Humphrey Company, FBR/B. Riley, Credit Lyonnais/CLSA, Needham & Company, Kaufman Bros., and others before joining Kingswood in May 2024. Recognized as the #2 Telecom Equipment analyst by Forbes and honored as a Wall Street Journal All-Star Analyst, he holds Series 7, Series 63, Series 79TO, Series 86, and Series 87 FINRA licenses, and possesses advanced degrees in Cybersecurity Management, Economics, and Business Analytics.

    Gregory Mesniaeff's questions to SuperCom (SPCB) leadership

    Gregory Mesniaeff's questions to SuperCom (SPCB) leadership • Q4 2024

    Question

    Gregory Mesniaeff inquired about how SuperCom is addressing the recent tariff situation in its U.S. market entry, specifically concerning its supply chain, product mix, and the hardware versus software components.

    Answer

    Executive Ordan Trabelsi stated that product manufacturing is currently done in Israel, and the company will adapt its strategy as the U.S.-Israel tariff situation evolves, noting they also have the capability to manufacture in the U.S. Trabelsi emphasized that a significant portion of their business is Software as a Service (SaaS) and recurring revenue from leased bracelets, which helps mitigate the impact of potential hardware tariffs.

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    Gregory Mesniaeff's questions to Iridium Communications (IRDM) leadership

    Gregory Mesniaeff's questions to Iridium Communications (IRDM) leadership • Q4 2024

    Question

    Gregory Mesniaeff from Kingswood Capital Partners asked if the increased subscriber seasonality is a broader customer trend or specific to resellers. He also inquired about the potential impact on annual plan pricing as customers shift to monthly options.

    Answer

    CEO Matt Desch explained that while some seasonality is normal, the recent increase is specific to one large IoT customer changing its retail plans from annual to monthly. This change does not impact Iridium's revenue due to a fixed-price contract. He clarified this is a partner's retail strategy and does not signal a change in Iridium's own pricing or a need to incentivize annual plans differently.

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