Hal Goestch's questions to CompoSecure Inc (CMPO) leadership • Q4 2024
Question
Hal Goestch from B. Riley Securities asked about the annualized revenue exit rate for the Arculus business and its expected contribution in 2025. He also requested insights into the sales funnel and pipeline for both the domestic and international metal card segments.
Answer
CEO Jonathan Wilk stated that while CompoSecure would not break out guidance by segment, Arculus had a 'very strong' fourth quarter, establishing a solid run rate to achieve its goal of being net positive for the full year 2025. Regarding the card business, Wilk noted that international revenue can be variable but is expected to constitute about 20% of total revenue over the full year, and he sees balanced growth opportunities across both domestic and international markets for 2025.