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    Hugh Cunningham

    Research Analyst at TD Cowen

    Hugh Cunningham is a Research Analyst at TD Cowen specializing in cybersecurity, communications, and infrastructure software, contributing in-depth sector reports such as the Cybersecurity Primer alongside the firm's senior analysts. He covers leading end-to-end security platform providers, tracks hyperscaler market shares, and analyzes industry M&A, regulatory shifts, and emerging category leaders. Cunningham began his career as a Research Analyst at Oppenheimer & Co., later serving as an Equity Research Analyst at Cowen & Co. before joining TD Cowen, and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. His research focuses on future industry trends and critical technology evaluations, supporting both institutional and retail clients with actionable investment insights in the cybersecurity and software sectors.

    Hugh Cunningham's questions to Evolv Technologies Holdings (EVLV) leadership

    Hugh Cunningham's questions to Evolv Technologies Holdings (EVLV) leadership • Q2 2024

    Question

    Hugh Cunningham of TD Cowen asked about the operating relationship with contract manufacturer Columbia Technology, sought details on new products and add-ons like brandished weapon detection, and questioned the reasons behind the strong momentum with partner Motorola.

    Answer

    CFO Mark Donohue affirmed that Columbia Technology is a vital partner capable of handling current and future production volumes. President and CEO Peter George added that new products like Visual Gun Detection are helping the sales pipeline and that one or two new offerings are on track for release by year-end. He attributed Motorola's success to its market leadership, extensive sales network, and strong brand in the security sector.

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