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    Jacob Krahenbuhl

    Research Analyst at William Blair

    Jacob Krahenbuhl is an Equity Research Associate at William Blair, specializing in healthcare IT and related sectors. He has covered major companies including 10x Genomics, Cytek Biosciences, OraSure Technologies, and Pacific Biosciences of California, with demonstrated success in tracking sector trends and facilitating high-visibility analyst calls. Krahenbuhl began his career after graduating from the University of Arkansas in 2021, subsequently holding analyst roles at Stephens, Inc. from 2022 to 2024 before joining William Blair in 2024. He is affiliated with SEC-registered broker/dealer firms and is expected to hold FINRA securities registrations relevant to his position.

    Jacob Krahenbuhl's questions to 10x Genomics (TXG) leadership

    Jacob Krahenbuhl's questions to 10x Genomics (TXG) leadership • Q2 2025

    Question

    Jacob Krahenbuhl asked what customers indicate would be the biggest catalyst to unlock spending, such as budget clarity or fund disbursement, and about the potential timeline for such an unlock.

    Answer

    CEO Serge Saxonov identified two primary factors based on customer feedback: long-term clarity on future budgets and, more immediately, the actual disbursement of awarded grant funds. He emphasized that the slow movement of money to researchers is a key factor holding back spending, and an acceleration here would provide the confidence to move forward with projects.

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    Jacob Krahenbuhl's questions to 908 Devices (MASS) leadership

    Jacob Krahenbuhl's questions to 908 Devices (MASS) leadership • Q2 2025

    Question

    Jacob Krahenbuhl, on behalf of Matt Larue at William Blair & Company, inquired about the early uptake and sales strategy for the new Viper product and its potential contribution to 2025 guidance. He also asked about the sustainability of the record device sales for the Explorer product, given its reliance on specific grant funding.

    Answer

    CEO Kevin Knopp described Viper as a purpose-built, three-in-one analyzer for global customs, noting positive early feedback and a path to enterprise opportunities in 2026. CFO Joe Griffith added that Viper is primarily a 2026 growth story. Regarding Explorer, Kevin Knopp confirmed record Q2 placements (45 units) driven by strong demand for gas detection, with funding from the Assistant to Firefighters grant program expected to continue and increase under proposed legislation.

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    Jacob Krahenbuhl's questions to 908 Devices (MASS) leadership • Q4 2024

    Question

    Jacob Krahenbuhl from William Blair asked for insights into the long-term P&L and margin structure of the company as a pure-play forensics business following the divestiture. He also questioned the company's capital allocation priorities for its new cash balance, weighing opportunities in S&M, R&D, or M&A.

    Answer

    CFO Joe Griffith explained that the divestiture eliminates roughly $20 million in annualized operating losses and sets a clear path to adjusted EBITDA positivity in Q4 2025 and cash flow positivity in 2026, with further margin leverage expected. Both Griffith and CEO Kevin Knopp stated that the near-term focus is on organic growth, feeling the organization is rightsized, but the strong balance sheet provides flexibility for opportunistic M&A if synergistic opportunities arise.

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