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    James Patrick McIlree • Dawson James Securities

    James Patrick McIlree is a Senior Research Analyst at Dawson James Securities, specializing in equity research with a focus on emerging and small-cap companies, particularly in the energy and technology sectors. He covers firms such as Profire Energy, Vuzix, and WiSA Technologies, and his analytical work includes detailed company valuations and price targets rooted in fundamental analysis. With a career spanning more than two decades, McIlree previously held roles at Chardan Capital before joining Dawson James Securities in 2021. As a FINRA-registered professional (CRD# 1974641) and CFA charterholder, he brings a rigorous analytical approach and deep sector knowledge to his research.

    James Patrick McIlree's questions to Urgent.ly Inc (ULY) leadership

    James Patrick McIlree's questions to Urgent.ly Inc (ULY) leadership • Q1 2025

    Question

    James Patrick McIlree questioned the future trajectory of operating expenses, given planned investments for mid-market entry. He also asked for an explanation of the Q1 cash decrease, specifically the reduction in accrued expenses, and sought clarity on the magnitude of the sequential revenue growth expected to begin in Q3.

    Answer

    CFO Timothy Huffmyer projected that operating expenses would continue to decrease slightly on an absolute basis, as the company's current structure can support new business without significant ramp-up costs. He explained the cash decrease was primarily due to a Q1 debt repayment that included over $3 million in previously accrued fees, and confirmed working capital levels are now normalized. CEO Matthew Booth affirmed that the sequential revenue growth starting in Q3 is expected to be modest initially, with any material wins to be announced separately.

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    James Patrick McIlree's questions to Urgent.ly Inc (ULY) leadership • Q4 2024

    Question

    James Patrick McIlree of Dawson James Securities inquired about the pricing dynamics of recent contract renewals, the expected revenue ramp from new customers in 2025, the rationale behind the flat Q1 revenue guidance, and the potential risks to customer service quality and churn from operational restructuring.

    Answer

    CFO Tim Huffmyer explained that contract renewal pricing is holding steady, supported by CPI escalators, while CEO Matt Booth noted the introduction of new, higher-priced VIP service tiers. Huffmyer clarified that the flat Q1 guidance is due to a larger contract loss in Q4 being offset by a new, smaller win. Booth addressed service concerns by stating the transition to nearshore operations was thoroughly tested over 18 months, has not degraded their 4.5/5 star rating, and poses no significant churn risk.

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