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    Jason Smith

    Senior Equity Research Analyst at Lake Street Capital Markets

    Jason Smith is a Senior Equity Research Analyst at Lake Street Capital Markets, specializing in technology and industrials with a focus on innovative growth companies. He provides coverage on firms such as PCTel, regularly engaging in earnings calls and in-depth analysis of business trends and market opportunities. Smith joined Lake Street after building experience at other financial institutions, contributing to a research team recognized for rigorous fundamental analysis and early identification of high-potential investments. He holds professional securities licenses and FINRA registration, affirming his credentials in delivering actionable investment research to institutional clients.

    Jason Smith's questions to NAPCO SECURITY TECHNOLOGIES (NSSC) leadership

    Jason Smith's questions to NAPCO SECURITY TECHNOLOGIES (NSSC) leadership • Q4 2025

    Question

    Jason Smith from Lake Street Capital Markets asked for clarification on whether the strong sell-through in June was broad-based across both radio and locking products. He also requested an update on whether the company has seen a noticeable pickup in the school security market.

    Answer

    President and COO Kevin Buchel confirmed that the strong June sell-through was 'across the board,' with a particularly strong performance from fire radios. He noted that the locking business faced a difficult comparison due to a large project in the prior year, but comps will ease after Q1. Regarding the school market, Buchel described business as 'steady, good, steady, strong,' but expressed that there remains a significant, long-term opportunity for upgrades across the country.

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    Jason Smith's questions to VirTra (VTSI) leadership

    Jason Smith's questions to VirTra (VTSI) leadership • Q2 2025

    Question

    Jason Smith from Lake Street Capital Markets asked about VirTra's position in the IVAS program following the contract novation to Andro, the impact of the US Army's selection of Bohemia's Virtual Battle Space, and customer traction for the VXR extended reality platform.

    Answer

    CEO John Givens clarified that VirTra's recoil kit development for IVAS is complete and performed flawlessly, with the program's current focus being on a new headset component, for which VirTra's role is secure. He viewed the Army's VBS selection as a positive development that expands VirTra's opportunities. Regarding VXR, Givens noted strong interest in healthcare and law enforcement for certified, non-weapon training, acknowledging that weapons training in VR can create negative effects.

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    Jason Smith's questions to VirTra (VTSI) leadership • Q2 2025

    Question

    Jason Smith asked for clarification on VirTra's involvement in the IVAS program following the prime contractor change, the impact of the US Army's selection of Bohemia's virtual battle space, and the market traction for the VXR platform.

    Answer

    The CEO clarified that VirTra's role in the IVAS program is secure, with only the headset component being re-competed by the new prime contractor. The Army's adoption of Bohemia's VBS is seen as a positive opportunity for integration. The VXR platform is gaining traction in non-weapon certified training applications, particularly in law enforcement and healthcare.

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    Jason Smith's questions to BENCHMARK ELECTRONICS (BHE) leadership

    Jason Smith's questions to BENCHMARK ELECTRONICS (BHE) leadership • Q2 2025

    Question

    Jason Smith of Lake Street Capital Markets questioned if the completion of the inventory digestion period in the Medical segment occurred faster than previously expected. He also asked for more detail on the size of the space sector within the broader Aerospace & Defense (A&D) segment.

    Answer

    EVP & CCO David Moezidis responded that the Medical inventory clearing took slightly longer than anticipated but has now dissipated, and the company successfully won new business during this period. CEO Jeff Benck addressed the A&D question, stating that while sub-sector sizes are not disclosed, the space business is a 'meaningful contributor' with the potential to reach tens of millions in revenue, leveraging the company's complex systems and RF expertise.

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