Sign in

    Jesper Henrikson

    Research Analyst at Redeye

    Jesper Henrikson is a Research Analyst at Redeye AB, specializing in technology sector equity research with a particular focus on companies such as Neonode. He has participated in multiple earnings call Q&As and in-depth executive interviews, highlighting his analytical coverage and engagement with technical management teams. Henrikson began his role at Redeye before 2021 and continues to deliver firm-specific research and public analysis, most notably on Neonode, but no quantitative performance or TipRanks success metrics are publicly available. His professional credentials and prior experience beyond Redeye have not been disclosed in public domains, and there is no verified information regarding FINRA registration or securities licenses.

    Jesper Henrikson's questions to Neonode (NEON) leadership

    Jesper Henrikson's questions to Neonode (NEON) leadership • Q4 2023

    Question

    Jesper Henrikson inquired about the new Tier 1 automotive software design win, including the ramp-up process, potential revenue quantification, and average selling price per unit. He also asked about the effectiveness of marketing spend, future revenue and profitability targets under the new software-focused strategy, and management's perspective on their own stock ownership.

    Answer

    CEO Urban Forssell detailed the automotive project timeline, which includes an 18-36 month development phase with NRE revenues, followed by per-vehicle royalties upon mass production. He described the royalty as a few dollars per vehicle but emphasized that high volumes and flexible software should yield good margins. Forssell noted that while marketing for the now-phased-out Products business was weak, recent event marketing like CES has been successful. He declined to give specific guidance but stated an ambition to double revenue several times and achieve very high gross margins. Regarding insider ownership, Forssell confirmed management holds significant stakes and he personally views the current stock price as attractive, expressing strong confidence in the new strategy.

    Ask Fintool Equity Research AI

    Jesper Henrikson's questions to Neonode (NEON) leadership • Q4 2023

    Question

    Jesper Henrikson of Redeye inquired about the new automotive software design win, asking for details on the ramp-up process, potential revenue quantification, and the average royalty per unit. He also questioned the return on marketing investments, the company's revenue and profitability targets under the new software-centric model, and management's perspective on their personal stock ownership in Neonode.

    Answer

    CEO Urban Forssell explained that the automotive project involves an 18-36 month development phase with NRE revenues, followed by per-vehicle royalties upon mass production, which he described as a "number of dollars per vehicle." Forssell stated that while marketing for the now-phased-out products business yielded meager results, events like CES were a great success for the new licensing strategy. He noted the company aims to "double our turnover... several times" with "very, very high gross margins." Regarding insider ownership, Forssell affirmed management's belief in the company, calling the current share price "attractive."

    Ask Fintool Equity Research AI

    Jesper Henrikson's questions to Neonode (NEON) leadership • Q4 2023

    Question

    Jesper Henrikson inquired about the new automotive software design win, asking for details on the ramp-up process, revenue potential, and average selling price per unit. He also questioned the effectiveness of marketing spend, the company's future revenue and profitability targets under the new software-focused strategy, and management's perspective on their personal stock ownership.

    Answer

    CEO Urban Forssell explained that the automotive project involves an 18-36 month development phase generating NRE revenues, followed by per-vehicle royalties upon mass production, which he quantified as a 'number of dollars per vehicle.' He noted that while marketing for the now-discontinued products business was meager, efforts for the licensing business, particularly at CES, were a 'great success.' Forssell declined to give specific guidance but stated an ambition to 'double our turnover... several times' with 'very, very high gross margins.' Regarding insider ownership, he acknowledged the current share price is attractive and affirmed management's strong belief in the company's future.

    Ask Fintool Equity Research AI

    Jesper Henrikson's questions to Neonode (NEON) leadership • Q3 2023

    Question

    Jesper Henrikson from Redeye inquired about the status of potential automotive design wins for Driver Monitoring Systems (DMS) and Head-Up Display (HUD) offerings, referencing prior optimism for a Q3 announcement. He also asked to compare interest levels for HUD versus DMS solutions and questioned how the increased focus on automotive would impact the company's cost base.

    Answer

    CEO Urban Forssell confirmed continued optimism but acknowledged slight delays in complex, multi-year negotiations with large OEMs, emphasizing that Neonode is still a strong contender. He explained that DMS demand is driven by European regulations, while HUD interest is a result of design trends and cost-saving measures. CFO Fredrik Nihlén clarified that the company is currently refocusing its existing cost base toward automotive rather than increasing it, but noted a significant design win would require future expansion in engineering.

    Ask Fintool Equity Research AI

    Jesper Henrikson's questions to Neonode (NEON) leadership • Q2 2023

    Question

    Jesper Henrikson of Redeye questioned the competitive landscape for Neonode's head-up display (HUD) offering in the automotive sector and the market segments showing interest. He also expressed concern over the continued investment in the underperforming product sales division, asking about capital allocation strategy and the timeline for achieving results.

    Answer

    CEO Urban Forssell stated that competition for its HUD solution comes from Tier 1 suppliers, but Neonode's technology has a performance advantage over alternatives like cameras or time-of-flight sensors. He noted that while premium auto brands are the initial adopters, a cost advantage could attract volume manufacturers. Regarding the struggling product sales, Forssell acknowledged the issue, confirming that the company is refining its strategy, has already started shifting capital to the licensing business, and is prepared to make further changes if results do not improve.

    Ask Fintool Equity Research AI