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    John Dixon • Artemis Investment Group

    John A Dixon is the Managing Partner and CEO of Artemis Investment Group, specializing in value investments that deliver strong cash returns to investors. Overseeing a diversified portfolio, Dixon has led Artemis in targeting underperforming private companies and real estate assets, achieving consistent double-digit annualized returns for the firm’s funds. With more than a decade of experience, Dixon has a background in global finance and has held advisory positions across multiple sectors prior to co-founding Artemis. He holds advanced financial certifications and is registered with relevant regulatory bodies, solidifying his reputation as a strategic leader in value-driven asset management.

    John Dixon's questions to Spok Holdings Inc (SPOK) leadership

    John Dixon's questions to Spok Holdings Inc (SPOK) leadership • Q4 2024

    Question

    John Dixon asked for the rationale behind moving the company headquarters to Plano, Texas, and sought clarification on the 80% recurring revenue metric, questioning if that meant 80% of new bookings were from existing customers.

    Answer

    CEO Vincent Kelly explained that the headquarters move and other office closures were purely cost-saving measures, as the company operates effectively with a distributed workforce. COO Michael Wallace and CEO Vincent Kelly clarified that the 80% recurring revenue figure is not related to bookings, but rather represents the combined, predictable revenue from the entire wireless business and the software maintenance contracts.

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