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    John Henderson • Inflections

    John Henderson is a Senior Equity Analyst at Inflections, specializing in technology and software sector research with a focus on companies such as Snowflake, Datadog, and ServiceNow. He has established a strong reputation for his actionable insights, boasting a 68% success rate and an average return of 14% per call, which places him among the top analysts on investor ranking platforms. Henderson began his finance career at Cowen in 2013 as an Associate before moving to Inflections in 2018, where he has steadily advanced to his current senior role. He holds FINRA Series 7, 63, and 86 licenses and is recognized for his detailed coverage and winning recommendations within the tech industry.

    John Henderson's questions to Amplitech Group Inc (AMPG) leadership

    John Henderson's questions to Amplitech Group Inc (AMPG) leadership • Q2 2025

    Question

    John Henderson of Inflections inquired about the order timeline for the second tier-one customer, visibility into 2026 production, the pipeline for new MNOs, the revenue potential from quantum computing, and the status of the space division.

    Answer

    CEO Fawad Masood and COO George Flores explained that orders from the second tier-one are coming in, with the bulk expected in 2026-2027. They confirmed having forecast visibility for 2026 to manage the supply chain. While not providing numbers, they noted that their success is opening doors with other MNOs. Mr. Masood clarified that quantum computing is a future, pre-production opportunity, and the space division's chip demand is expected to materialize next year.

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    John Henderson's questions to Amplitech Group Inc (AMPG) leadership • Q2 2025

    Question

    Asked for updates on orders from the second tier-one customer, visibility into 2026, the sales pipeline with other operators, the status of the quantum computing division, and the outlook for the space division.

    Answer

    The company confirmed receiving orders from the second tier-one customer and expects the bulk of the $78M LOI to be fulfilled in 2026-2027. They have good visibility into future demand through customer forecasts. They anticipate strong interest from other MNOs in the coming year. The quantum computing business is pre-production but positions them well for the future. The space division is expected to see demand ramp up next year.

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    John Henderson's questions to NANX leadership

    John Henderson's questions to NANX leadership • Q4 2024

    Question

    Asked about the current number of brand partners, the strategy to reach $200M in revenue, whether the company is expanding too quickly, Q1 profitability, confidence in H2 growth given the modest order book increase, and whether Q2 would be stronger than Q3.

    Answer

    The company has over 70 brand partners and plans to grow via existing partners, globalization, and larger new partners. The expansion pace is appropriate for flexibility. Q1 is expected to be profitable. The order book comparison is misleading due to shorter customer lead times now; underlying demand is strong. Q2 is expected to be particularly strong, potentially stronger than Q3 this year.

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    John Henderson's questions to NANX leadership • Q3 2024

    Question

    Asked about the seasonality of orders for 2025, the potential to reach 40% gross margins, current production capacity versus a $100 million revenue goal, the fully converted share count, and contingency plans for potential China tariffs. He also strongly advocated for an uplisting to a major exchange.

    Answer

    Executives stated that seasonality is decreasing, but new product launches still create a Q1/Q2 surge. They believe 40% gross margins are possible but contingent on steady production growth. They confirmed having capacity for $100 million in revenue and are expanding it, with the main challenge being specific packaging line capacity. They also confirmed all preferred shares are converted and that their supply chain is diversified to mitigate risks from potential China tariffs.

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