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    John Roy • Water Tower Research LLC

    John Roy's questions to Gorilla Technology Group Inc (GRRR) leadership

    John Roy's questions to Gorilla Technology Group Inc (GRRR) leadership • H1 2025

    Question

    John Roy from Water Tower Research inquired about the volatility in gross margins and when they might stabilize, and also asked for an update on the company's efforts in the U.S., particularly with its partner Aecom.

    Answer

    CFO Bruce Bauer explained that H1 gross margins were lower due to a higher mix of hardware deliveries, but he reaffirmed the full-year target of 40% as the mix shifts back towards software and services. CEO Jay Chandan added that the company's strategic shift to multi-year recurring revenue contracts will lead to more predictable and stable margins over time. Regarding U.S. efforts, Mr. Chandan confirmed the ongoing partnership with Aecom and also highlighted collaborations with Cisco, HPE, and NVIDIA, as well as the One Amazon project's U.S. tokenization strategy.

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    John Roy's questions to Gorilla Technology Group Inc (GRRR) leadership • Q1 2025

    Question

    John Roy asked about the definitive steps Gorilla Technology is taking to sustain its high growth rate and requested more color on the composition of its current sales pipeline and backlog.

    Answer

    CEO Jay Chandan outlined a six-pronged strategy for sustained growth, focusing on converting its pipeline, executing multi-year contracts, entering new markets with new partners, maintaining financial discipline, increasing market visibility, and pursuing a strategic acquisition in Thailand. CFO Bruce Bower clarified the 2025 backlog is $93M, primarily from existing contracts, while the 2026 backlog currently stands at $70M from a mix of existing and new clients.

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    John Roy's questions to First Interstate Bancsystem Inc (FIBK) leadership

    John Roy's questions to First Interstate Bancsystem Inc (FIBK) leadership • Q4 2024

    Question

    John Roy, on for Jared Shaw, asked CEO Jim Reuter about any positive or negative surprises with the bank's technology platform given his background. He also inquired about the loan yield outlook for 2025 and the bank's exposure to the senior living sector following the downgrade of two related credits.

    Answer

    CEO Jim Reuter responded that surprises have been positive, highlighting the quality of the team and the growth markets. He noted the bank's technology stack has all the necessary tools and can be better leveraged with a focus on organic growth. Deputy CFO David Redmon added that loan yields are expected to move modestly higher through 2025, excluding rate impacts. Mr. Reuter clarified that the bank does not view senior living as a 'vertical' and that the recent downgrades were credit-specific, not industry-related.

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