Jonathan Navarreta's questions to KORE Group Holdings Inc (KORE) leadership • Q2 2025
Question
Jonathan Navarreta from TD Cowen inquired about the risk of clients delaying projects into 2026 due to tariff impacts and asked about key 2025 milestones for setting up future growth.
Answer
President and CEO Ron Totten responded that while Core is helping clients navigate supply chain issues, the company has not seen project cancellations or delays. He emphasized that key 2025 milestones include pipeline growth, increasing closed-won eARR, pushing connections past 21 million, and completing three significant technology projects to support long-term growth.