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    Mark Schuder

    Vice President and Equity Research Analyst at William Blair & Company, L.L.C.

    Mark Schuder is a Vice President and Equity Research Analyst at William Blair & Company, L.L.C., specializing in healthcare sector coverage with a primary focus on the medical devices and diagnostics space. He actively covers companies including Dexcom, Insulet, and Tandem Diabetes Care, with a track record of providing actionable investment insights and consistently accurate earnings forecasts reflected in a TipRanks success rate above 60% and robust average returns per recommendation. Mark began his finance career at William Blair, advancing quickly through research associate and analyst roles after joining the firm in 2015, and he has developed deep industry expertise recognized by clients and colleagues alike. Holding FINRA Series 7, 63, 86, and 87 licenses, Mark demonstrates a strong commitment to analytical rigor and professional standards in equity research.

    Mark Schuder's questions to Amprius Technologies (AMPX) leadership

    Mark Schuder's questions to Amprius Technologies (AMPX) leadership • Q2 2025

    Question

    Mark Schuder of William Blair & Company, L.L.C. requested more color on the increased engagement from drone customers and the overall market opportunity. He also asked about Amprius's pricing power, particularly regarding its performance advantages and the value of a non-China supply chain.

    Answer

    President Tom Stepien highlighted the significant value Amprius batteries provide to drones, such as extended flight times, and cited a McKinsey estimate of a $4.5-5 billion total addressable market for drone batteries. He explained that the company's performance-disruptive technology currently commands a premium price. The Fremont pilot line facilitates quick-turn samples for customer validation before scaling with contract manufacturers.

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