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    Mark Schuster

    Vice President and Equity Research Analyst at William Blair

    Mark Schuster is a Vice President and Equity Research Analyst at William Blair, specializing in the coverage of healthcare services and technology companies. He covers several notable firms in the healthcare sector, delivering investment research and recommendations based on rigorous financial analysis, though specific performance metrics such as success rate or returns generated are not publicly available. Schuster began his career in financial analysis prior to joining William Blair in the early 2020s, and his prior experience includes roles in related finance and research functions, helping build expertise in the healthcare landscape. He holds professional securities licenses as part of his FINRA registration, supporting his role as a licensed research analyst.

    Mark Schuster's questions to Enovix (ENVX) leadership

    Mark Schuster's questions to Enovix (ENVX) leadership • Q2 2025

    Question

    Asked about expected Average Selling Prices (ASPs) for high-capacity smartphone batteries and the company's pricing power, as well as the market dynamics and technical advantages for Enovix in the AR/smart glass sector.

    Answer

    The company expects ASPs to rise as battery capacity increases across all phone tiers, and their unique high-density AI1 battery should command a premium. For AR glasses, the need for high power in a small, custom form factor with good thermal performance makes Enovix's technology a strong fit, justifying higher margins.

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