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    Mark Schutter

    Research Analyst specializing in Health Care at William Blair & Company

    Mark Schutter is a Research Analyst specializing in Health Care at William Blair & Company, where he analyzes and covers key companies within the sector, including large healthcare solutions providers and innovators. Known for his thorough investment research and strategic recommendations, Schutter has contributed to robust portfolio performance and has been recognized for insightful sector analysis by both internal and external advisory councils. He began his career in investment analysis and has held advisory council roles in prominent organizations before joining William Blair & Company, where he bolstered the firm's healthcare research capabilities. Schutter holds industry-recognized credentials and maintains a strong commitment to professional standards in investment research.

    Mark Schutter's questions to Enovix (ENVX) leadership

    Mark Schutter's questions to Enovix (ENVX) leadership • Q3 2024

    Question

    Mark Schutter asked if the second smartphone OEM agreement should be viewed as more concrete or if this customer is more eager than the first. He also questioned if there was an opportunity to create a competitive race for qualification between the two customers.

    Answer

    CEO Raj Talluri responded that every customer relationship is unique and at a different stage, and the company's goal is to become a major supplier to the entire market. CFO Farhan Ahmad added that securing the first customer is the most critical step, as it shifts the dynamic from a 'push' to a 'pull' for subsequent customers, making adoption easier across the industry.

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