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    Matthew Maus • B. Riley Securities

    Matthew Maus's questions to Digi International Inc (DGII) leadership

    Matthew Maus's questions to Digi International Inc (DGII) leadership • Q3 2025

    Question

    Matthew Maus, on behalf of Josh Nichols, inquired about customer demand trends, asking if clients are moving past a 'wait and see' mode on larger projects. He also asked about the potential size of the OpenGear opportunity from AI infrastructure build-outs and whether normalized inventory levels could lead to accelerated customer reordering in fiscal 2026.

    Answer

    President, CEO & Director Ron Konezny stated he is optimistic that increased certainty around U.S. financial policy and tariffs will lead to more timely customer decision-making. He noted that OpenGear is benefiting from both AI and non-AI data center demand, with a key trend being hybrid deployments. Regarding inventory, Konezny confirmed levels are optimizing and that the company is seeing positive signs of improving velocity from the channel.

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    Matthew Maus's questions to Inspired Entertainment Inc (INSE) leadership

    Matthew Maus's questions to Inspired Entertainment Inc (INSE) leadership • Q2 2025

    Question

    Matthew Maus of B. Riley Securities questioned the next leg of growth drivers for the Gaming segment into 2026, promising new international markets for Hybrid Dealer, and the company's capital deployment priorities following its refinancing and pending asset sale.

    Answer

    President & CEO Brooks Pierce identified Canadian provinces, the Illinois VLT replacement cycle, and new server-based gaming markets like Brazil as future growth drivers. Executive Chairman Lorne Weil outlined capital allocation priorities, stating the focus is first on funding growth, followed by debt reduction to benefit from lower rates, and then considering share repurchases.

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    Matthew Maus's questions to Hudson Technologies Inc (HDSN) leadership

    Matthew Maus's questions to Hudson Technologies Inc (HDSN) leadership • Q1 2025

    Question

    Matthew Maus, on behalf of Josh Nichols, asked for an update on the expected cadence of the DLA contract for 2025, the company's capital allocation plans for its stock buyback program, and the outlook for inventory levels for the rest of the year.

    Answer

    CFO Brian Bertaux confirmed that the DLA contract is expected to generate revenue in the mid-$30 million range for 2025, consistent with prior guidance. He stated that the company will continue to opportunistically execute its remaining $5.5 million stock buyback authorization. Bertaux also noted that inventory levels are now approaching a normalized level.

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