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    Matthew Swope

    Managing Director and Senior Analyst at Robert W. Baird & Co. Incorporated

    Matthew Swope is a Managing Director and Senior Analyst at Robert W. Baird & Co. Incorporated, specializing in fixed income capital markets and credit strategy. He covers a broad range of companies across corporate credit and securitized products, and has established a record of success through consistently strong research and strategic recommendations. Swope joined Baird in 2013 after serving as Vice President at Gleacher & Co., and has held investment banking roles since at least 2008. He holds the Chartered Financial Analyst (CFA) designation and maintains active FINRA registration, demonstrating significant expertise and recognized credentials within the financial industry.

    Matthew Swope's questions to URBAN ONE (UONE) leadership

    Matthew Swope's questions to URBAN ONE (UONE) leadership • Q4 2024

    Question

    Asked for the current cash balance, questioned the debt buyback strategy, inquired about potential liability management exercises, sought clarity on the conservatism of the EBITDA guide, asked how the CEO award functions, and checked on the status of the company's casino ambitions.

    Answer

    The company reported a cash balance of $117 million. They defended their opportunistic open-market buyback strategy over a tender offer and stated it's too early for a formal liability management exercise. They clarified the 2025 EBITDA guide is more comparable to a $93M baseline from 2024 due to a non-cash item. The CEO award mechanics were explained, and they confirmed the Richmond casino project is off the table, though iGaming remains an interest.

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    Matthew Swope's questions to PITNEY BOWES INC /DE/ (PBI) leadership

    Matthew Swope's questions to PITNEY BOWES INC /DE/ (PBI) leadership • Q4 2024

    Question

    Matthew Swope asked about plans for refinancing the 2027 and 2029 notes, whether there was hesitation in announcing shareholder returns, the outlook for cash taxes and restructuring costs in 2025, and the expected timing of the company's revenue growth inflection point.

    Answer

    Interim CFO John Witek reiterated that any action on the 2027 and 2029 notes would be opportunistic, consistent with their capital allocation strategy. CEO Lance Rosenzweig stated there was no hesitation in boosting shareholder returns now that the cash-draining GEC business is gone and cash flow is strong. Witek confirmed the GEC tax asset will reduce cash taxes over the next three years and that most cash restructuring charges for the current savings plan are already behind them. Lance Rosenzweig concluded that the revenue growth inflection point is not expected in 2025 but is a key future goal.

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