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Matty DePaola

**Senior Equity Research Associate** at Rosenblatt Securities

Madison De Paola is a **Senior Equity Research Associate** at Rosenblatt Securities, specializing in equity research with a focus on technology and intellectual property sectors. She actively covers companies such as **Adeia Inc. (ADEA)**, participating in earnings calls and providing analysis on revenue guidance, licensing deals, and growth strategies, though specific performance metrics like success rates or rankings on platforms such as TipRanks are not publicly available. De Paola's career at Rosenblatt Securities is confirmed through recent professional listings and conference transcripts, with no detailed prior firms or start dates identified; her professional credentials including FINRA registrations or securities licenses remain undisclosed in available sources.

Matty DePaola's questions to Penguin Solutions (PENG) leadership

Question · Q1 2026

Matty DePaola asked if the recent Marvell acquisition of Celestial AI and the broader industry shift towards optical fabrics are influencing Penguin Solutions' optical memory and related technologies strategy.

Answer

CEO Mark Adams stated that the Marvell acquisition does not change Penguin Solutions' strategy but serves as a strong validation of the market opportunity. He emphasized that enhancing bandwidth performance between memory and GPU/CPU is a critical dynamic, and Marvell's investment reinforces Penguin's direction in developing system-level memory products.

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Question · Q1 2026

Matty DePaola asked if Penguin Solutions is observing any changes in the optical memory and related technologies market following Marvell's recent acquisition of Celestial AI and the broader industry shift towards optical fabrics.

Answer

Mark Adams, CEO, stated that Penguin Solutions has not observed any specific changes but views Marvell's acquisition as a strong validation of the market opportunity and the company's strategy to enhance bandwidth performance between memory and GPU/CPU. He emphasized that such investments by established companies reinforce the direction of Penguin's system-level product development in memory.

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