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    Michael Fisher

    Research Analyst at Evercore ISI

    Michael Fisher is an Equity Research Analyst at Evercore ISI, specializing in technology sector analysis with coverage of major companies such as Cisco Systems and other technology-driven firms. He actively participates in earnings calls and industry events, delivering actionable insights on topics like AI adoption, optical systems, and margins, and is known for facilitating high-level discussions with CEOs. Fisher began his career in equity research and currently operates under Evercore Group LLC; his BrokerCheck profile confirms FINRA registration and active securities licenses. With a track record of contributing to market forecasts and strategic analysis, he is recognized for his strong analytical acumen and professionalism within the investment research industry.

    Michael Fisher's questions to Karman Holdings (KRMN) leadership

    Michael Fisher's questions to Karman Holdings (KRMN) leadership • Q2 2025

    Question

    Michael Fisher, on for Amit Daryanani, requested an overview of Carmen's exposure to various drone programs, including lower-cost systems. He also asked whether the company anticipates the Golden Dome program's launch volume will be dominated by a single provider like SpaceX or involve multiple launch partners.

    Answer

    CEO Tony Koblinski confirmed involvement in key programs like Switchblade and Coyote and stated a goal to partner across the unmanned systems spectrum, which he sees as a major growth driver. He asserted that the Golden Dome program will "without question" require multiple launch providers, noting Carmen is agnostic as it supplies components to nearly all major US launch companies.

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    Michael Fisher's questions to Karman Holdings (KRMN) leadership • Q2 2025

    Question

    Speaking for Amit Daryanani, Michael Fisher requested an overview of Carmen's exposure to various drone programs, from high-end loitering munitions to lower-cost systems. He also asked if the launch volume for the Golden Dome program is anticipated to come from a single provider or multiple providers.

    Answer

    CEO Tony Koblinski confirmed Carmen's broad partnership across the unmanned and counter-unmanned systems spectrum, while declining to disclose non-public program details. On the Golden Dome program, he stated that multiple launch providers will be required to build out the space layer and that Carmen is launch-agnostic, supplying components to nearly all major players.

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    Michael Fisher's questions to RESIDEO TECHNOLOGIES (REZI) leadership

    Michael Fisher's questions to RESIDEO TECHNOLOGIES (REZI) leadership • Q4 2024

    Question

    Speaking on behalf of Amit Daryanani, Michael Fisher of Evercore ISI asked about the drivers of ADI's significant gross margin improvement, specifically questioning the contribution from the 34% growth in exclusive brand revenue. He also inquired about the factors behind the Snap One acquisition synergies coming in ahead of schedule.

    Answer

    Robert Aarnes, President of ADI Global Distribution, clarified that the 34% growth was on legacy ADI exclusive brands and that distributing Snap's exclusive brands to the larger ADI customer base presents a significant future margin opportunity. He attributed the accelerated synergy realization, primarily from cost savings, to a successful integration strategy that blended the leadership teams of both companies, allowing for faster identification and execution of opportunities.

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