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    Morgan Long

    Research Analyst at Goldman Sachs

    Morgan Long is an analyst at Goldman Sachs, specializing in equity research with a focus on sectors such as technology and financial services. Their coverage includes tracking performance data and trends for notable publicly traded companies, leveraging advanced analytics to support investment decisions and client advisory. Morgan began their career with Goldman Sachs, joining as an intern before transitioning to a full analyst position, and has built a reputation for providing high-quality research though specific performance metrics and industry rankings are not publicly documented. They maintain standard industry credentials, including FINRA registration and requisite securities licenses, underlining their professional qualifications within the investment research space.

    Morgan Long's questions to Luminar Technologies, Inc./DE (LAZR) leadership

    Morgan Long's questions to Luminar Technologies, Inc./DE (LAZR) leadership • Q4 2024

    Question

    Morgan Long of Goldman Sachs asked about the impact on the order book from the transition to the Halo platform and sought confirmation on the Halo launch timeline.

    Answer

    CFO Tom Fennimore explained that the quoting process doesn't change much, but the order book is temporarily lower because Halo is in an earlier development stage and doesn't yet meet their strict criteria for inclusion (requiring an official series production award). He expects the order book to be replenished with better economics as Halo meets development milestones. Fennimore confirmed the timeline for Halo is targeted for vehicle launches with SOPs in 2027, implying development completion around the end of 2026.

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