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    Neil Young

    Managing Director and Senior Equity Research Analyst at Needham & Company

    Neil Young is a Managing Director and Senior Equity Research Analyst at Needham & Company, specializing in coverage of the consumer services and finance sectors with a focus on publicly traded technology and consumer services companies. He is known for his thorough analysis and has built a broad network of industry and corporate contacts, delivering actionable recommendations based on in-depth sector research. Over his career, which includes over a decade at Needham & Company and connections with more than 90 key industry figures, Young has established himself as a respected voice in equity research. He holds an MBA and an undergraduate degree, and his professional record indicates expertise in securities analysis and compliance with regulatory standards.

    Neil Young's questions to SkyWater Technology (SKYT) leadership

    Neil Young's questions to SkyWater Technology (SKYT) leadership • Q2 2025

    Question

    Neil Young from Needham & Company inquired about the potential for future margin expansion at Fab 25, asking about specific milestones and their timing.

    Answer

    CEO Thomas Sonderman explained that margin expansion levers include introducing higher-margin ATS engineering revenue, charging market prices for new products, and driving cost optimization synergies between the Minnesota and Texas fabs. CFO Steve Manko added that while near-term gross margins will be compressed, the acquisition was economically sound, doubling revenue and increasing gross profit dollars, with a long-term path to exceed peer foundry margins.

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    Neil Young's questions to Valens Semiconductor (VLN) leadership

    Neil Young's questions to Valens Semiconductor (VLN) leadership • Q2 2025

    Question

    Neil Young of Needham & Company inquired about the distribution of tariff-related revenue pressure between the CIB and automotive segments and asked for the gross margin outlook by segment for Q3.

    Answer

    CEO Gideon Ben-Zvi explained that the tariff impact is indirect, affecting customers in both the automotive and audio-video industries who manufacture in tariff-exposed regions. CFO Guy Nathanzon stated that while overall Q3 gross margin guidance is provided, the company does not break down margin guidance by segment.

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    Neil Young's questions to Valens Semiconductor (VLN) leadership • Q4 2024

    Question

    Neil Young, on behalf of Quinn Bolton, inquired about the strongest near-term demand drivers in the cross-industry business, its growth outlook for 2025, and the factors behind the Q1 gross margin guidance.

    Answer

    CEO Gideon Ben-Zvi explained that demand is mixed, with recovery in traditional ProAV, new growth from huddle rooms and USB connectivity, and longer-term potential in industrial machine vision. CFO Guy Nathanzon added that Q1 gross margin is influenced by a product mix shift in the cross-industry business and a more sustainable cost optimization in automotive, with the overall margin dependent on the revenue split between the two segments.

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    Neil Young's questions to MACOM Technology Solutions Holdings (MTSI) leadership

    Neil Young's questions to MACOM Technology Solutions Holdings (MTSI) leadership • Q2 2025

    Question

    Neil Young, on behalf of Quinn Bolton, asked for the gross margin outlook for the remainder of the year and inquired about any observed or potential impacts from tariffs on MACOM's business.

    Answer

    CFO John Kober stated that gross margin is expected to remain in the mid-57% range for Q3, consistent with recent quarters, noting that lower utilization at the Lowell fab is a headwind. President and CEO Stephen Daly addressed tariffs, stating no noticeable impact has been seen on customer behavior, and emphasized that MACOM's business is largely direct, non-commodity, and U.S.-centric, making the situation manageable.

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    Neil Young's questions to SYNAPTICS (SYNA) leadership

    Neil Young's questions to SYNAPTICS (SYNA) leadership • Q2 2025

    Question

    Neil Young of Needham & Company inquired about the segmental reporting for the $40 million in annualized sales from the Broadcom transaction and asked for specifics on areas of strength or weakness driving the improvement in Enterprise bookings.

    Answer

    Interim CEO and CFO Ken Rizvi clarified that all revenue from the Broadcom deal will be categorized under the Core IoT segment. Regarding the Enterprise business, Rizvi noted that the improvement is broad-based, with particular traction in peripherals. He expressed strong confidence in the overall business, citing lean inventories and a clear path to sequential growth of approximately $10 million per quarter through the calendar year, with automotive being the only remaining sluggish area.

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