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    Paul Essi

    Research Analyst at William K. Woodruff

    Paul Essi is an Equity Analyst at William K. Woodruff & Co. LLC, specializing in finance with a focus on telecommunications and networking sectors. He has covered notable companies including Cambium Networks, Aviat Networks, and ADTRAN, often participating in their earnings calls and providing market insights. Essi’s career at William K. Woodruff has included regular engagements with industry executives and in-depth coverage of specific firms, contributing to informed investment decision-making in these sectors. While his FINRA registration and securities licenses are not publicly detailed, his active analyst role and direct interaction with company management demonstrate his professional standing and expertise.

    Paul Essi's questions to LUNA leadership

    Paul Essi's questions to LUNA leadership • Q3 2023

    Question

    Asked about the balance sheet and working capital, the potential of the new data center business, and updates on defense programs like the F-35 and F-22.

    Answer

    The company expects strong cash generation in Q4 from working capital. The data center win is seen as a sustainable business with a good sales funnel, relevant to AI. A large F-35 related order is expected in Q4, and the F-22 program is progressing with deliveries expected next year.

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