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    Per Ostlund

    Supervisory Analyst at Craig-Hallum Capital

    Per Ostlund is a Supervisory Analyst at Craig-Hallum Capital Group, specializing in equity research with a particular focus on healthcare and medical technology companies such as iCAD Inc. He has over 22 years of industry experience and has consistently provided investment coverage and Buy ratings for growth-oriented companies, with a success rate noted on platforms like TipRanks and a demonstrated track record of informed stock recommendations. Per joined Craig-Hallum in 2013 after holding Vice President and Senior Research Analyst positions at previous firms, further developing his expertise in public equity markets. He also possesses executive credentials including supervisory analytical oversight within the research division and relevant securities licensure.

    Per Ostlund's questions to ICAD (ICAD) leadership

    Per Ostlund's questions to ICAD (ICAD) leadership • Q4 2024

    Question

    Inquired about the drivers of the strong Q4 performance, the mechanics and timing of ARR recognition for cloud deals, and the strategy behind recent technology partnerships like Koios Medical.

    Answer

    The company attributed the strong Q4 to sales execution and budget timing, not the late-quarter V4 clearance. They confirmed a lag of about one quarter for cloud deals to be reflected in ARR due to implementation times. Partnerships are a customer-driven strategy to provide end-to-end solutions and inform the company's future product roadmap.

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