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    Peter Sapino • Wolfe Research

    Peter Sapino's questions to NextNav Inc (NN) leadership

    Peter Sapino's questions to NextNav Inc (NN) leadership • Q2 2025

    Question

    Speaking on behalf of Peter Sapino from Wolfe Research, an analyst asked if NextNav anticipates field testing for unlicensed or tolling operations and questioned the potential costs associated with retuning tolls.

    Answer

    CEO Mariam Sorond stated that NextNav does not believe additional field testing is necessary for the FCC to issue an NPRM. Regarding costs, she referenced recent technical and economic reports showing that only a subset of tolls might need retuning at a minimal cost, with no need for expensive transponder replacements, and reiterated the company's commitment to reasonable accommodations.

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    Peter Sapino's questions to Roku Inc (ROKU) leadership

    Peter Sapino's questions to Roku Inc (ROKU) leadership • Q2 2025

    Question

    Speaking on behalf of Peter Sapino, an analyst asked about the drivers for the implied sequential gross margin improvement in Q4 and requested clarity on the timing and strategy for the new $400 million share repurchase authorization.

    Answer

    CFO Dan Jedda explained that the expected Q4 gross margin improvement is due to operating leverage on higher seasonal volumes, as some costs in COGS are fixed. Regarding the share repurchase, Jedda stated the new program will be incremental to the ongoing net share settlement program, which already offsets over 40% of dilution, and is part of a broader capital allocation strategy that includes strategic investments and M&A.

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