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    Rian Bisson

    Research Analyst at B. Riley Securities

    Rian Bisson is an Equity Research Analyst at Craig-Hallum Capital Group LLC, previously affiliated with B. Riley Securities, where he specialized in equity research for technology and industrial sectors. Over his career, he has provided in-depth coverage on companies such as Identiv and contributed market insights that supported institutional investment decisions. Bisson's track record includes participation in quarterly earnings reports with actionable recommendations, and he has developed a solid reputation for fundamental research, though publicly available third-party platforms do not disclose exact success rates or returns generated. He began his analyst career in the early 2020s, moving from earlier research roles and progressing to senior positions, and holds the requisite FINRA securities licenses for equity research professionals.

    Rian Bisson's questions to Arlo Technologies (ARLO) leadership

    Rian Bisson's questions to Arlo Technologies (ARLO) leadership • Q2 2025

    Question

    Rian Bisson of Craig-Hallum Capital Group, on for Tony Stoss, asked about the monthly churn rate, noting it was around 1% in the quarter, and questioned if this represents a new, lower baseline compared to the historical 1.1-1.3% range.

    Answer

    CEO Matthew McRae acknowledged the strong 1% churn result for the quarter, attributing it to the success of several internal retention initiatives hitting simultaneously. However, he stated that the company is maintaining its official expected range of 1.1% to 1.3% due to seasonality and rapid growth, while also highlighting that the company's operational improvements are having a tangible, positive impact.

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    Rian Bisson's questions to Arlo Technologies (ARLO) leadership • Q1 2025

    Question

    Speaking on behalf of Tony Stoss, Rian Bisson asked for an update on key service metrics, specifically what Arlo is seeing in terms of subscriber churn and conversion rates following the recent changes to service plans and pricing.

    Answer

    CEO Matthew McRae responded that all service metrics have a 'green light'. He acknowledged a small, temporary spike in churn immediately following the plan changes, which was expected and consistent with past price adjustments. However, he confirmed that churn has since returned to normal levels and is continuing to improve. McRae also stated that conversion rates look 'great' across all cohorts, contributing to the overall strength of the services business.

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    Rian Bisson's questions to Identiv (INVE) leadership

    Rian Bisson's questions to Identiv (INVE) leadership • Q1 2025

    Question

    Rian Bisson of B. Riley Securities inquired about the indirect impact of U.S. import tariffs on customer caution and the sales pipeline, and also asked for an update on the timeline for the previously discussed grocery logistics deal.

    Answer

    Executive Kirsten Newquist acknowledged customer concerns regarding tariffs but noted no significant impact on orders yet, as many are in a 'wait and see' mode. She confirmed the grocery logistics project remains on track for trials and proof-of-concept by year-end, with a potential go-live date in mid-2026.

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